Hedge funds and absolute returns for institutional and retail
investors

Are hedge fund managers worth the money?
3rd October 2007
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Presentation at IIR conference on European Fund Manager selection, explaining the benefits, pitfalls and assessing value for money with hedge fund investing.
Financial crisis and demographic dangers of current Government policy
1st October 2007
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Presentation given to LSE conference on Financial Markets Crisis, explaining how savers will be affected and the need to restore savings incentives.
New Thinking for Pension Fund Investing
6th September 2007
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Presentation at Absolute Return Partners conference in Iceland, explaining new investment thinking and reasons for the need to manage both returns and risks when investing for pension funds – and the need to consider absolute return strategies.
Alternative Investment Strategies for Pension Funds
7th March 2007
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Presentation for Icelandic pension fund trustees outlining Ros' thoughts on using alternative investments in pension asset allocation decisions.
Overcoming deficits and paying pensions
23rd November 2006
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Presentation given at Man Group breakfast briefing session explaining the challenges facing pension fund trustees in trying to achieve asymmetric return profiles for their investments.
Alternative investing – new thinking on Asset Allocation
26 September 2006
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Presentation given at Nordic Alternative Investment conference in Stockholm outlining new thinking for institutions considering moving away from traditional asset allocation models.
New approaches to asset allocation
25 September 2006
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Presentation given at UK Pension and Investment Summit in Brighton, explaining Ros’s opinions on pension funds considering new approaches to asset allocation, emphasising risk control, diversification and protection.
Explanation of possible new structured products to help pension funds overcome deficits
January 2006
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Powerpoint description of a possible structured product approach to overcoming pension fund deficits and meeting liabilities over time.
Pension funds using hedge fund investments
July 2005
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Article published
in UBS Wealth Management magazine explaining some of the weaknesses
of the lifecycle approach to investing and the need for
diversification in investor portfolios.
Balancing a Portfolio over a Lifetime
1st
Quarter 2005
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Article published
in UBS Wealth Management magazine explaining some of the weaknesses
of the lifecycle approach to investing and the need for
diversification in investor portfolios.
Pension
Investors and Alternative Assets - Lehman Brothers Seminar
27 January 2005
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Presentation made
to Lehman Brothers Pension Fund Seminar on 27th January 2005,
outlining pension investor's investment objectives and use of
alternative assets to help address pension fund needs.
Liability Driven Solutions and Regulatory Changes for Investors -
Finance IQ Conference
1 December 2004
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Presentation
given at Finance IQ Liability Driven Investment Conference in
Zurich, 1st December 2004. Looking at the need for liability driven
solutions and regulatory changes which will impact pension
investors.
Institutional Investment in Hedge Funds - IAM Seminar
19 November 2004
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Presentation made
at IAM/LSE Hedge Fund Seminar, in London, on 19th November 2004,
outlining the important issues for institutional investors to
consider when looking at hedge fund investing.
Use of
hedge funds in private pensions market - Man Group Investment
Conference
November 2004
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Presentation
given at Man Group Investment Conference in London, 5rh November
2004, on issues relating to the use of hedge funds in the private
pensions market.
FTfm
article on recent hedge fund performance
October
2004
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Article published in FTfm, discussing the recent performance of
hedge funds and what this implies for the future.
Hedge
fund investing for institutions to become mainstream
July
2004
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Article published in the Alternative Institutional Investment Review,
July 2004, explaining why Ros believes hedge fund investing will
become mainstream and institutions will come to realise that including
hedge fund investments can reduce portfolio risk and improve overall
portfolio efficiency for long term investors.
IAM/LSE
Hedge Fund Conference Panel Session Notes
May 2004
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Notes prepared for panel session discussion at London School of
Economics IAM/LSE hedge fund conference, highlighting the important
issues of hedge fund investing for pension funds and institutional
investors.
Financial
Times ‘Personal View’ Column on Hedge Fund Investment
April
2004
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Article
published in ‘Personal View’ column of Saturday FT,
discussing why and how all long term investors should consider including
hedge funds in their portfolios.
The
Future of Pension Fund Asset Allocation
February 2004
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Presentation given at Investment Seminar on Pension Fund Asset Allocation,
10th Feb 2004, outlining important issues for asset allocation of
defined benefit and defined contribution pensions and matching asset
profiles more closely with liability profiles.
How
to Include Hedge Funds in Institutional Portfolios
Autumn 2003
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Paper published in 'Public Service Review' Journal in Autumn 2003,
on the use of hedge funds in institutional portfolios.
Diversifying
Traditional Balanced Portfolios
May 2003
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discussion paper | send a comment
Brief discussion of the role of hedge funds in traditional
portfolios - how they can reduce risk and why many consultants have
not yet recommended them.
The
Role of Hedge Funds in Institutional Portfolios
March 2003
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Summary of panel discussion at LSE/IAM hedge fund conference. Sushil
Wadhwani, Chris Mansi (Watson Wyatt), Kevin Rosenberg (Hewitt, Bacon
& Woodrow) and Ros Altmann debate the role of hedge funds in
institutional portfolios.
Introduction
to Hedge Funds
November 2002
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A brief overview of the history of hedge funds, benefits of using
them and advantages of fund of funds route.
Educational
on Hedge Funds
November 2002
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A PowerPoint presentation explaining the benefits of investing in
hedge funds and of using a fund of funds route. |