Browsing: Consultants

Consultants

A Target Date for Target Dates

Jun 8th, 2020 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Alternative Mutual Funds, Asset allocation, Equity Types of Private Equity, What about beta?, Asset Allocation Models, Other Issues in Private Investments, Institutional Asset Management, Private Investments, Allocating to A.I.

By Aaron Filbeck, CAIA, CFA, CIPM | Associate Director, Content Development at CAIA Association While every retirement plan participant has unique life and planning circumstances, they generally (and almost evenly) split into two broad categories regarding investment philosophies: the do-it-yourself crowd and the do-it-for-me crowd. The do-it-yourself crowd typically followsRead More


Real Assets ‘Inception:’ Diversification within Diversification

Feb 27th, 2020 | Filed under: Consultants, Real Estate, Liquid and Fixed Income Real Estate, Newly Added, Institutional Investing, Risk management, Asset allocation, Natural Resources and Land, CAIA Alternative Viewpoints, Asset Allocation Models, Operationally Intensive Real Assets, Endowments & Foundations, Institutional Asset Management, Real Estate Equity Investments, Risk Management Strategies & Processes, Real Assets

By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association Excerpted from the Alternative Investment Analyst Review, Volume 8, Issue 1 The Alternative Investment Analyst Review is the official publication of the CAIA Association. Access to the most current issue is an exclusive benefit of CAIA MembershipRead More


The Future of Hedge Fund Fees

Feb 18th, 2020 | Filed under: Hedge Fund Industry Trends, Consultants, Newly Added, Institutional Investing, High-net-worth investors, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Fees, Family Offices, Hedge Funds, Structure of the Hedge Funds Industry

We can, in a speculative mood, ask ourselves, “Will hedge fund fees continue to drop or have they reached an equilibrium after the decline of recent years?” But it would be better to ask instead “whose fees?” For talk of the “average” fee hides the fact that discounting for volume,Read More


Leery Funk’s Open Letter to Sovereign Leaders

Jan 27th, 2020 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Institutional Investing, The Global Economy & Currencies, What about beta?, Alternative Investments in Context, Endowments & Foundations, Economics, Climate change, Institutional Asset Management, Macroeconomics, Private Investments, Finance & Economics

By Bill Kelly, CAIA Association CEO In the interest of brevity, I am going to skip the salutation and get right to the heart of the matter. As my name implies, I am Leery of the lofty promises that depend on solving our long-term problems and I do remain inRead More


Hope May Not Be a Strategy…But Neither is a 60/40

Jan 21st, 2020 | Filed under: Consultants, Retail Investing, Alpha & Beta, Newly Added, Institutional Investing, Risk management, Asset allocation, What about beta?, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Risk Management Strategies & Processes, Allocating to A.I.

By Guest Contributor Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development The death of the 60/40 may be a welcome change for multi-asset investors who understand that exposure to risk premia is perhaps a far better long-term investment strategy. Diversification remains an important facet of asset allocation, but weRead More


Investment Management: Time for New Leaders and Exiting Comfort Zones

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


Democratization Without Education

Nov 18th, 2019 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Institutional Investing, Asset allocation, What about beta?, High-net-worth investors, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, Endowments & Foundations, Institutional Asset Management, Family Offices, Private Investments, Allocating to A.I.

By Bill Kelly, CAIA Association CEO The American history buffs out there will know that we are just a few short weeks away from the 246th anniversary of the Boston Tea Party. Back in 1773, the British government was deep in debt and decided the very best course was toRead More


Improve Private Funds, Don’t Do Away with Them

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


New Study Shows Hedge Fund Investors are Quick Learners

Sep 3rd, 2019 | Filed under: Hedge Fund Industry Trends, Consultants, Hedge Fund Strategies, Equity Hedge Funds, Newly Added, Institutional Investing, Event-Driven Hedge Funds, High-net-worth investors, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Family Offices, Hedge Funds

A recent study by two scholars at the University of California Irvine asks how quickly investors learn about the skills of their asset managers, including their hedge fund managers. Christopher Schwarz and Zheng Sun, both associate professors of finance at The Paul Merage School of Business at UC Irvine, hadRead More


How Endowments and Foundations Look at Hedge Funds

Aug 8th, 2019 | Filed under: Hedge Fund Industry Trends, Consultants, Private Equity, Hedge Fund Strategies, Equity Hedge Funds, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, High-net-worth investors, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Fees, Family Offices, Hedge Funds, Private Investments

Cowen’s Capital Introduction Group has compiled information on what the endowment and foundation community is thinking about hedge funds and how best to invest in them. The Cowen paper on the subject begins with the observation, drawn from Preqin, that at present US-based E&Fs with more than $750 million inRead More


The Audacity of Opacity

Jul 15th, 2019 | Filed under: Consultants, Private Equity, Industry Size & Managers, Newly Added, Asset Managers, Institutional Investing, Media Coverage of Hedge Funds, What about beta?, High-net-worth investors, Alternative Investments in Context, Endowments & Foundations, Institutional Asset Management, Family Offices, Hedge Funds, Private Investments, 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: Consultants, Newly Added, High-net-worth investors, The A.I. Industry, 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: Consultants, Private Equity, Newly Added, Institutional Investing, Alpha Strategies, Equity Types of Private Equity, The A.I. Industry, Institutional Asset Management, Hedge Funds, 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: Consultants, Newly Added, Institutional Investing, Asset allocation, What about beta?, 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: Consultants, Hedge Fund Strategies, Newly Added, Institutional Investing, What about beta?, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Hedge Funds, 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: Consultants, Social investing, Newly Added, Institutional Investing, Socially responsible investing, Climate change, The A.I. Industry, 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: Consultants, Hedge Fund Strategies, Newly Added, Institutional Investing, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Hedge Funds, Commodities

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: 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


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

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