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United States Commodity ETF files paperwork to be registered under Investment Company Act of 1940
United States Commodity Funds, the Oakland, California-based firm that did so much to popularize futures-based exchange-traded funds focused on commodities, has filed regulatory paperwork describing a broad commodity fund that qualifies for the same tax treatment as a plain-vanilla equity or fixed-income fund. The USCF Dynamic Commodity Index Fund is being registered under the Investment Company Act of 1940, which means shareholders in the fund won’t have to file so-called... -
Five Reasons Endowments Must Stick With their Long Term Investment Strategy Despite Recent Underperformance
The below excerpt was taken from an article written by Prateek Mehrotra, MBA, CFA®, CAIA® which was posted on GuruFocus.com website on Friday 8/2/2014. The portfolio managers atop the country’s most respected university endowments failed to make the honor roll during the current bull market despite their top salaries and genius IQs. Harvard University’s $32.7 billion endowment returned an average of 10.5% annually over the past three years through... -
Use of Liquid Alts in Defined Contribution Plans is on the Rise
ETF Model SolutionTM’s Collective Investment Fund was mentioned today in an article on DailyAlts.com. “Last week, the Alta Trust Company and ETF Model SolutionsTM announced the launch of the Endowment CIF (Collective Investment Fund), which is designed to emulate the strategies of endowments, pension funds, and defined benefit plans. But instead of investing in illiquid alternatives like limited partnerships and private placements, the Endowment CIF will use alternative ETFs... -
New Collective Investment Fund Brings Endowment Investment PhilosophyTM/Liquid Alternatives to Defined Contribution Plans
APPLETON, WIS. — Alta Trust Company has partnered with ETF Model SolutionsTM, LLC. to launch the Endowment Collective Fund (CUSIP: 26923F105). The Endowment Collective Investment Fund (CIF) seeks to improve risk-adjusted returns of traditional two-dimensional portfolios of stocks and bonds by adding alternative investments, such as private equity, hedge strategies and real assets to create a 3-dimensional portfolio. Managers of university endowments, pension, and defined benefit plans have historically utilized lower-correlated alternative... -
Endowment Wealth ManagementTM In The News
Prateek Mehrotra, Chief Investment Officer of ETF-MS and Endowment Wealth ManagementTM was recently quoted in Institutional Investor Magazine in an article by Trang Ho, titled “iBillionaire ETF Offers Activist Exposure in a Passive Vehicle”. iBillionaire is an ETF that tracks and seeks to invest in the stock holdings of 21 billionaire investors such as Warren Buffett, George Soros, Carl Icahn, and others. The excerpt that includes comments from Mr....
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