Table of Contents

About the Author Disclaimer Acknowledgements Preface Part I: Introduction Part II: Traditional Asset Classes Introduction 1. Global Equities 2. Fixed Income 3. Preferred stocks 4. Cash Part III: Alternative Investments Introduction 5. Real estate (property) 6. Commodities 7. Private equity 8. Hedge funds Part IV: New Alternative Investments Introduction 9. Currency 10. Infrastructure 11. Structured finance 12. Leveraged loans 13. Structured products 14. Alternative betas 15. Volatility 16. Art 17. Insurance linked securities (ILS) 18. Timber Conclusion Bibliography Index

About the Author

Yoram joined AXA Investment Managers in 2013 as Head of Multi-Asset Investments UK and Deputy Global Head of Multi-Asset Investments. From 2009 to 2012, Yoram was Head of Multi-Asset Funds at Aviva Investors, leading the multi-asset team and managing a range of multi-billion, multi-asset portfolios. From 2002 to 2009 he was head of portfolio construction at Merrill Lynch, responsible for managing multi-asset discretionary portfolios.

Yoram began his career in 1998 as a lawyer, specialising in corporate, financial and commercial law. Yoram was awarded the Chartered Advisor in Philanthropy (CAP) designation in 2007; the Professional Risk Manager (PRM) certification in 2005; the Charted Financial Analyst (CFA) designation in 2004; an MBA from London Business School in 2002; and a law degree from Tel Aviv University in 1997. He is admitted to both the Israel and New York State Bars. He had studied Electrical Engineering for two years in the Technion – Israel Institute of Technology prior to his military service. Yoram is the author of the book Multi-Asset Investing: A practical guide to modern portfolio management (Harriman House, 2013).