Presentations (2872)
2016 Market Outlook by Lee Partridge, CFA Chief Investment Officer January 5, 2016 Key Highlights  As we approach the eighth year of this current market expansion, we would like to provide you with our thoughts on market positioning, which include an underweight to risk assets, including stocks and credit-sensitive bonds, in favor of safe haven assets like developed sovereign debt as well...
The House View by Lee Partridge, Chief Investment Officer January 5, 2016 “Preparing for the Road Ahead” Key Market Returns and Reference Points as of December 31, 2015 Region U.S. Large Cap U.S. Small Cap Japan Germany Developed ex-U.S. Developed World Emerging Markets MLPs REITs Equity Markets...
The House View by Lee Partridge, CFA Chief Investment Officer February 8, 2016 Rebalancing to a New Normal Key Market Returns and Reference Points as of January 29, 2016 Region US Large Cap US Small Cap Japan Germany Developed ex US Developed World Emerging Markets MLPs REITs Equity Markets Total Returns...
INSURANCE ASSET MANAGEMENT, EUROPE 2015 Published by MARCH 2015 Examining the fresh challenges faced by insurance companies as they seek to improve their current asset allocation activity whilst meeting upcoming regulation and grappling with low yields in an uncertain interest rate environment. Sponsored by To read the full version of this report and other informative, financial market...
ELECTRONICALLY REPRINTED FROM SEPTEMBER 20, 2014 Preparing Technology for New Investment Portfolios Insurance investment portfolios are changing. Are your technology and operations prepared? T he quest to maximize yield and returns through exposure to different types of investments frequently leads to wide diversity in asset classes within an investor’s portfolio. This can create...
PERFORMANCE MEASUREMENT SHIFTS TO CLOUD Published on May 18, 2015 Tighter decision-making times and more demanding end-user clients are pushing investment managers to communicate performance in real time, or as close to it as possible. This is leading firms to abandon in-house performance measurement systems for cloud-based platforms that are capable of taking in and analyzing large quantities...
INTERVIEW: Asia’s Wealth Management Tech Doesn’t Yet Make The Grade But Is Moving Foward - SS&C Tom Burroughes Group Editor 26 May 2015 Christy Bremner Wealth management firms working in Asia need to raise their game to handle the reporting and analytics demands of clients, and one problem is that firms are busy focusing on regulatory issues, SS&C...
FTF NEWS June 30, 2015 Q & A: ‘It’s Amazing How Money Talks’ Pete Hess, president and CEO of Advent Software, and Bill Stone, chairman and CEO of SS&C Technologies, offer insight into the conditions behind SS&C’s acquisition of Advent. Editor’s note: This is another in a series of stories about SS&C Technologies...
Global Outsourcing Services | www.globalcustodian.com | HEDGE FUNDS 2015 | £55 The Hedge Fund Issue SURVEYS Prime Brokerage Hedge Fund Administration Algorithmic Trading CORPORATE VIEW | SS&C GLOBEOP Five mistakes to avoid when choosing a fund administrator By Eamonn Greaves, Head of Alternative Asset Industry Sales. T he biggest mistake a fund manager can make is to...
June 2014 – Webcast Transcription (View full videos at www.skybridgecapital.com/insights/) Due to disappointing US and European economic data, sharp sell-offs in market currencies and equities and continued deterioration in emerging markets, the first quarter of this year showed slower global economic growth than expected. Partway through the second quarter, the ECB has cut its...
October 2014 – Webcast Transcription (View full videos at www.skybridgecapital.com/insights/) The U.S. economy continues to make a steady, but slow recovery. However, global growth remains weak – particularly in the Eurozone – and the stock market has entered a period of heightened volatility. Amid this backdrop and in anticipation of the end of Quantitative Easing,...
December 2014 – Webcast Transcription (View full videos at www.skybridgecapital.com/insights/) 1. Hedge Fund Industry: What is your view on hedge fund performance in 2014? Troy Gayeski, Partner & Senior Portfolio Manager, SkyBridge Capital: Better hedge funds have done relatively well versus all asset classes the last seven years. It’s true that the broader indices...
12% Efficient Frontier 11% Annualized Return 10% 9% Three-asset portfolio: S&P 500, Barclays Aggregate, HFRI Fund Weighted Composite (no % hedge fund allocation constraint) 8% Three-asset portfolio: S&P 500, Barclays Aggregate, HFRI Fund Weighted Composite (up to max 20% hedge fund allocation constraint) 7% Two-asset portfolio: S&P 500, Barclays...
SKYBRIDGE DIVIDEND VALUE FUND Annual Investment Adviser’s Report April 30, 2015 (Unaudited) Dear Fellow Shareholder, We are excited to have completed our first year of fund operations. After starting with $65,000 on April 7, of 2014, we had $100.5 million under management as of April 30, 2015. We appreciate your trust as stewards of your hard-earned assets. The S&P 500®...
SKYBRIDGE DIVIDEND VALUE FUND Q4 2015 Class A Ticker SKYAX Cusip Number 360875769 Total Expense Ratio* 1.89% Net Expense Ratio* 1.26% Class C SKYCX 360875751 2.64% 2.01% Class I SKYIX 360875744 1.64% 1.01% *Based on estimated amounts for the current fiscal year as set forth in the current prospectus. Net expense ratio reflects the Adviser’s contractual agreement to reduce...
