Fiduciary Publication Explores Strategies to Improve Returns and Portfolio Efficiency in Low-Return Markets

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As part of its ongoing efforts to help the institutional investment community stay well-informed on investment and governance topics that impact their roles as institutional investors and fiduciaries, Strategic Investment Group has prepared an informative release titled “Why Future Investment Returns Will Be Lower.” This release is part of Strategic’s Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.

As part of its ongoing efforts to help the institutional investment community stay well-informed on investment and governance topics that impact their roles as institutional investors and fiduciaries, Strategic Investment Group has prepared an informative release titled “Why Future Investment Returns Will Be Lower.” This release is part of Strategic’s Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.

“We firmly believe that investors need to think seriously about changing the way they evaluate and implement investment strategies if they are to achieve their objectives in this new environment,” says Hilda Ochoa-Brillembourg, Founder, President and CEO of Strategic Investment Group, who previously led the pension investment team of the World Bank. “One potential solution is the use of advanced tools such as portable alpha strategies to help survive the lean years ahead.”

“Why Future Investment Returns Will Be Lower” explores the four major economic and social paradigm changes that have slashed the risk premia of financial assets: deregulation, globalization, increased life expectancy and improved diversification methods. The professionals at Strategic believe that new approaches to portfolio management are necessary to maximize return efficiency. “Why Future Investment Returns Will Be Lower” provides insights on how investors can potentially optimize their risk/return trade-off in the new economic environment by making much more effective use of alternatives, especially hedge funds. The publication can be obtained, free of charge, by contacting Strategic Investment Group at http://www.strategicgroup.com/fiduciary_insights.htm.

About Strategic Investment Group

Strategic was founded in 1987 as a provider of discretionary integrated portfolio solutions, combining active portfolio management, rigorous risk management and open architecture manager selection. Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on a specialized segment of a portfolio, such as alternatives (hedge funds, real estate and/or private equity) or international investments, or create customized strategies such as portable alpha. As of September 30, 2005, Strategic manages approximately $10 billion in assets.

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Deb Boedicker
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