Browsing: institutional investors

Posts Tagged ‘ institutional investors ’

Investment Management: Time for New Leaders and Exiting Comfort Zones

Dec 10th, 2019 | Filed under: Newly Added, Hedge Fund Industry Trends, Consultants, Private Equity, The A.I. Industry, Industry Size & Managers, Institutional Investing, Socially responsible investing, Hedge Funds, Equity Types of Private Equity, Other Issues in Private Investments, Business News, Institutional Asset Management, Private Investments, SRI and Clean Energy

Disruption is the trend of the moment in many industries and the investment world is no exception. Deloitte Insights has just posted an article that takes a comprehensive look at the investment world today, traditional and alternative. Its theme is that this world is in search of new leadership andRead More


Central Bank Policies Put the Squeeze on Pension Funds

Dec 5th, 2019 | Filed under: Newly Added, The A.I. Industry, Financial Economics Theory, Institutional Investing, Institutional Asset Management, Finance & Economics

Amundi-CREATE Research has offered its independent assessment on challenges now faced by the world’s pension funds, given the policies of central banks. The subject is of great significance to alternative investments managers who represent the aggressive end of many a pension fund’s portfolio. The gist of the report is thatRead More


A Harvard Education

Oct 28th, 2019 | Filed under: Newly Added, What about beta?, Academic Foundations, Institutional Investing, Asset allocation, Asset Allocation Models, Other Issues in Private Investments, Personalities in AI, Endowments & Foundations, Institutional Asset Management, Private Investments, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association While Harvard the institution is legendary, much less is known about its founding other than by some who have taken those tedious Cambridge tours or the gifted alum who studied their way in through one of those 25 famous gates. Harvard College was foundedRead More


Improve Private Funds, Don’t Do Away with Them

Oct 22nd, 2019 | Filed under: Newly Added, Consultants, Private Equity, The A.I. Industry, Debt Types of Private Equity, Institutional Investing, Equity Types of Private Equity, Other Issues in Private Investments, Endowments & Foundations, Institutional Asset Management, Private Investments, Allocating to A.I.

By John L. Bowman, CFA This editorial first appeared on Sept. 18 in Crain’s Pensions & Investments online edition. It’s open season on private equity in the Democratic presidential debates. Senators Elizabeth Warren and Bernie Sanders and others have made attacking “Wall Street” a major plank in their campaign platforms.Read More


Ramping Up a PE Allocation Over Time

Jul 21st, 2019 | Filed under: Newly Added, Private Equity, The A.I. Industry, Debt Types of Private Equity, Risk management, Equity Types of Private Equity, Private Investments, Risk Management Strategies & Processes

Many investors with long horizons are increasing their allocation to private equity funds: to extract the gains from managerial skill in that field, to reap the illiquidity premium, and simply to diversify. TIAA Endowment & Philanthropic Services has put out a paper on the creation and maintenance of a privateRead More


Restrictions on Pension Plan Investments: A Global Survey

Jul 16th, 2019 | Filed under: Newly Added, Derivatives, The A.I. Industry, Institutional Investing, Hedge Funds, Commodities, Institutional Asset Management, Structured Products, Allocating to A.I.

A new report from the Organization for Economic Cooperation and Development surveys the main quantitative investment restrictions to which pension funds and other pension providers are subject in both OECD countries and a selection of International Organization of Pension Supervisors’ (IOPS) member countries. It reminds us of the general desireRead More


The Audacity of Opacity

Jul 15th, 2019 | Filed under: Newly Added, What about beta?, Consultants, Media Coverage of Hedge Funds, Private Equity, Industry Size & Managers, Asset Managers, Institutional Investing, Hedge Funds, High-net-worth investors, Alternative Investments in Context, Endowments & Foundations, Institutional Asset Management, Private Investments, Family Offices, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association Why are we still talking about this? No, it’s not the central bankers and their insatiable easing tendencies, trade wars with China, or even the Women’s World Cup football match (sorry Netherlands!). These stories all make great headlines, drive news ratings, generate tickertape parades,Read More


The Dangers and Attractions of Infrastructure Investing

Jul 4th, 2019 | Filed under: Newly Added, Infrastructure, The A.I. Industry, Institutional Investing, Natural Resources and Land, Other Issues in Private Investments, Operationally Intensive Real Assets, Institutional Asset Management, Real Assets, Other Topics in A.I.

An arm of Brookfield Asset Management, Brookfield Infrastructure, announced that it is leading a group of investors to buy Genesee & Wyoming for a cash payment of $112 per share, a premium of nearly 40% over the pre-announcement stock price. This is a big infrastructure play. G&W is a freightRead More


It’s YOUR Reputation; Time to Beale With It! 

Jun 10th, 2019 | Filed under: Newly Added, What about beta?, Hedge Fund Industry Trends, Hedge Fund Strategies, Hedge Funds, Alternative Investments in Context, Structure of the Hedge Funds Industry

By Bill Kelly, CAIA Association CEO The satirical movie Network was released almost 40 years ago. The character Howard Beale, played by the actor Peter Finch, is one of the more enduring legacies of this film. He is a news anchor for the UBS Network, and he is to be terminated in two weeks for fallingRead More


Pension Funds Not Quite Swamped by ‘Grey Tsunami’

Mar 5th, 2019 | Filed under: Newly Added, Real Estate, Private Equity, Hedge Fund Strategies, Infrastructure, The A.I. Industry, Equity Hedge Funds, Debt Types of Private Equity, Institutional Investing, Asset allocation, Hedge Funds, Event-Driven Hedge Funds, Equity Types of Private Equity, Natural Resources and Land, Asset Allocation Models, Commodities, Operationally Intensive Real Assets, Institutional Asset Management, Macro and Managed Futures Funds, Private Investments, Real Estate Equity Investments, Real Assets, Allocating to A.I.

A recent study of public employee retirement systems in the United States reaches conclusions, that, after a fair amount of “grey tsunami” alarmism in recent years, sound reassuring. The study, based on a recent survey of system managements conducted by the National Conference of Public Employee Retirement Systems (NCPERS) inRead More


Waiting for Godot

Feb 25th, 2019 | Filed under: Newly Added, What about beta?, Consultants, Institutional Investing, Asset allocation, Asset Allocation Models, Institutional Asset Management, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association Waiting for Godot is a tragic comedy play by Samuel Beckett which first premiered on stage in Paris in 1953. There is only one scene and two primary characters who seem to know that they must wait for someone named Godot. They don’t knowRead More


Green Bonds: The Future of Infrastructure Investing

Feb 24th, 2019 | Filed under: Newly Added, Commodities, Infrastructure, Investing in Commodities, Debt Types of Private Equity, Institutional Investing, Socially responsible investing, Hedge Funds, Commodities, Operationally Intensive Real Assets, Climate change, Institutional Asset Management, Private Investments, Real Assets, SRI and Clean Energy, Other Topics in A.I.

Two scholars affiliated with the Centre for International Governance Innovation, Waterloo, Canada, have taken a look at the future of green bonds, that is, bonds whose proceeds are employed to fund environmental initiatives. The paper, by Olaf Weber and Vasundhara Saravade, begins with a guesstimate as to the amount ofRead More


Women in Alternative Investments: ‘Leveraging Diverse Perspectives’

Feb 10th, 2019 | Filed under: Newly Added, Private Equity, The A.I. Industry, Institutional Investing, Venture capital, Hedge Funds, Institutional Asset Management, Private Investments

“With change happening at an unprecedented pace, it is fitting that alternative investment firms are strategically focused on leveraging diverse perspectives in these disruptive times,” says KPMG Chairman and CEO Lynne Doughtie, “The Call to Act,” a new paper that looks at the roles of women in the alternative investmentRead More


How Public Pension Funds are Subsidizing Infrastructure

Jan 29th, 2019 | Filed under: Newly Added, Infrastructure, The A.I. Industry, Institutional Investing, Socially responsible investing, Alternative energy, Operationally Intensive Real Assets, Institutional Asset Management, Frontier markets, Real Assets, SRI and Clean Energy

Public pension funds in the United States invest in infrastructure. Unfortunately, they aren’t very good at it. A recent working paper of the NBER concludes, indeed, that public pensions are so bad at such investments that they—and thus either the public or its retirees or both—are unwittingly subsidizing infrastructure projects.Read More


Panayiotis Lambropoulos: The View from a Public Pension Manager’s Office

Nov 11th, 2018 | Filed under: Newly Added, Hedge Fund Operations and Risk Management, The A.I. Industry, Due Diligence Process, Institutional Investing, Alpha Hunters, Risk management, Asset allocation, Hedge Funds, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Risk Management Strategies & Processes, Risk Management & Operations, Allocating to A.I.

On Nov. 13, the 24th Annual National Pension and Institutional Investment Summit convenes in Dallas Texas. CAIA is a sponsor of this event. Panayiotis Lambropoulos, portfolio manager of hedge funds at the Employees Retirement System of Texas, will offer his insights at a panel on emerging hedge fund managers. Lambropoulos’Read More


10 Climate Change Actions for Pension Fund Managers

Oct 28th, 2018 | Filed under: Newly Added, Consultants, Social investing, The A.I. Industry, Institutional Investing, Socially responsible investing, Climate change, Institutional Asset Management, SRI and Clean Energy, Other Topics in A.I.

The International Centre for Pension Management (ICPM) has put out a paper on climate change and on the difference it makes for investments. The issue of climate change has, in recent years, gone from “being considered a niche issue to one of potentially major financial consequences for all investors,” oneRead More


Pensions and Real Estate: CEM Benchmarking

Oct 11th, 2018 | Filed under: Newly Added, Real Estate, The A.I. Industry, Institutional Investing, Asset allocation, Asset Allocation Models, Operationally Intensive Real Assets, Institutional Asset Management, Real Assets, Allocating to A.I.

A new paper by Alexander D. Beath and Chris Flynn examines the significance of real estate investing within the portfolios of large European institutional investors from 2005 to 2016. Beath is a senior research analyst with CEM Benchmarking, with a PHD. from McGill University on condensed matter and materials physics.Read More


Intralinks/Global Fund Media Survey of LPs Shows Satisfaction

Sep 25th, 2018 | Filed under: Newly Added, Real Estate, Private Equity, The A.I. Industry, Debt Types of Private Equity, Liquid and Fixed Income Real Estate, Institutional Investing, Hedge Funds, Equity Types of Private Equity, High-net-worth investors, Other Issues in Private Investments, Endowments & Foundations, Institutional Asset Management, Private Investments, Real Estate Equity Investments, Family Offices, Real Assets, Allocating to A.I.

Intralinks has once again collaborated with Global Fund Media in a survey of limited partners on their satisfaction with recent results and on how they see global investment opportunities near-term. As to satisfaction: 18% of LPs say that their results from alternative investments have been better than they expected. ARead More


Pension Funds, ‘Tilt,’ and Underperformance

Jul 1st, 2018 | Filed under: Newly Added, Performance, Analytics & Metrics, Institutional Investing, Benchmarking & Performance Attribution, Institutional Asset Management, Allocating to A.I.

Christina Atanasova and Gilles Chemla have posted a discussion of pension plans,where holdings show a tilt toward private equity and real estate investments. Atanasova is associate professor of finance, Beedie School of Business,  Simon Fraser University in Burnaby, BC, Canada.  Chemia is professor of financial at Imperial College Business School, London,Read More


Three Drivers of Hedge Fund Consolidation

Jun 19th, 2018 | Filed under: Newly Added, Hedge Fund Industry Trends, Hedge Funds, Structure of the Hedge Funds Industry

A new report from Navigant Capital Advisors, a Chicago-based investment-banking service provider, says that hedge funds will soon catch a wave of industry consolidation, largely through mergers and acquisitions. Navigant offers both sell-side and buy-side advisory services and well as private placement transactions and related services. Its report, Hedge FundRead More


What has private equity done for state pension funds lately?

Jun 14th, 2018 | Filed under: Newly Added, Private Equity, Debt Types of Private Equity, Equity Types of Private Equity, Institutional Asset Management, Private Investments, Allocating to A.I.

Los Angeles-based Cliffwater LLC has recently updated a report it prepared a year ago on how state pension systems have fared by way of their investments in private equity. The report as updated finds that PE created on average a 10.7% annualized return across 21 state pensions over its 16-yearRead More


Sovereign Wealth Funds, UN Goals, and Hedge Fund Fees

Jan 30th, 2018 | Filed under: Newly Added, Institutional Investing, Hedge Funds, Institutional Asset Management, Fees, Structure of the Hedge Funds Industry, Allocating to A.I.

Dr. Rajiv Sharma has written an extensive literature review of “sovereign wealth funds’ investment in sustainable development sectors” for the UN sponsored high-level conference on Financing for Development. Sharma is research director, global projects center, at Stanford University. He writes in this review that there are “a number of issuesRead More


The Rationality (or Otherwise) of Public Pension Fund Managers

Jan 28th, 2018 | Filed under: Newly Added, The A.I. Industry, Institutional Investing, Institutional Asset Management, Allocating to A.I.

A new research paper from the Stanford University Graduate School of Business discusses the rationality (or otherwise) of the return expectations of institutional investors, with especial reference to public pension funds. It finds that the returns that pension fund managers expect from their investments are extrapolated from the returns thoseRead More


KPMG’s Report Cards on Real Assets

Jan 23rd, 2018 | Filed under: Newly Added, Real Estate, Infrastructure, Liquid and Fixed Income Real Estate, Institutional Investing, Natural Resources and Land, Operationally Intensive Real Assets, Institutional Asset Management, Real Estate Equity Investments, Real Assets

KPMG has posted a new paper looking at the role of real assets (defined as “anything where there is a tangible/physical asset being traded”) within a portfolio, with a focus on opportunities for U.K. based institutional investors, especially pension schemes. It begins with a brief survey of the field. RealRead More


Global Macro: Valuable for Institutional Portfolios

Jan 7th, 2018 | Filed under: Newly Added, Hedge Fund Strategies, Institutional Investing, Asset allocation, Hedge Funds, Asset Allocation Models, Institutional Asset Management, Macro and Managed Futures Funds, Allocating to A.I.

The Mekata Investment Group has published a white paper on global macro hedge funds, contending that a position in such a fund is a valuable defensive tool for an institution. Global Macros are valuable because they perform best during turbulent or volatile markets, which is when defense is most needed,Read More


Top Hedge Fund Industry Trends for 2018

Jan 3rd, 2018 | Filed under: Newly Added, Hedge Fund Industry Trends, The A.I. Industry, Institutional Investing, Hedge Funds, Institutional Asset Management, Structure of the Hedge Funds Industry

By Don Steinbrugge Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organizations. The hedge fund industry is dynamic, and participants are best served by anticipating, rather than reacting to, change. Below areRead More


Hedge Funds: Myths and Pendulums

Dec 27th, 2017 | Filed under: Newly Added, The A.I. Industry, Institutional Investing, Hedge Funds, Institutional Asset Management, Allocating to A.I.

Steben & Co., a Gaithersburg, Maryland headquartered fund of fund manager, has issued a white paper on the various unfavorable myths that it contends surround the hedge fund market. It says that four different myths are discouraging investments, and indeed that they are promulgated precisely for that purpose. The myths:Read More


Institutional Investors Expect More Vol, Higher Interest Rates: But They Fear Not

Dec 17th, 2017 | Filed under: Newly Added, Consultants, The A.I. Industry, Alpha & Beta, Institutional Investing, Alternative Investments in Context, Institutional Asset Management, Allocating to A.I.

Natixis Investment Managers has released survey data on the mood of institutional investors around the world. Natixis, which has $961 billion in assets under management, polled the decision makers of 500 institutions that together represent more than $19 trillion of assets. Among the takeaways: investors expect more volatility, in bothRead More


State Street Forecasts on Smart Beta

Dec 12th, 2017 | Filed under: Newly Added, Alpha & Beta, Liquid Alternative Investiments, Institutional Investing, Smart Beta, Institutional Asset Management, Allocating to A.I., Finance & Economics, Other Topics in A.I.

State Street Global Advisors has a new paper out that seeks to help State Street clients “refine their own strategic asset allocation” especially insofar as their portfolios include smart beta investments, by explaining how State Street forecasts returns, and where the forecasts as to some of the factor returns standRead More


University endowments in the crosshairs

Dec 11th, 2017 | Filed under: Newly Added, Institutional Investing, Endowments & Foundations, Institutional Asset Management

By Charles Skorina The U.S. has the greatest university system in the world.  But it’s expensive.  And congress is about to make matters worse by taxing the endowment earnings of “large” private college and university endowments. The latest congressional proposal aims to slap a 1.4 percent excise tax on theRead More


A look at the European pension industry

Nov 28th, 2017 | Filed under: Newly Added, Alpha & Beta, Institutional Investing, Institutional Asset Management, Allocating to A.I.

Three years ago, Amin Rajan, the CEO of CREATE-Research, prepared a study of the way that pension plans had reacted to the global financial crisis and to the subsequent financial conditions.  His study continues to be worthy of attention in 2017. The study included a survey of 190 pension plansRead More


Endowment costs: The secret history

Nov 6th, 2017 | Filed under: Newly Added, Institutional Investing, Endowments & Foundations, Institutional Asset Management

By Charles Skorina In early 2016 certain Congressional committees sent letters to 65 major private universities asking for information about their endowments.  They supposedly had an urgent need for this data and gave the schools just 30 days to respond. It was worded as a polite request, but it cameRead More


EIU on Institutions and Time Horizons

Oct 19th, 2017 | Filed under: Newly Added, Institutional Investing, Risk management, Institutional Asset Management, Risk Management Strategies & Processes, Allocating to A.I.

With the  sponsorship of Franklin Templeton, The Economist Intelligence Unit (EIU)  has surveyed  143 investing institutions in North America (part of the global sample of 571) in order to study recent shifts in their portfolio allocation, especially with an eye to the risks that concern them and the length ofRead More


Outsourced assets under management up 18% year-over-year

Oct 18th, 2017 | Filed under: Newly Added, Consultants, Institutional Investing, Endowments & Foundations, Institutional Asset Management

By Charles Skorina With 76 firms heard from, we’re now reporting $1.62 trillion in full-discretion assets under management by outsourced chief investment officer firms. That’s a year-over-year jump of $292 billion – or 18 percent – since September, 2016. The number of reported RFPs is also rising as institutions seek better returnsRead More


Paying the Top Guns of Institutional Investing

Sep 11th, 2017 | Filed under: Newly Added, Institutional Investing, Personalities in AI, Endowments & Foundations, Institutional Asset Management

By Charles Skorina Last month in Part One of this report we focused on relative performance.  We ranked 107 CIOs by trailing 5-year returns. Now, we focus on how much institutions pay these excellent people. The bare comp numbers lead us to the tricky and perennial question of whether their payRead More


Wide Range of Investors Has Wide Range of Opinions on their Managers

Sep 10th, 2017 | Filed under: Newly Added, The A.I. Industry, Institutional Investing, Institutional Asset Management, Allocating to A.I.

Intralinks, in partnership with Global Fund Media, has surveyed the opinions of limited partners: they’ve been asking LPs what they think about their GPs/managers in the alternative investment context. The bottom line of the survey is that LPs are looking in the near future to increase their allocations in alternatives.Read More


Lessons from University Endowments

Jul 23rd, 2017 | Filed under: Newly Added, Institutional Investing, Asset allocation, Asset Allocation Models, Endowments & Foundations, Institutional Asset Management, Allocating to A.I.

In a recent article for The Journal of Investment Consulting, John Mulvey and Margaret Holen look at the practice of asset allocation among large U.S. university endowments. They focus on asset category definitions in the hope of throwing some light on “the movement to define asset categories with reference toRead More


Preqin and NXT Capital on the Filling of a Post-GFC Vacuum

Jul 20th, 2017 | Filed under: Newly Added, Institutional Asset Management, Allocating to A.I.

Preqin, in collaboration with NXT Capital, has surveyed institutional investors about the U.S. lower middle-market direct lending space, and has issued a report on their attitudes. The gist of the report is that investor appetite for the lower middle market “has steadily gained momentum in the past decade and …Read More


The 100+ Top Guns of Institutional Investing

Jul 12th, 2017 | Filed under: Newly Added, Who's Who, Institutional Investing, Personalities in AI, Endowments & Foundations, Institutional Asset Management

By Charles Skorina This letter looks at the most recent five-year performance of over one hundred of the world’s best institutional investors. Endowment chief investment officers have an infinite investment horizon, a global playing field, and can invest in anything anywhere – within the broad policy limits set by theirRead More


State Pensions and Complex Investments

May 14th, 2017 | Filed under: Newly Added, Alpha & Beta, Institutional Investing, Institutional Asset Management, Allocating to A.I.

A recent report from the PEW charitable trusts discusses the degree to which the pension funds of the states of the United States are increasing their use of “complex investments.” It also speaks to the consequences of this move. The term “complex investments” is used here to describe any departureRead More


What makes a great Chief Investment Officer?

May 1st, 2017 | Filed under: Newly Added, Institutional Investing, Endowments & Foundations, Institutional Asset Management, Family Offices

By Charles Skorina All professional investors want to make money.  The question is, how and for whom? In the for-profit world of Wall Street asset managers and retail mutual funds, the differences among managers reflect investor appetites, time horizons and risk tolerances.  They must all serve their customers, or theRead More


Credit Suisse Finds that Institutions Remain Committed to Hedge Funds

Apr 11th, 2017 | Filed under: Newly Added, Hedge Funds, Structure of the Hedge Funds Industry, Allocating to A.I.

A new Credit Suisse report about hedge fund investors’ appetites, titled “shifting tides,” comes to the somewhat re-assuring conclusion that, in some respects at least, the shift isn’t what one might fear. The report begins with the simple observation that 2016, a year that began with unexpected swings in manyRead More


Survey Respondents: Market Volatility is the Gravest Threat Just Now

Mar 26th, 2017 | Filed under: Newly Added, Alpha & Beta, Institutional Investing, Institutional Asset Management, Allocating to A.I.

Natixis Global Asset Management is out with its annual survey of institutional investors and their views about alternative investors. The survey included institutions around the world and of many distinct classes: corporate and public pension funds, insurance funds, sovereign wealth funds, endowments/foundations, managing amongst them $15.5 trillion. The break-down ofRead More


Pension Institute on the Herding Tendency of Pensions as Investors

Jan 29th, 2017 | Filed under: Newly Added, Institutional Investing, Asset allocation, Asset Allocation Models, Institutional Asset Management, Allocating to A.I.

A new paper by the Pension Institute looks at the investing behavior of UK defined-benefit plans over the past 25 years, and finds a degree of correlation that should be worrisome to plan sponsors. The sponsors might want to design an improved incentive structure “that can better motivate pension fundsRead More


OECD Report on Insurer Portfolio Investment Strategies

Jan 8th, 2017 | Filed under: Newly Added, Asset allocation, Asset Allocation Models, Institutional Asset Management, Allocating to A.I.

A paper by Helmut Gründl and two associates, discussed at the June 2016 meeting of the Organization for Economic Cooperation and Development, and published “on the responsibility of the Secretary-General” thereof, proposes that the regulators of insurers active in the various member countries should see their role not as theRead More


Natixis asks 500 institutional investors to look into the future

Dec 20th, 2016 | Filed under: Newly Added, The Global Economy & Currencies, High-net-worth investors, Emerging markets, Institutional Asset Management, Allocating to A.I., Finance & Economics

Natixis Global Asset Management has released the results of a survey of 500 institutional investors, asking them their views on prospects for 2017. The surveyed institutions expect that political and economic developments could cause an increase in volatility in the year to come, and active managers have to reset theirRead More


2016 Allocator Trends Report: Consensus and Dissension

Apr 7th, 2016 | Filed under: Newly Added, Commodities, Investing in Commodities, Commodities

Context Summits has published a detailed report on the views of those who allocate money into hedge funds. Almost everybody they talked to is in on the act. Ninety-six percent of investors expect to allocate to two or more hedge funds in 2016.  A majority (57%) were prepared to investRead More


The Skorina Report: Why You Can’t Clone Yale

Apr 5th, 2016 | Filed under: Newly Added, Institutional Investing, Endowments & Foundations, Institutional Asset Management, Allocating to A.I.

By Charles Skorina   Can you copy great endowment investment performance?  The Yale endowment, for example? Reverse-engineering a good performer is probably achievable.  The key attributes can often be identified and, to some extent, duplicated. But can you replicate great performers? That’s a much taller order.  There’s always something slightlyRead More


When an allocator calls: Best Practices for a CTA’s back office

Mar 9th, 2016 | Filed under: Newly Added, CTA, The A.I. Industry, Investing in Commodities, Hedge Funds, Commodities, Macro and Managed Futures Funds

By Dana Comolli, president, DMAXX LLC Every trader who has tried to raise money knows the drill from investors: yes we want to know about your performance, but also, explain in detail your back office (infrastructure, organization). Most allocators come with pages of checklists and expect the manager to beRead More


Institutions Thinking About Interest Rates and Volatility

Dec 15th, 2015 | Filed under: Newly Added, Performance, Analytics & Metrics, Institutional Investing, Benchmarking & Performance Attribution, Endowments & Foundations, Institutional Asset Management, Allocating to A.I.

In recent months, even the anticipation of Fed Reserve tightening has been able to send markets into a tizzy. Now the actual tightening is at last upon us. Both Natixis and Reuters surveys speak to the way the buy-side and sell-side see this. Read More