EXCERPT FROM ARTICLE, Is There Still An Appetite For Emerging Markets?
Making the pitchBruce Frumerman, founder and CEO of Frumerman & Nemeth, a financial communications and sales marketing consulting firm whose clients include hedge funds, says among savvy investors, interest in EM funds isn’t necessarily focused on particular sectors or regions. It’s more driven by a desire for investments that diversify return sources and risk beyond traditional equity and fixed income.
“Among the smart money it’s become tertiary what the strategy is,” he says. “They want to know what you are delivering: what the characteristics of the portfolio are that may give [them] return beyond [their] core equity and fixed income exposures; what is the added diversification you offer; and how are you managing risk over different market conditions? For the portfolio manager this has become central to any strategy to sophisticated institutional investors.”
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