Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

Browse by
Search
Browse and search
All Topics
→
←
Displaying 2131 - 2145 of 2267
East Asian Chickens Come Home to Roost
East Asian pension systems face an on-rushing demographic crunch, compounded by certain long-venerated…
State of the Industry, Asset Allocation
Better Portfolio Management through Music Appreciation
by Doug Friedenberg We were fortunate enough to hear and see a concert by David Byrne and St. Vincent…
Hedge Funds
Stop Loss (and Gain) Rules as Alpha Generators
Austin Shelton, a Ph.D. candidate at the University of Arizona, has applied quantitative rigor to the…
State of the Industry, Risk Management
The Morgans Hotel Group Fight: Part Two
 We recently discussed here an important decision by the Delaware Chancery Court arising out of a proxy…
Private Equity
The Morgans Hotel Group Fight: Part One
Activist investors, or anyone invested in a fund [especially of the PE or VC variety] that follows an…
Private Equity
Indexical Question: How Much Transparency is Enough?
The International Organization of Securities Commissions issued a document last month on the principles that…
Asset Allocation, Access to Alternatives
JOBS ACT Hedge Fund Marketing Strategy
By Don Steinbrugge The hedge fund industry is the most competitive industry in the world, where portfolio…
Hedge Funds
Tolstoy, Happy Families and Asian Managerial Success
GFIA has put out a report about the Asian boutique universe that cites noted alpha authority Leo Tolstoy.…
Hedge Funds, Asset Allocation
Producing Energy: The Closest Thing to a Perfect Asset
By Paul Anthony Thomas My father was an investor, investment adviser and publisher who purchased his first…
Asset Allocation
After You Go as Low as You Can Go
Interest rates have been declining for more than thirty years now, and seem to some to be as low as they can…
Hedge Funds
Marc Rich: A Life, Not Just a Pardon
In printing or posting their reactions to the death of Marc Rich June 26th, news sources gave great play to…
Asset Allocation
A Third Wave of Alt-Industry Growth is Upon Us
SEI has posted a new paper on “the retail alternative phenomenon.” The paper begins by identifying two recent…
Hedge Funds, Access to Alternatives
Barclays: Growth Strategies as an Industry Matures
According to Barclays, the hedge fund industry is still growing, but at a slower pace. It is now a mature…
Hedge Funds
A Year After the AOL Proxy Fight: The Simple Lesson
A little more than a year ago, a much-watched proxy fight came to an end when the shareholders of AOL voted…
Hedge Funds
Rajaratnam Prosecution Sends a Signal: Traders Notice
A recent study looks at the degree to which pre-merger trading activity has changed since the arrest of Raj…
Risk Management, Hedge Funds, Access to Alternatives