Browsing: Consultants

Consultants

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


Advising the Ultra-Wealthy: The State of the Industry

Jun 12th, 2019 | Filed under: Newly Added, Consultants, The A.I. Industry, High-net-worth investors, Family Offices

The Family Office Exchange (FOX) has released a report on the state of the ultra-wealthy advisory business. The report, based on a survey and interviews, draws three broad conclusions: first, the business is in a healthy condition; second, its value proposition is in transition, away from asset-based and toward retainer-basedRead More


Defined Contribution Schemes in Britain: Encouraging a Broader Portfolio

Feb 28th, 2019 | Filed under: Newly Added, Consultants, Private Equity, The A.I. Industry, Institutional Investing, Alpha Strategies, Hedge Funds, Equity Types of Private Equity, Institutional Asset Management, Private Investments, Allocating to A.I.

Britain’s All-Party Parliamentary Group on Alternative Investment Management has published a paper on the country’s pensions. It’s focus is defined contribution schemes especially and the demographic strain they face, and the prospect of their moving more heavily into alternative assets and strategies in response. Defined benefit schemes “have some freedomRead 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


The Survey Says… 

Feb 11th, 2019 | Filed under: Newly Added, What about beta?, Consultants, Hedge Fund Strategies, Institutional Investing, Hedge Funds, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Private Investments, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association Earlier this year, we surveyed the CAIA Association Membership to ascertain their views on investment-related topics as we step into 2019. We had well over 1,000 responses which, according to the statisticians, puts us in the 95% confidence interval, plus or minus 3%. The respondents’ geographic breakdown tracked the home region of our broader Member base, andRead 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


Hedge Funds Arms Race for Alpha

Aug 10th, 2018 | Filed under: Newly Added, Consultants, Hedge Fund Strategies, The A.I. Industry, Institutional Investing, Hedge Funds, Commodities, Endowments & Foundations, Institutional Asset Management

By Don Steinbrugge It is no secret that the vast majority of investors, including hedge funds managers, have underperformed market indices over time. However, some managers have distinguished themselves generating very strong risk adjusted returns. Outperforming an index requires an information advantage over what is broadly available in market.  ItRead More


Asset Management in China: Expect Growth

Jul 8th, 2018 | Filed under: Newly Added, What about beta?, Consultants, Institutional Investing, High-net-worth investors, Asset Allocation Models, Institutional Asset Management, Finance & Economics

A new study by Casey Quirk looks at asset management in China. It makes a bold claim: that by 2030, asset management strategies broadly defined will account for 10% of total Chinese wealth. That will be a more than doubling of the corresponding number at present: 4%. If China getsRead 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


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


Outsourced CIO assets grow to $1.3 Trillion

Nov 7th, 2016 | Filed under: Newly Added, Consultants, The A.I. Industry, Institutional Asset Management

By Charles Skorina With 74 firms reporting in, total outsourced CIO assets (managed with full discretion) have grown by $240 billion to $1.367 trillion since we published our last list in 2014.  That’s an increase of over 19 percent in two years, implying an annual growth rate of about 9Read More


Strategic Investment Group

Oct 13th, 2008 | Filed under: Consultants

Strategic Investment Group From corporate website: Strategic Investment Group provides a full range of Integrated Portfolio Solutions that free clients from the day-to-day demands of asset management so that they can focus on their core businesses. We become our clients’ investment management partner, serving as a named fiduciary and anRead More


Other Consultants

Jul 20th, 2000 | Filed under: Consultants

Other Consultants Albourne Partners Asset Counsel Casey, Quirk & Associates Hedge Fund Risk Monitor Iluka Hedge Fund Consulting Watson Wyatt (Portable Alpha) If you would like to add your company name to this list, please contact us by email and we will add it during our regular website updates.  Featured listingsRead More