Portfolios can evaporate by being too concentrated, overly leveraged or simply having inferior investment management that does not focus on the long term or loses it on poorly timed speculation. A brief paper from The Beringer Group recommends that great wealth be invested utilizing a solid set of investment principles designed to preserve and grow assets over multiple market cycles.
Resource Search
The role of commodities in a strategic portfolio has not changed much during the past 40 years and, indeed, not in the 22 years of the Tangible Asset Program portfolio. In this paper, Gresham Investment Management explains why it believes commodities will continue to provide diversification benefits to a portfolio regardless of the roll yield regime.
Whether investing in a hedge fund, buying out a company or hiring a key employee, it is more important than ever for individuals to perform the proper due diligence. A new paper from First Advantage points out the need to verify credentials, search court records, read the news, review corporate and regulatory records and conduct interviews.
The private equity industry belief in the persistence of returns is a fallacy, according to a research report from AARM Corp. Analytical selection of new managers, the authors say, overwhelmingly trumps the advantages of relationship access to existing managers in good private equity fund management.
Thanks to the considerable capital reserves of many private equity funds and the need of many companies to restructure and improve efficiency, private equity is alive and well. This report from Deutsche Bank examines the state of private equity and suggests this may be a good time to invest in this asset class.
In this paper, SVB Capital identifies and discusses five areas of consideration that demand increased due diligence when considering a general partner: team dynamics, investment strategy, cash flow management, performance attribution and alignment of interests.
In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and what it means for the advisor-client relationship.
New research from Frontier Market Asset Management finds frontier markets are much more likely to be influenced by local politics and economic conditions than by the prices of three major commodities (oil, copper and gold). To the report's author, this means frontier markets offer useful diversification for global portfolios.
With market turbulence and a down economy, investors may be searching for safe-harbor assets. The Artist Rare Instrument Fund makes the case for considering antique Italian violins and cellos as assets with steady, long-term capital appreciation. The article offers suggestions for moving into the market as a private investor or someone who buys into a fund that invests in rare instruments.
A new report from Origami Capital Partners makes the case for purchasing hedge fund interests on a secondary basis. The author not only explains how the hedge fund secondary market works but also examines the benefits and challenges of investing in that market.