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Huge Growth in Private Equity Co-Investments for Institutional Investors
New analysis by CEPRES of 3,959 Private Equity Co-Investment deals highlights niche segments outperform for LP investors stevepb / PixabayNEW YORK, Feb. 2, 2018 /PRNewswire/ -- CEPRES today released on its investment platform the largest ever analysis of private equity co-investments encompassing 3,959 deals over the last 17 years. The report details the returns generated across different regions, market segments and
Multi-Alternative Funds: Alts for One and One for Alts
How multi-alternative funds may eliminate choice overload for investors In my most recent blog, I described how choosing the appropriate alternative strategy (Real estate? Market neutral? Senior loans?) could become the biggest challenge for new investors in alternatives. This is one of the most common questions I receive here at Invesco, along with how to identify the best fund managers
Spotlight on Active Management: Finding Superior Active Managers
Superior managers do exist. We know how they behave and what they look like. Research in behavioral finance over the last two decades suggests that superior managers do exist. We see how superior managers behave, we know what they look like, and we believe we know how to find them. In 2002, University of Maryland professor Russ Wermers found that
SEC Official Issues Warning on Cryptocurrency Investment Funds
An official at the Securities and Exchange Commission signaled a warning last week about new investment funds that hold cryptocurrency - and whether investors are armed with enough information to safely put money in them. Speaking last Thursday at the ICI Securities Law Developments Conference in Washington, D.C., Dalia Blass, the SEC's director for the division of investment management, addressed
Is Now the Time to Invest in Alternatives?
The era of low rates and accommodative monetary policy may be coming to an end I recently have been traveling around the country participating on a panel titled: “Alternatives: Time to Buy When Others Are Selling?” Spoiler alert — my answer to that question is a resounding “yes.” There are two reasons why. First, looking back over the past 20
Fund Managers Get Bullish
Summary: Global equities have risen 18% so far in 2017 and yet, until this month, fund managers have held significant amounts of cash and been, at best, only modestly bullish on equities. All of this has suggested lingering risk aversion. That has now changed. Cash levels have fallen to the lowest level in 4 years. Allocations to global equities have
A Story of Risk Management, and Flying to the Moon
Risk management is a key part of many endeavors, from space travel to investment management. In either case, achieving one’s goals requires awareness of what could go wrong, as well as careful attention to details in often-changing conditions to ensure the smoothest possible journey. Tilak Lal, vice president, Performance Analysis & Investment Risk at Franklin Templeton Investments, describes what risk
High Times: Former BlackRock Exec Launching Massive Marijuana Fund
A former BlackRock executive is co-chairman of a new private equity fund that is looking to raise $250 million to invest in marijuana businesses springing up in major U.S. markets, Bloomberg reports. If the MedMen Opportunity Fund II (a play on Mad Men?) does raise a quarter-billion dollars, it would make it one of the largest funds to invest in the
Fund Managers' Equity Allocation Hits Six Month High
For the first time in six years, fund managers believe that the outlook for the global economy is looking up, and fund managers are upping their equity allocation as a result. According to Bank of America’s monthly Global Fund Manager Survey, 48% of respondents (up 5%) believe that over the next 12 months the global economy is heading into a
8 Takeaways From Allianz Global Investors’ New York Investment Forum
1. Investors still must take some risk for the potential to earn some return For some time, we have been advising our clients to take measured risk in their portfolios – and that advice has not changed. With interest rates set to remain lower for longer, investors simply have no choice – even with the markets near record highs. Yet