April 2012 - CFA/EDHEC-Risk Alternative Asset Allocation Seminar
Part of a three-day seminar co-sponsored by EDHEC Risk Institute and the CFA Institute.
Q4 2011 Journal of Investment Consulting whitepaper regarding global listed infrastructure as an diversifier
View FundFire interview with Michael Underhill, Chief Investment Officer of Capital Innovations.
Video
Client Whitepaper Presented at GAIM 2012 Conference- Real Assets in a Liability Driven Investing Framework
This quarterly whitepaper provides information and perspective on capital market returns and developments as they relate to the performance of a broad range of real asset investment strategies within a Liability Driven Investing framework.
"South American Real Asset Investment Forum" Santiago, Chile
Seminar findings from our real asset investment seminar, discussions with Capital Innovations CIO, and insights from some of the largest pension funds in South America.
Please register for secure access to the financial intermediaries site, all downloads and investment product alerts.
"Weighing the risk and returns of investing in Master Limited Partnerships"
May 2012
Insights regarding underlying commodity risk, yield components and why investors should approach with caution.
When it comes to managing infrastructure, timber and agriculture investments, some of the world’s largest sovereign wealth funds, corporate and public defined benefit plans, endowments and foundations, insurance companies, and financial institutions have entrusted their assets to our firm.
Capital Innovations stands out as a world-class institutional provider of alternative investment strategies because of our boutique approach that leverages an institutional resource base:
- Well-resourced, privately held corporate structure
- Focus on security selection using multiple sources of alpha
- Decades of collective investment professional experience in managing institutional accounts
- Fundamental and quantitative research platforms
- Access to in-depth fundamental coverage of thousands of stocks
- State-of-the-art proprietary real-time risk management system
- Commitment to operational excellence and industry best practices
Our investment strategies have been featured in Institutional Investor Magazine, The New York Times, Pensions and Investments, Investments and Pensions Europe, The Financial Times, and numerous other investment industry publications.
What we offer to our clients:
Experience
We have multifaceted global experience in infrastructure, timber and agriculture investments. This experience is applied in creating customized, diversified seperate account portfolios and sub-advisory strategies.
Singular Focus
Our business is focused solely on investment management. We do not have conflicting business interests, such as investment banking. This reduces the risk of conflicts of interest, and allows us to focus our energies on our fiduciary responsibility to each client
Global Platform
Capital Innovations operates worldwide from its base in North America. Our team focuses on top-down fundamentals and bottom-up local market intelligence. Our global presence, combined with a centralized team, allows us to identify and manage the best investment opportunities in the most attractive markets.
At Capital Innovations, we share our insights, innovative thinking and experience through the Capital Innovations Institute™ (CII) which is responsible for the wealth of research that is published through our textbooks, client whitepapers, and industry leading insights.
Our group is focused on bringing the firm's intellectual capital to the marketplace and developing solutions to help our clients achieve their investment goals.
For access to our alternative newsletters, fact sheets, presentations, whitepapers and other general product information, please register at our contact us section of our website.
This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Capital Innovations provides asset management services to Institutional Investors (includes but is not limited to sophisticated non-retail investors such as investment companies, investment advisers, plan sponsors, endowments, foundations, governmental entities, and high net worth natural persons ), and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized. If you are not a US resident, please contact us for further information.
Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Capital Innovations does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.
Capital Innovations stands out as a world-class institutional provider of alternative investment strategies because of our boutique approach that leverages an institutional resource base:
- Well-resourced, privately held corporate structure
- Focus on security selection using multiple sources of alpha
- Decades of collective investment professional experience in managing institutional accounts
- Fundamental and quantitative research platforms
- Access to in-depth fundamental coverage of thousands of stocks
- State-of-the-art proprietary real-time risk management system
- Commitment to operational excellence and industry best practices
Our investment strategies have been featured in Institutional Investor Magazine, The New York Times, Pensions and Investments, Investments and Pensions Europe, The Financial Times, and numerous other investment industry publications.
What we offer to our clients:
Experience
We have multifaceted global experience in infrastructure, timber and agriculture investments. This experience is applied in creating customized, diversified seperate account portfolios and sub-advisory strategies.
Singular Focus
Our business is focused solely on investment management. We do not have conflicting business interests, such as investment banking. This reduces the risk of conflicts of interest, and allows us to focus our energies on our fiduciary responsibility to each client
Global Platform
Capital Innovations operates worldwide from its base in North America. Our team focuses on top-down fundamentals and bottom-up local market intelligence. Our global presence, combined with a centralized team, allows us to identify and manage the best investment opportunities in the most attractive markets.
At Capital Innovations, we share our insights, innovative thinking and experience through the Capital Innovations Institute™ (CII) which is responsible for the wealth of research that is published through our textbooks, client whitepapers, and industry leading insights.
Our group is focused on bringing the firm's intellectual capital to the marketplace and developing solutions to help our clients achieve their investment goals.
For access to our alternative newsletters, fact sheets, presentations, whitepapers and other general product information, please register at our contact us section of our website.
This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Capital Innovations provides asset management services to Institutional Investors (includes but is not limited to sophisticated non-retail investors such as investment companies, investment advisers, plan sponsors, endowments, foundations, governmental entities, and high net worth natural persons ), and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized. If you are not a US resident, please contact us for further information.
Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Capital Innovations does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.