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Portfolio risk

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0008
Subject:
Economics and Finance, Financial Economics

Experienced investors recognize that understanding the risk profile of the overall portfolio lies at the heart of any assessment of investment alternatives. Attempting to identify the risks to ... More


Endowment management cost

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0013
Subject:
Economics and Finance, Financial Economics

One important area for periodic review for all investors is the overall cost incurred in investment management. At first glance, costs associated with endowment management for Oxford and Cambridge ... More


Conclusion: Form and Function in the Twenty-First Century

Gordon L. Clark, Adam D. Dixon, and Ashby H. B. Monk

in Sovereign Wealth Funds: Legitimacy, Governance, and Global Power

Published in print:
2013
Published Online:
October 2017
ISBN:
9780691142296
eISBN:
9781400846511
Item type:
chapter
Publisher:
Princeton University Press
DOI:
10.23943/princeton/9780691142296.003.0009
Subject:
Economics and Finance, International

This chapter looks to the future and rehearses the argument about form and function, recognizing that today's ideal form of the sovereign wealth fund (SWF) is based on two sets of rules: those ... More


The Virtues of Long-Term Commitment: Australia’s Future Fund

Gordon L. Clark, Adam D. Dixon, and Ashby H. B. Monk

in Sovereign Wealth Funds: Legitimacy, Governance, and Global Power

Published in print:
2013
Published Online:
October 2017
ISBN:
9780691142296
eISBN:
9781400846511
Item type:
chapter
Publisher:
Princeton University Press
DOI:
10.23943/princeton/9780691142296.003.0004
Subject:
Economics and Finance, International

This chapter presents the first case study, looking past the geopolitical concerns that have plagued sovereign wealth funds (SWFs) and focusing on the competing domestic political interests embedded ... More


The Path to Better Pension Plan Management

August Baker, Dennis E. Logue, and Jack S. Rader

in Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries

Published in print:
2004
Published Online:
July 2005
ISBN:
9780195165906
eISBN:
9780199835508
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/019516590X.003.0022
Subject:
Economics and Finance, Financial Economics

This chapter presents a synthesis of the topics discussed in the preceding chapters. Sensible pension management begins with a clear understanding of the purpose of the plan. The second step is ... More


Establishing Pension Investment Policy

August Baker, Dennis E. Logue, and Jack S. Rader

in Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries

Published in print:
2004
Published Online:
July 2005
ISBN:
9780195165906
eISBN:
9780199835508
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/019516590X.003.0006
Subject:
Economics and Finance, Financial Economics

This chapter discusses the key elements of investment policy as they relate to asset pools of pension plans and the goals of funding pension liabilities in a cost-efficient manner for defined benefit ... More


Sovereign Wealth Funds: Legitimacy, Governance, and Global Power

Gordon L. Clark, Adam D. Dixon, and Ashby H.B. Monk

Published in print:
2013
Published Online:
October 2017
ISBN:
9780691142296
eISBN:
9781400846511
Item type:
book
Publisher:
Princeton University Press
DOI:
10.23943/princeton/9780691142296.001.0001
Subject:
Economics and Finance, International

The worldwide rise of sovereign wealth funds is emblematic of the ongoing transformation of nation-state economic prospects. This book maps the global footprints of these financial institutions, ... More


This Is Not the End of the World as We Know It

Christopher Balding

in Sovereign Wealth Funds: The New Intersection of Money and Politics

Published in print:
2012
Published Online:
May 2012
ISBN:
9780199842902
eISBN:
9780199932498
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199842902.003.0009
Subject:
Economics and Finance, Financial Economics

It is important to understand the evolution into sovereign wealth funds, their behavior, and their political and economic implications of sovereign wealth funds. Despite their diversity in ... More


The Future of Sovereign Wealth Funds

Christopher Balding

in Sovereign Wealth Funds: The New Intersection of Money and Politics

Published in print:
2012
Published Online:
May 2012
ISBN:
9780199842902
eISBN:
9780199932498
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199842902.003.0008
Subject:
Economics and Finance, Financial Economics

Sovereign wealth funds as a vehicle for commodity rich states is an increasing phenomenon. This chapter examines two lesser known funds in unique circumstances and whether sovereign wealth funds as ... More


International Trade Risk and the Cost of Flexibility in Capital Investment

Tamir Agmon and Clas Wihlborg

in Trade Policy and Corporate Business Decisions

Published in print:
1990
Published Online:
October 2011
ISBN:
9780195055382
eISBN:
9780199855056
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195055382.003.0006
Subject:
Economics and Finance, Economic Systems

This chapter describes the effects of trade policy configurations and summarizes them in a probability distribution on investment value and performance. It has important implications for investment ... More


Re-intermediating Investment Management

Ashby Monk, Rajiv Sharma, and Duncan L. Sinclair

in Reframing Finance: New Models of Long-Term Investment Management

Published in print:
2017
Published Online:
January 2018
ISBN:
9781503601789
eISBN:
9781503602755
Item type:
chapter
Publisher:
Stanford University Press
DOI:
10.11126/stanford/9781503601789.003.0003
Subject:
Economics and Finance, Financial Economics

Chapter 3 focuses on the re-intermediating aspect of the collaborative model, explaining the idea that institutional investors need to re-engage with their asset managers in order to obtain greater ... More


Objectives and Ethical Guidelines of Norges Bank Investment Management

Dag Dyrdal

in Sovereign Wealth Funds and Long-Term Investing

Published in print:
2011
Published Online:
November 2015
ISBN:
9780231158633
eISBN:
9780231530286
Item type:
chapter
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231158633.003.0022
Subject:
Economics and Finance, Financial Economics

This chapter discusses the Norwegian fund's experience with socially responsible investment (SRI). It begins by highlighting that the Norges Bank Investment Management (NBIM) has investments in more ... More


The Most Important Thing: Uncommon Sense for the Thoughtful Investor

Howard Marks

Published in print:
2011
Published Online:
November 2015
ISBN:
9780231153683
eISBN:
9780231527095
Item type:
book
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231153683.001.0001
Subject:
Economics and Finance, Financial Economics

After four decades spent ascending to the top of the investment management profession, the author of this book is today sought out by the world's leading value investors, and his client memos brim ... More


Institutional Investors and Private Equity

Parvez Ahmed

in Private Equity: Opportunities and Risks

Published in print:
2015
Published Online:
August 2015
ISBN:
9780199375875
eISBN:
9780199375899
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199375875.003.0018
Subject:
Economics and Finance, Financial Economics

Private equity (PE) has experienced explosive growth over the past two decades, growing at an annual rate of 20 percent and reaching 2.4 percent of U.S. stock market capitalization. When the U.S. ... More


Further Considerations

Patrick Bolton, Frederic Samama, and Joseph E. Stiglitz (eds)

in Sovereign Wealth Funds and Long-Term Investing

Published in print:
2011
Published Online:
November 2015
ISBN:
9780231158633
eISBN:
9780231530286
Item type:
chapter
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231158633.003.0024
Subject:
Economics and Finance, Financial Economics

This chapter presents responses to questions raised during the panel on socially responsible investment (SRI). One participant asked about the review process for companies in the portfolio at Norges ... More


Asset Owners

Andrew Ang

in Asset Management: A Systematic Approach to Factor Investing

Published in print:
2014
Published Online:
August 2014
ISBN:
9780199959327
eISBN:
9780199382323
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199959327.003.0001
Subject:
Economics and Finance, Financial Economics

Stocks and bonds? Real estate? Hedge funds? Private equity? The conventional way of allocating across asset classes fails to account for the overlapping risks that they represent. Investors must ... More


Final Thoughts

Sumit K. Majumdar

in Lost Glory: India's Capitalism Story

Published in print:
2018
Published Online:
August 2018
ISBN:
9780199641994
eISBN:
9780191864070
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780199641994.003.0009
Subject:
Business and Management, Political Economy, Business History

The chapter sums up the evidence and concludes that India’s industrial performance has been sub-par. Given India’s uninspiring industrial performance, three ameliorative reforms, an administrative ... More


Increasing Public Revenue and Expenditure Efficiency in Zambia

Samuel Bwalya, Shantayanan Devarajan, Vinayak Nagaraj, and Gaël Raballand

in Zambia: Building Prosperity from Resource Wealth

Published in print:
2014
Published Online:
December 2014
ISBN:
9780199660605
eISBN:
9780191749179
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199660605.003.0004
Subject:
Economics and Finance, Development, Growth, and Environmental

This chapter reviews recent fiscal developments in Zambia. It then describes how fiscal policy instruments could help strengthen Zambia’s prospects for higher growth and poverty reduction. A variety ... More


Tilt of Benchmarks

Bob Litterman

in Sovereign Wealth Funds and Long-Term Investing

Published in print:
2011
Published Online:
November 2015
ISBN:
9780231158633
eISBN:
9780231530286
Item type:
chapter
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231158633.003.0013
Subject:
Economics and Finance, Financial Economics

This chapter argues that sovereign wealth funds (SWFs) should be tilting their benchmarks away from market-cap weights, and tilting towards assets that will benefit when global greenhouse gas ... More


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