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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...
View ArticleStrategic Investment Group
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...
View ArticleOutsourced CIO assets grow to $1.3 Trillion
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...
View ArticleOutsourced assets under management up 18% year-over-year
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...
View ArticleInstitutional Investors Expect More Vol, Higher Interest Rates: But They Fear...
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...
View ArticleAsset Management in China: Expect Growth
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...
View ArticleHedge Funds Arms Race for Alpha
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...
View Article10 Climate Change Actions for Pension Fund Managers
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...
View ArticleThe Survey Says…
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...
View ArticleWaiting for Godot
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...
View ArticleDefined Contribution Schemes in Britain: Encouraging a Broader Portfolio
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...
View ArticleAdvising the Ultra-Wealthy: The State of the Industry
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...
View ArticleThe Audacity of Opacity
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...
View ArticleHow Endowments and Foundations Look at Hedge Funds
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...
View ArticleNew Study Shows Hedge Fund Investors are Quick Learners
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...
View ArticleImprove Private Funds, Don’t Do Away with Them
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....
View ArticleDemocratization Without Education
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...
View ArticleInvestment Management: Time for New Leaders and Exiting Comfort Zones
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...
View ArticleHope May Not Be a Strategy…But Neither is a 60/40
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...
View ArticleLeery Funk’s Open Letter to Sovereign Leaders
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...
View ArticleThe Future of Hedge Fund Fees
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...
View ArticleReal Assets ‘Inception:’ Diversification within Diversification
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...
View ArticleA Target Date for Target Dates
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...
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