Eres : Digital Library : Works

Paper eres2015_189:
Managing Performance & Risk through Blended Global Investment Strategies

id eres2015_189
authors Clacy-Jones, Mark
year 2015
title Managing Performance & Risk through Blended Global Investment Strategies
source 22nd Annual European Real Estate Society Conference in Istanbul, Turkey
summary As real estate investment becomes increasingly global the number of investment funds with exposure across countries and regions is growing. An emerging trend is the use of different routes to access real estate returns with portfolios comprising mixtures of direct real estate, unlisted funds and REITs as well as derivatives and real estate debt with the added dimension of geographical dispersion of assets._The benefits and constraints of each type of real estate exposure will be discussed in the context of a variety of investment strategies, considering a spectrum of investors and mandates to highlight appropriate blends of direct real estate, unlisted funds and listed exposure. Using IPD datasets across more than 30 countries for direct real estate and unlisted real estate funds, combined with MSCI listed real estate indexes, and IPD size estimates of national market universes, it is possible to analyse and compare performance and risk for a number of different investment strategies. Conclusions can then be drawn on the benefits of blended global strategies over more conventional approaches to portfolio construction, which are dominated by domestic, single route strategies._
keywords Global, Investment, Strategy, Blended, Performance
series ERES:conference
type panel session
email mark.clacy-jones@msci.com
content file.ppt (2,941,052 bytes)
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ratings Ratings: 1
session MSCI-Panel
last changed 2015/07/11 10:06
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