Many Happy (Asset) Returns – part 2

Reading Time: 3 minutes We’ve been through an amazingly benign and profitable time for investors in many financial markets, something I discussed further here. That’s great to know, especially for those that participated. Not so  helpful going forward. A better question is- What’s your expected future return from equities (and other assets)? Simple question, tricky answer. And one we … More Many Happy (Asset) Returns – part 2

Modern Day ALM – Get in the Mix

Reading Time: 4 minutes Asset Liability Modelling (“ALM”) sure has come a long way since Frank Redington began talking about the interest rate immunization of life office books in the 1950s, or since models such as the Wilkie Model were first developed to deal with need for stochastic projection of economic variables for insurance companies and later pension funds. Today … More Modern Day ALM – Get in the Mix

Asset Managers & Twitter

Reading Time: < 1 minute I think it’s fair to say that the asset management industry wasn’t initially quick to adopt social media as a means of distributing content. It’s understandable when you consider the level of regulation around financial advice and the required compliance particularly in the larger firms. Add to that the fact that for the more institutionally-focused … More Asset Managers & Twitter

Which Investment Strategies Will Thrive in 2015 ?

Reading Time: 2 minutes We see literally hundreds of fund managers and investment strategies a year; which do we think are most likely to be successful in 2015? We really see three important things to focus on: risk, diversification, and freedom. Let’s take each of those in turn. Risk. This might sound obvious, but as we see it, the … More Which Investment Strategies Will Thrive in 2015 ?