Artificial intelligence (AI) has the potential to massively impact investment firms, analysts, investors and the overall wealth management industry. Through their use of vast data sets, extending everywhere from satellite technology and sensors to consumer and macroeconomic data, AI and machine learning have the ability to shift investors’ views on traditional financial data. AI has…
There is no “Passive” Approach to Asset Allocation By Henrik Lumholdt The fathers of the efficient markets hypothesis have reasons to rejoice. Recent years have seen vast amounts of investment money flowing away from what has traditionally been called actively managed funds towards passive index funds, ETFs and the like. And the motivation for this…
On April 9, 2019 Mark Yusko, the founder, CEO and CIO of Morgan Creek Capital Management, discussed why he believes now is the time to increase your allocation to hedge funds. The PowerPoint presentation from his discussion is available below. 2000 Redux – April 2019 rhb 2
Exploring different kinds of data can help organizations find their competitive edge and use it to make smarter business decisions. But as consumer expectations and competitor strategies are changing faster than ever, there’s a growing knowledge gap between early adopters of alternative data and their late-coming peers. Unless they close that gap, slower moving enterprises will eventually…
Research has shown that emerging asset managers consistently outperform industry benchmarks and have overall stronger performance in market downturns. Despite their documented level of success, these managers work with just 1.3% of the assets in the $69 trillion U.S. money management industry, according to a study by Bella Research Group and the John S. and James…
As the Opportunity Zone (OZ) program continues to gain momentum, multifamily seems to be taking the lead in popularity for investment. Are you ready to take advantage? In this recording of our recent webinar, our presenters take a deep dive into the practical structuring issues that need to be addressed as you consider offering an OZ investment…
Why is this important? There is significant connection between entities that produce, manufacture or distribute products and their suppliers, customers and business partners. With the growth in technological development as part of the supply chain process, these risks are increasing rapidly. For example, a manufacturer may make widgets used in the production of an automobile….
On Dec. 19, 2018, the European Commission published the results of its annual review of the U.S.-EU Privacy Shield Framework. While the U.S.-EU Privacy Shield still meets the adequacy requirements of the General Data Protection Regulation (GDPR), the U.S. must take swift steps to make additional improvements to Privacy Shield, such as appointing a permanent…
Marianne Scordel of Bougeville Consulting, who moderated “Brexit Impact on Alternative Managers: Views from Europe and the U.S.,” the New York Alternative Investment Roundtable’s joint event with CAIA in October 2018, has shared the following paper: “The LP Blueprint 2018 -Insights on Alternative Investments. The paper highlights the key results of a recent survey on…
Are Machines Racist? Are algorithms and artificial intelligence inherently prejudiced? Do Facebook, Google, and Twitter have political biases? Those answers are complicated. But if the question is whether the tech industry doing enough to address these biases, the straightforward response is no. Yaël Eisenstat is a former CIA officer, National Security Advisor to Vice President Biden, and…
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