PBA 

  
Private Banking Advisory



 "There are so many professionals telling the security buyer what to do, that his self-preservation at times depends perhaps more on knowing what not to do - and when."
(Sydney B. Lurie)

The experienced Partner for the Investor with a substantial Portfolio

June 2017

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Hedge Funds


Warren Buffett bets against Fund of Hedge Funds

In the summer of 2008 the celebrated investor Warren Buffet made a bet that a selection of Funds that invest in Hedge Funds will not beat the performance of the Standard & Poor's 500 Index in the 10 years starting at the beginning of 2008.

Every investor today is confronted with a multitude of Hedge Funds (Single-Manager as well as Fund of Funds) that all claim to offer superior performance.

At the same time the Hedge Funds business is no longer a cottage industry run by a small number of maverick investors that could fish in a very large pond an chase market inefficiencies that presented themselves from time to time.

As Hedge Funds become mainstream market participants - and judged by the volume of transactions in the secondary market they may already have become THE market - it is very difficult for the Funds to offer out-performance as an industry.

There will always be individual manager that offer superior results - but that is the same with individual shares where there will be rising shares in all market environments. But the trick is to find these managers.

More on Hedge Funds

   


 

 

PBA will help you with the following:|

 

Is your Adviser executing Foreign Exchange transactions at correct prices?

Should you accept 'Financial Products' at part of your Portfolio?

Are you aware of the hidden costs of Structured Products?


How secure is your wealth in a safe deposit box?


Binary Options
- you may better visit a Casino


Risk Premia Strategies -
old wine in new bottles

Stock Picking
- can you beat the Market this way?

Do Women make better fund managers?

Are Index Funds the best choice under any market scenario?

What should I do when my Financial Adviser (Private Bank, Investment Fund) merges?

Should I pay a management fee if my Financial Adviser uses funds that already charge me a fee?


Does my Financial Adviser really select the best possible investment funds for me or is he obliged to select from a pre-determined or proprietary list set by his firm?


Are you at risk from a blow-up in the CDS market?

Should you have to understand what the 'Barrier Hit Probability' is?

Do you know what risks are hidden in your UCITS Fund?

Not all performance fee structures align interests effectively

Does my Financial Adviser provide me with account statements that disclose all fees?

Can you rely on performance projections?

What is private in Private Equity Funds?

Should you participate in Euro experiment?

What can rebalancing your portfolio achieve?

How can you protect yourself against states going bankrupt?

Should you trust your financial advisor?

Are all Index Funds created equal?

Are you in- or outside your hedge fund's sidepocket?

Implementing an appropriate asset allocation

Can financial advisors really be 'independent'?

MIFID
- a flop for the private investor

Are your management and performance fees calculated correctly?

Can you trust relatives when investing?

Pitfalls of investing in ETF's, ETN's, ETC's and ETT's

What is a step-down express
certificate?

Are Hedge Fund Billionaires good for your financial health?

Should you consider 'Newcits', and what are they?

Understand why some ETF's may not perform as you expect

How to survive the global war between savers and speculators

Is your financial adviser a professional or a business man/woman?

Why traditional diversification is no longer sufficient

How to protect yourself against currency 'reform'?

Risk aspects of property and money market funds

Is my money used to pay for banker's bonuses?

What is the best way to invest in Gold?

How should you Financial Adviser be compensated and what role does the remuneration structure of his employer have?

Does it matter where my investment manager is located?

Who is ultimately responsible for the regulation of my investment fund?

Are investments in the USA sensible given proposed changes in the tax law?

Where are my confidential financial affairs still treated with respect?

How to protect yourself from toxic financial instruments

Does past performance help in picking investment managers or funds?


Should you stay away from firms that use Celebrity endorsements?


How to understand what performance statistics hide

Do you need a financial advisor that walks your dog?

Not all regulators are created equal. Which ones should you trust - and what does it mean when an advisor is regulated?


What type of Institution will suit your needs better? Large or Small Banks, Private Banks, Independent Asset Managers or Boutique Managers?

What are the implications if Hedge Funds hold massive cash reserves?

How meaningful is the fact that a Hedge Fund has had only 15 losing months during the past 15 years?

Are larger Hedge Funds or Fund of Funds necessarily better for you?


What is the correct way to set targets for performance fees on Hedge Funds?

Is a 'High-Water-Mark' sufficient to protect the interests of Investors in Hedge Funds?

Are Hedge Funds really a new Asset Class?

There are so many different Indices of Hedge Fund Performance - which one shall I pay attention to?

 


 




 

   
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