The Handbook of Alternative Assets

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John Wiley & Sons, 2003 M02 17 - 512 páginas
"Fünf auf einen Streich": Dieses nützliche Nachschlagewerk behandelt die fünf wichtigsten alternativen Anlagekategorien in einem einzigen handlichen Band. Hier finden Sie umfassende Informationen zu Hedge Funds, Private Equity, Warenterminkontrakten, Managed Futures Funds und Kreditderivaten.

Der Band bewertet die Vor- und Nachteile jeder einzelnen Anlageform und erläutert, wie man alternative Anlagen in ein diversifiziertes Portfolio integriert.

Analysiert Statistiken zur Wertentwicklung der einzelnen alternativen Anlagen.

Autor Mark Anson ist ein renommierter Experte mit langjähriger Investmenterfahrung. Er geht exakt auf die spezifischen Bedürfnisse sowohl von erfahrenen Investmentexperten als auch von Neulingen auf diesem Gebiet ein.

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Contenido

1 What is an Alternative Asset Class?
1
Section I Hedge Funds
9
Section II Commodity and Managed Futures
175
Section III Private Equity
259
Section IV Credit Derivatives
407
Section V Corporate Governance
467
Index
489
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Página 143 - Unless a registration statement is in effect as to a security, it shall be unlawful for any person, directly or indirectly— (1) to make use of any means or instruments of transportation or communication in interstate commerce or of the mails...
Página 143 - security" means any note, stock, treasury stock, bond, debenture, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust certificate, preorganization certificate or subscription, transferable share, investment contract, voting-trust certificate, certificate of deposit for a security, fractional undivided interest in oil, gas, or other mineral rights,... or, in general, any interest or instrument commonly known as a "security...
Página 146 - It shall be unlawful for any person in the offer or sale of any securities by the use of any means or instruments of transportation or communication in interstate commerce or by the use of the mails, directly or indirectly: (1) To employ any device, scheme, or artifice to defraud...
Página 143 - ... (1) to make use of any means or instruments of transportation or communication in interstate commerce or of the mails to sell such security through the use or medium of any prospectus or otherwise; or (2) to carry or cause to be carried through the mails or in interstate commerce, by any means or instruments of transportation, any such security for the purpose of sale or for delivery after sale.
Página 147 - ... (1) to employ any device, scheme, or artifice to defraud, or (2) to obtain money or property by means of any untrue statement of a material fact or any omission to state a material fact necessary in order to make the statements made, in the light of the circumstances under which they were made, not misleading, or (3) to engage in any transaction, practice, or course of business which operates or would operate as a fraud or deceit upon the purchaser.
Página 149 - It shall be unlawful for any person, directly or indirectly, by the use of any means or instrumentality of interstate commerce, or of the mails, or of any facility of any national securities exchange...
Página 10 - Act of 1934, the Trust Indenture Act of 1939, the Investment Company Act of 1940, the Investment Advisers Act of 1940...
Página 146 - Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person 5 spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year...
Página 155 - commodity pool operator' shall mean any person engaged in a business which is of the nature of an investment trust, syndicate, or similar form of enterprise, and who, in connection therewith, solicits, accepts, or receives from others, funds, securities, or property, either directly or through capital contributions, the sale of stock or other forms of securities, or otherwise, for the purpose of trading in any commodity for future delivery on or subject to the rules of any contract market, but does...
Página 150 - Government securities, (B) securities issued by employees' securities companies, and (C) securities issued by majority-owned subsidiaries of the owner which are not investment companies. (b) Notwithstanding paragraph (3) of subsection (a), none of the following persons is an investment company within the meaning of this title...

Acerca del autor (2003)

MARK J. P. ANSON, PhD, is the Chief Investment Officer at Calpers. Prior to joining Calpers, he was portfolio manager at OppenheimerFunds, a registered options principal in equity derivatives for Salomon Brothers Inc., and a practicing attorney specializing in futures and derivatives markets. Dr. Anson earned his law degree from the Northwestern University School of Law and his PhD and master's in finance from the Columbia Graduate School of Business. He has also earned the Chartered Financial Analyst, Certified Public Accountant, Certified Internal Auditor, and Certified Management Accountant degrees. Dr. Anson is a frequent contributor to academic and professional publications on the topics of risk management, derivatives, and portfolio management.

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