Post 2008 Financial Crisis

Debating Investment Management Fees – Will This Time be Different?

November 16, 2014September 1, 2017 Anurag Rastogi 0 Comment Active vs Passive, Alpha vs Beta, Alternative Assets, Asset Owners, Empericial, Fee Structure, Investment Behavior, Investment Managers, Investment Performance, Management Fees, Patrick Schena, Post 2008 Financial Crisis, Sharpe, Value

by Patrick J. Schena In recent months there has been considerable focus in the global investment community directed on the

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By the Numbers – The Quest for Performance

October 14, 2013August 24, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset-Liability Gap, Eliot Kalter, Global Asset Allocation, Institutional Investor, Nidhi Shandilya, Patrick Schena, Portfolio Risk, Post 2008 Financial Crisis, Suzanne Duncan, Tail Events

by Patrick J. Schena, Eliot Kalter, Suzanne L. Duncan, Nidhi V. Shandilya The Fletcher School at Tufts University and State Street’s

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Attracting Talent to the Frontiers of Finance

June 30, 2012August 30, 2017 Anurag Rastogi 0 Comment Alberta Investment Management Corporation, Alternative Assets, Ashby Monk, Direct Investment, Emerging Markets, Financial Hubs, Frontier Finance, Hiring Talent, Institutional Investor, Investment Professionals, Jagdeep Bachher, Labor Pool, Moneyball, Pension Funds, Post 2008 Financial Crisis, Salaries and Pay, sovereign wealth funds

by Jagdeep Singh Bachher, Ashby H. B. Monk In the aftermath of the financial crisis, institutional investors have become increasingly dissatisfied with

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On the Need to Rethink the Endowment Model… Again

June 25, 2012August 30, 2017 Anurag Rastogi 0 Comment Asset Allocation, Asset Correlations, Capital Requirements, Compensation Incentives, Eliot Kalter, Endowment Model, Harvard Investment Model, Investment Strategies, Liabilities, Liquidity, Liquidity Puzzle, Norway Pension Funds, Patrick Schena, Pension Funds, Post 2008 Financial Crisis, Risk Structures under Stress, Risk-Return, sovereign wealth funds, Yale Investment Model

by Patrick J. Schena, Eliot Kalter While it is true that Sovereign Wealth Funds (SWFs) have been attracted to university endowments

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SWF Asset Allocation after the Financial Crisis – Increased Diversification Requires Enhanced Political Risk Management

March 16, 2012September 2, 2017 Anurag Rastogi 0 Comment Asset Allocation, CFA Institute, Diversification, Drivers, Eliot Kalter, Emerging Markets, Financial Crisis, Global Asset Allocation, Growth Drivers, Long Term Investment, Pension Funds, Political Risk, Post 2008 Financial Crisis, Risk Management, Socio‐Political Risks, Sovereign Wealth Funds (SWFs), SWF vs Others

by Dr. Eliot Kalter Dr. Eliot Kalter delivered this presentation at the CFA Institute conference in March, 2012 Table of Contents: I. Emerging

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Political Risk – An Important Issue for Sovereign Wealth Funds

February 26, 2012September 2, 2017 Anurag Rastogi 0 Comment David Glancy, Diversification, Government Policies, Investment Strategies, Investment Structuring, Political Risk, Portfolio Diversification, Post 2008 Financial Crisis, Risk Analysis, Risk Insurance, Risk Management, Sovereign Wealth Funds (SWFs)

by Dr. David A. Glancy Political risk is any event that can directly or indirectly alter the value of an economic

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Redefining Political Risk Management – The SWF Dimension

February 19, 2012September 2, 2017 Anurag Rastogi 0 Comment Eliot Kalter, Financial Crisis, International Investment, Liquidity Risk, Long Term Investors, Political Risk, Post 2008 Financial Crisis, Risk Analysis, Risk Management, Santiago Principles, Socio‐Political Risks, Solvency Risk, Sovereign Wealth Funds (SWFs)

by Dr. Eliot Kalter Sovereign wealth funds (SWFs) are becoming significant players in an unstable global financial stage. The financial

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Factoring Exchange Rate Policy into your Investment Strategy – Risks Facing Andean Countries

September 13, 2011September 3, 2017 Anurag Rastogi 0 Comment Andean, Brazil, Capital Inflows, Chile, Columbia, Credit Growth, Eliot Kalter, Emerging Markets, Exchange Rate, Exchange Rate Policy, Fiscal Policy, Investment Strategy, Latin America, Monetary Policy, Peru, Policy Choices, Post 2008 Financial Crisis, Pre-Crisis, Prudential Norms, Risks, Sovereign Debt, Sovereign Investors

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October, 2011 outlines the implications of surging capital inflows and the difficult policy

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Sovereign Wealth Funds’ Public Policy and Asset Allocation After the Financial Crisis

October 15, 2010September 3, 2017 Anurag Rastogi 0 Comment Accountability, Asset Allocation, Asset Class, Discriminatory Practices, Diversification, Eliot Kalter, Emerging Markets, Financial Crisis, Geographic Analysis, Global Asset Allocation, Global Assets Under Management, Investment Horizon, Long Term Investors, Portfolio, Post 2008 Financial Crisis, Private Equity, Public Policy, Purpose, Sector Analysis, Socio‐Political Risks, sovereign wealth, Sovereign Wealth Fund Initiative, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Transparency

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October 2010 explains the relevance of Sovereign Wealth Funds (SWFs), outlines

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Key International Issues for Sovereign Wealth Funds

October 25, 2009September 3, 2017 Anurag Rastogi 0 Comment Discriminatory Practices, Eliot Kalter, Expertise, External Relations, Financial Crisis, Global Financial System, International Issues, Investment Process, Knowledge, Mandate, Mission, Post 2008 Financial Crisis, Purpose, Regulatory Framework, Santiago Principles, Sovereign Wealth Fund Initiative, Sovereign Wealth Funds (SWFs), Thomas Holt

by Dr. Eliot Kalter, Thomas F. Holt This report, a product of CEME’s Sovereign Wealth Fund Initiative (SWFI), is based on discussions

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