Browsing: Asset Management

Posts Tagged ‘ Asset Management ’

Oak-and-Tree and Larry Grows… 

Mar 25th, 2019 | Filed under: Newly Added, Risk management, What about beta?, Risk Management Strategies & Processes, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association The adaptation to this week’s title harkens back to late 19th century Scotland where this was a play song more popularly known as “Oats and Beans and Barley Grow.” It was a song of action in a time and a place—where most of the wakingRead More

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

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

Asset Management in China: Expect Growth

Jul 8th, 2018 | Filed under: Consultants, Newly Added, Institutional Investing, What about beta?, 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

Growth and Challenges for Asset Management in Italy

Jun 15th, 2017 | Filed under: Newly Added, Alternative Investments in Context, ETFs, The A.I. Industry, Allocating to A.I.

A recent (May 2017) Deloitte white paper discussed asset management in Italy. The paper begins with the observation that key institutions in Italian finance have a relatively short history: going no further back than the mists of the 1990s. The Società di Intermediazione Mobiliare (SIM) – literally, the phrase meansRead More

Managing Expectations: The Rise of the Separately Managed Account

Jul 11th, 2016 | Filed under: Hedge Fund Industry Trends, Newly Added, High-net-worth investors, Family Offices, Structure of the Hedge Funds Industry, Sales & Marketing in the AI Industry

By Diane Harrison The line between wealth management and fund management continues to blur for the alternative asset managers who serve the high-net-worth investor community. Driven by a growing desire on the part of these investors to maximize control over their investment portfolio, managers who are emerging or who operateRead More

SLAM Wars: The Flow Awakens Ranking Asset-Manager Flows & Profits

Jun 6th, 2016 | Filed under: Industry Size & Managers, Newly Added, Asset Managers, Institutional Investing, High-net-worth investors, Endowments & Foundations, Institutional Asset Management, Family Offices

By Charles A. Skorina As recruiters we work both sides of the investment-management street: serving for-profit money managers and not-for-profits like foundations and endowments.Fee-based publicly listed asset managers, especially the big ones, are newsworthy because they invest a lot of money for a lot of customers, including non-profits investors.  There’sRead More

McKinsey Report Declares North American Asset Management in ‘Robust’ Health

Nov 24th, 2015 | Filed under: Newly Added, Asset Managers, The A.I. Industry

The emergence of new pools of capital has been very good to the asset management world in North America. So, that's good news, right? But? Yes, there's always a 'but.'Read More

Registration Deadline for Formerly Exempt CPOs Looms

Oct 1st, 2012 | Filed under: Commodities, Regulatory

The great thing about the now-expiring exemption provided by regulation 4.13(a)(4) was that it didn't impose on the exempt CPO any limits on the number of participants or on the amount of futures trading the operator of the pool could conduct. The sad thing is that it is now expiring: tick-tock.Read More