Sentences with phrase «alternative illiquid investments»

Not exact matches

When considering alternative investments, you should consider the fact that some products may utilize leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager.

Examples of illiquid alternatives include things like private equity or private debt holdings — investments that aren't easy to sell.

Alternative investments can be either liquid or illiquid.

I've written at least two significant pieces on endowment investing: Alternative Investments, Illiquidity, and Endowment Management The Forever Fund Oh, toss in one more: Managing Illiquid As...

Larry Swedroe at CBS Moneywatch recently highlighted a paper by Robert Maynard that makes this point in great detail and provides investors with the framework to rebut those who feel that a endowment - style portfolio management approach that emphasizes illiquid, opaque alternative investments is the way to go.

The rules have come in the wake of changes in the mutual fund industry, as funds have now moved beyond the mere pooling of stocks and bonds into riskier and more complex categories such as alternative and illiquid investments and leveraged funds.

Alternative investments are speculative, subject to high return volatility and involve a high degree of risk including, but not limited to, the risks associated with leverage, derivative instruments such as options and futures, distressed securities, may be illiquid on a long term basis and short sales.

As investments are recycled, the fund will be able to gain exposure to alternative investment opportunities and illiquid assets through access to the Gresham House group and network to invest directly via co-investment.

If individual purchases of investments were rendered illiquid, this might seriously impede new investment, so long as alternative ways in which to hold his savings are available to the individual.

I want to avoid alternative investments, such as REITS, that would have high sales loads and / or be illiquid.

Hedge funds, commodity pools and other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market.

He advocates «policies that are simple, transparent, and focused rather than the increasingly popular alternative tactics, such as illiquid instruments and vehicles, leverage, and complex, opaque investment strategies.»

The world's biggest alternative asset manager is seeking to raise $ 5 billion for its first nontraded real estate investment trust, which has relatively illiquid shares and will most likely be marketed to retail buyers.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.