Investors

Fund performance raises specific issues

Unlike the returns of common stocks and mutual funds, hedge fund returns are generally not normally distributed.1,i This has considerable consequences on a number of hedge fund risk measures, as presented in last month’s article, which was drawn from the…

Chinese opportunities

Of all the world’s emerging markets, none has boomed so quickly as China. While the developed world struggles with the financial crisis, China is forecasting continued strong growth.

Future of diversification

Family offices are increasingly looking at tangible assets as a way to diversify their portfolios away from purely financial risk.

Defining a family office

“Any ex-UBS banker these days starting up their own shop is calling themselves a family office,” says Reyl Private Office director Pierre Condamin-Gerbier, discussing the question of the optimum structure for a family office.

Future planning for succession

There are a number of different structures that can be used to manage a family’s wealth, but the most important requirement is adequate succession planning.

Inside story of family offices

Duncan Straughen, director of Wates Family Office, was recruited to work closely with family members to help create the infrastructure and support needed for an actively engaged owners group. The family was just completing a transfer of ownership between…

Outsourcing dilemma

Family offices come in a variety of shapes and sizes. Not all are called ‘family offices’ and not all are designed to meet every need of a family.

Changing times for diverse family

A family that began in the early 1900s faced moving into the new century with an expanded and diverse family where the present generation needed to take control and start planning for the next.

Wary about hedge funds

The German marketplace and government has not been particularly welcoming to hedge funds. Many are seen as a disruptive and negative influence on German companies. Nevertheless, some funds are keen to tap into the significant investor base one of the…

New blood

Single-family offices are undergoing drastic remodelling to emerge in the image of the younger generation who now controls them. The next generation of family office leaders is making major operational changes, reports Margie Lindsay.

Shorting and hedging with ETFs

ETFs can be sold short to hedge a portfolio of stocks, bonds, commodities or funds. Securities lending revenue on ETFs can be attractive for investors who own ETF shares. The lending revenue that can be earned on ETFs could more than cover the annual TER…

ETFs in Latin America

In the first five months of 2009, the Latin American exchange-traded funds (ETFs) industry had 11 locally domiciled ETFs, 174 exchange listings and assets of $7.47 billion from two providers on two exchanges.

Basic ETF structure and Ucits

ETFs have distinctive features. Each ETF is designed to track a specific index. They provide access to investment styles, asset classes, markets and different sectors.

Gradual rise in Shariah compliant ETFs

The first Shariah compliant ETF was launched in January 2007. Since then the evolution in the methodologies used by index providers to create appropriate Shariah compliant indices has resulted in well-defined indices acceptable to a broad constituency of…

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