http://allaboutalpha.com/blog/2007/03/15/more-from-managed-accounts-usa-in-new-york/ A finance blog about hedge funds, portable alpha and alternative investing. Thu, 09 Feb 2012 19:03:08 +0000 http://wordpress.org/?v=abc hourly 1 http://allaboutalpha.com/blog/2007/03/15/more-from-managed-accounts-usa-in-new-york/comment-page-1/#comment-3532 David Tue, 24 Apr 2007 12:03:30 +0000 http://allaboutalpha.com/blog/2007/03/15/more-from-managed-accounts-usa-in-new-york/#comment-3532 I believe Jack is very correct , and this transparency will stop alot of the expensive nonsenense, and games going on wihin Funds. It ma even reduce the Trading so reduce internal costs , as there is much Trading for thre sake of generating. As for not being suitable for stocks, well soem managers maybe worreid since it will expose them to what research they are truly listening to- and what Chinese wall does not exist? I believe Jack is very correct , and this transparency will stop alot of the expensive nonsenense, and games going on wihin Funds. It ma even reduce the Trading so reduce internal costs , as there is much Trading for thre sake of generating. As for not being suitable for stocks, well soem managers maybe worreid since it will expose them to what research they are truly listening to- and what Chinese wall does not exist?

]]> http://allaboutalpha.com/blog/2007/03/15/more-from-managed-accounts-usa-in-new-york/comment-page-1/#comment-2216 informationarbitrage Mon, 19 Mar 2007 14:24:12 +0000 http://allaboutalpha.com/blog/2007/03/15/more-from-managed-accounts-usa-in-new-york/#comment-2216 I think Jack is on crack. I am going to post on this topic over at Information Arbitrage this week (www.informationarbitrage.com). If Jack is talking about commodities funds, ok (as this segment industry pretty much grew up on managed accounts), but I'd like to see hot non-commodities funds fall into line pursuant to his platform objectives. Supply and demand would argue that he is wrong in the current environment, where demand for top managers far exceeds supply, ergo, they can tell those who demand managed accounts to take a long walk off a short pier. Should the supply/demand imbalance flip, then I'd agree that investors have the power to demand such things that are viewed as undesirable by managers. But until that happens, he is setting himself up for a massive game of adverse selection, IMHO. I think Jack is on crack. I am going to post on this topic over at Information Arbitrage this week (www.informationarbitrage.com). If Jack is talking about commodities funds, ok (as this segment industry pretty much grew up on managed accounts), but I’d like to see hot non-commodities funds fall into line pursuant to his platform objectives. Supply and demand would argue that he is wrong in the current environment, where demand for top managers far exceeds supply, ergo, they can tell those who demand managed accounts to take a long walk off a short pier. Should the supply/demand imbalance flip, then I’d agree that investors have the power to demand such things that are viewed as undesirable by managers. But until that happens, he is setting himself up for a massive game of adverse selection, IMHO.

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