AllAboutAlpha Blog - Harvest

AllAboutAlpha Blog

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CAIA Association

Research, Analysis & Opinion on Alternative Investments.

Company Name
CAIA Association

Company Description
Chartered Alternative Investment Analyst Association®

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AllAboutAlpha Blog, CAIA Association

WisdomTree on the Success of its Rate-Hedge Agg Suite

The path to higher rates has not been a smooth one, but interest rates in the United States are now higher than they have been since the global financial crisis and they may well become higher than they are now. What should traders or investors do ...

Apr 27, 2018

AllAboutAlpha Blog, CAIA Association

What Constitutes Price Manipulation?

The two commissions that serve as market enforcers in the United States, the Commodity Futures Exchange Commission and the Securities Exchange Commission, agree on a lot. (As, indeed, one would hope, since there work has considerable overlap.) One of ...

Apr 25, 2018

AllAboutAlpha Blog, CAIA Association

Too Big Too Frail

By Bill Kelly, CAIA CEO The most intractable challenges in society, and life, sometimes subsist in a state of duality. The size and scale of the downside are enormous and almost paralyzing if allowed into our daily psyche. Sometimes however, ...

Apr 23, 2018

AllAboutAlpha Blog, CAIA Association

AIMA’s Vision Statement from Hedge Fund Industry Leaders

Some of the leading figures in the alt investment industry have put their dignified heads together and created a vision statement, called “Perspectives: Industry Leaders on the Future of the Hedge Fund Industry.” The gist of the paper is that firms ...

Apr 23, 2018

AllAboutAlpha Blog, CAIA Association

DON’T FEAR THE ROBO!

By Diane Harrison Technology advances have infiltrated every corner of finance, including the world of wealth management. While few can argue with the positives of automated, algorithm-based portfolio management platforms, the advent of the cost- ...

Apr 20, 2018

AllAboutAlpha Blog, CAIA Association

Oil Price Shocks and Economic Growth

The U.S. is withdrawing from a multilateral agreement with Iran that was aimed at dissuading the Iranian regime from further progress toward nuclearization. In the meantime, the U.S. and its allies have bombed Syria in retaliation for that country’s ...

Apr 20, 2018

AllAboutAlpha Blog, CAIA Association

Understanding the Surge in Appraisal Remedies

A new paper by Alexandros L. Seretakis takes a comparative look at appraisal rights in the United States and the European Union, noting along the way that this familiar legal protection mechanism for minority shareholders has become quite high- ...

Apr 18, 2018

AllAboutAlpha Blog, CAIA Association

in-i-fish-uh nt (adj.)

By Bill Kelly, CAIA CEO In the good old days of bound books, a dictionary and thesaurus were de rigueur desktop accessories, no matter your stock-in-trade. It is hard to argue with the modern-day convenience of a Siri or Alexa who can define that ...

Apr 16, 2018

AllAboutAlpha Blog, CAIA Association

‘You Kick It’ and the Alternative Investment Industry

The Alternative Investment Management Association, the London-based organization representing the interests of the world’s alternative investment industry, has issued a new whitepaper about the impact of the exit of the United Kingdom from the ...

Apr 16, 2018

AllAboutAlpha Blog, CAIA Association

Funds Use Public Info to Complement Private Signals

Alan D. Crane and two colleagues have written a paper on whether and how hedge funds profit from publicly available information, in particular from SEC filings. Crane is an assistant professor at Houston’s Rice University, Jesse H. Jones Graduate ...

Apr 13, 2018

AllAboutAlpha Blog, CAIA Association

Options-based Strategies and their Pay-offs

Roberto Obregon, of the Meketa Investment Group, has written a paper (available at SSRN) on the use of options-based equity strategies. Obregon is the author of a number of scholarly papers on alternative strategies, including one last fall on global ...

Apr 11, 2018

AllAboutAlpha Blog, CAIA Association

The Giraffe in The Coal Mine

By Bill Kelly, CAIA Association What’s a few dead canaries amongst friends, or maybe miners? Historically, it has meant a highly toxic atmosphere and a time to immediately retreat to safer ground. In the autumn of years since the GFC, the financial ...

Apr 09, 2018

AllAboutAlpha Blog, CAIA Association

Bitcoin Futures ETFs: SEC Requests Comment

In December last year the NYSE Arca Inc. filed a proposed rule change that would allow for the creation of Exchange Traded Funds investing in Bitcoin futures contracts, and, potentially, in other related Financial Instruments. In January 2018 the ...

Apr 09, 2018

AllAboutAlpha Blog, CAIA Association

Be Fearful When Everyone is Greedy

A new report from Context Capital Partners looks into trends in the alternative investments industry, both among institutions and family offices. It finds continued strong demand for alt investments, as well as a rising demand within the alt world ...

Apr 06, 2018

AllAboutAlpha Blog, CAIA Association

The Realities of Real Assets

A London-headquartered specialist consultant, bFinance, has prepared a report on the trends that have emerged over the last decade in the way both investors and managers think about the real assets in portfolios. There are, the paper says, three ...

Apr 04, 2018

AllAboutAlpha Blog, CAIA Association

By Bill Kelly, CAIA CEO According to the Gregorian Calendar today is Easter Monday. It is a holiday in many countries around the world and even for the non-celebrants, visual cues abound. In many regions the universal symbol is the decorated egg. ...

Apr 02, 2018

AllAboutAlpha Blog, CAIA Association

The VC and PE Markets in Canada

The Canadian Venture Capital and Private Equity Association (CVCA) has posted what it calls an “overview” of the VC and PE Markets in that country in 2017. It reports growth in both of those markets, although growth at distinct velocities. The report ...

Apr 02, 2018

AllAboutAlpha Blog, CAIA Association

Finance Theory, Listed Equities, and Liquidity

A recent paper from Robeco discusses whether a liquidity premium exists in the stock market. The authors, David Blitz, Jean-Paul van Brakel, and Milan Vidojevic, conclude that “the evidence for such a premium is, at best, weak.” Less politely, these ...

Mar 30, 2018

AllAboutAlpha Blog, CAIA Association

THE ART OF IMPROVING INVESTOR RELATIONS

By Diane Harrison Merriam-Webster defines a debate as ‘a regulated discussion of a proposition between two matched sides.’ A good debate is not an argument. Rather, it is a thoughtful process of insightful positioning that allows two sides of a ...

Mar 28, 2018

AllAboutAlpha Blog, CAIA Association

The PE Lifecycle Can Be Audited by Blockchain

On March 19, Northern Trust announced that it has enhanced its blockchain technology for private equity to the point where it can be employed by auditors. The audit firm can have its own blockchain node, which will enable access to real-time fund ...

Mar 28, 2018

AllAboutAlpha Blog, CAIA Association

So Much March Madness

By Bill Kelly, CEO, CAIA Association What can the NCAA basketball tournament tell you about your investment portfolio? As it turns out, quite a bit. For those of you who simply don’t care about the annual bracket ritual, it is quite easy to get you ...

Mar 26, 2018

AllAboutAlpha Blog, CAIA Association

Why Treasury Professionals are Building Cash Reserves

The Association of Finance Professionals recently disclosed, via its Corporate Cash Indicators, that U.S. corporations accumulated more cash in the third quarter of 2017 than had been anticipated. This is consistent with other indications: ...

Mar 26, 2018

AllAboutAlpha Blog, CAIA Association

Where do chief investment officers come from?

By Charles Skorina Every year there are about 50 to 100 US nonprofit (tax-exempt) and family office CIO searches and that number will climb as more ultra-high-net-worth families (over $100 million AUM) form offices, create foundations, and hire ...

Mar 23, 2018

AllAboutAlpha Blog, CAIA Association

What Makes Big Data So … Big?

The term “big data” has become a cliché. One has to remind one’s self that it is a somewhat ill-fitting label. What is new about the world of data isn’t that there is a lot of it; nor that on the software end the processing of data becomes easier ...

Mar 23, 2018

AllAboutAlpha Blog, CAIA Association

Central Europe as seen by private equity managers

Deloitte has recently posted the results of its survey of how private equity managers see central Europe. A very concise summary of the findings of the survey is this: the PE industry expects that it will be buying CE assets in the coming months, and ...

Mar 20, 2018

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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