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EVENT HANDOUTS

Event Handout (Investments 101 Training)

Dec / 2008
Held at the Associated Grant Makers office in Boston, Federal Street’s John LaPann, Dan Gross, and Jen Christian Murtie presented a two hour session on the basics of investments for foundations.

Event Handout (The New New Economy: Investing with a Climate Change Lens During Challenging Times)

Nov / 2008

This year’s conference, “The New New Economy: Investing with a Climate Change Lens During Challenging Times,” continued the discussion from 2007 to reflect the realities of all that has happened with the economy, politics and the planet in 2008.

Event Handout (Endowments for Climate Solutions)

Oct / 2007
Federal Street Advisors partnered with its client the Merck Family Fund, to offer a conference to inform foundation, non-profit and pension investors about investment opportunities in a world increasingly aware of climate change.

WHITEPAPERS

Inflation Consternation

Mar / 2010
Kristin Fafard, CFA

We've been asked by many of our clients about whether we are concerned about inflation and if so, what we are doing about it.  The purpose of this article is to discuss why it has become such a hot issue, discuss how we believe our clients are currently protected in the present environment, and how we may consider doing even more if the conditions warrant.

Available Files:

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"Listening To You… We Get The Music"

Dec / 2009
Randy Hustvedt

Or, What Pete Townshend Teaches About Serving Clients


In the opening days of a client/advisor relationship, it is not easy to dive right into the highly personal, but we do, and we look to get below the surface quickly.  What we find there helps us better serve the client.  We want insights into clients hopes, and weve learned over the years that it is also essential to understand their fears. 

Available Files:

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2008 Hedge Fund Year in Review

Mar / 2009
Kristin Fafard

2008 will go down as an unforgettable year in the capital markets where almost all investments posted negative returns. In contrast to the last bear market ending in 2002, hedge funds were not immune to the downturn in 2008. 

Hedge Fund Benchmarking - Revisited

Sep / 2008
Benjamin Deschaine and Robert Larity

Benchmarking hedge fund returns continues to be a serious challenge for hedge fund investors.  Many of the commonly available index choices, such as peer group-based indices, are generally considered flawed, while others, such as multi-factor models, can be very difficult for the average investor to understand. 

Perspectives on Private Equity Investing

Jun / 2008
Keith P. Rapp, Frontier Capital Research, Inc.

The private equity asset class has grown substantially over the past two decades. The industry is today estimated to have $1 trillion under management, two thirds of which is managed by buyout funds. Fundraising has grown significantly over the past two decades, from $5 billion in 1980 to $400 billion in 2006.

Perspectives on Commodities Futures Investments

Mar / 2008
Benjamin R. Deschaine, Federal Street Advisors, Inc.
Keith P. Rapp, Frontier Capital Research, Inc.
The commodities asset class has gained the attention of both retail and institutional investors over the past few years, and increasingly looks like the asset class “du jour” given the renewed fears of inflation and hype regarding increased demand for basic materials and agricultural commodities in the emerging markets.

Emerging Markets Trends and Opportunities

Dec / 2007
Keith P. Rapp, Frontier Capital Research, Inc.
Emerging markets as an asset class has evolved considerably over the past couple decades and most rapidly over the past few years.

Hedge Fund Benchmarking: Recommended Approaches

Nov / 2007
Benjamin R. Deschaine, Federal Street Advisors, Inc.
Keith P. Rapp, Frontier Capital Research, Inc.
Hedge Fund Benchmarking is a complex process which must account for both traditional and alternative beta factors.

Realizing Value through Asset Allocation and Manager Selection

Oct / 2007
Keith P. Rapp, Frontier Capital Research
Investment Consultants typically provide two core areas of advice to their clients. The first and most important piece of advice comes from setting and maintaining an Asset Allocation, and the second and more controversial from selecting active managers for performance and risk characteristics.

Hedge Funds: Sauce for The Goose…And The Gander?

Jul / 2007
Richard M. Tardiff, Federal Street Advisors, Inc.
In recent years, enormous endowments like those of Harvard and Yale, as well as many large foundations, have been devoting increasing portions of their investment portfolios to “hedge funds” and other alternative investments.

PUBLICATIONS

Misconceptions about Hedge Fund Returns, Bubbles and the Alpha Pool

Apr / 2007
Benjamin R. Deschaine, Federal Street Advisors Inc.
The drumbeat of people calling for the demise of the hedge fund industry continues to pound with greater consistency and intensity.

A Good Fraud Is Hard To Find

Jun / 2006
Benjamin R. Deschaine, Federal Street Advisors, Inc.
I am a firm believer in the theory that it would be nearly impossible to identify a well-orchestrated fraudulent hedge fund scheme in time to prevent the fraud.

Are Hedge Funds Suitable for Individual Investors?

Jan / 2005
Benjamin R. Deschaine, Federal Street Advisors, Inc.
Hedge funds have long played a material role in the investment portfolios of ultra high net worth individuals in the United States.

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