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Investment consultants summit 2012   erik van dijk news release
 

Investment consultants summit 2012 erik van dijk news release

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Interview with Erik L van Dijk, our CIO, for the Marcus Evans European Investment Consultants Summit 2012. ...

Interview with Erik L van Dijk, our CIO, for the Marcus Evans European Investment Consultants Summit 2012.

Why recent developments are not necessarily a problem for the Modern Portfolio Theory, wby more for those applying it in a naive 1950s base version format. Newer developments have led to a better concept. LMG's GLOCAL concept is using the improved version as its basis.

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    Investment consultants summit 2012   erik van dijk news release Investment consultants summit 2012 erik van dijk news release Document Transcript

    • Rethinking Modern Portfolio Theory criteria or formats that were too rigid In the emerging market space, it is and did not really help when trying to imperative to have local asset derive good estimates, therefore we managers. Active managers in this adjusted the theory to accommodate space are familiar with small and mid- clear factors, such as instability, sized gaps, the private equity markets differences in data per market and and the corporate bonds that have market cycles. The solutions offered are lower ratings. Regional know-how made more realistic and useful to results in better investments. Not just clients. that, they might actually offer innovative solutions (or relatively How can assets be effectively unknown ones) that add tremendous allocated in a low-return value to Western investors who never environment? really looked at them.Interview with: Erik van Dijk,Principal, LMG Emerge Investors should be ready for these environments by preparing specific policies and guidelines at times when TopModern portfolio theory incorporates all things are still positive. In this wayrealistic factors that are useful for when the bad period arrives, investorsclients to have a tailor-made solution will know how to strategically act and managersthat addresses their needs, says Erik more exotic asset classes and countriesvan Dijk, Principal, LMG Emerge. can be investigated. SafeguardingHowever, taking client preferences on against these environments beforehand take risksboard at an earlier stage would help will eliminate panic and ensure that theinvestment consultants achieve a categories in which assets can bebetter risk/return profile for their efficiently allocated can be easily found. beforeclients, he adds. What makes a portfolio efficient?A speaker at the marcus evans the herdInvestment Consultants Summit An efficient portfolio is one that2012, in Noordwijk aan Zee, The considers the probability, and canNetherlands, 3 - 4 September, van Dijk efficiently deal with unexpected events.provides his insights into how an Such a portfolio offers flexibility, can beefficient investment portfolio can be adjusted quickly and without high costsachieved. in order for it to continue to lead to profitable outcomes.Why do you think modern portfoliotheory and risk-return optimisation How can the management selection What other advice could you give toneeds to be rethought? process be improved? investment consultants?During my research with Harry Before asset managers can be selected, The group as a whole should carefullyMarkowitz, we realised that what were it is important to understand that rethink its business models to reduce itssaid to be constraints were in fact excellent managers who outperform dependency on asset managers. Thisclients looking for tailor-made solutions. their benchmarks do exist but just not change will re-enforce independenceBy knowing these existing preferences all the time. This is because top and place value on knowing exactlyand taking them on board at an earlier managers take risks by changing what the client wants. Smallerstage, having them as a starting point, allocations and security selections consultants may have to combine theira better risk/return profile can be before the herd. Occasional bad periods specialisations in certain asset classesachieved. surface when ineffectual calculated risks and regions to tailor-make solutions. were taken and these periods may Reinventing the business model takesWe also encountered the actuality that actually, in the longer run, reflect the time but in the long run it willrisk and return were based on abstract strength of the manager. materialise great advantages.
    • About the Investment Consultants Summit 2012 The Investments Network – This unique forum will take place at the Grand Hotel Huis ter Duin, Noordwijk aan marcus evans Summits group Zee, The Netherlands, 3 - 4 September 2012. Offering much more than any delivers peer-to-peer information conference, exhibition or trade show, this exclusive meeting will bring together on strategic matters, professional esteemed industry thought leaders and solution providers to a highly focused and trends and breakthrough interactive networking event. The Summit includes presentations on optimum innovations. institutional portfolio construction, strategic risk management and asset allocation, global economic stability and reducing balance sheet risk. www.investmentconsultantseurope.com Contact Please note that the Summit is a Maria Gregoriou, Journalist, marcus evans, Summits Division closed business event and the number of participants strictly Tel: + 357 22 849 400 limited. Email: press@marcusevanscy.com For more information please send an email to info@marcusevanscy.com All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsElite Summit - www.elitesummit.comMiddle East Investments Summit - www.mei-summit.comUK Investors Summit - www.ukinvestorssummit.comTo view the web version of this interview, please click here: www.investmentconsultantseurope.com/ErikVanDijk