Hedge Funds. Growth 2020: The Changing Chemistry Between Hedge Funds and Investors. Aranca Research, supported by FIS.
|
|
- Leonard Edwards
- 6 years ago
- Views:
Transcription
1 Hedge Funds Growth 2020: The Changing Chemistry Between Hedge Funds and Investors Aranca Research, supported by FIS November 2016
2 Aranca Research, Supported by FIS Global Survey Hedge funds Americas High net worth investors Institutional investors Influencers Global Survey EMEA APAC 258 participants 2
3 Top Challenges Facing the Hedge Fund Industry 49% Growing AUM 49% Regulatory change 42% Fee pressure 31% Investment opportunities 31% Attracting new clients All respondents: What are the top three challenges faced by the hedge fund industry? 3
4 Key Findings Different hedge fund investors have strikingly different objectives. Fund managers planned range of products/strategies do not tally with investor interest. Investors perceive disruptive, innovative strategies to be enablers of growth. Regulation is hampering investment strategies. 4
5 Key Findings Demographic shifts will change the way hedge funds attract new business. Hedge funds must improve their technology to support growth and client relationships. Fee structures will impact fund profitability based on performance/asset growth. 5
6 Top Trends Driving the Hedge Fund Industry 80% Portfolio diversification 59% Return enhancement 54% Risk reduction 41% Niche specialism 30% Volatility dampening All respondents: Why have investors chosen to invest in a hedge fund? 6
7 Hedge funds provide an excellent investment opportunity. It provides us diversification while maximizing returns and minimizing risk. EVP, U.S.-based institutional investor 7
8 Funds Should be Flexible in Their Investment Styles If They are to Capture Client Capital Collectively, investors show a preference for the following strategies: Equity long/short (67%) Market neutral (40%) Event driven (38%) 8
9 Funds Should be Flexible in Their Investment Styles If They are to Capture Client Capital Hedge funds future plans are primarily: Separately managed accounts (31%) Equity long/short (27%) Commodity trading advisor/managed futures (24%) This suggests that many funds must be flexible in their investment styles if they are to capture client capital. 9
10 Changing Investor Expectations Optimize Investors are attracted to innovative investment strategies and the niche specialisms that will optimize their investment portfolios. Unify Investors and regulators expect a unified view of risk and transparency, timely reporting and robust operational processes. Strengthen Investors and regulators are driving hedge funds to strengthen their operations based on fee pressures and compliance pressures. 10
11 Changing Investor Expectations Optimize Create innovative investment strategies with global multi-asset class trading and portfolio management. Unify Achieve a unified view of risk across the front and middle office for improved risk management and investment decision making. Strengthen Combine infrastructure and resources onto a single platform for economies of scale and reduced costs. Leverage expertise with managed services. 11
12 Technology Capabilities Help Solve Challenges Trading and order management Investment risk management Portfolio management Market data and connectivity Investment Investment operations operations Regulatory reporting 12
13 Empower Growth by Leveraging Flexible Technology Start up and early stage hedge funds Mid-tier boutique hedge funds Larger institutional hedge funds 13
14 For further information contact us on
15 Appendix: Respondents by Role 63% Investment professionals 33% 15% Operations professionals Risk professionals 10% Influencers professionals 25% Other 258 participants: 163 investment professionals, 84 operations professionals, 38 risk professionals, 26 influencers, 65 others Note: Overall respondent total and individual functional totals do not tally as respondents opted for multiple functional roles.. 15
Investments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios
Investments BlackRock was founded by eight entrepreneurs who wanted to start a very different company. One that combined the best of a financial leader and a technology pioneer. And one that focused many
More informationFINANCIAL MARKETS. Products. Providing a comprehensive view of the global ETP market to support the needs of all participants
FINANCIAL MARKETS Exchange Traded Products Providing a comprehensive view of the global ETP market to support the needs of all participants IHS Markit delivers the most advanced and comprehensive view
More informationTHE ALTERNATIVE WAY TO STABILIZE CORE PORTFOLIOS. Mackenzie Multi-Strategy Absolute Return Fund
THE ALTERNATIVE WAY TO STABILIZE CORE PORTFOLIOS Mackenzie Multi-Strategy Absolute Return Fund You Can Now Access Liquid Alternatives Liquid alternatives funds have unique characteristics: Wider range
More informationGlobal Transaction Services Vision, Mission and Bold Ambition
Global Transaction Services Vision, Mission and Bold Ambition Francesco Vanni d Archirafi Client Advisory Board for Investment Managers March 11, 2010 High expectations are the key to everything. Sam Walton
More informationAll Alternative Funds are Not Equal
May 19 New York All Alternative Funds are Not Equal Patrick Deaton, CAIA, Senior Vice President, Alternatives, Neuberger Berman David Kupperman, PhD, Managing Director, Alternatives, Neuberger Berman Today
More informationWHITE PAPER ASSET MANAGEMENT MAKE OR BREAK FOR BOUTIQUES: TACKLING COMPLIANCE WITH TECHNOLOGY
WHITE PAPER ASSET MANAGEMENT MAKE OR BREAK FOR BOUTIQUES: TACKLING COMPLIANCE WITH TECHNOLOGY Contents 2 Introduction entrepreneurialism under pressure 3 Compliance challenges for today s boutiques 4 Help
More informationALTERNATIVE INVESTMENTS
ALTERNATIVE INVESTMENTS FIERA CAPITAL ALTERNATIVE INVESTMENT SOLUTIONS Fiera Capital combines the flexibility and efficiency of an alternative investment strategies manager with the deep resources of a
More informationDiversified Managed Allocations
Diversified Managed Allocations Multi-strategy portfolios with a focus on flexibility Is this program right for you? DMA is designed for investors who: Want experienced, professional money managers to
More information(cpt) (jhb) (w) (e)
What Hedge is funds, Portable funds Alpha? of hedge funds 01 and platforms 01 Investros, Hedge funds, Trustees funds and of hedge ESG investing funds and platforms 02 02 Hedge funds, funds of hedge funds
More informationBancAnalysts Association of Boston 31 st Annual Bank Conference: Operating in a Suboptimal Environment
N O R T H E R N T R U S T C O R P O R A T I O N Service Expertise Integrity BancAnalysts Association of Boston 31 st Annual Bank Conference: Operating in a Suboptimal Environment Michael G. O Grady Executive
More informationExperienced investment management
BRINKER CAPITAL Experienced investment management 30 years of excellence in investment management Our time-tested and disciplined investment process Better outcomes through experience, consistency, and
More informationREDUCING P&L VOLATILITY AND PROTECTING CAPITAL AN INTEGRATED APPROACH TO HEDGING VARIABLE AND FIXED INDEX ANNUITIES
WHITE PAPER INSURANCE REDUCING P&L VOLATILITY AND PROTECTING CAPITAL AN INTEGRATED APPROACH TO HEDGING VARIABLE AND FIXED INDEX ANNUITIES ADRIAN HOLT STRATEGY OWNER, FRONT ARENA, INSURANCE, FIS 1 INSURANCE
More informationOur Journey. The journey begins. Creation of All Rajhi Trading & Exchange Corporation. Conversion of Al Rajhi to a joint Stock Exchange Company
Introduction Founded in 1957, Al Rajhi Bank ( Al Rajhi or ARB ) is one of the largest Islamic banks globally. With assets of USD 59 billion plus, equity of over USD 8 billion and a team of 7,5 employees,
More informationCURRENCY MANAGEMENT SOLUTIONS
FOR PROFESSIONAL CLIENTS ONLY. NOT TO BE REPRODUCED WITHOUT PRIOR WRITTEN APPROVAL. PLEASE REFER TO ALL RISK DISCLOSURES AT THE BACK OF THIS DOCUMENT. CURRENCY MANAGEMENT SOLUTIONS AUGUST 2017 > Currency
More informationSmith Barney Citigroup Financial Services Conference New York, January 26, 2005
Smith Barney Citigroup Financial Services Conference New York, January 26, 2005 Brady Dougan Chief Executive Officer, Credit Suisse First Boston Member of the Executive Board, Credit Suisse Group DISCLAIMER
More informationFiduciary Insights SOCIALLY RESPONSIBLE INVESTING WITH HEDGE FUNDS
SOCIALLY RESPONSIBLE INVESTING WITH HEDGE FUNDS SOME INSTITUTIONAL INVESTORS SEEK TO ALIGN THEIR INVESTMENT DECISIONS WITH THEIR SOCIAL MISSION AND CORE VALUES BY PURSUING WHAT HAS BEEN LABELED SOCIALLY
More informationVoya Target Retirement Fund Series
Voya Target Retirement Fund Series The Target Date Choice to Help Keep Retirement Goals on Track Holistic Retirement Solution Sophisticated Glide Path Design Open Architecture Approach Blend of Active
More informationUMA Model Portfolios Professional Advice for Your Unified Managed Account
UMA Model Portfolios Professional Advice for Your Unified Managed Account B The introduction of unified managed accounts has helped many investors to consolidate and streamline their investment portfolios.
More informationTable of Contents. Section I: Executive Summary Section II: Introduction and Methodology... 13
Table of Contents Section I: Executive Summary... 8 Section II: Introduction and Methodology... 13 Section III: How Advisors Approach Portfolio Construction... 16 A. How do advisors make investment decisions?...
More informationInstitutional Investment Group
Institutional Investment Group You have expectations. We raise them. At Brinker Capital, we build both wealth and relationships. It s what makes us different from other firms. We know that you want hands-on,
More informationAsset Management Strategy for Generali in Europe. Presentation to Financial Analysts 11 th May 2017
Asset Management Strategy for Generali in Europe Presentation to Financial Analysts 11 th May 2017 A transformational strategy for Generali Asset Management in Europe 1 A strategy to create value for clients
More informationWhat You Need. Pilotage Private Wealth AG
What You Need to Know About Independent Asset Managers in Switzerland Dr. Gregg S. Robins Pilotage Private Wealth AG November 2015 1. Swiss IAMs in Brief: People and Offering Decades ago, individual private
More informationThe Innovation Opportunity in Commercial Real Estate:
The Innovation Opportunity in Commercial Real Estate: A Shift in PropTech Adoption and Investment 1 ALTUS GROUP CRE INNOVATION REPORT The Innovation Opportunity in Commercial Real Estate: A Shift in PropTech
More informationInvestment Research: Alternative Investments in Defined Contribution Plans
Investment Research: Alternative Investments in Defined Contribution Plans Mari Tsagareishvili Investment Analyst, Cammack Retirement Group The financial crisis of 2008 sparked investors interest in finding
More informationMutual Fund Directors Forum
Mutual Fund Directors Forum Alternative Investments: What are They? November 28, 2012 Devin McCune, Head of Board Reporting and Compliance, Thomson Reuters Laurie Thomsen, Independent Trustee, MFS Funds
More informationGrant Park Multi Alternative Strategies Fund. Why Invest? Profile Since Inception. Consider your alternatives. Invest smarter.
Consider your alternatives. Invest smarter. Grant Park Multi Alternative Strategies Fund GPAIX Executive Summary November 206 Why Invest? 30 years of applied experience managing funds during multiple market
More informationHEDGE FUND INVESTING INTERNATIONALLY
RESEARCH, MANAGER SELECTION, AND PORTFOLIO CONSTRUCTION FOCUSED ON INVESTORS FROM BRAZIL Risk Advisors Inc. assists Brazilian investors seeking to add international diversification to their portfolios.
More informationOPERATIONS AND PROCESSING COLLATERAL MANAGEMENT
FIS Apex Collateral 1 OPERATIONS AND PROCESSING COLLATERAL MANAGEMENT FIS Apex Collateral 2 OPERATIONS AND PROCESSING FIS APEX COLLATERAL 1 FIS Apex Collateral Global regulations have fundamentally transformed
More informationOVERVIEW OF HEDGE FUND CATEGORIES
OVERVIEW OF HEDGE FUND CATEGORIES HOW DO THEY GENERATE PERFORMANCE By Thomas Ian Alessie, Partner & Co-Founder November 2004 AGENDA HEDGE FUND STRATEGIES REVIEW Definitions Statistics PERFORMANCE GENERATION
More informationManagers who primarily exploit mispricings between related securities are called relative
Relative Value Managers who primarily exploit mispricings between related securities are called relative value managers. As argued above, these funds take on directional bets on more alternative risk premiums,
More informationCredit Suisse 14 th Annual Financial Services Forum
Credit Suisse 14 th Annual Financial Services Forum Miami, Florida Tim O Hara, Co-head of Global Securities, Credit Suisse Disclaimer Cautionary statement regarding forward-looking statements This presentation
More informationAiming to deliver attractive absolute returns with style
For professional investors only Aiming to deliver attractive absolute returns with style BMO Global Equity Market Neutral (SICAV) 2 BMO Global Equity Market Neutral (SICAV) Leveraging our proven capabilities
More informationMaximize your clients income. CI Income Solutions
Maximize your clients income CI Income Solutions Maximize your clients income with CI Today s investors may be facing low interest rates and a lack of yield but they aren t facing lack of choice to maximize
More informationAxioma s Equity Factor Risk Model Suite
Axioma s Equity Factor Risk Model Suite Axioma offers investment professionals the most valuable suite of model capabilities and options available. We are the only provider of fundamental and statistical
More informationTHE LA RETIREMENT FUND (The Fund) INVESTMENT POLICY STATEMENT SUMMARY
THE LA RETIREMENT FUND (The Fund) INVESTMENT POLICY STATEMENT SUMMARY Last updated April 2017 1. INTRODUCTION This Investment Policy Statement ( IPS ) is a formal statement of the main principles underlying
More informationCOMPANY PROFILE.
COMPANY PROFILE www.zagtrader.com What is ZagTrader? ZagTrader is a superior global Order Management and routing platform featuring rich front ends with tight integration to its powerful back office and
More informationFuture World Fund Q&A
For Professional Investors and their Financial Advisers Only. Not to be distributed to or intended for use by Retail Clients. Index Fund launch Future World Fund Q&A Investing for the world you want to
More informationBest Practices in Global Bank Risk and Relationship Management:
Best Practices in Global Bank Risk and Relationship Management: How Walmart Tackles Managing Bank Relationships Worldwide Presented by Amiee Stone, Director Global Treasury, Walmart Troy Baak, Managing
More informationS O C I E T E G E N E R A L E
SOCIETE GENERALE DEEP DIVE INTO MARKET ACTIVITIES & ASIA 0 6. 0 3. 2 0 1 8 DISCLAIMER This presentation contains forward-looking statements relating to the targets and strategies of the Societe Generale
More informationADD A NEW DIMENSION TO YOUR PRACTICE.
ADD A NEW DIMENSION TO YOUR PRACTICE. YOUR PRACTICE IS ENTERING A NEW ERA. One of our core values at Questar Asset Management (QAM) is acting in our clients best interest, which is why we re uniquely positioned
More information2016 BUSINESS OUTLOOK DAY REAL ESTATE INVESTMENT BUSINESSES. T. Ritson Ferguson Group President, Real Estate Investment Businesses
2016 BUSINESS OUTLOOK DAY REAL ESTATE INVESTMENT BUSINESSES T. Ritson Ferguson Group President, Real Estate Investment Businesses Forward-Looking Statements This presentation contains statements that are
More informationANZ ASIA INVESTOR TOUR 2014
ANZ ASIA INVESTOR TOUR 214 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED 23 JULY 214 STEVE BELLOTTI MANAGING DIRECTOR Global Markets & Loans Global Markets and Global Loans are two of the three product
More informationA.M. Best Ratings Impact from the New Rating Methodology and Stochastic-based BCAR
A.M. Best Ratings Impact from the New Rating Methodology and Stochastic-based BCAR September 2017 Prepared by Aon Benfield Executive Summary A.M. Best is expected to finalize new rating criteria by mid-october
More informationFebruary 2018 The Nuveen pension de-risking solution THE BACKGROUND
February 2018 The Nuveen pension de-risking solution David R. Wilson, CFA Head of Solutions Design Nuveen Solutions Evan Inglis, FSA, CFA Senior Actuary Nuveen Solutions Nuveen, in collaboration with Wilshire
More informationInvestment Due Diligence Art and Science
N O R T H E R N T R U S T Investment Due Diligence Art and Science May 16, 2012 Andrew C Smith, CFA, CAIA CIO, Client Solutions Group Northern Trust Global Investments 2012 Northern Trust Corporation northerntrust.com
More informationIntroduction to: Business Development Companies (BDCs) and GreenLine BDC, Inc. September 2018
Introduction to: Business Development Companies (BDCs) and GreenLine BDC, Inc. September 2018 1 Forward-Looking Statements and Disclaimer This presentation contains forward-looking statements regarding
More informationPortfolio Management Consultants Supporting Enterprises, Advisors, and their Clients
Portfolio Management Consultants Supporting Enterprises, Advisors, and their Clients Envestnet PMC is the ultimate advisor to the advisor. We offer an objective, unbiased approach to research, coupled
More informationGlobal Equity Style Premia
For professional investors only Global Equity Style Premia A unique approach to style-based investing Global Equity Style Premia A smarter way to invest in equities; systematically accessing the returns
More information2012 FOCUS Executive Leadership Conference Northern Focused Portfolios October 2 nd
N O R T H E R N T R U S T G L O B A L I N V E S T M E N T S 2012 FOCUS Executive Leadership Conference Northern Focused Portfolios October 2 nd Presented by: Melinda Mecca, Moderator Client Solutions Group
More informationFactorReview Q Quarterly Highlights
The Factor Review provides an analysis of several of the most robust risk factors explaining stock returns, as identified through several decades of academic research. We strive to harvest the premia associated
More informationSee differently. Invest differently. Global alternative opportunities for institutional investors
See differently. Invest differently. Global alternative opportunities for institutional investors An established global leader TIAA Global Asset Management provides institutional investors with access
More informationCredit Suisse Financial Services Forum 2009
Credit Suisse Financial Services Forum 2009 Naples, Florida February 4, 2009 Brady W. Dougan, CEO Credit Suisse Cautionary statement Cautionary statement regarding forward-looking and non-gaap information
More informationPORTFOLIO ADVISORY SERVICES
WEALTH SOLUTIONS PORTFOLIO ADVISORY SERVICES SEPARATELY MANAGED ACCOUNTS (SMA) AND MUTUAL FUND PROGRAMS (MFP) Miles Capital offers a suite of investment advisory programs and services designed to help
More informationStrategies for growth
Strategies for growth UBS Australian Financial Services Conference - Sydney Brian Benari Group Chief Operating Officer & Group Chief Financial Officer 24 June 2010 Agenda How has the Challenger business
More informationHedge Fund Overview. Concordia University, Nebraska
Hedge Fund Overview Concordia University, Nebraska AUGUST 2016 Important Information Please remember that all investments carry some level of risk, including the potential loss of principal invested. They
More informationAlternative Strategies in the 40 Act World: Opportunities and Obstacles for Multi-Manager Registered Mutual Funds
INVESTOR SERVICES Alternative Strategies in the 40 Act World: Opportunities and Obstacles for Multi-Manager Registered Mutual Funds Alternative strategies have become a steadily growing part of the asset
More informationMorgan Stanley 11th Annual European Financials Conference
Morgan Stanley 11th Annual European Financials Conference London, UK Charlotte Jones, Head of Group Finance Disclaimer Cautionary statement regarding forward-looking statements This presentation contains
More informationHedge Funds, Hedge Fund Beta, and the Future for Both. Clifford Asness. Managing and Founding Principal AQR Capital Management, LLC
Hedge Funds, Hedge Fund Beta, and the Future for Both Clifford Asness Managing and Founding Principal AQR Capital Management, LLC An Alternative Future Seven years ago, I wrote a paper about hedge funds
More informationInvesco expanding suite of liquid alternatives with new mutual funds
Press Release For immediate release Invesco expanding suite of liquid alternatives with new mutual funds Delivering innovative alternative strategies to the retail marketplace backed by 30 years of experience
More informationPurpose andobjectives. Asset Allocation. General Portfolio Objectives. OCERS Board Policy Absolute Return Program Investment Policy Statement
Purpose andobjectives 1. The (the Program ) will invest in active strategies whose return and risk profiles are expected to differ meaningfully from traditional investment strategies. These strategies
More informationWhat is your ideal future?
What is your ideal future? What We Do We are committed to helping individuals and institutions preserve their hard-earned capital and pursue steady, wise growth. Investments We create an ideal portfolio
More informationIntroducing BlackRock's Target Allocation ETF Models
Introducing BlackRock's Target Allocation ETF Models Eve Cout Director, Managed Accounts Business Thomas Wood, CFA Lead Strategist, US Model Portfolios Tuesday January 23 rd, 2018 BENEFIT # 1 Scale and
More informationBank of America Merrill Lynch The Future of Financials Conference. November 14, Citi Investor Relations
Citi Investor Relations Bank of America Merrill Lynch The Future of Financials Conference November 14, 2017 Naveed Sultan Global Head of Treasury & Trade Solutions Agenda Strong Foundation for Growth Technology-Driven
More informationMan Group Stock Performance. US$ Per Share 35
Panel Sponsored by: Man Group Stock Performance US$ Per Share 35 30 25 20 15 10 5 0 95 96 97 98 99 00 01 02 03 What is a Hedge Fund? The term "hedge fund" is not formally defined by federal securities
More informationImplementation of Mizuho s Transformation Program
To whom it may concern: May 14, 2010 Company Name: Mizuho Financial Group, Inc. Representative: Takashi Tsukamoto, President & CEO Head Office: 2-5-1 Marunouchi, Chiyoda-ku, Tokyo, Japan Code Number: 8411
More informationPMC Quantitative Portfolios Overview of Portfolio Construction and Ongoing Portfolio Management
Overview of Portfolio Construction and Ongoing Portfolio Management December 2013 Brandon Thomas Chief Investment Officer Dale Rottschafer, CFA Vice President Senior Portfolio Manager Quantitative Portfolios
More informationCMG Tactical Rotation Strategy CMG Capital Management Group, Inc. Financial Professional Use Only
CMG Tactical Rotation Strategy About CMG CMG is a Registered Investment Advisor located in King of Prussia, Pennsylvania founded in 1992 by Stephen Blumenthal. Since the beginning, CMG has embraced Uncommon
More informationFIS INSURANCE PROCESS CONTROLLER SYSTEM INTEGRATION, PROCESS AUTOMATION AND COMPOSITE APPLICATION PLATFORM
FIS INSURANCE PROCESS CONTROLLER SYSTEM INTEGRATION, PROCESS AUTOMATION AND COMPOSITE APPLICATION PLATFORM FIS Insurance Process Controller 1 Empowering a new age of insurance Unrelenting regulatory change
More informationThe Insurance-Focused Investment Consultant Compendium -Media Summary. Gain a fact-based perspective
PROMOTING KNOWLEDGE About Third Party Insurance Asset Management Gain a fact-based perspective The Insurance Asset Outsourcing Exchange promotes fact-based decision making about third party insurance asset
More informationTable of Content: Hedge Funds Regulations 8 Conclusion 9 Recourses 10
Hedge Funds Table of Content: Topic Page Hedge Funds Definition 2 Hedge Funds Investment Strategies 2 Largest Hedge Funds 5 The Main Differences between Hedge Funds and Mutual Funds 7 Hedge Funds Regulations
More informationTransformation Hedge Funds Remodeled
Reprinted from Issue 11 June 2009 Investment Management Review A Quarterly Update for the Investment Management Industry Transformation Hedge Funds Remodeled By Kevin Lui Director, Citi However we describe
More informationCAPITAL EFFICIENCY. Mining & Metals
CAPITAL EFFICIENCY Mining & Metals Amec Foster Wheeler is an industry leader in the efficient application of capital investment. Our Capital Efficiency process and tools focus on maximizing value while
More informationishares Enhanced Strategic Aggressive Portfolio Issue date: 01 April 2019
ishares Enhanced Strategic Aggressive Portfolio Issue date: 01 April 2019 About this Managed Portfolio Disclosure Document This Managed Portfolio Disclosure Document (Disclosure Document) has been prepared
More informationNorthern Trust Global Investments
Northern Trust Global Investments Stephen N. Potter President, NTGI Principles That Endure INVESTOR DAY 2008 2008 Northern Trust Corporation Key Strategic Priorities Northern Trust Global Investments Aligned
More informationDestinations INVESTOR GUIDE. Multi-asset class solutions to meet a range of investor needs. Dynamic portfolios constructed from mutual funds
multi-asset class, dynamic portfolios are designed to deliver consistent returns over the long-term and help individuals stay invested. Risk-based portfolios INVESTOR GUIDE Income-focused portfolios CONSERVATIVE
More informationPIMCO Solutions Group
PIMCO Solutions Group Our Solutions Group harnesses PIMCO s broad capabilities to provide innovative solutions to the challenges investors face today. We draw on the firm s proprietary research and analytics,
More informationUnlisted Closed-End Funds: Platform Perspectives and Market Update MAY 2018
Unlisted Closed-End Funds: Platform Perspectives and Market Update MAY 2018 Table of Contents Foreword from UMB Fund Services...2 Introduction.... 3 Drivers of Growth... 3 Platform Perspective.... 3 Market
More informationGoldman Sachs Presentation to Bernstein Strategic Decisions Conference David M. Solomon President and Chief Operating Officer
May 3, 208 Goldman Sachs Presentation to Bernstein Strategic Decisions Conference David M. Solomon President and Chief Operating Officer Cautionary Note on Forward-Looking Statements Today s presentation
More informationManaged Portfolios, Diversification and Tax Efficiency
Company Background Summary EQIS is a fee based Turnkey Asset Management Platform (TAMP). The EQIS platform has over 75 asset managers and over 240 managed portfolios. EQIS provides advisors the ability
More informationMay Revisiting the role of long/short equity in a portfolio
May 2017 Revisiting the role of long/short equity in a portfolio Executive summary Omar Aguilar, Ph.D. Chief Investment Officer, Equities and Multi-Asset Strategies; Charles Schwab Investment Management,
More informationFor professional investors and advisers only. Schroders. Liquid Alternatives
For professional investors and advisers only Schroders Liquid Alternatives Introduction What are liquid alternatives? 4 How do they work? 5 Performance characteristics 6 How to apply liquid alternatives
More informationSwiss Alpine Summit Gstaad January 20, Renato Fassbind Chief Financial Officer Credit Suisse Group
Swiss Alpine Summit Gstaad January 20, 2005 Renato Fassbind Chief Financial Officer Credit Suisse Group DISCLAIMER Cautionary Statement regarding forward-looking information This presentation contains
More informationSanford Bernstein Conference Rockwell Automation
Sanford Bernstein Conference Rockwell Automation Keith D. Nosbusch Chairman and CEO May 31, 2013 Rev 5058-CO900D Safe Harbor Statement This presentation contains statements (including certain projections
More informationIt s easy to get started
Client Guide It s easy to get started You and your advisor create an investor profile based on your discussions and responses to the Portfolio Select Series questionnaire. Based on the profile, you and
More informationHSBC Managed Solutions (An open ended Fund of Funds Scheme) Create Wealth Through The Right Mix
HSBC Managed Solutions (An open ended Fund of Funds Scheme) Create Wealth Through The Right Mix April 2017 3 reasons to invest in HSBC Managed Solutions 1. Different asset classes perform differently across
More informationNeuberger Berman Trust Company Peralta Community College District July 20, 2011
Neuberger Berman Trust Company Peralta Community College District July 20, 2011 NEUBERGER BERMAN TRUST COMPANY ( NBTC ) Comprehensive fiduciary and investment services for individuals and institutions
More informationALTERNATIVE INVESTMENT SOLUTIONS SERVE INVESTOR NEEDS AND UNCOVER A GROWTH OPPORTUNITY
ALTERNATIVE INVESTMENT SOLUTIONS SERVE INVESTOR NEEDS AND UNCOVER A GROWTH OPPORTUNITY DIVERSIFY CLIENT ASSETS AND DIFFERENTIATE YOUR BUSINESS COMPREHENSIVE AND FLEXIBLE ALTERNATIVE INVESTMENT SOLUTIONS
More informationNorthern Trust Corporation
Northern Trust Corporation Frederick H. Waddell Chairman & Chief Executive Officer Goldman Sachs US Financial s Conference Goldman Sachs Conference e Centere New York, New York December 7, 2010 2010 Northern
More informationInvestor Overview Q2 2017
Investor Overview Q2 2017 AMG Overview Business Highlights Global, diversified asset management firm Unique, multi-faceted growth strategy Proprietary opportunity to partner with additional top boutiques
More information4th Annual European Fixed Income e-trading Survey
4th Annual European Fixed Income e-trading Survey Introduction by: Mark Austen Managing Director SIFMA February 4, 2009 Survey Overview Compiled from November 08 to mid January 09 64 Buy-Side Investors
More informationIndependent. Diligent. Proactive.
Independent. Diligent. Proactive. About National Bank Investments Our mission Guided by our 100% open architecture structure, we are dedicated to providing diverse investment solutions to meet your evolving
More informationVoya Index Solution Portfolios
Voya Index Solution Portfolios The Target-Date Choice to Help Keep Retirement Goals on Track Holistic Retirement Solution Sophisticated Glide Path Design Passively Managed Funds Not FDIC Insured May Lose
More informationMYNORTH RETIREMENT FUND
MYNORTH RETIREMENT FUND MyNorth Retirement Fund is a diversified investment solution designed and managed specifically with retirees needs in mind. The Fund leverages AMP Capital Multi-Asset Group capability
More informationOld Mutual is part way through a journey
Risk, Return & Growth Getting the Balance Right Jim Sutcliffe, CEO 4 October 2006 Old Mutual is part way through a journey End 01 H1 06 FUM 143bn 218bn Life sales in Europe nil 60% MSCI EM Europe FTSE
More informationPrincipal Universal Life Provider Edge SM SALES GUIDE
Principal Universal Life Provider Edge SM SALES GUIDE LOW-COST PROTECTION AND MORE SEE INSIDE FOR: XX Product features & highlights XX Sales applications XX Competitive insights XX Product positioning
More informationCustomized Target Date Solutions
Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring
More informationPENSION FUNDS & ALTERNATIVE INVESTMENTS AFRICA DATE: MARCH, 2017 VENUE: INTERCONTINENTAL RESORT, BALACLAVA, MAURITIUS
PENSION FUNDS & ALTERNATIVE INVESTMENTS AFRICA DATE: 15-16 MARCH, 2017 VENUE: INTERCONTINENTAL RESORT, BALACLAVA, MAURITIUS OFFICIAL CONFERENCE REMARKS BY: THAPELO TSHEOLE CHIEF EXECUTIVE OFFICER BOTSWANA
More informationFinancing Innovation: Accessing Private Capital. Innovation Conference June 27-28, 2017.
Financing Innovation: Accessing Private Capital Innovation Conference June 27-28, 2017. Traditional Sources of Equity Capital Risk/Reward Friends & Family Private Equity Public Equity Mezzanine Debt Public
More informationIFF Q Earnings Conference Call
INTERNATIONAL FLAVORS & FRAGRANCES IFF Q2 2018 Earnings Conference Call August 8, 2018 Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the
More informationZero Beta (Managed Account Mutual Funds/ETFs)
2016 Strategy Review Zero Beta (Managed Account Mutual Funds/ETFs) December 31, 2016 The following report provides in-depth analysis into the successes and challenges of the NorthCoast Zero Beta investment
More information