Tag Archives: risk

Delay for AIFMD third-country passport extension

It looks like the EU will hold off on AIFMD third-country passport extensions until Brexit develops a clearer path. Ugo Bassi, Director of Financial Markets, pointed towards the technical complexities and ongoing assessment period, also in light of Brexit, at … Continue reading

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PWC’s Asset & Wealth Industry Predictions: Assets “double”, greater risks

PWC in its latest Asset & Wealth Management Industry whitepaper predicts assets to go from $85T to $145T in the next decade – why the authors would call it almost doubling the assets I am not sure (and I am … Continue reading

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Treasury Dept vs. SEC?

The Department of the Treasure threw down the gauntlet with “the executive branch’s plan to promote vibrant and diverse investment and savings opportunities through asset management and insurance”. Treasury Report on Asset Management and Insurance Citing the US asset management … Continue reading

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Customized beta… Rethinking alpha creation around factor- and risk-based investing

In my keynote speech in Aberdeen this summer, I referred to my firm’s research around volatility and risk management as “ROVO” – Return Optimization around VOlatility. In the overall risk-on/risk-off approach by institutions and private wealth managers post-crisis, volatility considerations, … Continue reading

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Aberdeen’s 14th Annual UK Investment Conference – September 2012

On the first weekend of September, I had the pleasure of being in Scotland to participate in Aberdeen Asset Management’s 14th Annual UK Investment Conference and Braemar Gathering 2012. CEO Martin Gilbert welcomed the guests and introduced the theme, “Investing … Continue reading

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