Preview

Educational Series Ubs Hedge Funds

Powerful Essays
Open Document
Open Document
13712 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Educational Series Ubs Hedge Funds


UBS Alternative Investments

February 2011

Hedge Fund Education Series
This publication is a compendium of all previously published reports in the series.

Part 1 What are Hedge Funds? Part 2 Inside the Black Box Part 3 Asset Characteristics of Hedge Funds Part 4 Important Hedge Fund Strategies Part 5 Implementing a Hedge Fund Portfolio
Please click the links above to jump directly to a section.

UBS Financial Services Inc. (UBS FS) is pleased to provide you with information about alternative investments. There are a few points we would like to raise with you at the outset. This article is for educational and informational purposes only. It does not constitute investment advice. Among other things, it does not take into account your personal financial situation, or your investment goals or strategies. You should not construe any information provided here to be an investment recommendation for you to follow. You should contact your Financial Advisor for information or recommendations that may be useful specifically to you. Although all information and opinions expressed in this document were obtained from sources believed to be reliable and in good faith, no representation or warranty, express or implied, is made as to its accuracy or completeness, and it may not be relied upon as such. Any opinions expressed or information provided in this document is subject to change without notice, and UBS FS has no obligation to update such opinion or information.

UBS 2011. UBS Financial Services Inc., a subsidiary of UBS AG.

1



UBS Alternative Investments

7 January 2011

Hedge Fund Education Series

Part 1: What are Hedge Funds?
Reports in this series

Report Highlights Part 1: What are hedge funds? Industry size Industry consolidation Heterogeneity in trading strategies Hedge funds compared to mutual funds Alternative mutual funds Industry regulation Investor suitability Fee structure Hedge fund flexibility comes at a cost

You May Also Find These Documents Helpful

  • Better Essays

    Case 10 8 Ellie Enterprise

    • 1080 Words
    • 4 Pages

    This consist of 10 high- yield hedge funds consisting of both private and public stocks that use leverage and derivative instruments to maximize the returns. Although, there is a portion of funds consisting of public stocks; the portion that is made up of private stocks would cause to characterize these as an alternative investments.…

    • 1080 Words
    • 4 Pages
    Better Essays
  • Powerful Essays

    Hedge funds are supposed have higher returns for high-end investors. Since hedge funds invest heavily in futures, some argue that they have decreased the volatility of the stock market and the United States economy.…

    • 1187 Words
    • 5 Pages
    Powerful Essays
  • Powerful Essays

    Hedge Fund Manager Manage funds for high net worth individuals, family trusts and pension funds.…

    • 1947 Words
    • 8 Pages
    Powerful Essays
  • Good Essays

    Among the five funds, three of the funds, Cloudy Retirement 500 Index, Cloudy High-Yield Hedge Strategies, and Cloudy Real Estate All starts, are alternative investments. Those three funds, as the case states, are not registered under the Investment Company Act of 1940 or under the Securities Act of 1933. Thus, they are not offered to the investing public or are not been required to offer significant information to public. Moreover, the investment product held by Cloudy High-Yield Hedge Strategies is hedge fund. It is not traditional investment, such as stock or bonds, and is difficult to determine the current market value.…

    • 942 Words
    • 3 Pages
    Good Essays
  • Powerful Essays

    16 Day Coursebook BOWS

    • 27912 Words
    • 91 Pages

    Analyzing Sector Strength Using ETFs Chapter 12 - Risk Management Determining Risk to Reward Ratios and Position Sizes Tips on Managing Winning Positions to Maximize Profits Types of Stop Losses and Exit Strategies Managing Your Portfolio Risk in Conjunction with Market…

    • 27912 Words
    • 91 Pages
    Powerful Essays
  • Satisfactory Essays

    A less risky investment with a higher rate of return might be a better alternative to investing in…

    • 299 Words
    • 2 Pages
    Satisfactory Essays
  • Better Essays

    Investment plans may or may not work well. So, in order to evade the risk factors, get set to seek out the help from the professionals. Visit: http://www.squamlakesfinancial.com/…

    • 865 Words
    • 4 Pages
    Better Essays
  • Powerful Essays

    The book tells the story of long-term capital management. It is the detailed history of how a group of elite investors who called themselves the ‘LTCM’ (Long term capital management) contributed to the rise and fall of a hedge fund that brought the financial world to its knees when it lost $4 billion trading exotic derivatives. This short biography is in a nutshell about risk management, this is a gripping book of our era that tells the financial story of what happened to a group of intellectuals that believed that they could actually deconstruct risk and use virtually limitless leverage to create limitless wealth. The book describes the failure of Long term Capital management a hedge fund that was founded by John Meriwether. The infamous hedge fund that nearly collapsed the world's financial system, along with its many founders and advisors, including John Meriwether, David Mullins (former Vice Chairman of the Federal Reserve), Robert Merton and Myron Scholes (two esteemed academics in finance who won the Nobel price in economics in 1997).…

    • 2633 Words
    • 11 Pages
    Powerful Essays
  • Good Essays

    Kmart & Sears Essay

    • 1017 Words
    • 3 Pages

    1. Describe recent trends in the hedge fund and private equity industry and the growing overlap between the two.…

    • 1017 Words
    • 3 Pages
    Good Essays
  • Powerful Essays

    Mr. Goh

    • 65788 Words
    • 264 Pages

    This book is the story of my money, and the personal journey I went on to make it. None of the content, anecdotes, stories, advice or recollections contained in this book should be construed as investment advice, especially as they relate to any financial products I may represent. Investors should speak with their financial advisors for any investment advice and to discuss the risks of investing in any financial product. This book represents my personal…

    • 65788 Words
    • 264 Pages
    Powerful Essays
  • Powerful Essays

    The goal of the Dodd-Frank Wall Street Reform was to raise standards and regulations relating to hedge funds. Increased state supervision was crucial in order to allow the Securities and Exchange Commission (SEC) to focus its efforts on newly registered hedge funds instead of dwelling on past ones that have been proven to be illiquid (Acharya, 2013). A way that this section on hedge funds has helped with assessing systematic risks is by requiring advisors to register with the SEC as investment advisers. They must also provide information about their portfolios and trades to be shared with the systematic risk regulator. The SEC is then able to report to Congress on an annual basis on how this data is being used to protect…

    • 3481 Words
    • 14 Pages
    Powerful Essays
  • Powerful Essays

    Finance 454

    • 2374 Words
    • 10 Pages

    This course will cover the nature and pricing of particular securities and the use of these securities in the construction of portfolios to achieve targeted short-term and long-term investment goals. The essence of modern portfolio theory will be studied as well as trading strategies and the efficient market hypothesis.…

    • 2374 Words
    • 10 Pages
    Powerful Essays
  • Powerful Essays

    This document is authorized for use only by Yen Ting Chen in FInancial Markets and Institutions taught by Nawal Ahmed Boston University from September 2014 to December 2014.…

    • 6437 Words
    • 23 Pages
    Powerful Essays
  • Satisfactory Essays

    Even if mutual-fund guru Peter Lynch recommends this investment, it is not wise to buy it unless you have done your own research. – Argument of authority…

    • 521 Words
    • 3 Pages
    Satisfactory Essays
  • Satisfactory Essays

    Bonds 2. Convertible Securities 3. Preferred Stock D. Mutual Funds E. Exchange-Traded Funds F. Hedge Funds G. Derivative Securities 1. Options 2. Futures H. Other Popular Investments Concepts in Review III.…

    • 6077 Words
    • 21 Pages
    Satisfactory Essays

Related Topics