Aetos Research

Fed Policy Observations

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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.

ESG and Hedge Fund Investing

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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.

Hedge Funds in Rising Rate Environments

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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.

Corporate Tax Reform Implications

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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.

Distressed Credit Update

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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

Keynote Panel: ESG and Socially Responsible Investing – Implementing a Practical Approach in a Post-COVID World (ALTSLA)

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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)

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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.

In Memoriam: James G. Conzelman III

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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)

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Aetos was honored to be recognized as one of the 2020 Best Places to Work in Money Management by Pensions & Investments given our culture of collaboration, diversity, philanthropy and integrity.

Article: Aetos Hunting for L/S Equity and Distressed with Eye on ESG (HFM InvestHedge)

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Aetos’ Deputy Chief Investment Officer, Jonathan Bishop, shared his thoughts with HFM InvestHedge on upcoming opportunities in the hedge fund space.

Article: ESG Hedge Fund Product Launches (FundFire)

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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)

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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.

Press Release: Aetos Announces Key ESG Hire

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Aetos is pleased to welcome Juliette Menga, who has joined the firm as a Director and Chair of its Environmental, Social and Corporate Governance (“ESG”) Committee.

Award: Women of Influence (Silicon Valley Business Journal)

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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)

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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.

Feature: Flying High with Aetos (HFM InvestHedge)

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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)

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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)

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Aetos’ Chief Investment Officer, Anne Casscells, discussed her views at the 10th annual Women’s Alternative Investment Summit on investment opportunities arising from disruptions in capital markets.

Closing Keynote Panel: The Future of Alternative Investments (ALTSSV)

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Aetos’ Chief Investment Officer, Anne Casscells, offered her insights at ALTSSV2018 into areas in alternatives with the potential to generate meaningful risk‐adjusted returns.

Keynote Panel: Global Private Market Investing (ALTSLA)

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Aetos’ Chief Risk Officer, Michael Klein, shared his thoughts at ALTSLA 2018 on areas of opportunity in the private markets.