1. Private Equity, Public Pain

Private equity investments may be a small portion of most institutional investment portfolios, but many managers find themselves over-allocated in an illiquid asset class. It may be time to recap what has happened recently in the world of venture capitalists, mezzanine financiers and leveraged buyout experts.
Read more

2. What happened to bond portfolios?

Events of the past year have resulted in a deterioration of liquidity that magnified how fixed income investments have a far-reaching impact on the management of all assets.
Read more

3. Buffett vs. Yale?

Now that pension plans are recovering from the market meltdown of 2008 and are reconsidering their longer term investment strategy, there are two alternative paths that they might consider—described here as the “Buffett” approach and the “Yale” approach.
Read more

4. Is diversification dead?

The global economic meltdown has brought the theory of diversification into question. Institutional investors looking for ways to avoid a repeat of the recent market carnage recently gathered in Whistler, B.C. for the 14th annual Global Investment Conference to discuss the merits of diversification and the future of pension plans.
Read more

5. Maybe it’s a “reset” but it’s not a depression

Today’s economic environment is difficult, but it’s not the start of a depression, according to two of Invesco Trimark’s senior portfolio managers, who say while there’s no way to sugarcoat the severity of this downturn, it’s nonetheless rife with opportunity for shrewd stock pickers.
Read more

6. In search of alpha

With excessive equity volatility in 2008 and large under performance by many “satellite” type managers, the question of whether passive-core and active-satellite investment remains a viable approach is being asked by many.
Read more

7. Is your securities lending portfolio safe?

Securities lending is still a hot topic as many organizations question whether or not the income generated by lending is worth the risk.
Read more

8. Asset mix key to protecting retirement income

New research suggests that a few changes to one’s portfolio mix can protect against sequential risk and prevent retirees from outliving their wealth.
Read more

9. Equities still risky: Roubini

The current rebound in bank share prices has prompted optimism in the markets, but renowned forecaster Nouriel Roubini warns the fundamental factors just aren’t there to fuel a sustainable rally in stocks. But he doesn’t rule out a recovery altogether.
Read more

10. Asset allocation 101

The top down approach isn’t the only way to invest.
Read more