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Seminar: Timely Topics for Today’s Business World

Seminar: Timely Topics for Today’s Business World. Mr. Bernstein Investor Types and Asset Classes November 2012. Seminar: Timely Topics for Today’s Business World Mr. Bernstein. Major Types of Asset Pools Pension Funds Sovereign Wealth Funds Endowments Foundations Insurance Companies

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Seminar: Timely Topics for Today’s Business World

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  1. Seminar: Timely Topics for Today’s Business World Mr. Bernstein Investor Types and Asset Classes November 2012

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

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

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

  5. Seminar: Timely Topics for Today’s Business WorldMr. 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.

  6. Seminar: Timely Topics for Today’s Business WorldMr. 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…

  7. Seminar: Timely Topics for Today’s Business WorldMr. 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

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

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