Category: ETF, Hedge & Mutual Funds
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The Greatest Misallocation of Capital (BUBBLE) in Financial History
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…
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3 Avoidable Errors That Could Upend Your Retirement Plans
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…
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Canada Pension Plan to Invest Offshore
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…
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Pooled Income Funds for the Repatriation of Offshore Carried Interest
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…
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Offshore Investment Truth & Myths
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…
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Footprint of Luxembourg UCITS
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…
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Sustainable, Responsible, Impact (SRI) Investment Industry Awards
SRI SERVICE AWARD WINNER: HEAD OF INVESTMENT FUND FOR LOW-INCOME SOUTH AFRICANS AWARDED SRI INDUSTRY’S MOST HONORED DESIGNATION Responsible Investors and Investment Professionals Select Shared Interest Executive Director, Donna Katzin, as SRI Industry’s Most Influential Leader of 2015 NEW YORK, NY AND COLORADO SPRINGS, CO (November 19, 2015) – Donna Katzin, executive director of Shared…
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Brazilian wealth seeks Cayman deals in complex environment
(CNS Business): The use of Cayman Islands funds as a Brazilian wealth management tool for high net worth Latin American families was debated last week at the STEP LatAm Conference in Brazil, where kidnapping is a constant worry for the wealthy and demand for outbound investments is fuelled by privacy and security concerns as much…