Real Assets: Poised To Excel In 2024 | Portfolio For The Future
By Marc Dummer, CAIA, CIMA® - Managing Director & Client Portfolio Manager; May Tong, CFA, Managing Director and Portfolio Manager, Asset Allocation; Jessica Bush, CFA, Portfolio Manager, and Ben Rotenberg, CFA, CAIA, Portfolio Manager at Principal Asset Management.
Americana: Blending Rates, Credit And Equity Exposures
Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.
What Are Non-traded Real Estate Investment Trusts (reits)?
A non-traded REIT is a company that owns, operates, and/or finances primarily income-producing real estate assets. They are not traded on an open exchange and are available to investors that meet certain state-mandated suitability requirements.1 Non-traded REITs give investors the ability to invest in private real estate assets that provide tax-advantaged income, while offering periodic liquidity. REITs were created in 1960 to provide investors with access to real estate investments.
The Fees Are Too Damn High For Most Liquid Alts | Portfolio For The Future
By Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital, and private equity.
Private Markets & Hedge Fund Strategy Ratings - Q2 2023
EXECUTIVE SUMMARY
PRIVATE EQUITY
LARGE BUYOUT
Current Outlook – Neutral
Trend versus Q4 2022 – Same
Large buyout returned approximately -6% in 2022 (compared to -19% for the S&P 500 Index over the same period), after a very strong 2021 when the category returned over 45%.1 Over a 15-year period, the large buyout category has generated a steadfast 11.9% IRR.2 The historically dependable return profile has allowed the category to continue to increase its share of the overall private equity fundraising market in a more challenging environment.
Global Asset Management: Can Dei Have An Impact On Aum? | Portfolio For The Future
By Todd Glickson, Head of Investment Management - America, Coalition Greenwich. Asset managers’ performance on diversity, equity, and inclusion (DEI) is coming under increased scrutiny by investors and playing a growing role in the competition for institutional mandates.
Us Pension Fund Calstrs Shortlists Candidates For China Stock Portfolio - Cna
HONG KONG : The California State Teachers' Retirement System (CalSTRS), the second-largest U.S. pension fund, said on Tuesday it had shortlisted 19 fund managers for its China stock portfolio. "We have identified 19 managers for our China public equity pool. Placement in this pool does not guarantee a manager will receive an allocation," the firm said a statement to Reuters that did not disclose the names of the managers. It said actual allocation sizes to the selected managers would be decided on factors including CalSTRS' needs and the overall attractiveness of the Chinese market.
Five Myths Of Hedge Fund Investing
Investors new to hedge funds are often wary of managers who specialise in these strategies. We observe that when navigated with expertise, liquid diversifying strategies deserve a place in the long-term investment portfolio.
Safe And Smart Playbook Helps Cloi Outperform In Q1
Portfolio positioning and security selection were key performance drivers for the VanEck CLO ETF in Q1 as the Fund outperformed the J.P. Morgan CLO Index. The VanEck CLO ETF (the “Fund”) outperformed its benchmark, the J.P. Morgan CLO Index, in the first quarter by 0.47%, and since launching in June 2022 has outperformed by 1.07%, driven by [...]
The post Safe and Smart Playbook Helps CLOI Outperform in Q1 appeared first on ETF Trends.
Q1 2023 Hedge Fund Letters Now Live! – Valuewalk Premium
Q1 2023 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment process, their returns, and much more! This page is updated frequently, VERY FREQUENTLY, daily, or sometimes multiple times a day. As we get new letter coverage we immediately add it. So make sure to check back! This database is compiled by scouring hundreds of sites, emails, and most importantly Valuewalk’s top-notch exclusive sources network.