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Notices
BC
Brad Case, PhD, CFA, CAIA (not verified)
23rd March 2017 | 12:06pm

Excellent thought piece, Tom and Jason.
There's one effect of the Cult of Emotion that has been particularly damaging to investors, especially the largest (and supposedly most sophisticated) institutional investors: that's the growth of high-cost investing in private equity, private real estate, and hedge funds. The attraction of illiquid investments is that they're Level 3 assets whose values cannot be measured accurately on the basis of frequent transactions in liquid markets, so instead they are measured inaccurately by managers in a way that systematically understates their volatility, their correlations with other assets, and their other risks. In effect, investors have paid an enormous cost--in fees, in underperformance, and in hidden risks--for the legal right to understate the risks to which they've exposed themselves.
The real shame is that the cost of this accuracy-avoiding behavior is borne not by the investment decision-makers (pension fund managers, endowment managers, foundation managers) but by those people who are supposed to be the beneficiaries of the investment decisions: retirees, financial aid recipients, people who might otherwise have benefited from foundation grants, etc. (not to mention taxpayers who must make up the difference).