Pioneering Portfolio Management

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Publisher : Simon and Schuster
ISBN 13 : 1416554033
Total Pages : 433 pages
Book Rating : 4.4/5 (165 download)

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Book Synopsis Pioneering Portfolio Management by : David F. Swensen

Download or read book Pioneering Portfolio Management written by David F. Swensen and published by Simon and Schuster. This book was released on 2009-01-06 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.

Asset Management and Institutional Investors

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Author :
Publisher : Springer
ISBN 13 : 3319327968
Total Pages : 469 pages
Book Rating : 4.3/5 (193 download)

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Book Synopsis Asset Management and Institutional Investors by : Ignazio Basile

Download or read book Asset Management and Institutional Investors written by Ignazio Basile and published by Springer. This book was released on 2016-07-27 with total page 469 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book analyses investment management policies for institutional investors. It is composed of four parts. The first one analyses the various types of institutional investors, institutions which, with different objectives, professionally manage portfolios of financial and real assets on behalf of a wide variety of individuals. This part goes on with an in-depth analysis of the economic, technical and regulatory characteristics of the different types of investment funds and of other types of asset management products, which have a high rate of substitutability with investment funds and represent their natural competitors. The second part of the book identifies and investigates the stages of the investment portfolio management. Given the importance of strategic asset allocation in explaining the ex post performance of any type of investment portfolio, this part provides an in-depth analysis of asset allocation methods, illustrating the different theoretical and operational solutions available to institutional investors. The third part describes performance assessment, its breakdown and risk control, with an in-depth examination of performance evaluation techniques, returns-based style analysis approaches, and performance attribution models. Finally, the fourth part deals with the subject of diversification into alternative asset classes, identifying the common characteristics and their possible role within the framework of investment management policies. This part analyses hedge funds, private equity, real estate, commodities, and currency overlay techniques.

Institutional Money Management

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118148762
Total Pages : 418 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis Institutional Money Management by : David M. Smith

Download or read book Institutional Money Management written by David M. Smith and published by John Wiley & Sons. This book was released on 2011-10-27 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: An informative look at institutional investment management methods and practice The policies, practices, and decisions of institutional investment managers worldwide affect the economic health of not only the institutions themselves, but of countless individual clients as well. Overall, this area of finance has great impact on the capital markets. Filled with in-depth insights and practical advice, Institutional Money Management is an important basis of knowledge regarding both the theory and practice of this ever-evolving area of finance. Part of the Robert W. Kolb Series in Finance, this book on institutional investment management showcases contributed chapters from professional and academic experts in banking, insurance companies, mutual funds, pension funds, and endowments. Along the way, issues covered included everything from the role of institutional investors within the financial system and the structures that have emerged and evolved to industry standards of ethical practice and investment performance presentation. Provides a detailed examination of the objectives, constraints, methods, and stakeholders for the dominant types of institutional investors Focuses on the portfolio management strategies and techniques used by institutional investors Contains contributed chapters from numerous thought-leaders in the field of finance The practice of institutional investment management presents a diverse set of challenges. But with this book as your guide, you'll gain a better understanding of how you can overcome these challenges and manage your portfolio more effectively.

Institutional Investment Management

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Publisher : John Wiley & Sons
ISBN 13 : 0470538902
Total Pages : 884 pages
Book Rating : 4.4/5 (75 download)

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Book Synopsis Institutional Investment Management by : Frank J. Fabozzi

Download or read book Institutional Investment Management written by Frank J. Fabozzi and published by John Wiley & Sons. This book was released on 2009-08-25 with total page 884 pages. Available in PDF, EPUB and Kindle. Book excerpt: The most comprehensive coverage of institutional investment management issues This comprehensive handbook of investment management theories, concepts, and applications opens with an overview of the financial markets and investments, as well as a look at institutional investors and their objectives. From here, respected investment expert Frank Fabozzi moves on to cover a wide array of issues in this evolving field. From valuation and fixed income analysis to alternative investments and asset allocation, Fabozzi provides the best in cutting-edge information for new and seasoned practitioners, as well as professors and students of finance. Contains practical, real-world applications of investment management theories and concepts Uses unique illustrations of factor models to highlight how to build a portfolio Includes insights on execution and measurement of transaction costs Covers fixed income (particularly structured products) and derivatives Institutional Investment Management is an essential read for anyone who needs to hone their skills in this discipline.

Fundamentals Of Institutional Asset Management

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Author :
Publisher : World Scientific
ISBN 13 : 981122160X
Total Pages : 616 pages
Book Rating : 4.8/5 (112 download)

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Book Synopsis Fundamentals Of Institutional Asset Management by : Frank J Fabozzi

Download or read book Fundamentals Of Institutional Asset Management written by Frank J Fabozzi and published by World Scientific. This book was released on 2020-10-12 with total page 616 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides the fundamentals of asset management. It takes a practical perspective in describing asset management. Besides the theoretical aspects of investment management, it provides in-depth insights into the actual implementation issues associated with investment strategies. The 19 chapters combine theory and practice based on the experience of the authors in the asset management industry. The book starts off with describing the key activities involved in asset management and the various forms of risk in managing a portfolio. There is then coverage of the different asset classes (common stock, bonds, and alternative assets), collective investment vehicles, financial derivatives, common stock analysis and valuation, bond analytics, equity beta strategies (including smart beta), equity alpha strategies (including quantitative/systematic strategies), bond indexing and active bond portfolio strategies, and multi-asset strategies. The methods of using financial derivatives (equity derivatives, interest rate derivatives, and credit derivatives) in managing the risks of a portfolio are clearly explained and illustrated.

The Law of Institutional Investment Management

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Author :
Publisher : Oxford University Press, USA
ISBN 13 : 0199285012
Total Pages : 337 pages
Book Rating : 4.1/5 (992 download)

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Book Synopsis The Law of Institutional Investment Management by : Lodewijk D. Setten

Download or read book The Law of Institutional Investment Management written by Lodewijk D. Setten and published by Oxford University Press, USA. This book was released on 2009 with total page 337 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Law of Institutional Investment Management explains the custom and practice of the investment management business with reference to both US and English law. The work addresses the implementation of investment strategies by the investment manager, the infra-structure of the global financial markets, and the custody and administration of the assets which are entrusted to the manager. In this context, the book defines the various risks and pit-falls that confront institutional participants in financial markets, with an emphasis on the position (and protection) of the institutional investor.

Institutional Investors

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Author :
Publisher : MIT Press
ISBN 13 : 9780262262408
Total Pages : 568 pages
Book Rating : 4.2/5 (624 download)

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Book Synopsis Institutional Investors by : E. Philip Davis

Download or read book Institutional Investors written by E. Philip Davis and published by MIT Press. This book was released on 2004-01-30 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most important recent developments in financial markets is the institutionalization of saving associated with the growth of pension funds, life insurance companies, and mutual funds. An increasing proportion of household saving is now managed by professional portfolio managers instead of being directly invested in the securities markets or held in the form of bank deposits. With the aging of the population and its adverse impact on public pension systems, the shift of individual savings to institutional investors is likely to become even more marked in the coming years. This book provides a comprehensive economic assessment of institutional investment. It charts the development and performance of the asset management industry and analyzes the implications of rising institutionalized saving for the development of the securities trading industry, the financial sector as a whole, and the wider economy. The book draws extensively on international experience, particularly in the United States, Western Europe, and Japan.

Treynor On Institutional Investing

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118160703
Total Pages : 566 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis Treynor On Institutional Investing by : Jack L. Treynor

Download or read book Treynor On Institutional Investing written by Jack L. Treynor and published by John Wiley & Sons. This book was released on 2011-07-13 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for TREYNOR ON INSTITUTIONAL INVESTING "Jack Treynor has a mind of his own. I mean that as the highest compliment. Jack Treynor sees what no one else sees, thinks what no one else thinks, explains what no one else explains. You will learn more in fifteen minutes with Jack Treynor than in a full hour with most pundits. You will work hard but you will see things, think things, and understand things as never before. This book is a most valuable treasure, gleaming with Jack Treynor's brilliance." -Peter L. Bernstein, author, Capital Ideas Evolving "Vintage Treynor. This is a must-own reference for anyone involved in institutional asset management. It assembles - in one place - many of the important insights of one of the most provocative and creative players in the finance world over the past half-century." -Robert D. Arnott, Chairman, Research Affiliates, and Former Editor, Financial Analysts Journal "As a practicing investment manager, Treynor always preferred brilliance to soundness. Identifying the flaws in conventional thinking, he shows both the theorist and the practitioner where to invest time in their search for excess return." -Perry Mehrling, Professor of Economics, Barnard College, Columbia University, author, Fischer Black and the Revolutionary Idea of Finance "Jack Treynor's new book brings together a lifetime of exploring the important questions surrounding the sophisticated investor's task. Readers of Treynor on Institutional Investing will be richly rewarded by the insights the author has developed about both the practical and the conceptual keys to successful investing." -Samuel L. Hayes, III, Jacob Schiff Professor of Investment Banking Emeritus, Harvard Business School

Capital Allocators

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Publisher : Harriman House Limited
ISBN 13 : 0857198874
Total Pages : 197 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Capital Allocators by : Ted Seides

Download or read book Capital Allocators written by Ted Seides and published by Harriman House Limited. This book was released on 2021-03-23 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: The chief investment officers (CIOs) at endowments, foundations, family offices, pension funds, and sovereign wealth funds are the leaders in the world of finance. They marshal trillions of dollars on behalf of their institutions and influence how capital flows throughout the world. But these elite investors live outside of the public eye. Across the entire investment industry, few participants understand how these holders of the keys to the kingdom allocate their time and their capital. What’s more, there is no formal training for how to do their work. So how do these influential leaders practice their craft? What skills do they require? What frameworks do they employ? How do they make investment decisions on everything from hiring managers to portfolio construction? For the first time, CAPITAL ALLOCATORS lifts the lid on this opaque corner of the investment landscape. Drawing on interviews from the first 150 episodes of the Capital Allocators podcast, Ted Seides presents the best of the knowledge, practical insights, and advice of the world’s top professional investors. These insights include: - The best practices for interviewing, decision-making, negotiations, leadership, and management. - Investment frameworks across governance, strategy, process, technological innovation, and uncertainty. - The wisest and most impactful quotes from guests on the Capital Allocators podcast. Learn from the likes of the CIOs at the endowments of Princeton and Notre Dame, family offices of Michael Bloomberg and George Soros, pension funds from the State of Florida, CalSTRS, and Canadian CDPQ, sovereign wealth funds of New Zealand and Australia, and many more. CAPITAL ALLOCATORS is the essential new reference manual for current and aspiring CIOs, the money managers that work with them, and everyone allocating a pool of capital.

ESG and Responsible Institutional Investing Around the World: A Critical Review

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Author :
Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960988
Total Pages : 80 pages
Book Rating : 4.9/5 (449 download)

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Book Synopsis ESG and Responsible Institutional Investing Around the World: A Critical Review by : Pedro Matos

Download or read book ESG and Responsible Institutional Investing Around the World: A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

Investment Manager Analysis

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Publisher : John Wiley & Sons
ISBN 13 : 1118160894
Total Pages : 321 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis Investment Manager Analysis by : Frank J. Travers

Download or read book Investment Manager Analysis written by Frank J. Travers and published by John Wiley & Sons. This book was released on 2011-08-31 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Investment Manager Analysis "This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's desk." —Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search "An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of taking complicated analytical tools and methodologies and explaining them in a simple, yet practical manner. Anyone responsible for conducting investment manager due diligence should have a copy on their bookshelf." —Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc. "Investment Manager Analysis provides a good overview of the important areas that purchasers of institutional investment management services need to consider. It is a good instructional guide, from which search policies and procedures can be developed, as well as a handy reference guide." —David Spaulding, President, The Spaulding Group, Inc. "This book is the definitive work on the investment manager selection process. It is comprehensive in scope and well organized for both the layman and the professional. It should be required reading for any organization or individual seeking talent to manage their assets." —Scott Johnston, Chairman and Chief Investment Officer, Sterling Johnston Capital Management, LP "Investment Manager Analysis is a much-needed, comprehensive review of the manager selection process. While the industry is riddled with information about selecting individual stocks, comparatively little has been written on the important subject of manager selection for fund sponsors. This is a particularly useful guide for the less experienced practitioner and offers considerable value to the veteran decisionmaker as well." —Dennis J. Trittin, CFA, Portfolio Manager, Russell Investment Group

Investment Management

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Author :
Publisher : Pearson Education
ISBN 13 :
Total Pages : 874 pages
Book Rating : 4.4/5 (91 download)

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Book Synopsis Investment Management by : Frank J. Fabozzi

Download or read book Investment Management written by Frank J. Fabozzi and published by Pearson Education. This book was released on 1999 with total page 874 pages. Available in PDF, EPUB and Kindle. Book excerpt: The job of planning, implementing, and overseeing the funds of an individual investor or an institution is referred to as investment management. The purpose of this book is to describe the process of investment management.

Managed Futures for Institutional Investors

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Publisher : John Wiley & Sons
ISBN 13 : 1576603741
Total Pages : 373 pages
Book Rating : 4.5/5 (766 download)

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Book Synopsis Managed Futures for Institutional Investors by : Galen Burghardt

Download or read book Managed Futures for Institutional Investors written by Galen Burghardt and published by John Wiley & Sons. This book was released on 2011-05-03 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to institutional investing success Managed Futures for Institutional Investors is an essential guide that walks you through the important questions that need to be addressed before investing in this asset class and contains helpful direction for investors during the investing process. Backed by years of institutional experience, the authors reveal the opportunities offered by managed futures. They also include information on practices in the managed futures area and present the various analytical tools and building blocks required to use managed futures effectively. The book also contains insight on the issues that must be addressed when building and evaluating portfolios. Shows where to find data to evaluate managed futures and explains how managed futures are regulated Offers guidance on how to apply classic portfolio construction tools to managed futures Reveals how managed futures investments can help investors evaluate and meet risk, return, and liquidity objectives Managed Futures for Institutional Investors provides all the practical information to manage this type of investment well.

Perspectives on Institutional Investment Management

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Author :
Publisher :
ISBN 13 : 9780888964069
Total Pages : 111 pages
Book Rating : 4.9/5 (64 download)

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Book Synopsis Perspectives on Institutional Investment Management by : Harry S. Marmer

Download or read book Perspectives on Institutional Investment Management written by Harry S. Marmer and published by . This book was released on 2002 with total page 111 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Organizational Alpha

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Publisher : Wealth of Common Sense
ISBN 13 : 9781541043671
Total Pages : 90 pages
Book Rating : 4.0/5 (436 download)

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Book Synopsis Organizational Alpha by : Ben Carlson

Download or read book Organizational Alpha written by Ben Carlson and published by Wealth of Common Sense. This book was released on 2017-02-02 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Institutional investors spend the majority of their time in search of the Holy Grail of investment alpha, or risk-adjusted market outperformance. The problem is far too many organizations and funds fail to first understand whether or not they have what it takes to earn alpha or whether it even makes sense to try. Organizational alpha, on the other hand, is something every institutional investor and nonprofit can achieve, assuming they focus on what they can control and what matters. This book will show institutional investors, board members, trustees, consultants and beneficiaries how the concept of organizational alpha can help them: Recognize the importance of goals-based investing. Think in terms of process over outcomes. Understand the fiduciary duty and what constitutes a breach of that duty. Know the difference between a governing and managing fiduciary. Define their overarching investment philosophy. Make sense of the group dynamic at play when making decisions-by-committee. Ensure more continuity in their investment program. Improve their due diligence and decision-making processes. Choose the right consultant or advisor to help oversee their assets. Find additional sources of alpha. Understand the alternative investment landscape. Appreciate the differences between foundations, endowments and pensions. Document their investment process to cut down on unnecessary mistakes. Make decisions that revolve around the goals and mission of the organization. Set realistic expectations with the understanding that the future is always uncertain. Written by an institutional investor who has spent his entire career working with a wide range of institutional investors from endowments to foundations to pension plans to family offices and other nonprofits, Organizational Alpha is a manual that provides institutional investors with the tools they need to find success in the markets and as organizations.

Reframing Finance

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Publisher : Stanford University Press
ISBN 13 : 1503602753
Total Pages : 242 pages
Book Rating : 4.5/5 (36 download)

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Book Synopsis Reframing Finance by : Ashby Monk

Download or read book Reframing Finance written by Ashby Monk and published by Stanford University Press. This book was released on 2017-08-08 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Since the 2008 financial crisis, beneficiary organizations—like pension funds, sovereign wealth funds, endowments, and foundations—have been seeking ways to mitigate the risk of their investments and make better financial decisions. For them, Reframing Finance offers a path forward. This book argues that institutional investors would better serve their long-term goals by putting money into large-scale, future-facing projects such as infrastructure, green energy, innovation in agriculture, and real estate development. At the same time, redirecting long-term investments would close significant financial gaps that government cannot. Drawing on key contributions in economic sociology, social network theory, and economics, the book conceptualizes a collaborative model of investment that is already becoming increasingly common: Large investors contribute more directly to private market assets, while financial intermediaries seek to foster co-investment partnerships, better aligning incentives for all. A combination of rich case studies and rigorous theory enables asset owners to move toward more efficient, private-market investing, while also laying groundwork for research at the frontier of finance.

Institutional Investment Report

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Author :
Publisher :
ISBN 13 :
Total Pages : 60 pages
Book Rating : 4.3/5 (555 download)

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Book Synopsis Institutional Investment Report by :

Download or read book Institutional Investment Report written by and published by . This book was released on 2008 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: