Alternative Investments… Investments of Passion – Investments of Love (II) 23 Jul 2013July 1, 2026 The 2013 World Wealth Report was released earlier this summer. Here are some of the highlights: Investor confidence in the wealth management industry has improved, and the level of trust…
Alternative Investments… Alternative/Renewable Energy and Alternative/Renewable Energy Fund 15 Jul 2013June 2, 2025 Alternative and renewable energy assets currently only represent a small portion of the markets, but it is growing quickly. Solar Power Solar energy is the most environmentally friendly energy source,…
Alternative Investments… Energy Commodities – Crude Oil, Gasoline, Heating Oil, and Natural Gas 9 Jul 2013October 12, 2013 Crude Oil Oil has been the driver of industrialization and modernization. Over the past 30 years, daily oil consumption has risen by over 30 million barrels. Asia has accounted for…
Alternative Investments… Fundamentals of Precious Metals – Gold, Silver, Platinum 7 Jul 2013October 12, 2013 Gold The process of gold extraction is expensive and time-consuming. It typically requires large mines and blasting rock to mine gold; the ore is then transported to a plant that…
Alternative Investments… Summary on Technical Analysis of Commodities 3 Jul 2013July 17, 2025 Technical analysis is popular among commodities managers since they tend to be short-term traders. They look for temporary profit opportunities - futures contracts usually have short expiration periods. Technical analysis…
Alternative Investments… Commodities Market Commentary, Investment Process, and the Passage of Time 29 Jun 2013November 15, 2013 Commodities Market Summary Energy: As measured by the S&P GSCI indices, energy lost 1.9% in May, natural gas lost 9.4%. WTI crude oil and brent crude oil markets continued to…
Alternative Investments… Alternative Investments in a Portfolio 23 Jan 2013September 12, 2023 Traditional asset classes such as stocks, bonds, and cash tend to be highly correlated with each other during the down markets. The long-only investments may not meet the changing needs…
Alternative Investments… Exploring Timberland Investments: A Lucrative Asset Class 24 Oct 2012May 1, 2025 Institutional investors worldwide own approximately $60 billion worth of timberland, of which two thirds ($40 billion) is invested in the U.S., nevertheless, the principal owners of timberland are private, non-industrial…
Alternative Investments… Allocation in Hedge Fund of Funds 13 Aug 2012August 26, 2025 One of the main reasons that institutional investors include hedge funds in their portfolios is the expected diversification benefits with existing array of investment opportunities. In the U.S., institutions such…
Alternative Investments… Endowment Model, Liquidity Stress Test, Liquidity Schedule 3 Aug 2012July 20, 2023 All investment portfolios should be individually structured to meet clients’ objectives, cash flow requirements, and their tolerance for risk. Similar to diversification across asset classes, market capitalization, and geographic exposures,…
Behavioral Finance… Investor Sentiment and Stock Return Anomalies 30 Jul 2012March 31, 2025 Investor sentiment refers to the propensity of individuals to trade on “noise” and emotions rather than fundamentals. As a contrarian stock market indicator, investor sentiment affects stock prices. Indicators that…
Alternative Investments… LIBOR-Fixing Scandal, Implications, and The Timeline 13 Jul 2012March 31, 2025 Essentials of LIBOR The London Interbank Offered Rate (LIBOR), is the average interest rate at which banks make short-term loans to one another. It is a borrowing rate set daily…
Hedge Funds Diversification Experiments in Hedge Funds of Funds 26 Jun 2012March 28, 2025 The State of Hedge Fund Industry Since the creation of the first hedge fund by sociologist, author, and financial journalist Alfred W. Jones in 1949, diversification in fund strategies and…
Alternative Investments… Passion Investments – Investments of Love (I) 25 Jun 2012March 28, 2025 It may be necessary to mention the section of high net worth individuals (HNWIs) in The 2012 World Wealth Report*(please see below re the Methodology) first, which was released on…