Public Pension Funds and Endowments Increase Allocations to Hedge Funds, While Allocations from Family Offices Slide

On September 27, 2011, investment management software and services provider PerTrac hosted a webinar entitled “Institutional Asset Allocation: The Latest Trends From Pensions, Family Offices and Endowments.”  Lois Peltz, of information service provider Infovest21, delivered the presentation, which was the second of a two-part series.  The presentation laid out the results of Infovest21’s recent study (Study) of where and how family office, public pension fund and endowment assets are being allocated.  See “Developments in Family Office Regulation: Part Three,” Hedge Fund Law Report, Vol. 4, No. 23 (Jul. 8, 2011).  The purpose of the event was to keep hedge fund managers, among others, up to date on investing trends and provide insight into how institutional investors are making investment decisions.  See “Implications for Hedge Funds of a Potential Paradigm Shift in Pension Fund Allocation Strategies,” Hedge Fund Law Report, Vol. 3, No. 16 (Apr. 23, 2010).  This article summarizes the salient ideas and investment trends discussed in the course of the webinar.

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