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	<title>Offshore Capitalist &#187; Theory</title>
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		<title>Research tells me something I already knew</title>
		<link>http://offshore-capitalist.com/2009/11/research-tells-me-something-i-already-knew/</link>
		<comments>http://offshore-capitalist.com/2009/11/research-tells-me-something-i-already-knew/#comments</comments>
		<pubDate>Sun, 15 Nov 2009 04:30:13 +0000</pubDate>
		<dc:creator>Roy</dc:creator>
				<category><![CDATA[Theory]]></category>
		<category><![CDATA[Theory & Academic Papers]]></category>

		<guid isPermaLink="false">http://offshore-capitalist.com/?p=783</guid>
		<description><![CDATA[A significant number of my clients are couples, who make investment decisions as a team.  It is common for each partner to have a different attitude towards investment risk.  I have long felt that couples often make more &#8216;well rounded&#8217; balanced and structured investment decisions than individuals.  Some research just out seems pertinent.
Abstract from the [...]]]></description>
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		<title>Active versus Passive in European Property</title>
		<link>http://offshore-capitalist.com/2009/11/active-versus-passive-in-european-property/</link>
		<comments>http://offshore-capitalist.com/2009/11/active-versus-passive-in-european-property/#comments</comments>
		<pubDate>Sun, 08 Nov 2009 16:25:26 +0000</pubDate>
		<dc:creator>Roy</dc:creator>
				<category><![CDATA[ETFs]]></category>
		<category><![CDATA[Funds]]></category>
		<category><![CDATA[Property]]></category>
		<category><![CDATA[Theory]]></category>

		<guid isPermaLink="false">http://offshore-capitalist.com/?p=733</guid>
		<description><![CDATA[A fund mentioned on Offshore Capitalist recently is the Insinger de Beaufort Real Estate Equity Fund which invests in the shares of European REITs and real estate companies.
The objective of the fund is to generate superior risk-adjusted returns, by reducing the volatility and protecting the downside using shorts and derivatives.  In other words, it&#8217;s not [...]]]></description>
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		<title>A Loser&#8217;s Game</title>
		<link>http://offshore-capitalist.com/2009/10/a-losers-game/</link>
		<comments>http://offshore-capitalist.com/2009/10/a-losers-game/#comments</comments>
		<pubDate>Thu, 15 Oct 2009 14:51:43 +0000</pubDate>
		<dc:creator>Roy</dc:creator>
				<category><![CDATA[Theory]]></category>

		<guid isPermaLink="false">http://offshore-capitalist.com/?p=393</guid>
		<description><![CDATA[In a paper from Watson Wyatt, the author makes the distinction between long term strategic asset allocation (horizon 10+ years),  dynamic strategic asset allocation (horizon 3+ years), and tactical asset allocation (horizon months).
&#8220;Over short term periods market movements are dominated by &#8220;noise&#8221; &#8211; random events that cannot be predicted with any degree of reliability.  As [...]]]></description>
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