Real Assets

Making the Case for Natural Resources Investing

Posted by Ethan Levine | Paul Von Steenburg, Managing Director, Commonfund on Jul 11, 2017

Topic: Asset Allocation | Investment Strategy | Private Capital | Real Assets

The natural resources sector is often characterized as cyclical, as producers and service providers experience underlying exposure to and commensurate volatility of commodities in the oil and gas, mining and agriculture sectors. After a couple of years of challenging sector returns, some institutional investors are questioning what the role of natural resources should be in a portfolio and if now is a good time to invest in the asset class.

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The Misperception of Illiquid Investments

Posted by Timothy Yates, Jr., Managing Director, Commonfund | Paul Von Steenburg, Managing Director, Commonfund | Kent Scott, Managing Director, Commonfund on May 15, 2017

Topic: Asset Allocation | Industry Knowledge | Investment Strategy | Outsourced Investing | Real Assets | Risk Management

With many market participants expecting low nominal returns across traditional asset classes in the coming years, investors may be looking to increase their exposure to illiquid asset classes such as private equity and venture capital. This article addresses head-on, investors’ misperception about illiquid investments: they aren’t as illiquid as many fear.

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Real Estate Credit Environment: Risk Off – Risk On

Posted by Paul Von Steenburg, Managing Director, Commonfund on Jan 9, 2017

Topic: Asset Allocation | Real Assets | Risk Management

Earlier last year real estate markets received a scare as CMBS spreads widened, particularly in lower-rated and more junior tranches. Additionally, one of the most respected U.S. real estate research firms predicted outright price declines for the asset class in 2016. While credit conditions have tightened, particularly for construction financing, wider scale credit concerns have largely dissipated and CMBS spreads have tightened.

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Does Your Institution Qualify to Attend?

Posted by Commonfund Institute on Nov 30, 2016

Topic: Asset Allocation | Equities | Fixed Income | Governance and Policy | Hedge Funds | Industry Knowledge | Investment Strategy | Market Commentary | Operating Assets | Outsourced Investing | Private Capital | Real Assets | Responsible Investing | Risk Management

The annual Commonfund Forum has grown into the must-attend annual conference for institutional investors. Year after year, Commonfund Forum continues to provide institutional investors with timely information, thoughtful analysis and unique perspectives — all from recognized experts in the worlds of investment management, economics, business and finance, government, academia, and the media.

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Real Estate – Rates, Rates, Rates

Posted by Paul Von Steenburg, Managing Director, Commonfund on Sep 30, 2016

Topic: Investment Strategy | Real Assets

“There are three things that matter in property: location, location, location”. While the age-old adage still holds in many respects, real estate risks...

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