Archive - Sep 8, 2009 - Blog entry
A New Era of Hedge Fund Transparency?
Submitted by Leo Kolivakis on 09/08/2009 22:19 -0500The rules of the game have changed. After the disaster of 2008, pension funds will be scrutinizing their investments a lot more carefully, especially their investments in alternatives like hedge funds, private equity, real estate and commodity funds. Those funds who refuse to adapt will find it extremely difficult to raise the money they need to compete.
RenTec Will Trade Transparency for More Institutional Money
Submitted by twinkie on 09/08/2009 18:51 -0500P&I's article “Renaissance to open up a bit”, discusses the firm’s quest for institutional money and reads very much like a marketing piece. Yes, RIEF performance this year is just awful and assets have “plummeted 81% to $5 billion as of June 30, down from a peak of $27 billion” but, after "massaging" these numbers, P&I was able to find something positive.
Five Reasons to Avoid the Gold Rush
Submitted by Vitaliy Katsenelson on 09/08/2009 18:45 -0500Here are some arguments why one should think twice before jumping in bed with gold bugs, or at least remain sober while determining gold’s weight in the portfolio .
SSTF Shocker - $6B August Deficit
Submitted by Bruce Krasting on 09/08/2009 16:26 -0500A big monthly deficit for the Trust Fund. This was supposed to be a 2037 problem. Not any longer.
