Comments on: Alpha-centric investing described as a “seismic shift” http://allaboutalpha.com/blog/2008/05/09/alpha-centric-investing-described-as-a-seismic-shift/ Hedge funds, portable alpha, 130/30 and alpha-centric investing Fri, 19 Mar 2010 07:52:26 +0000 http://wordpress.org/?v=abc hourly 1 By: Russ Kamp - CEO, Invesco Quantitative Strategies http://allaboutalpha.com/blog/2008/05/09/alpha-centric-investing-described-as-a-seismic-shift/comment-page-1/#comment-104177 Russ Kamp - CEO, Invesco Quantitative Strategies Fri, 09 May 2008 12:14:07 +0000 http://allaboutalpha.com/blog/2008/05/09/alpha-centric-investing-described-as-a-seismic-shift/#comment-104177 I agree that this is the direction that the plan sponsor community is taking, and as a provider of absolute return strategies for more than 17 years, I am certainly pleased to see this development. However, I am concerned that plan sponsors and their consultants are incapable of making two important decisions (alpha and beta providers) when they've had difficulty making one decision in the past. This may be a formula for disaster in terms of funding. BTW, 130/30 funds are not alternatives, as many unfortuantely have described. I agree that this is the direction that the plan sponsor community is taking, and as a provider of absolute return strategies for more than 17 years, I am certainly pleased to see this development. However, I am concerned that plan sponsors and their consultants are incapable of making two important decisions (alpha and beta providers) when they’ve had difficulty making one decision in the past. This may be a formula for disaster in terms of funding.

BTW, 130/30 funds are not alternatives, as many unfortuantely have described.

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