Institutional Investing Forum Addresses the Evolution in Hedge Fund Investing
Washington, D.C. (ContentDesk via ContentDesk Direct) November 8, 2005 -- In its second successful year, the National Strategic Investment Dialogue convened in San Francisco on October 20 to discuss the challenges and complexities associated with successfully harnessing the power of hedge funds to maximize returns and reduce key areas of risk. The invitation-only sessions are part of a national initiative sponsored by Strategic Investment Group to promote candid, meaningful discussions among fiduciaries and leaders of the investment community on issues of vital importance to institutional investors. Participants have included a wide range of respected institutional investors, investment managers, investment advisors, academics, and regulatory experts. Hilda Ochoa-Brillembourg, President and CEO of Strategic Investment Group, says, We are proud to sponsor this effort to examine and debate important economic, financial and investment issues.
Central to addressing these challenges today is a need to understand the nature and magnitude of the evolutionary change taking place in financial markets and strategies for investing in hedge funds. The session examined the challenges and complexities associated with successfully harnessing the power of hedge funds to maximize returns and reduce key areas of risk. Topics included: understanding how the underlying trends toward securitization of assets and the associated processes of decoupling and re-coupling alpha and beta are likely to develop; exploring the practical realities, pitfalls and success stories associated with the implementation of such strategies; and making sense of the welter of apparent and more hidden risks associated with such strategies both for investors and for markets as whole. Finally, exploring best practices for governance in an environment of increased scrutiny and regulation helped put these strategies into perspective. Polling was conducted throughout the session to gauge the insights and views of the group.The comments, polling results, findings and recommendations of the fall session are being compiled and the collected results will be presented in the form of a Task Force Report entitled: Absolute Returns, Relative Risks: The Changing State of the Art in Strategies for Investing in Hedge Funds. While the detailed results will only be made available to the program participants, a summary report containing many of the questions and issues addressed will be made available to the professional public and media. To request a copy of this summary report, or for more information about NSID, contact Strategic Investment Group or visit www.nationalstrategicinvestmentdialogue.com.About Strategic Investment GroupStrategic was founded in 1987 as a provider of discretionary integrated portfolio solutions, combining active portfolio management, rigorous risk management and open architecture manager selection.
Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on a specialized segment of a portfolio, such as alternatives (hedge funds, real estate and/or private equity) or international investments, or create customized strategies such as portable alpha. Today, Strategic manages approximately $10 billion in assets (final as of September 30, 2005).Contact:???Deb BoedickerStrategic Investment Group703-235-1620
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Highest Silver Prices in Twenty Years Attributed to New Exchange Traded Fund
San Francisco, CA (ContentDesk) March 24, 2006 -- Exchange Traded Funds have broken the barrier of yet another sector. The move of Exchange Traded Funds into the commodities sector continued after the Securities and Exchange Commission approved rule changes that would allow Barclays iShares Silver Trust, to begin trading on the American Stock Exchange. This gives investors yet more choices in the ETF marketplace. The iShares Silver Trust will be backed by silver held in London vaults. It will be modeled after the StreetTracks
Gold Trust ETF.
This is expected to soak up much of the available supply of
silver, which will increase demand and drive up prices. This has temporarily affected the gold market. Some investors are now selling gold and buying silver in anticipation of a price run up in silver. This market is very volatile as it has always been. The SEC does not think this new fund will put a squeeze on the supply of silver.
Others have a different...
Highest Silver Prices in Twenty Years Attributed to New Exchange Traded Fund
Hedge funds > Highest Silver Prices in Twenty Years Attributed to New Exchange Traded Fund
Just what is Arbitrage Investment??
Just what is Arbitrage Investment?By ? 2005In the simplest of terms, Arbitrage means to exploit price differential.Usually it meant looking at differing sources of an investment, and if there was a price difference between Source A and Source B - then the investor / dealer / broker / manager would buy from the lower priced source, and sell on the higher priced source.Example:-The price of Stock ABC was $20 per share on Exchange XYZThe price of the same Stock ABC on another Exchange 123 - was $15The dealer would buy the stock from Exchange 123 for $15 - then sell on Exchange XYZ for $20 - making $5 per share profit (minus costs).Typically the price differential was very small - and trading had to be extremely quick and liquid - otherwise the markets could go against you in a very short time.Ten years ago Arbitrage was more commonplace than it is today - for a number of reasons.Nowadays, Arbitrage still exists, but either in limited formats and availability as direct arbitrage, or more...
Just what is Arbitrage Investment??
Hedge funds > Just what is Arbitrage Investment??
5 Things To Know About The Stock Market
50% Of U.S. Households Invest In The Stock Market
Individuals invest in the stock market directly, through mutual funds, their pension plans, profit sharing plans, 401k's, IRA's, etc.
Mutual Funds Dominate The Market
It is mainly the mutual funds, buying and selling, who move the market and cause individual stocks to go up and down. Mutual funds are the 800-pound gorillas of the stock market; at the end of 2003, mutual funds held more than $3 trillion dollars worth of stocks.
The Dow Jones Average Is Not The Stock Market
The Dow Jones Industrial Average is comprised of only 30 selected stocks.
In reality, there are more than 7,000 different stocks listed on the 3 major U.S. stock exchanges. That makes it quite possible that, in a given time frame, the Dow Jones Average may be flat or down but many individual stocks may actually be up.
Most Individual Investors Fail
Over time, most individual investors...
Hedge funds > 5 Things To Know About The Stock Market
5 Things To Know About The Stock Market
50% Of U.S. Households Invest In The Stock Market
Individuals invest in the stock market directly, through mutual funds, their pension plans, profit sharing plans, 401k's, IRA's, etc.
Mutual Funds Dominate The Market
It is mainly the mutual funds, buying and selling, who move the market and cause individual stocks to go up and down. Mutual funds are the 800-pound gorillas of the stock market; at the end of 2003, mutual funds held more than $3 trillion dollars worth of stocks.
The Dow Jones Average Is Not The Stock Market
The Dow Jones Industrial Average is comprised of only 30 selected stocks.
In reality, there are more than 7,000 different stocks listed on the 3 major U.S. stock exchanges. That makes it quite possible that, in a given time frame, the Dow Jones Average may be flat or down but many individual stocks may actually be up.
Most Individual Investors Fail
Over time, most individual investors...
Hedge funds > 5 Things To Know About The Stock Market
Strategic Capital Advisors, LLC, Brokers Three Key Acquisitions for Pioneer Investment Management, Inc.
Strategic Capital Advisors, LLC, led by founder Arthur J. Drago, brokered three strategic deals for Boston-based Pioneer Investment Management, Inc. in 2004, bringing the Pioneer family of funds approximately $3.3 billion in assets and the adoption of 13 funds inclusive.The latest transaction was Pioneer's $3.1 billion acquisition of 22 Safeco (Nasdaq: SAFC) mutual funds from the Seattle-based insurance company. Seven of these funds were reorganized as Pioneer funds; fifteen were merged into existing Pioneer funds. Earlier in the year, two Oak Ridge (Oak Ridge Investments, LLC, Chicago) equity funds with a total of $25 million in assets were reorganized as Pioneer Oak Ridge funds, and four Papp (L.
Roy Papp & Associates, LLP, Phoenix, AZ) equity funds with a total of $153 million in assets were reorganized as Pioneer Papp funds.
"Strategic Capital Advisors took the extra time to understand our company and our posture," noted Steven Graziano, Pioneer's Executive Vice President,...
Hedge funds > Strategic Capital Advisors, LLC, Brokers Three Key Acquisitions for Pioneer Investment Management, Inc.
Alpha Hedged Strategies Fund Passes the $100 Million in Net Assets Mark and Continues to Attract New Investors
Alternative Investment Partners, LLC (AIP) is pleased to announce a number of significant milestones for its Alpha Hedged Strategies Fund (Ticker: ALPHX). The Alpha Hedged Strategies Fund is an innovative, open-end mutual fund designed to minimize equity market exposure and volatility by employing a variety of absolute return strategies.
The Fund represents the next generation of product for hedged alternative strategies investing, and is open to all investors.The Alpha Hedged Strategies Fund continues to attract new investors, and recently passed the $100 million mark in net assets.
The Fund has also recently qualified to be listed daily in print publications such as the Wall Street Journal, Barron's and The New York Times."The registered advisor community has really warmed up to...
Hedge funds > Alpha Hedged Strategies Fund Passes the $100 Million in Net Assets Mark and Continues to Attract New Investors
Hedge funds
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