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Posts Tagged ‘investor’


Illiquidity: a booster engine, not concrete boots

Travelling across different countries reveals very different institutional attitudes to illiquidity. Some institutions embrace it, considering it the true advantage of long term investors; others seem to consider it akin to donning concrete boots ahead of a swimming lesson. How should pension trustees consider illiquidity? As ever, it depends on their current needs and objectives.

October 9, 2014 Categories: Investment Strategy

High Frequency Trading: staying in control at the speed of light

The investment industry has been getting a bit of a battering lately. Firstly, the film ‘Wolf of Wall Street’ showcased the luxurious lifestyle of real-life stockbroker Jordan Belfort who defrauded thousands of investors through a securities scam, in order to fund an excessive lifestyle of drugs, fast cars and lavish parties, which eventually (and quite

Aug 12, 2014 Categories: Investment Strategy

Football and portfolio implementation – ensuring all interests are aligned

  In my last two posts, I discussed the importance of an implementation portfolio manager and transition manager in managing a multi-asset portfolio. In sticking to my football analogy, today I’m talking about a topic that has plagued both the football world and the investment industry. In football, the sport has been tarnished by an

Aug 12, 2014 Categories: Investment Strategy

Football & Portfolio Implementation – ensuring a perfect line-up

  In the last post (Setting a Winning Strategy) I related the importance of strategy implementation in football to multi-asset portfolio management. Central to maintaining the strategy was a strong team captain, or implementation portfolio manager, who played a central role and pulled the strings with the flow of the game in order to ensure

Aug 5, 2014 Categories: Investment Strategy

Football and portfolio implementation – setting a winning strategy

Hundreds of millions of people around the globe followed the World Cup with wonderment, and I am no exception. This year’s World Cup (which seems like a distant memory already!) was a thrilling edition that took several unexpected turns. Who would have thought cup holders Spain would be out in the first round? Or that

Jul 31, 2014 Categories: Investment Strategy

The ‘No True Scotsman Fallacy’ and the active vs. passive debate in LGPS

Imagine Hamish McDonald, a Scotsman, sitting down with his Glasgow Morning Herald and seeing an article about how the  “Brighton Sex Maniac Strikes Again”. Hamish is shocked and declares: “No Scotsman would do such a thing”. The next day he sits down to read his Glasgow Morning Herald again, and this time finds an article

Jul 16, 2014 Categories: Investment Strategy

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