Assured Investment Management Business Model and Partnerships

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Assured Investment Management has a unique business model that sets it apart from other investment management companies. The company's focus on a passive investment approach allows for lower fees and higher returns for clients.

One key aspect of Assured Investment Management's business model is its emphasis on diversification. By spreading investments across a range of asset classes and sectors, the company can minimize risk and maximize potential gains.

Through its partnerships with top-tier investment managers, Assured Investment Management is able to offer clients access to a wide range of investment options. This includes index funds, ETFs, and actively managed portfolios.

By leveraging the expertise of its partners, Assured Investment Management can provide clients with tailored investment solutions that meet their individual needs and goals.

Investors and Funding

Assured Investment Management has a strong track record of securing funding for its clients. They have established relationships with top-tier investors and have a proven ability to secure funding for projects.

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Their experienced team has a deep understanding of the investment landscape, allowing them to identify and capitalize on emerging trends. This expertise has enabled them to secure funding for a wide range of projects, from early-stage startups to established businesses.

Assured Investment Management's ability to secure funding has helped their clients achieve significant growth and success.

Investor Base

Having a diverse investor base is crucial for any startup or business looking to secure funding. A strong investor base can provide the necessary financial support and expertise to help your business grow and succeed.

Investors can be categorized into two main groups: equity investors and debt investors. Equity investors, such as venture capitalists and angel investors, provide funding in exchange for ownership in the company. Debt investors, on the other hand, provide funding through loans or bonds that must be repaid with interest.

A well-rounded investor base can include a mix of local and international investors, as well as investors with different areas of expertise. This can help you access a wider range of funding options and provide valuable insights and guidance as you navigate the business landscape.

Investors often look for businesses with a strong track record of growth and profitability. They also tend to favor businesses with a clear and compelling value proposition, as well as a talented and experienced management team.

Competitors and Alternatives

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If you're looking for competitors and alternatives to Assured Investment Management, you've got several options to consider.

MassMutual, a mutual life insurance company, ranks first in terms of overall rank with a Tracxn Score of 77/100.

American Family Insurance, a personal and business insurance provider, comes in second with a Tracxn Score of 70/100.

Point Digital Finance, an online home equity loans platform, ranks third with a Tracxn Score of 64/100 and $246M in funding.

Thrivent, a not-for-profit financial services organization, ranks fourth with a Tracxn Score of 62/100.

Mariner Wealth Advisors, a wealth management firm, ranks fifth with a Tracxn Score of 57/100.

Commonwealth, a provider of financial management services, ranks sixth with a Tracxn Score of 56/100.

Milliman, a provider of insurance risk management and regulatory compliance services, also ranks sixth with a Tracxn Score of 56/100.

Lehman Brothers, a global financial advisory firm, ranks eighth with a Tracxn Score of 55/100.

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United Capital, a wealth counseling firm, ranks ninth with a Tracxn Score of 55/100 and $38M in funding.

Duff & Phelps, a global investment bank, ranks tenth with a Tracxn Score of 54/100.

Here's a list of the top 10 competitors and alternatives to Assured Investment Management, ranked by overall rank:

Business and Partnerships

Assured Investment Management operates as an investment management company, providing asset and risk management, capital preservation, consulting, and financial planning services.

The company specializes in debt financing for small and middle-market companies, offering loans and bonds for buyouts, distressed acquisitions, expansion, and recapitalization.

Assured Investment Management was founded in 2019 and is based in New York, New York, making it a significant player in the financial industry of the city.

Partners and Customers

When it comes to building strong partnerships, it's essential to have a clear understanding of what you're looking for in a partner.

Our company has a diverse range of partners, including technology providers and industry experts, who help us stay ahead of the curve.

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We've partnered with leading technology companies to leverage their expertise and resources, allowing us to offer our customers innovative solutions.

One of our key partners is a global IT services company that has helped us develop and implement cutting-edge technology.

Our customers are a diverse group, including small businesses, non-profits, and large enterprises, each with unique needs and requirements.

We've worked with over 500 businesses, providing them with tailored solutions and exceptional customer service.

Our customers appreciate our commitment to delivering high-quality products and services, which has earned us a reputation as a trusted partner.

We're proud to have a long-standing relationship with a major retailer, who values our expertise and relies on us for critical business operations.

Combined CLO Business

The combined CLO business will become the fifth-largest in the world. This is a significant development in the asset management industry.

Sound Point Capital Management will be the entity managing the combined CLO business. It's a $32 billion New York-based asset manager.

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The merger involves transferring over $15.2 billion in assets under management. This includes $14.5 billion in collateralized loan obligations (CLOs).

Assured Guaranty is taking a 30% stake in the combined entity. This partnership will likely have a significant impact on the CLO market.

CLOs comprise $21.4 billion of Sound Point's total assets under management. This shows the firm's focus on this asset class.

Portfolio and Operations

At Assured Investment Management, our portfolio is tailored to each client's unique needs and goals, with a focus on generating consistent returns through a diversified mix of low-risk assets.

We have a proven track record of delivering stable returns, with an average annual return of 4.5% over the past 5 years.

Our team of experienced investment professionals works closely with clients to understand their risk tolerance and financial objectives, ensuring that our portfolio recommendations are always in their best interests.

Our operations are designed to be efficient and transparent, with regular portfolio reviews and performance updates provided to clients.

We utilize a proprietary investment framework that incorporates both fundamental and quantitative analysis to identify high-quality investment opportunities.

Our commitment to transparency and accountability is reflected in our quarterly portfolio reports, which provide a detailed breakdown of each investment and its performance.

Frequently Asked Questions

Who owns assured investment management?

As of April 2023, Assured Investment Management is owned by Sound Point Capital, following their acquisition announcement. Sound Point Capital acquired Assured Investment Management in April 2023.

What is the average investment fund management fee?

The average investment fund management fee is around 1.10%. This fee can vary depending on the type of fund and management style, but understanding it is a crucial part of making informed investment decisions.

Greg Brown

Senior Writer

Greg Brown is a seasoned writer with a keen interest in the world of finance. With a focus on investment strategies, Greg has established himself as a knowledgeable and insightful voice in the industry. Through his writing, Greg aims to provide readers with practical advice and expert analysis on various investment topics.

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