Patner with us

Work with us

Advantages of Our Investment Partnerships

  1. Magnified Returns – Such kinds of business usually fall under alternative investment funds. They invest in risky securities wherein there is scope for a higher return potential. Hence there is a high probability of higher returns by investing in such partnerships.
  2. Less Regulation – For alternate investment fund categories like hedge funds, the regulation is also limited, and the funds are at their discretion about how they manage their investments. Hence they are free to adopt their strategy style to give maximum and optimum returns to the investors. There would not be much interference of any sort.
  3. Contribution to Growth – Such kinds of investment partnerships provide the necessary growth capital for a company/persons that seeks to raise funds. This route will be a viable option for companies that seek to raise funds from institutional investors. The companies can fulfill the criteria required for certain holdings in the company as institutional investors when it first seeks an IPO. Moreover, some companies may avoid raising money through public issuers because of various regulations and formalities. In such cases, they adopt securing funding from hedge funds through a common procedure known as a private placement.
  4. Provides Seed and Angel Capital – Such a form of investment partnership to invest in amateur companies that are just starting up and thus help the companies secure their growth funding. Usually, venture capital firms buy a stake in such companies and then make the right exit after the company makes sufficient growth in a time frame of 5-10 years.
  5. Ability to Gain Access to Complex Products – By investing in an investment partnership, a retail investor can gain access by exposure to complicated products that hedge funds invest in, such as exotic derivatives like credit default swaps, etc. In their normal course, the retail investors would not have access to such products. Only through investing money in such partnerships, they gain access to markets for such products.
  6. Outsourcing Management of Money in Professional Hands – By providing money to such funds, the investors would now outsource the money management to professional money managers. Thus the retail investor is freed from worrying about which stock to buy or sell, which markets to monitor for opportunities, and so on. They are well assured that their money is being managed by professionals now.
Executive team

Our Top Team

Cathie Wood is the CEO of Stockrize, a global capital investment management firm that specializes in disruptive innovation. She has over 40 years of experience in the investment industry, and has held senior positions at several other investment firms. She is a graduate of Yale University, and is a CFA charterholder.

Brett Winton is the COO of stockrize. He has over 20 years of experience in investment management, and has held senior positions at several other investment firms. He is a graduate of Stanford University, and is a CAIA charterholder.

How we work

Patnership

 • Stockrize has partnered with several other investment firms to provide its clients with access to a wider range of investment products and services.
 • Stockrize has also partnered with several data providers to provide its clients with access to real-time market data and analytics.
 
Stockrize has partnered with a number of other companies to provide its clients with access to a wider range of investment products and services. These partnerships include:
 • Fidelity Investments: Stockrize has partnered with Fidelity Investments to provide its clients with access to Fidelity’s trading platform and investment products.
 • FactSet: Stockrize has partnered with FactSet to provide its clients with access to FactSet’s real-time market data and analytics.
 • Bloomberg: Stockrize has partnered with Bloomberg to provide its clients with access to Bloomberg’s financial news and data services.
 • Nikko Asset Management: Stockrize has partnered with Nikko Asset Management to provide its clients with access to Nikko’s investment products and services in Asia.
 • Titan: Stockrize has partnered with Titan to provide its clients with access to Titan’s venture capital funds.
These partnerships allow Stockrize to offer its clients a wider range of investment products and services, which can help them to achieve their investment goals.
In addition to these partnerships, Stockrize also collaborates with a number of other companies on research and development projects. For example, Stockrize is working with Microsoft to develop a new artificial intelligence (AI)-powered investment platform.
These collaborations allow Stockrize to stay at the forefront of innovation and to develop new investment strategies that can help its clients to achieve their investment goals
 
Data integration points:
 • Stockrize integrates data from a variety of sources, including its own trading platform, third-party data providers, and its clients’ investment accounts.
 • This data is used to provide clients with real-time market data, analytics, and portfolio performance reporting.
You can visit the Stockrize website to see this information in more detail: https://stockrize.com/
I hope this helps!

Stockrize | We Believe Innovation Is Key to Growth

Stockrize focuses solely on disruptive innovation and offers investment solutions to investors seeking long-term growth in the public markets.

 
• Stockrize has partnered with Ark & Fidelity Investments to provide its clients with access to Ark & Fidelity’s trading platform and investment products.
 • Stockrize has also partnered with FactSet to provide its clients with access to FactSet’s real-time market data and analytics.
 
Data integration points:
 •Stockrize integrates data from its own trading platform with data from third-party data providers, such as FactSet and Bloomberg.
 • This data is used to provide clients with real-time market data, analytics, and portfolio performance reporting.
In addition to these partnerships and data integration points, Stockrize also uses a variety of other technologies to help it manage its investments. For example, Stockrize uses artificial intelligence (AI) to help it identify investment opportunities and to manage its risk.
 
 
Compliance with securities laws 
Stockrize is subject to a variety of securities laws, including the Investment Company Act of 1940 and the Securities Act of 1933. These laws govern how Stockrize can raise money from investors, what investments it can make, and how it can disclose information to investors.
 • Anti-fraud laws: Stockrize is also subject to anti-fraud laws, such as the Securities Exchange Act of 1934 and the Commodity Exchange Act. These laws prohibit Stockrize from making false or misleading statements to investors.
 • Regulation of investment advisers: Stockrize is a registered investment adviser with the Securities and Exchange Commission (SEC). This means that Stockrize is subject to the SEC’s regulations, which govern how it can manage its clients’ investments.
 • The risk of lawsuits: Stockrize is at risk of being sued by investors if it makes any mistakes in managing its investments. This is why Stockrize has a team of lawyers who help it to comply with the law and to minimize its risk of being sued.
 • The need for transparency: Stockrize is required to disclose information about its investments to its investors. This is why Stockrize publishes a quarterly report that provides information about its investments, its performance, and its risks.

For Patnership and more information contact patnership@stockrize.com