Summary
of Q3 2006 Manager Research Activity
Below is a tally of the existing managers we have met with and investment opportunities we have considered over the past quarter. While we receive unsolicited calls or emails daily, we only list those investment opportunities which pass an initial screen and which we then review in depth.
| Traditional |
13 |
| Hedge
Fund |
6 |
| Private
Equite |
4 |
| Real
Estate |
4 |
| Other |
3 |
| Total
|
30 |
Selected
Manager Research Activity
In the 3rd quarter, activity included initial investment decisions for the following specific opportunities. Where appropriate, we decline to identify specific opportunities by name to avoid inadvertent publicity for the specific investment situation.
| Opportunity |
iPath Commodity Exchange Traded Note (ETN) |
| Decision |
Has been approved for client investment and presented to client service teams. |
| Notes |
See article on iPath |
| Opportunity |
Global REIT fund |
| Decision |
Due diligence is completed and the strategy has been submitted to the IC for approval. |
| Notes |
- REITs and real estate operating companies (REOCs) on a global basis;
- Regional asset allocation with bottom-up stock selection;
- One of the world’s leading managers of public and private real estate, with over $63 billion in assets under management.
|
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