In today's post, we're inspired by our interview with Kevin Lester, co-founder and CEO of Validus Risk Management, a specialist financial risk advisory firm with offices in London and Toronto. With a focus on the alternative asset management sector, Kevin has pioneered the use of innovative financial hedging tools and techniques in the private equity, private credit, infrastructure and real estate markets, and is responsible for managing over $300 billion in market risk exposure via the Validus
investment (15)
Bank of America Merrill Lynch found in 2018 that firms with a better ESG record than their peers produced higher three-year returns, were more likely to become high-quality stocks and less likely to have large price declines or go bankrupt.
However, study by NN Investment Partners1 showed that more than half of professional investors still think that incorporating ESG into their investment strategy will reduce their returns, with more than 70% thinking this in Italy and the Netherlands, along wi
Integrating ESG factors into investment decision making is no longer optional, it’s a must. Larry Fink’s recent letter to CEOs re-iterated that long-term decision-making is at the forefront of client demands. The talk has shifted to real investment action.
The Global Sustainable Investment alliance has valued sustainable investments as over $30trn, a 34% surge since 2016 with no sign of slowing down.
However – investors and asset managers still lack critical data, and ESG factors still are suscept
This article is contributed by William G Ferrell, CIO of Ferrell Capital Management and the author of a new course on Global Risk Academy - "From Asset Allocation To Risk Allocation" There is a lot to cheer about on Wall Street. - Equity markets have performed well, particularly since the controversial US election. - Earnings have been climbing - Volatlity is low - Demand for credit has increased the velocity and cost of money/return on cash As always, investors are haunted by the “What’s ne |
Learning How to Test and Learn
By: MIT CISR
Author(s)
Ross, Jeanne W. and Fonstad, Nils O.
Type:
Research Briefing
Topics:
Digital Innovation
Business Agility
IT Governance
IT Investment and Portfolio Management
IT-based Business Transformation
2018-02-15
Abstract: To counter pervasive uncertainties in the business and technology environment and prioritize the most strategic innovation projects from myriad options, companies can take a test-and-learn approach to innovation investments. From our analysis of t
It has been my pleasure to work with William G. Ferrell, CIO of Ferrell Capital Management to produce a new online course "From Asset Allocation to Risk Allocation". This course provides valuable insights into a new paradigm for managing investments - based on dynamically monitoring statistics related to Risk, rather than simply creating a diversified portfolio and hoping for the best. Bill uses the analogy that this is like using Doppler Radar rather than the Farmer's Almanac to predict the w
This article is contributed by William G Ferrell, CIO of Ferrell Capital Management and the author of a new course on Global Risk Academy - "From Asset Allocation To Risk Allocation"
Risk Allocation
Since Harry Markowitz introduced Modern Portfolio Theory in 1952, Asset Allocation has been accepted as the standard for investment portfolio construction. Based on historical behavior and individual predictions, managers make return and risk forecasts for categories of investments and combine them
NEW YORK – February 27, 2017 – Today, InvestOps and SimCorp released their findings from the 2017 benchmarking report, titled – “Optimizing Front to Back Office Investment Operations.” The report explores the compression of the front, middle, and back office and how this is redefining data and investment management systems.
This new report is based on a survey of 100 Heads of Investment Operations based in North America. The research prioritized buy side firms, including asset management firms,
Do you need to raise substantial amounts capital?
Commonwealth Capital has created the Sprocket Network™ to help cultivate quality deal flow for their V. C. Fund, Commonwealth Capital Income Fund - I & II.
What can Sprocket Network™ do for you?
Sprocket can help you become more appealing to investors, partners, management and sales distribution channels.
The Sprocket Network™ will take you on a journey of engineering your start-up or early stage company in a manner that mitigates operatio
Enrique Suarez Presenting:
Define Your Digital Strategy—Now
Source:
Ross, Jeanne W.
Sebastian, Ina
Fonstad
Center for Information Systems Research (CISR)
M.I.T
2015-06-18
Abstract: The confluence of social, mobile, analytics, cloud, Internet of Things, and other powerful, readily accessible technologies is disrupting businesses in all industries. Success requires a coherent digital strategy that is informed by the capabilities of these technologies. Leaders guide investment decisions by focusing on eithe
Talk about getting taken to the cleaners: Imagine you spot a great summer rental property advertised online. Looks wonderful. The deal sounds too good to be true, but the owner tells you (via e-mail or even phone) that the fee is correct. You apply for the rent and send in the required upfront payment.
Then you head down there for the first time to see an empty lot. It then dawns on you that the owner was really a crook who used some photo he found online and advertised it for rent. And if losing
Financial institutions have to optimize ‘Risk – Return’ and diversify their portfolio. The next presentation of a study illustrates the power of Gold as one of the best asset classes to optimize ‘Risk – Return’ in a given portfolio.
Just widen your knowledge about monetary gold by examining the next presentation I gave on June 19 2012 as a 'Johan de Witt Lecture' before 60 in gold interested actuaries of the Dutch Actuarial Association (Actuarieel Genootschap, AG).
The Dutch Actuarial Associat
Manigentis pleased to announce a successful start to 2012, with two major project wins. One of the projects will be with an Investment Bank assisting them to meet the regulatory obligations from a number of regulators globally, including the FSA here in the UK. The second project is with a legal services regulator with the intention to build additional risk management at a transitional time for the industry, with the introduction of Outcomes-focused Regulation (OFR) and Alternative Business Stru
The blog address is:
macro-economic-design.blogspot.com
There, and on links there, you can learn what is going on in this cutting edge approach to risk elimination and the management of residual risk in Housing Finance, Sovereign Debt, Final Salary or Defined benefit schemes, reduction of Beta value without losing vital performance, and more.
Also some background on how I managed to out-predict and out-perform institutional investors for two decades in the UK, always out-performing their managed
Managing oil prices is all about preserving margins - which airlines are doing it right?
In volatile commodity markets, a firms ability to profit comes down to one thing; the capability a business has to control the transference of market volatility to margin volatility. In this article we are going to look at how rising oil prices seem to impact commodity consumers in alternate ways and why investors often misunderstand the impact rising commodity prices have on their investments.
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