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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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PowerPoint presentation (pdf, 61kb)
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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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the article | send a
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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 (pdf 36kb)| send a
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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 (pdf 46kb) | send a
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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 | send a
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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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PowerPoint presentation (pdf 79kb) | send a
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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 (pdf 90kb) | send a comment
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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the 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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the article (pdf 2,108kb) | send a comment
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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PowerPoint presentation (pdf 69kb) | send a comment
A PowerPoint presentation explaining the benefits
of investing in hedge funds and of using a fund of
funds route.
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