Scale in equity asset management may benefit the asset manager who is collecting fees, but it does not seem to provide a corresponding benefit for his clients.
ETPs are now available for a wide range of equity asset classes, sub-classes, styles and sectors as well as fixed-income, commodity and foreign currency categories on a long and short basis.
This is probably one of the most commonly presented charts by proponents of passive investing and even asset managers (equity mutual funds) who use static allocation, but manage actively inside that range.
In terms of the greatest threat to the various asset classes, equity investors believe that European banking crisis contagion will be the key risk to global equities, while rates investors view the biggest risk to US, German and UK sovereign debt markets to be uncertainty over the creditworthiness of these countries.
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The plan: offer investment products across 3 segments including realty, traditional asset management and private equity.
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Fraud will not determine the success of crowdfunding as an asset class (particularly equity and debt crowdfunding).
Most metro areas will have at least one or two asset management, private equity or venture capital firms.
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All signs suggest that private equity net asset values rose for an eighth consecutive quarter between January and March.
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At my firm, we serve affluent high-net-worth individuals, families and businesses with financial planning, asset management and private equity services.
Moody's also raised concerns about deterioration in MBIA's insured portfolio, given deterioration in mortgage performance data, particularly home equity and asset-backed collateralized debt obligations.
While asset valuations of private equity industry portfolios have increased substantially, much of the rise has been not through exits but in unrealized gains.
According to advisory firm Triago, the net asset values of private equity portfolios on average dropped between 3% and 5% in the three months following June 30.
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We believe, the increased proportion of equity as an asset class and passive investing as an investment strategy presents much upside to BlackRock.
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Home equity, an asset that has traditionally been used to help pay for long-term care, has been greatly diminished since the economic downturn in 2008.
When done correctly and transparently, advocates say, third-party ownership is no different from a form of securitization: You unlock some of the equity in your asset and only pay the lender back when you sell up.
In May, New York's insurance commissioner, Eric Dinallo, urged Brown to move the capital to ease concerns about MBIA. The company announced its decision to move the capital on the same day Moody's published a report detailing what it saw as significant deteriorations in certain home equity and other asset-backed securities backed by bond insurance.
Nor does he analyse how hedge-fund performance compares with other asset classes, such as private equity.
They will also retain control of Cazenove's asset-management and private-equity businesses, though neither of these is big.
Short of liquidating the firm, a mixture of asset sales and a debt-equity swap may be the lesser of many evils.
Further, emerging managers can operate in a number of different asset classes, such as private equity, mezzanine, real estate or hedge funds.
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For years they enjoyed their off-season vacations, paid the mortgage out of rental income, and got a tax break, all while building equity in an appreciating asset.
Make a top-level asset allocation of 40% to short term, high quality bonds the balance to a diversified global equity portfolio of perhaps 10 to 12 asset classes.
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"There is just a lot of uncertainty right now and it shows with sector underperforming this year so far, " says Gleb Zarkh, an equity analyst with Talon Asset Management.
Small regional banks, less diversified than their larger brethren and more exposed to riskier asset classes such as home-equity lines of credit and commercial real estate, are most at risk of running out of capital-raising options.
Corporate Resolutions Inc. is a worldwide business investigations and consulting firm that provides a wide range of investigative services to leading financial institutions, the private equity community, alternative asset funds, law firms, insurance companies, healthcare organizations and multinational corporations.
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To make matters worse, since private equity is a relatively new asset class, the risks involved are still largely unknown.
The firm is a leader in investment banking, asset management, private banking, private equity, custody and transaction services and retail and middle market financial services.
"Everybody has to remember that this market is still subject to headline risk, " said Ryan Larson, head of U.S. equity trading at RBC Global Asset Management.
"The broader market can only ignore the major, money-center banks trading down three, four and five percent for so long before it becomes a factor, " said Ryan Larson, head of U.S. equity trading at RBC Global Asset Management.
Ryan Larson, head of equity trading at RBC Global Asset Management in Chicago, said the recent aggressive action by central banks around the world has been a big part of the reason why stocks have fared so well in the U.S., Asia and Europe so far this year.
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