Seminar: Timely Topics for Today’s Business World

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Presentation transcript:

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Investor Types, Managers and Asset Classes December 2017

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Types of Asset Pools Pension Funds Sovereign Wealth Funds Endowments Foundations Insurance Companies Corporations High Net Worth Individuals Retail Investors

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Types of Asset Managers Investment Advisors Separate Account Managers Mutual Fund and ETF Managers Hedge Funds Absolute Return Other Objectives Fund of Fund or Manager of Managers Internally Managed Individual Investors

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Asset Classes Equities (Public) Fixed Income (Bonds) Commodities Private Equity Real Estate Infrastructure Timberland Volatility FX Art / Collectibles Cash and Equivalents

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Asset Classes Equities (Public) Domestic vs. International Growth vs. Value Large Cap vs. Small Cap Emerging Markets Distressed Fixed Income (Bonds) Commodities Private Equity Real Estate, etc.

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Asset Classes Equities Fixed Income (Bonds) Domestic vs. International Investment Grade vs. High Yield Long Duration vs. Short Duration Corporate Debt Mortgage-Backed Debt Residential Commercial IOs and POs Municipal Debt Sovereign Debt Asset-Backed Securities (ABS) Structured Products Distressed Commodities, etc…

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Major Asset Classes Equities (Public) Fixed Income (Bonds) Commodities Energy Metals (Hard Commodities) Agricultural (Soft Commodities) Private Equity Real Estate Infrastructure Timberland Volatility FX Art / Collectibles Cash and Equivalents

Seminar: Timely Topics for Today’s Business World Mr. Bernstein An Alternative to Asset Classes: Investment Needs and Risks Growth Income Inflation Liquidity

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