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Investors must revisit assumptions on alts: Mercer

In a post-crisis environment, investors need to rethink their rationale and approach to alternative assets and ensure they have exposure to the asset class for the right reasons, according to investment consultants from Mercer. Dragana Timotijevic, Mercer’s global investment leader for alternative beta investments, says the calculus has changed over the past 12 months, and […]

By Jody White |November 10, 2009

2 min read

This client took your advice

One of the best parts of this job is the complimentary advice I’ve received from readers like you. I’d like to share some of the philosophies that have truly made a difference for me—especially given the current downturn. 1. You can’t have it all. Decide what is truly important to you. When my husband and […]

By Deanne Gage |October 1, 2009

2 min read

The inefficient frontier

If you believe everything you read and heard in the media about the financial crisis, you would think hedge funds are responsible for the mess we currently find ourselves in. This is a myth that needs to be dispelled. When we examine what is occurring in the hedge fund industry, the truth is that we […]

By Tristram S. Lett |July 20, 2009

5 min read

Diversification is over-rated

If diversification is the only “free lunch” investors have, then what is over-diversifi cation? A sub-par meal at an expensive restaurant? Our industry has gone way too far with the diversifi cation mantra. We have run steadily and without constraint to a point where clients today own hundreds, and in many cases thousands, of stocks […]

By Tom Bradley |June 1, 2009

3 min read