About Rachel Kelly

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So far Rachel Kelly has created 22 blog entries.

Timberland Investments: A Strategy and Style Framework with Associated Risk Factors

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) When investors and their consultants examine the timberland asset class and try to understand its inherent risk factors, and specifically those created by a particular management style or strategy, they often look for a framework to assist in the evaluation process. In “Timberland Investments: A [...]

2020-01-24T10:48:03-05:00Jan, 2020|

FOMO: Have you missed the opportunity?

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) One of the common questions posed by investors is whether or not the recovery has been fully "baked into" the current underwriting of timberland acquisitions. Typically, the answers we provide are based on our direct participation in the markets. However, in "FOMO: Have you missed [...]

2019-07-11T10:44:43-04:00Jul, 2019|

A Timberland Investor’s Perspective on Forest Carbon

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) The threat of climate change is one of the most pressing issues facing the global community today – and investors are playing an important part in addressing global warming through both their investment activities and the environmental, social and governance (ESG) policies they are embracing.  [...]

2018-12-07T14:51:36-05:00Dec, 2018|

Trees and Toll Roads: Comparing Timberland and Infrastructure Investments in a Real Assets Portfolio

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) Infrastructure funds are raising tens of billions of dollars as investors seek to build out their real-asset allocations.  Institutions are attracted by the large investible universe, the diversity of opportunities, and the potential returns.  While we believe that each asset class has a specific role [...]

2018-12-18T11:30:31-05:00May, 2018|