Invest Offshore

Category: ETF, Hedge & Mutual Funds

  • SFC outlines five funds priorities

    —

    by

    Aaron
    in

    Hong Kong’s Securities and Futures Commission has five priorities for improving the funds industry, topped by growing the hedge funds market, says Alexa Lam, executive director of intermediaries and investment products. The authorized (retail) hedge funds industry in Hong Kong is small, but this belies the true size of the industry here, Lam says. Although…

  • A Year to Remember for Exchange-Traded Funds

    —

    by

    Aaron
    in

    The year just ended was a good one for exchange-traded funds. ETF assets grew by 47% to $222 billion, according to current figures in Morningstar’s database. ETF purveyors launched dozens of funds, including groundbreaking gold and China offerings. The industry also buzzed with talk of creating other commodity-linked and even actively managed ETFs. Here’s a…

  • Risk Aversion: Hedge funds evolving as rules and customers change

    —

    by

    Aaron
    in

    By Michael Peltz – In September 1998, Philip Duff left the security of his job as head of Morgan Stanley’s mutual fund group to become chief operating officer at Tiger Management LLC, the hedge fund firm run by Julian Robertson. On one day, during Duff’s second week on the job, Tiger lost more than $2…

  • New ETF offers China exposure for U.S. investors

    —

    by

    Aaron
    in

    BOSTON, Dec 9 (Reuters) – An exchange-traded fund that holds shares in 38 U.S.-listed Chinese companies was launched on Thursday, the first China ETF to solely invest in Chinese companies that trade on U.S. stock exchanges. China exposure for U.S. PowerShares Capital Management, of Wheaton, Illinois, said its PowerShares China ETF is based on the…

  • Investor Independence via ETFs — Part 5

    —

    by

    Aaron
    in

    There are probably twenty good reasons for chucking your mutual funds and replacing them with Exchange Traded Funds (ETFs). Let me give you three: ETFs perform better, manage risk better and cost less. If you are an active trader, let me give you another: you trade them exactly like you do stocks. So overwhelming are…

  • Investor Independence via ETFs — Part 4

    —

    by

    Aaron
    in

    In the previous article, I stated that some investors ought to consider an all-ETF portfolio rather than continuing to invest in mutual funds, where 80% of you are falling behind the market averages due to under-performing portfolio managers and the high fees they charge. Depending on your risk profile, I believe that large-cap, blue-chip equity…

  • Investor Independence via ETFs — Part 3

    —

    by

    Aaron
    in

    A mere blip on the radar screen compared to the ubiquitous presence of mutual funds and hedge funds, I hold the view it will be just a matter of time before Exchange Traded Funds (ETFs) gain the upper hand. Investors buy mutual funds for the simple reason they are sold, and rather than buying securities…

  • Investor Independence Via ETFs – Part 2

    —

    by

    Aaron
    in

    You will see in the Trader Wizard pages that I strongly recommend Exchange Traded Funds (ETF). ETFs are investment funds designed to track a market index and whose units are traded on an exchange pretty much like shares of listed companies. I even believe that most investors, including professional and sophisticated investors, could be very…

  • The road to investor independence is paved with ETF’S – Part 1

    —

    by

    Aaron
    in

    If you don’t have the time to watch your portfolio closely but also don’t want a financial advisor, you should consider Exchange Traded Funds (ETF). ETFs will allow you to enjoy the markets while fully invested in a conservative, low-cost, buy-and-hold portfolio. They are vastly preferable to investing in mutual funds. Whether you are a…