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TransUnion Failed to Quickly Place or Remove Freezes on Credit Reports

The New York Times Your Money - Fri, 10/27/2023 - 08:00
The Consumer Financial Protection Bureau accused the credit bureau, one of three major credit reporting agencies, of “lying to consumers.”
Categories: The New York Times

Benefit of Real Estate Investment – Tax Efficiency

AllAboutAlpha - Sat, 04/22/2023 - 23:00

By Chad Braun, Co-Founder & Managing Partner – Fifth Corner, LLC.

 

 

Categories: AllAboutAlpha

Alternative Investments: Loved, Hated, and Maybe Misunderstood. But Necessary.

AllAboutAlpha - Thu, 04/20/2023 - 23:00

By Christoph Junge, CAIA, Head of Alternative Investments at Velliv Pension & Livsforsikring A/S; Denmark’s third-largest commercial pension company.

 

Categories: AllAboutAlpha

The Long & Short of It: The Role of Shorts in a Real Assets Portfolio

AllAboutAlpha - Tue, 04/18/2023 - 23:00

By Will Thomson, Founder and Managing Partner of Massif Capital.

 

 

Real assets businesses are generally cyclical. In our view, this cyclicality lends itself to investing on both sides of the business cycle — and to the long/short approach we employ in our global real assets strategy.

Categories: AllAboutAlpha

Supply Chain Disruption Explained from ESG lens

AllAboutAlpha - Sun, 04/16/2023 - 23:00

By ESG Playbook.

 

Categories: AllAboutAlpha

A Prolegomena To Any Future Monetary Policy

AllAboutAlpha - Sun, 04/16/2023 - 23:00

By Andrew B. Weisman, Managing Partner and Chief Investment Strategist at Windham Capital Management.

 

Introduction:

What is monetary policy, how is it conducted and what can we expect going forward? Presented below is a brief primer on the topic.

Categories: AllAboutAlpha

Specious vs Spurious Correlation

AllAboutAlpha - Fri, 04/14/2023 - 23:00

By Kailash Concepts Research. Kailash is a close-knit team that hails from academia and some of the world’s largest and most-respected investment firms.

 

The Quest for Causation in an Era with Only One Prior Precedent

Categories: AllAboutAlpha

Unpacking ChatGPT: Applications for Social Impact Practitioners

AllAboutAlpha - Tue, 04/11/2023 - 23:00

By Melanie LeGrande, Co-founder of Iradonna Consulting, and Kari Hayden Pendoley, Founder of ">

Categories: AllAboutAlpha

Educational Alpha: Valuation GAAPs

AllAboutAlpha - Tue, 04/11/2023 - 23:00

By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.

 

Categories: AllAboutAlpha

Beta in Beta-Neutral Factors?

AllAboutAlpha - Fri, 04/07/2023 - 23:00

By Nicolas Rabener, CAIA, CEO & Founder of Finomial.

 

SUMMARY

  • Beta-neutral value, momentum, and low volatility factors are currently highly correlated to the S&P 500
  • The correlation is temporary rather than structural
  • Likely explained by the downturn in tech stocks that benefits these factors

INTRODUCTION

Categories: AllAboutAlpha

ALTSLA2023: Mission Impossible … or Mission Challenging?

AllAboutAlpha - Mon, 04/03/2023 - 23:00

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ and Steve Novakovic, CAIA, CFA, Managing Director, CAIA Curriculum.
 

 

This Regime Will Self Destruct In …12 Months?

Categories: AllAboutAlpha

Why Is VC Dry Powder Still Piling Up?

AllAboutAlpha - Sun, 04/02/2023 - 23:00

By Madeline Shi, a senior financial writer for Pitchbook News. Madeline writes about private equity and the debt markets.

 

Categories: AllAboutAlpha

Manufactured Housing: Predictable Top Line, But Operating Expenses Reset

AllAboutAlpha - Fri, 03/31/2023 - 23:00

By Al Otero of Armada Funds.

Categories: AllAboutAlpha

The NFL Super Bowl's Impact on Vacation Rental Markets

AllAboutAlpha - Wed, 03/29/2023 - 23:00

By Jamie Lane, Vice President of Research at AirDNA.

 

The NFL Super Bowl always attracts major attention in tourism circles, and for good reason. It’s one of America’s most high-profile travel events, and cities compete every year for hosting rights—and the economic stimulus that follows.

Categories: AllAboutAlpha

Why Neighborhood Real Estate…Why Now?

AllAboutAlpha - Sun, 03/26/2023 - 23:00

By Chad Braun, Co-Founder & Managing Partner – Fifth Corner, LLC.

 

 

We are often asked, ‘is now the right time to invest in retail real estate?  In response, there is an old Confucius saying that applies – ‘The best time to plant a tree was 20 years ago and the second-best time is now! 

Categories: AllAboutAlpha

Private Equity’s Other Illiquidity Premium

AllAboutAlpha - Thu, 03/23/2023 - 23:00

By John Lidington, CFA, Senior Client Portfolio Manager, Co-Portfolio Manager, Liquid Private Equity Alternative, Man Numeric.

 

 

An examination of smoothing and other perceived benefits of private equity that have commanded a premium fee despite more cost-efficient alternatives.

Introduction

Categories: AllAboutAlpha

A Couple Tough Weeks For Hedge Funds

AllAboutAlpha - Tue, 03/21/2023 - 23:00

By Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital and private equity.

 

 

Categories: AllAboutAlpha

Short-Term Rentals Are Emerging as a Compelling Investment Class

AllAboutAlpha - Tue, 03/21/2023 - 23:00

By Liz Marie, Chief Product Officer - Capital Markets, Revedy.

 

Strong Returns in STRs as Institutional Investment Capital Is Still on the Sidelines

Categories: AllAboutAlpha

Bitcoin and Equities: A Developing Relationship With Serious Implications

AllAboutAlpha - Sun, 03/19/2023 - 23:00

By Christopher Carrano, Vice President at Venn by Two Sigma.

 

 

Key Takeaways

Categories: AllAboutAlpha

Experiment and Observation in Quantitative Investment

AllAboutAlpha - Wed, 03/15/2023 - 23:00

By Simon Judes, Co-Chief Investment Officer, Winton.

 

 

Categories: AllAboutAlpha
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