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Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending strategies. New dedicated healthcare lending funds are also emerging, with larger private debt managers joining a fray that was historically dominated by smaller specialists.
Lire la suite : Diagnosis: Opportunity? Direct Lending in Healthcare
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge, event-driven, relative value, global macro, managed futures.
Lire la suite : Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Lire la suite : Energy Transition and the Commodity Investment Conundrum
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas, from technology to team member salaries. External manager fees and other costs are, once again, under scrutiny.
Lire la suite : Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio management’ for each of the institution’s clients, clarify performance attribution, enhance understanding of risk exposures and much more.
Lire la suite : Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
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