LockDocs

11/28/2023

In our most recent podcast, we bring to you an insightful conversation on ESG investing within a public markets context with Leslie Nicholson, Chief Product Officer of BITA. BITA is an index provider that is making indexing more accessible to a wider audience.

Last week we posted about how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. In addition to ESG related variables, other variables also can be brought into the mix to optimize investor outcomes. One popular and relevant example in North America is tax loss harvesting. This allows for the creation of individual portfolios that maximize use of tax losses, resulting in optimized after-tax returns. Offering this type of strategy is yet another way asset managers can provide a differentiated value-add to their clients.

Watch the video for more details on this important topic

https://lockdocs.hubs.vidyard.com/watch/Sm8PBoXxC5djDmytrSQSmP?

Listen to the entire conversation on our podcast, "LockDocs Presents". Use the link in the comments or find us on Spotify, Apple Podcasts, or Google Podcasts.

Last week we posted about how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. In addition to ESG related variables, other variables also can be brought into the mix to optimize investor o...

11/24/2023

In our most recent podcast, we bring to you an insightful conversation on ESG investing within a public markets context with Leslie Nicholson Chief Product Officer of BITA. BITA is an index provider that is making indexing more accessible to a wider audience.

Globally, ESG assets are on track to exceed US$53 trillion dollars by 2025, more than a third of the US$140 trillion in projected total assets under management. To say that asset managers cannot afford to ignore ESG is an understatement.

Leslie explains how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. This is enabling the use of very sophisticated and tailored portfolios well beyond the formation of ETFs. For example, custom portfolios can be created for individual investors based on their specific preferences and criteria. This offers the prospect of real differentiation in the marketplace for wealth and asset managers that offer these solutions to their clients.

On top of introducing rules into portfolios relating to ESG, direct indexing adds another layer that can bring additional benefits to investors. One popular and relevant example in North America at the moment is tax loss harvesting. Stay tuned for another post on this topic!

Here is a sneak peak into the conversation.
https://lockdocs.hubs.vidyard.com/watch/i5Ae1c7rzQX85669FddqJN

🎧 Stay tuned for the Full Podcast!

For more conversations from this series, follow us on LinkedIn or check out our company website (linked in the comments).

In our most recent podcast we bring to you an insightful conversation on ESG investing within a public markets context with Leslie Nicholson, Chief Product Officer of BITA. BITA is an index provider that is making indexing more accessible to a wider audience. Globally, ESG assets are on track to exc...

11/23/2023

We are delighted to unveil "LockDocs Presents" our new podcast channel dedicated to exploring relevant topics in the investment industry. We will bring you series of insightful conversations between LockDocs Co-Founder and CEO Anne Marie Stetler, CPA, CA and expert guests from the realm of financial services and beyond.

Subscribe now to get a front-row seat.

Find LockDocs Presents on

Spotify https://lnkd.in/erfxZmeE

Google https://lnkd.in/eBCaJ8_c

Apple https://lnkd.in/eAhR3KeT

11/22/2023

LockDocs is a digital client data management tool that is changing the way fund and wealth managers manage their clients.

LockDocs offers a customizable solution that is designed to automate the onboarding process, private investments, and the entire client lifecycle management process. Our seamless digital client experience saves you time so that you can focus on adding value to clients rather than being bogged down by paperwork.

LockDocs is making the future formless!!

Here is a sneak peak into what LockDocs offers https://lockdocs.hubs.vidyard.com/watch/9ma2bbfATXJFLXNhfVqP4G

A walkthrough of the LockDocs platform and some of our key features. Check us out on LinkedIn (linkedin.com/company/lockdocs) or click the logo in the top-left corner of your screen to visit our website (lockdocs.com) for more.

08/16/2023

Myth: Technology adoption in investments is a trend
Fact: Technology is a strategic imperative

Embracing technology is no longer optional but crucial for investment firms. Integrating data analytics, AI, and automation enhances decision-making, improves client experiences, and boosts operational efficiency. It's a strategic imperative to stay competitive in today's market.

08/14/2023

Do you think the upcoming generational wealth transfer is influencing the demand for ESG investments in alternatives? Cast your vote in the comments!

08/10/2023

With the explosion of AI-powered tools in recent years, we're curious to know how firms have adopted AI behind the scenes. What are the top AI-powered tools your firm is leveraging to enhance the investor experience? Share your thoughts in the comments.

08/09/2023

Introducing "Tech Terms Explained", a series where we help to demystify complex tech concepts you might encounter in the investment realm. Today’s entry will be a familiar one - you almost certainly have data stored in the cloud right now. But what does that really mean?

08/08/2023

Which aspect of investor onboarding do you find most time-consuming?

Like for A) Manual data entry and paperwork
Love for B) Verifying compliance requirements
Haha for C) Collecting client information
Wow D) Integrating data across systems

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08/04/2023

LockDocs CEO Anne Marie Stetler recently sat down with Lillian Ferndriger, Director of Alternatives Distribution at BMO Global Asset Management. They discussed some of the trends Lillian is seeing with their client base with respect to alternative investments. She also shared some valuable insights for fund managers interested in finding ways to access retail capital in Canada. Click the thumbnail to watch the video.

For more conversations from this series, follow us on Meta, LinkedIn, or Instagram and check out our company blog (blog.lockdocs.com/latest).

Join us for an insightful conversation between LockDocs CEO Anne Marie Stetler and Lillian Ferndriger, Director of Alternatives Distribution at BMO Asset Management. They discuss some of the trends Lillian is seeing in BMO's client base in regards to alternative assets, with some excellent suggestio...