Originally published in Institutional Investor Hedge fund fees have been declining overall, but for the best performers the price tag may actually rise, new research shows. Even as the average hedge fund has been lowering its fees, the cost to invest with a small subset of great performing managers is expected to rise, according to Read more about Hedge Fund Fees Are Falling…But Not for Everyone[…]
BRI Global Market Neutral Index February 2018 (MTD) Update 2/11/2018 So far, the month of February has proven a difficult one for global equity markets. ThroughFriday, the S&P 500 Index was down 7.24% as volatility exploded to the upside causing losses for many active managers relying on a short-volatility bias as a preferred source of Read more about Navigating the Return of Volatility[…]
Originally published in AlphaWeek AlphaWeek’s Greg Winterton discussed the ever-growing hedge fund replication industry in a Q&A with Stephen Scott, Partner, BRI Partners, a provider of investable index products for institutional investors. GW: Stephen, thanks for taking the time today. Hedge fund replication is all the rage these days, given that they provide better liquidity Read more about AlphaWeek Q&A: Stephen Scott, Partner, BRI Indexes[…]
After ETFs, the next revolution in investment management may be direct indexing, a kind of separately managed account for the masses. Many see it as an industry game changer. Originally published on http://www.wealthmanagement.com/etfs/build-your-own-index Separately managed accounts, customized model portfolios in a wrap-fee account, were for years the favored tool of advisors for wealthy clients. But there Read more about Build Your Own Index[…]
Don’t worry: investors will end up paying less – and here’s why The conventional wisdom is that everything on Wall Street gets cheaper over time. From trading costs to management fees, capitalism forces competition and efficiency. In the hedge fund industry, with performance lagging since the financial crisis of 2008, it makes sense that everyone Read more about Hedge Fund Fees are On the Rise, And That’s Good[…]
This article originally appeared in AllAboutAlpha.com HEDGE FUND FEES ARE ONLY HALF THE PROBLEM Hedge funds talk big about returns. Historically, successful managers have claimed credit for the favorable risk/return profiles of their funds, touting skilled security selection and portfolio management as a competitive edge. But the advent of investible benchmarks for a number of Read more about Hedge Fund Fees are Only Half the Problem[…]
Index offers enhanced beta for small cap stocks originally published on etfexpress.com http://www.etfexpress.com/2017/09/08/255825/index-offers-enhanced-beta-small-cap-stocks BRI Partners is a firm that designs, builds and researches investable indices. Stephen Scott, (pictured) partner at the firm, explains that the company has been in the sector for a year but individually each partner has had extensive investment industry experience. “Our Read more about Index offers enhanced beta for small cap stocks[…]
Billions invested in indexes that were never designed to be investments The benefits of passive investing have been touted for years by legendary investors like John Bogle and Warren Buffet. Investors have listened. Every year, hundreds of billions of dollars shift from active strategies to passive index investing – and with good reason. It is Read more about Beyond Market Beta[…]
