The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Obesity
... Read more »Since the early days of “Risk Premia,” endowments and pension fund investors have tried to attribute alternative investment managers’ returns to a market subsector or phenomenon. Large investors have engaged quantitative shops like Sigma to decompose hedge fund returns, provide a better understanding of the risks in their investments and examine strategy divergence if applicable
... Read more »The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Transportation in America
... Read more »Hegemony, holding a slightly sinister meaning in most contexts, defines an asymmetrical power relationship, in which there is social, cultural, ideological, or economic influence exerted by one group over others. Where better to see hegemony in practice than in the world of hedge funds, when the behemoth bests the niche fund, in terms of investor attention, assets gathered, and institutional scrutiny
... Read more »Investor interest in Responsible Investing is on the upswing, but investors continue to cite ongoing frustrations with definitions, data and materiality as lingering barriers to RI adoption. In addition, a number of the institutional investors with whom we speak remain unaware of how their peers are implementing RI initiatives, which also contributes to any discomfort around adoption of Responsible Investment measures
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