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Japan: Richardson makes a Tricky Case
Heidi Richardson, global investment strategist for BlackRock, writing in that investment management firm’s…
State of the Industry, Hedge Funds, Asset Allocation
Javert Frustrated Again: This Time in the Second Circuit
The central bank of Argentina is not an “alter ego” of the government of that republic. The assets of the…
Asset Allocation, Access to Alternatives
Billion Dollar Claim from Black Swan Fund: Not from Taleb
On Aug. 28 a story by Juliet Chung of The Wall Street Journal staked a remarkable claim: that a hedge fund…
Risk Management, Manager Selection
The Skorina Report: Fearless Forecast Says That Endowment Returns Will Disappoint in FY2015
Can you feel it?  Can you feel the tension building as we await the official endowment returns for…
State of the Industry, Manager Selection, Hedge Funds, Asset Allocation
Foundations: They’ve Taken a Blow from “Subdued” Markets
Both private and community foundations depend heavily on U.S. equities. Indeed, domestic equities remained…
State of the Industry, Risk Management, Manager Selection, Hedge Funds, Access to Alternatives
The Enablers of the Fraudsters, Part I
I recently discussed with Attorney Wes Christian a lawsuit in Broward County against Signature Bank and…
Access to Alternatives
Administration, via Verrelli, Rolls the Dice on Insider Trading Issue
The Obama administration’s solicitor general, Donald Verrelli Jr., has asked the Supreme Court to review the…
Hedge Funds, Asset Allocation, Access to Alternatives
What Taper Tantrum?  And, Will Yellen Pull a Bernanke?
Convergence of developments in late August 2015 have forced me to think about the “Taper Tantrum” of 2013,…
Hedge Funds, Asset Allocation
Our Fearless Forecast: Endowment Returns will Disappoint for FY2015:
Can you feel it?  Can you feel the tension building as we await the official endowment returns Probably…
Manager Selection
Cause and Effect: Or, Shooting the Messenger
One of the oldest sorts of “media criticism” is the argument that reporting on something bad causes that bad…
State of the Industry, Hedge Funds, Asset Allocation
An Overview of Real Asset Investing
By Andrew Smith, CAIA Institutional investors are significantly increasing their allocations to real assets…
Risk Management, Real Estate, Private Equity, Infrastructure, Emerging Asset Classes
CFTC Exempts ASX Clear from DCO Registration
The Commodity Futures Trading Commission, on Aug. 19, exempted ASX Clear (Futures) from the obligation to…
Hedge Funds, Asset Allocation
When Underfunded Pension Funds Take Up Social Responsibility Investing
A fascinating blog post by Bernard Sharfman takes a skeptical look at the activist investing of public…
State of the Industry, ESG, Access to Alternatives
Study Says The Gold Bugs are Right
Lognormal trickery tends to smooth out price charts. That’s one of the irreverent thoughts that came to mind…
Risk Management, Asset Allocation
Weintraub of GFT: Basel III Coming Into Force by Increments
    Source: JPMorgan investor Services white paper, Leveraging the Leverage Ratio, Appendix  …
Risk Management, Hedge Funds, Asset Allocation, Access to Alternatives