Advisor Perspectives July 11

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According to Alex Laipple, what is one way for advisors to offer a personalized equity investing experience to clients?

Direct investing through an SMA

Invest in clean energy

Offer portfolios composed of ESG funds

Use index funds

Why is using an "efficiency metric" impractical for asset location?

There is no input for time

It measures 2 years of investments

Sales metrics are better

The benefits determine the slope of the rate of returns line

What is a distinguishing characteristic of a European equity waterfall?

Performance is measured versus the hurdle rate at the fund level

Performance is measured versus the hurdle rate on a deal by deal basis

Calculated on a deal-by-deal basis

Can result in a GP receiving carried interest on a fund that is underperforming its hurdle rate

Why are healthcare sector companies a good investment?

Have above average returns on capital

Generate minimal cash

Are cyclical

Are currently a high risk investment

What is one component of yield on nominal Treasury bonds?

A risk premium for unexpected inflation

The current rate of inflation

Nominal yield

Cost

What distinguishes whaling from modern VC?

The risk taken by the entrepreneur

Cost of entry was much higher than today's VCs

Modern VCs have more cash on hand

Whaling is an ancient practice

Advisor Perspectives July 11

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