At the end of July 2019, the Federal Reserve announced that it was cutting the Fed Funds rate for the first time since 2008 and suspending its balance sheet tapering program. This insight piece discusses our observations on current Fed policy and how factors considered in the Fed’s decision-making process may impact investment opportunities going forward.
In recent years, ESG investing approaches have moved from a small niche of the investment universe to the mainstream, as investor demand continues to increase. This insight piece discusses the potential for effective adoption of ESG approaches in hedge fund strategies.
With quantitative easing having ended in the US and the cycle of interest rate increases well along, investors are faced with a period of continuing risks to their traditional fixed income portfolios. This insight piece discusses historical hedge fund performance during periods of rising interest rates.
The Tax Cuts and Jobs Act (“Tax Act”) that became law in December 2017, represented the largest overhaul of the US tax code in over 30 years. This insight piece discusses new opportunities for alpha generation across a number of hedge fund strategies resulting from the Tax Act.
Credit markets tend to be cyclical in that they track the expansion and contraction of access to credit over time. While it is very difficult to call a top in the cycle, we appear to be in the latter innings of the expansion phase. This insight piece discusses our views on the distressed credit market and our approach to current market dynamics.
Announcements and Press
Panel: Integrating ESG Principles into your Fund’s Investment Process (Global FundWomen Week)
The Chair of Aetos’ ESG Committee, Juliette Menga, offered her thoughts on sustainable investing, including what we look for in ESG-focused managers, the latest regulatory updates in the ESG space and the expectations for the future.
Panel: Defining ESG and Socially Responsible Investing in a Post-COVID World (ALTSSV)
Aetos’ Chief Investment Officer, Anne Casscells, shared her thoughts on the impact of the COVID-19 pandemic on ESG investing, including a discussion of corporate governance through the lens of climate events and shifting consumer demands, as well as public health, diversity and management structure.
Keynote Panel: ESG and Socially Responsible Investing – Implementing a Practical Approach in a Post-COVID World (ALTSLA)
Aetos’ Chief Investment Officer, Anne Casscells, shared her insights at ALTSLA2021 on the impact of the COVID-19 pandemic on ESG investing, as well as how investors and managers can address the ongoing challenges with ESG standardization.
Webinar: Trends in ESG Investing (Gaining the Edge Hedge Fund Educational Webinar Series)
The Chair of Aetos’ ESG Committee, Juliette Menga, participated in Episode 16 of Agecroft Partners’ Gaining the Edge Hedge Fund Educational Webinar Series to offer her thoughts on the current ESG landscape.
Aetos’ Head of Client Relations and Business Development, James G. Conzelman III, passed away on December 25, 2020 after a courageous battle with cancer. Widely esteemed for his integrity, kindness, and professionalism, Jim will be missed greatly and remembered fondly by the Aetos team.
Award: Best Places to Work in Money Management (Pensions & Investments)
Aetos’ Co-Founder and Co-President, Michael Klein, was featured in FundFire where he spoke about our ongoing ESG efforts, as well as the challenges and opportunities hedge fund managers face in this area.
Webinar: The Quest for Alpha – What Strategies Will Outperform in the Next 24 Months? (Gaining the Edge Hedge Fund Educational Webinar Series)
Aetos’ Deputy Chief Investment Officer, Jonathan Bishop, offered his perspective on Episode 9 of Agecroft Partners’ Gaining the Edge Hedge Fund Educational Webinar Series regarding which hedge fund strategies are positioned to outperform and generate alpha going forward.
Aetos’ Chief Investment Officer, Anne Casscells, was recognized as one of the Silicon Valley Business Journal’s Women of Influence Class of 2020 for her contributions to her community and the financial services industry.
Keynote Panel: Alternatives & Private Markets Industry Outlook (ALTSSV)
Aetos’ Deputy Chief Investment Officer, Jonathan Bishop, shared his ideas at ALTSSV2019 on the outlook for alternatives and the role they can play in helping investors weather a potential market correction.
Aetos’ Co‐Founders and Co‐Presidents, Anne Casscells and Michael Klein, sat down with HFM InvestHedge to reflect on the firm that they have built and discuss the steps that they have taken to future‐proof the firm and strategies they are constructive on, including co-investments.
Investor Outlook 2019: Investors Prepare for the Return of Alpha (HFM Absolute Return)
Aetos’ Co‐Deputy Chief Investment Officers shared their 2019 outlook on hedge fund strategies with HFM Absolute Return. They also further discussed their views on co‐investments, as well as Aetos’ recent initiatives on ESG investing.
Keynote Panel: Capitalizing on Disruption (Women’s Alternative Investment Summit)