Invest Offshore

Category: ETF, Hedge & Mutual Funds

  • Who Are Wall Street’s Biggest ‘Carbon Offenders’?

    —

    by

    Aaron
    in

    Analysis: Top 10 Mutual Fund, ETF Managers All Have Above-Average Carbon Footprints New Web Tool Shows Unexpectedly High Carbon Exposure of Funds As You Sow, YourSRI.com team up to carbon footprint $11 trillion in funds utilizing data from South Pole Group and exposing carbon risk – available now at fossilfreefunds.org OAKLAND, CA, ZURICH & VADUZ,…

  • Critical investment planning decisions

    —

    by

    Aaron
    in

    Emotions, not logic and reason, are what typically drive investors in making critical investment planning decisions. That’s according to seasoned wealth advisor Chris White, CFA, author of the new book, Working with the Emotional Advisor: Financial Psychology for Wealth Managers (Praeger, 2016). A wealth counselor with over 25 years of experience working with affluent and…

  • The Greatest Misallocation of Capital (BUBBLE) in Financial History

    —

    by

    Aaron
    in , ,

    Sometimes it’s critical to look clearly at the big picture. The big picture is that the financial world has allocated capital… trillions of dollars of capital, based on Central Banks trying to corner the bond market. [box size=”large” style=”rounded”]In the current debt-based monetary system, sovereign bonds are the bedrock of finance.[/box] Every other asset under…

  • What are offshore funds?

    —

    by

    Aaron
    in

    When investing, you will often see funds listed specifically as offshore funds. Many investors have portfolios of mixed funds in Cyprus with funds often domiciled ‘offshore’. What are the key differences in terms of legal protection and structure between funds domiciled in, for example, the UK and those listed abroad? Offshore funds are those domiciled…

  • 3 Avoidable Errors That Could Upend Your Retirement Plans

    —

    by

    Aaron
    in

    As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been. That could mean they need to postpone retirement – or abandon the idea altogether. “Most people don’t spend much time even thinking about retirement,” says Stephen Ng, author of “10 Financial Mistakes You Should Avoid: Strategies Designed…

  • Canada Pension Plan to Invest Offshore

    —

    by

    Aaron
    in ,

    Canada Pension Plan Investment Board Invests EUR480 Million in the Mandatory Exchangeable Facility of LeasePlan TORONTO, ONTARIO–(Marketwired – March 30, 2016) – Canada Pension Plan Investment Board (CPPIB) announced today that its wholly owned subsidiary, CPPIB Credit Investments Inc., has completed the funding of EUR480 million in the Mandatory Exchangeable Facility of LeasePlan. This investment…

  • Pooled Income Funds for the Repatriation of Offshore Carried Interest

    —

    by

    Aaron
    in ,

    Looking Over the Edge of the Cliff – The Use of Pooled Income Funds for the Repatriation of Offshore Carried Interest Overview The addition of IRC Sec 457A effectively ended the ability of investment managers to defer the tax recognition of the carried interest in the investment manager’s offshore fund. Under IRC Sec 457A, hedge…

  • Offshore Investment Truth & Myths

    —

    by

    Aaron
    in

    Offshore Investment Truth Offshore investments have access to the widest possible variety of investment instruments and may often pursue more aggressive investment strategies than if they were registered in a “traditional” jurisdiction.  (These Funds out-perform U.S. Funds in Asia and South America). [box type=”tick” size=”large” style=”rounded” border=”full”]A series of offshore investment funds, designed under the same…

  • Footprint of Luxembourg UCITS

    —

    by

    Aaron
    in

    Global Fund Distribution of Luxembourg UCITS ALFI released last week the figures outlining the footprint of Luxembourg domiciled UCITS, showing the volume of assets under management in various markets globally as at December 2015, giving a breakdown in those markets of the percentage of Luxembourg UCITS, other foreign and domestic open-ended funds. According to the…