Browsing: The A.I. Industry

The A.I. Industry

Micro Financing as a Sustainable Investment

Oct 26th, 2020 | Filed under: Microfinance, Newly Added, Socially responsible investing, Alternative Investments in Context, ESG, Emerging Alternative Investments, Other Topics in A.I.

Micro finance is a very contested subject within the realm of ESG investing. The idea, for which a Bangladeshi, Muhammad Yunus won a Nobel Peace Prize in 2006, is that very small loans to very small-scale entrepreneurs within large populations that have historically gone unbanked, and in particular that haveRead More


The Kudlow Report(s)

Oct 26th, 2020 | Filed under: Alternative data, What about beta?, Artificial Intelligence, Alternative Investments in Context, Machine Learning, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association Maybe Howard Marks was right when he wrote about Investing Without People. In that memo he talks about the machine which can largely excel at anything that is quantitative and can be counted: in games like chess and Go, the machine can study andRead More


The Alternative Imperative, Part II

Oct 25th, 2020 | Filed under: Algorithmic and high-frequency trading, Hedge Fund Strategies, Newly Added, Alternative data, The Global Economy & Currencies, Artificial Intelligence, Business News, Machine Learning, Hedge Funds, Other Topics in A.I.

By Rick Roche, CAIA, Little Harbor Advisors, LLC Part 2 of a two-part series on The Alternative Imperative in the COVID Era. In Part 2, the author tackles notorious technology laggards. This piece transitions to alternative data pioneers (Alt-Venturers) and the 4-1-1 on Alt-Data: Hype or Hope? The author dispelsRead More


Cryptocurrencies: Asset Class or Something Else?

Oct 22nd, 2020 | Filed under: Newly Added, The Global Economy & Currencies, Digital currencies, Other Issues in Private Investments, Alternative Investments in Context, Frontier markets, Emerging Alternative Investments, Other Topics in A.I.

By Daniele Bianchi, PhD With the rising prices of Bitcoin and public awareness on blockchain, investors have drawn their attention to cryptocurrency markets, driven by the promise of significant returns compared to the flat or negative yields in more traditional asset classes. But how should investors examine cryptocurrencies in theRead More


European Green Deal: Towards a Zero-carbon Urban Environment

Oct 8th, 2020 | Filed under: Real Estate, Liquid and Fixed Income Real Estate, Newly Added, Natural Resources and Land, Other Issues in Private Investments, Alternative Investments in Context, Real Estate Equity Investments, Private Investments, Real Assets

Part 2: Real Estate Owners: Moral Obligation versus Economic Benefit CHRISTOS ANGELIS, CAIA – Director at Masterdam This is the second article in this series. For Part 1, please click here. EUROPEAN RENOVATION WAVE The European Green Deal (EGD)[i] is paving the way for stricter regulations and more applied measuresRead More


The Alternative Imperative, Part 1

Oct 6th, 2020 | Filed under: Algorithmic and high-frequency trading, Hedge Fund Strategies, Newly Added, Alternative data, Technology, Artificial Intelligence, Alternative Investments in Context, Machine Learning, Hedge Funds, Other Topics in A.I.

By Rick Roche, CAIA, Managing Director of Little Harbor Advisors, LLC Part 1 of a two-part series on Alternative Investment Data (Alt-Data) in the COVID Era. In Part 1, the author makes the case for high-frequency, short-interval Alt-Data while discussing three primary drawbacks of interpreting official economic statistics amid aRead More


India: An Alternative Investment Industry Growth Story

Sep 27th, 2020 | Filed under: Real Estate, Industry Size & Managers, Newly Added, CAIA Alternative Viewpoints, Alternative Investments in Context, Hedge Funds, Private Investments

By Shreekant Daga, CAIA, CFA, FRM – Associate Director of Industry Relations, India at CAIA Association & Guowei Jack Wu, CFA – Director of Content, APAC at CAIA Association Through August-September 2020, CAIA Association hosted a 10-part educational webinar series titled 10 Lessons in Finance. The event brought together academics fromRead More


Retirement’s Mid-Life Crisis

Sep 22nd, 2020 | Filed under: Private Equity, Newly Added, Institutional Investing, Asset allocation, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, Institutional Asset Management, Hedge Funds, Private Investments, Allocating to A.I.

By Rob Croce, PhD – Managing Director and Portfolio Manager at Mellon & Aaron Filbeck, CAIA, CFA, CIPM – Associate Director of Content Development at CAIA Association In 2000, United States 10-year government bonds rates were 6% and the median U.S. public pension plan had an actuarial return assumption ofRead More


CONNECTING THE DOTS WITH AI AND KNOWLEDGE GRAPHS

Sep 20th, 2020 | Filed under: Newly Added, Alternative data, Artificial Intelligence, CAIA Alternative Viewpoints, Machine Learning, Other Topics in A.I.

By Mehrzad Mahdavi, PhD, Executive Director, FDP Institute Imagine if your social media posts or articles were generated automatically by AI as if they were authored by you…well, that day is here! The next generation of NLP called “Generative Pre-trained Transformer, third generation”, or GPT-3, was recently released for betaRead More


Size, Expertise, and What Really Matters in Fund Selection

Sep 15th, 2020 | Filed under: Industry Size & Managers, Newly Added, Institutional Investing

Lydia Ofori, CFA, CAIA Chief Executive Officer at Victoria Lion Partners Private assets have come of age, in part thanks to an over stretched liquid market which has led to little or no room for alpha generation, and also due to a growing familiarity of the concept of private ownershipRead More


What If Bob Ross Was a Portfolio Manager?

Sep 14th, 2020 | Filed under: Industry Size & Managers, Newly Added, What about beta?, Machine Learning, Hedge Funds, Other Topics in A.I.

By Aaron Filbeck, CAIA, CFA, CIPM Associate Director, Content Development at CAIA Association If you’ve ever watched an old Bob Ross video, you’ve probably felt a combination of relaxation and, in many cases, exasperation… “how does he do that so effortlessly?!” While there are rarely “happy accidents” in investing, IRead More


From impact intention to impact management: Are you ready for the change?

Sep 7th, 2020 | Filed under: Newly Added, Asset allocation, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, ESG, Private Investments, Other Topics in A.I.

By Sara Olsen and David Pritchard of SVT Group and Yuwei Shi of Middlebury Institute of International Studies at Monterey *Please take a moment to complete the brief survey at the conclusion of this article. Every investment generates or destroys social and environmental value, aside from financial return. One ofRead More


EUROPEAN GREEN DEAL: TOWARDS A ZERO-CARBON URBAN ENVIRONMENT

Aug 20th, 2020 | Filed under: Newly Added, Socially responsible investing, The Global Economy & Currencies, Alternative Investments in Context, ESG, Economics, Climate change, Macroeconomics, SRI and Clean Energy, Finance & Economics, Other Topics in A.I.

Part 1 of a multi-part series: The Role of the EU, National Governments & Local Authorities By Christos Angelis, CAIA – Director at Masterdam INTRODUCTION In light of the exciting developments in the European Union regarding the European Green Deal (EGD)[1] presented in the end of 2019, it would beRead More


Putting 2020 into Perspective: Diversification May Work Better than You Think

Aug 6th, 2020 | Filed under: CAPM / Alpha Theory, Financial Economics Theory, Newly Added, Risk management, Asset allocation, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Risk Management Strategies & Processes, Hedge Funds, Allocating to A.I.

By Rodney Sullivan, CFA, CAIA, Executive Director, University of Virginia Darden School of Business US recessions are typically accompanied by declines in stock market returns and, of course, 2020 has been no exception. We are once again reminded that investing is not easy leaving many investors to wonder how bestRead More


Understanding the Limitations of Liquid Alternatives

Jul 30th, 2020 | Filed under: Retail Investing, Hedge Fund Strategies, Newly Added, Alternative Mutual Funds, 130/30, Liquid Alts, Alternative Investments in Context, Smart Beta, Hedge Funds, Liquid Alternative Investiments, Allocating to A.I.

By Shana Sissel, CAIA, Spotlight Asset Group More than a decade ago the world of alternative investments witnessed hedge-fund-inspired Investment Act of 1940 (40 Act) funds appear on the scene. Much like their private alternative counterparts, liquid alternatives offer valuable diversification benefits within traditional portfolios, but it’s important to keepRead More


Hedge Funds and Private Equity—Building Bridges—Or Not

Jul 27th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Asset Managers, Institutional Investing, Venture capital, Asset allocation, Equity Types of Private Equity, Asset Allocation Models, The A.I. Industry, Institutional Asset Management, Hedge Funds, Private Investments

Alternative investment managers were evolving in the context of changing market conditions even before the Covid-19 pandemic, although the virus has speeded up the process. What is emerging is an alternatives landscape where pure-play hedge funds will be rare. That is one of the conclusions of a new study byRead More


Seeking to Predict Recessions? Focus on the Forest—Not the Trees

Jul 21st, 2020 | Filed under: Newly Added, Alternative data, Artificial Intelligence, CAIA Alternative Viewpoints, Alternative Investments in Context, Machine Learning, Other Topics in A.I.

By Keith Black, PhD, CFA, CAIA, FDP, Managing Director, CAIA Association The FDP Institute recently spoke with Al Yazdani, the chief data scientist and founder of Calcolo Analytics, regarding his forthcoming article in the Journal of Financial Data Science: “Machine Learning Prediction of Recessions: An Imbalanced Classification Approach.” The authorRead More


Socially Distant Inflation

Jul 16th, 2020 | Filed under: Newly Added, The Global Economy & Currencies, CAIA Alternative Viewpoints, Alternative Investments in Context, Finance & Economics

By Keith Black, PhD, CFA, CAIA, FDP As the COVID-19 lockdowns start to ease across the country, governmental entities often have phased approaches for opening. Smaller crowds, smaller businesses, and more socially distanced activities are the first to reopen. It may take until 2021, at the earliest, to return toRead More


Change is in the Air, But Will It Stay?

Jul 7th, 2020 | Filed under: Newly Added, The A.I. Industry, Personalities in AI

By Debbie McLean, Managing Director of Global Relations at CAIA Association I’m one of five women in my family who attended an all-women’s college. Mount Holyoke was established 183 years ago to be the “Harvard equivalent” for women who were not allowed to attend the prestigious university perched on theRead More


FINANCIAL RETURNS IN REWARD-BASED CROWDFUNDING

Jul 5th, 2020 | Filed under: Retail Investing, Newly Added, Venture capital, Crowdfunding, Angel investing, Other Issues in Private Investments, Alternative Investments in Context, Emerging Alternative Investments, Private Investments, Other Topics in A.I.

By Victoria Dobrynskaya, PhD, associate professor of Finance at National Research University Higher School of Economics Investments in reward-based crowdfunding campaigns give backers a variety of benefits, such as enjoyment in participating in a creation of a new product, being a part of a similar-minded community, altruistic pleasure of helpingRead More


The Inflation-Deflation Debate and its Implication for Asset Allocation 

Jun 28th, 2020 | Filed under: Newly Added, Risk management, Asset allocation, Asset Allocation Models, Alternative Investments in Context, Risk Management Strategies & Processes, Allocating to A.I., Finance & Economics

By Alan Dunne, Managing Director, Abbey Capital One of the key questions facing investors at the moment is whether inflation or deflation represents the bigger risk for the coming years. Economists are split on this and one of the reasons for the uncertainty is that COVID-19 represents both a supplyRead More


Variance Risk Premium: What Premium?

Jun 25th, 2020 | Filed under: Newly Added, Alpha Strategies, Risk management, Risk Metrics and Measurement, Alternative Investments in Context, Risk Management Strategies & Processes

By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION Investing is akin to fighting in the forever war. There are long periods of peace and prosperity, but investors are frequently drawn into short-term combat, extended battles, and multi-year wars. And the cycle repeats over and over. For some of the foot soldiers,Read More


CRE Debt & the Downturn: What’s Next?

Jun 23rd, 2020 | Filed under: Derivatives, Newly Added, Credit Derivatives, Alternative Investments in Context, Structured Products, Other Topics in A.I.

By Matt Malone, Managing Director, Real Estate and Andrew Korz, Associate, Investment Research, FS Investments As the COVID-19 pandemic has swept across the world, it has become clear that the necessary steps being taken by governments to protect human life have thrust the global economy into a recession. In theRead More


The Allusivity Premium

Jun 22nd, 2020 | Filed under: Retail Investing, Newly Added, Institutional Investing, What about beta?, Liquid Alts, Alternative Investments in Context, Smart Beta, Institutional Asset Management, Liquid Alternative Investiments, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association Since this What About Beta column started about two years and almost 75 entries ago, the goal has always been to take a CAIA article, a relevant news story, or an industry trend and amplify it, replete with an occasional catchy title, and maybeRead More


SAVING THE WORLD BY ‘TECHNOLOGIZING’ INSTITUTIONAL INVESTMENT

Jun 21st, 2020 | Filed under: Newly Added, Alternative data, Institutional Investing, Technology, Artificial Intelligence, Alternative Investments in Context, ESG, Endowments & Foundations, Climate change, Institutional Asset Management, Machine Learning, Other Topics in A.I.

By Ashby Monk, Executive and Research Director at Global Projects Center, Stanford University & Dane Rook, Research Engineer at Global Projects Center, Stanford University “The world needs institutional investors to save society as we know it.” Say these words to your mother, and she may check your temperature; say them at aRead More


How Often Do Investors Google ‘Climate Change’?

Jun 2nd, 2020 | Filed under: Newly Added, Socially responsible investing, Alternative Investments in Context, ESG, Climate change, Other Topics in A.I.

Two scholars at Copenhagen Business School, Denmark  have devised what they call a “text-based sustainability sentiment measure,” that is, a quantification of when and to what extent concerns about climate change are rising amongst investors, with a likely consequence for the success of an ESG-oriented trading policy. The authors areRead More


Stat Arb, Algos and the Difference Between Cats and Dogs

Jun 1st, 2020 | Filed under: Algorithmic and high-frequency trading, Hedge Fund Strategies, Newly Added, Artificial Intelligence, Business News, The A.I. Industry, Machine Learning, Hedge Funds, Other Topics in A.I.

A co-founder of Quantigic Solutions has presented what he calls “the freshmanlevel” answer to the question: why did dollar-neutral quant trading strategies, such as equities stat arb, fail so markedly during the COVID-19 market sell-off? Zura Kakushadze, a professor at the Free University of Tblisi, is on reasonably solid groundRead More


Data Scientists Should Do Drugs!

May 14th, 2020 | Filed under: Newly Added, Alternative data, Technology, Artificial Intelligence, CAIA Alternative Viewpoints, Alternative Investments in Context, Machine Learning, Other Topics in A.I.

By Keith Black, PhD, CFA, CAIA, FDP Now that this attention-grabbing headline has drawn you in, let me clarify. Data scientists should not partake in illegal drugs. Data scientists should participate in pharmacological research, as artificial intelligence and machine learning can add value, even when the data scientist does notRead More


Model Risk Management as Algo Trading Expands

May 10th, 2020 | Filed under: Algorithmic and high-frequency trading, Newly Added, Technology, Artificial Intelligence, The A.I. Industry, Machine Learning, Risk Management & Operations, Other Topics in A.I.

The FICC Market Standards Board Ltd. (FMSB) is a London-based standards body for participants in the wholesale fixed income, currencies, and commodities (FICC) markets. It has been looking into the root causes of market misconduct, and pursuant to that research it recently published a report on the “themes and challenges”Read More


ETFs, Systemic Risks, and a Real-Time Test

May 5th, 2020 | Filed under: Retail Investing, Newly Added, Liquid Alts, ETFs, The A.I. Industry, Liquid Alternative Investiments

ETFs are one of the routes by which once alternative and elite-access-only strategies have become democratized or gone retail. As a result of this trend, we have synthetic ETFs, smart beta ETFs, leveraged ETFs, and inverse ETFs. A recent study study provides some reassurance about concerns that have motivated kickbackRead More


MERGER ARBITRAGE: ARBITRAGED AWAY?

Apr 30th, 2020 | Filed under: Hedge Fund Strategies, Newly Added, Event-Driven Hedge Funds, The A.I. Industry, Hedge Funds

By Nicolas Rabener, @FactorResearch INTRODUCTION Working in the restructuring team of a corporate finance boutique is like being a trader focused on short-selling. Most money is made when companies falter, and stocks turn bearish. A restructurer’s cyclical counterpart is the ever-optimistic merger & acquisition (M&A) banker that thrives when theRead More


The Data, the Virus, and the Rebound

Apr 28th, 2020 | Filed under: Newly Added, The A.I. Industry, Finance & Economics

A new paper from Loomis Sayles, a subsidiary of Natixis Global Asset Management, discusses the data, and the sort of data, that may tell investors and traders what are the likely effects of the COVID-19 pandemic, in however many mutations there may be. A familiar metaphor in such discussions isRead More


Oil Prices Went Where?

Apr 26th, 2020 | Filed under: Commodities, Newly Added, oil, Commodities: Examples, The A.I. Industry, Commodities

By Adam A. Rozencwajg, CFA, Managing Partner, Geohring & Rozencwajg Oil prices joined bond yields in doing the unthinkable: trading at negative levels. In the case of oil, the West Texas Intermediate (WTI) May 2020 contract reached a low of -$40.32 at 2:24 pm before rallying back to finish the day atRead More


Major PE/VC Firms Back New Approaches to Quantum Computing

Apr 23rd, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, Technology, Artificial Intelligence, The A.I. Industry, Private Investments, Other Topics in A.I.

In October 2019, Google announced quantum supremacy: the creation of a special-purpose computer using quantum processors that could perform a calculation impossible for a digital computer. A computer Google named Sycamore resolved in just three minutes a computational challenge that would have required a digital computer 10,000 years. Remarkable asRead More


Time-varying Volatility Adds a Critical Dimension to Diversification

Apr 21st, 2020 | Filed under: Newly Added, Risk management, The A.I. Industry, Risk Management Strategies & Processes, Allocating to A.I.

By Masao Matsuda, CAIA, FRM, Founder, Crossgates Investment and Risk Management In January 2020, the CAIA New York Chapter organized an event titled “Volatility? Downside Protection? Asset Allocation & Factor Management Tools for the Coming Decade.”[i] In retrospect, the event was uncannily prescient, as just a few months into the newRead More


Next Customer!

Apr 20th, 2020 | Filed under: Newly Added, Institutional Investing, Asset allocation, What about beta?, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management

By Bill Kelly, CAIA Association CEO Our story starts with a former Eagle Scout known as Barber. While his name had absolutely nothing to do with his ultimate professional calling, Barber Conable did, perhaps unwittingly, become the Sweeney Todd of the defined benefit plan. Barber Conable lived a noble lifeRead More


The Algorithms that will Find the ESG Tipping Point

Apr 16th, 2020 | Filed under: Newly Added, Technology, Artificial Intelligence, ESG, The A.I. Industry, Machine Learning, Other Topics in A.I.

A recent literature review conveys the state of scholarly understanding of ESG alpha.It also discusses how machine learning may help alternatives managers to track, and at the right time to pounce upon, a critical tipping point. Joachim Erhardt, a managing director at Landesbank Baden-Württemberg (LBBW) and an independent scholar, startsRead More


Hedge Funds, Sustainable Investing, and the Data Gap

Apr 12th, 2020 | Filed under: Newly Added, ESG, The A.I. Industry, Hedge Funds, Other Topics in A.I.

KPMG and CREATE have collaborated on a new report on the involvement of hedge funds in sustainable investing, which they define as investing that aims at three interlocking results: avoid harm and mitigate ESG risks; benefit all stakeholders; and contribute solutions to societal problems. The involvement of hedge funds inRead More


Machine Learning, Quant Models, and ESG factors: Who Uses Them and What Data Do They Mine?

Apr 9th, 2020 | Filed under: Newly Added, Alternative data, Technology, Artificial Intelligence, CAIA Alternative Viewpoints, ESG, Machine Learning, Other Topics in A.I.

Keith Black, PhD, CFA, CAIA, FDP, Managing Director of Content Strategy, CAIA Association CAIA Association and FDP Institute recently had a conversation with Mike Chen and George Mussalli. Dr. Chen is the director of equity investments and Mr. Mussalli is the managing director and CIO of equity investments at PanAgora.Read More


Where has all the diversification gone?

Apr 7th, 2020 | Filed under: Newly Added, Liquid Alts, The A.I. Industry, Liquid Alternative Investiments, Allocating to A.I., Other Topics in A.I.

By Beth Anne Byrne and Kara O’Halloran, FS Investments Warren Buffett’s famous quote reads “You only learn who has been swimming naked when the tide goes out”. The tide is most certainly out now, and many portfolios have been exposed. The historic bull market has ended, and with it theRead More


Using Alternative Data and Machine Learning in Alternative Asset Classes

Mar 30th, 2020 | Filed under: Algorithmic and high-frequency trading, Newly Added, Alternative data, Fintech, Risk management, Technology, Technology, Artificial Intelligence, CAIA Alternative Viewpoints, Machine Learning, Risk Management & Operations, Other Topics in A.I.

Keith Black, PhD, CFA, CAIA, FDP, Managing Director of Content Strategy, CAIA Association Michael Oliver Weinberg and Peter Strikwerda work at the Dutch pension fund APG and serve as the head of hedge funds and alternative alpha and the global head of digital and innovation, respectively. CAIA Association and FDPRead More


Wedding ESG with Modern Portfolio Theory

Mar 29th, 2020 | Filed under: Newly Added, Socially responsible investing, ESG, The A.I. Industry, Other Topics in A.I.

Three executives at AQR Capital have proposed a new variant on modern portfolio theory, an elaboration of the classical idea of an efficient frontier. The idea, going back to Markowitz’ 1952 paper, is that there exists a set of possible portfolios such that each achieves the best possible risk-return tradeoff.Read More


The Future is in the Hands of Private Debt Funds

Mar 23rd, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, The A.I. Industry, Private Investments

A new analyst report looks at what is in store for the private markets given Covid-19, an impending economic slowdown, and energy price volatility. It argues that we are entering a bear different from other bears. This bear market may be part of a transition that will increase the roleRead More


Artificial Intelligence and the Cambrian Explosion

Mar 17th, 2020 | Filed under: Algorithmic and high-frequency trading, Newly Added, Business News, The A.I. Industry, Machine Learning, Other Topics in A.I.

Three scholars affiliated with University College London have posted a paper on the dangers that increasingly sophisticated algorithms pose for markets, employing a fascinating analogy from paleontology. But we begin with their big picture. The authors are concerned that in the near future an “ecology of trading algorithms across differentRead More


ESG ETFs: A Warning About Opacity

Mar 15th, 2020 | Filed under: Newly Added, Liquid Alts, ESG, ETFs, The A.I. Industry, Liquid Alternative Investiments, Other Topics in A.I.

A recent paper by two legal scholars warns of the absence of transparency, of the opacity, that investors may face in ESG funds and ESG exchange-traded funds. “Buyer Beware: Variation and Opacity in ESG ad ESG Index Funds,” is the work of Dana Brackman Reiser and Anne M. Tucker, whoRead More


Are there any ‘real’ ESG unicorns?

Mar 10th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, ESG, The A.I. Industry, Private Investments, Other Topics in A.I.

Unicorns (privately owned start-ups with a valuation of at least $1 billion) have long been the great sought-after beasts of the VC and PE worlds. But are they good for the planet? The unicorn boom was driven by the combination of easy credit and old-fashioned hype, combined with the wayRead More


3 Threats to Hedge Funds

Mar 8th, 2020 | Filed under: Hedge Fund Industry Trends, Hedge Fund Regulation, Hedge Fund Strategies, Newly Added, Regulatory Environment, Liquid Alts, The A.I. Industry, Fees, Hedge Funds, Liquid Alternative Investiments, Allocating to A.I.

A recent paper by a scholar at Tilburg University and a market participant at Robeco outlines the difficulties that the hedge fund industry has faced over the last decade. These problems arose, at least in part, from the democratization of alternative investing. There are three important challenges to the hedgeRead More


Tech M&A Market: Demanding Sellers, Fewer Buyers

Mar 3rd, 2020 | Filed under: Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, The A.I. Industry, Private Investments

Corum Group, a merger and acquisitions advisor, which works with privately held technology companies, has put out its annual report, which tells us a good deal about where the action is in the tech world outside of the public markets: focusing on strategic acquirers on the one hand and privateRead More


ESG vs Low-Carbon Investing

Mar 1st, 2020 | Filed under: Newly Added, Liquid Alts, ESG, ETFs, The A.I. Industry, Liquid Alternative Investiments, Allocating to A.I., Other Topics in A.I.

By Nicolas Rabener of FactorResearch @FactorResearch INTRODUCTION Investors seeking exposure to global equities with a low carbon footprint could consider the iShares MSCI ACWI Low Carbon ETF (CRBN) or SPDR MSCI ACWI Low Carbon ETF (LOWC). CRBN has $500 million of assets under management, compared with $90 million for LOWC.Read More


Wall Street Tackles Sustainable Development Goals

Feb 25th, 2020 | Filed under: Retail Investing, Newly Added, Institutional Investing, Socially responsible investing, ESG, The A.I. Industry, Institutional Asset Management, SRI and Clean Energy, Other Topics in A.I.

In 2015 the United Nations defined 17 Sustainable Development Goals [no poverty, no hunger, health & well-being, etc.] along with 169 targets that were devised to allow for quantitative measurement of progress. It also set 2030 as the bull’s eye for the attainment of the goals. Since governments alone areRead More