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Bobby Johal, Managing Consultant, at Cordium, responds to the European Commission’s announcement that it has started work on the review of the AIFMD… The news that the European Commission has issued a tender for a one-year market study into the AIFMD is simply the first step in the review process. Where this will become interesting will be when we can see the content of the survey: that could give us some indication of supervisory priorities. The possibility that no UK managers will be asked to complete it could also be something to watch.  The outcome will certainly give us pause for
For newly emerging investment firms or long-standing established ones, the choice to adopt a cloud-based architecture is becoming an easy one. Few firms have a business model where an in-house Comm. Room makes strategic or economic sense. And even for those who have the means to do so, managing and maintaining all levels of IT on-premise may not always make the most business sense. Whether it’s the entirety of your technology environment or a few select applications, most firms find that it’s worth considering a cloud platform to leverage a predictable, scalable and feature-rich infrastructure. But when is the right
MSCI has launched MSCI ESG Metrics, a set of environmental, social and governance (ESG) metrics for 8,500 companies globally. The tool can be used for in-house analytical models or for clients developing their own investment strategies.   ESG Metrics was developed to address critical issues with measuring a portfolio’s ESG risk where a lack of standardised data can be a significant barrier today.   Eric Moen (pictured), managing director and head of ESG products for MSCI ESG Research, says: "We understand our clients do not want to be inundated with data; they want relevant, comparable global datasets which provide a
Two members have joined Duff & Phelps’ UK compliance and regulatory consulting (CRC) team. Derek Taylor and Fergus Allan have both been appointed as managing directors in the firm’s London consulting team.   With over 20 years’ experience in banking and capital markets, Taylor is a risk management and compliance and regulatory change specialist. He has previously worked as a partner at Grant Thornton UK, head of risk management and compliance IT practices at EY, Capco and MA Partners, and in various roles with investment banks such as Citi, RBS and Investec.   Allan joins Duff & Phelps from PwC
Devonshire Warwick Capital (DWC) is to serve as the marketing and distribution partner for Fundbase Fund Services’s sell-side clients. Fundbase operates a buy-side fund sourcing and portfolio management analytics platform, attracting some of the most sophisticated hedge investors globally.   In addition, the firm established itself as a major player in the Swiss fund representation market. Switzerland is currently the third largest institutional fund market globally.   Boutique fund managers must register their funds with a Swiss fund representative to distribute their products to qualified investors in Switzerland.   Lilian Klose-La Scalea, managing director of Fundbase, says: “With the growth
ACA Technology Solutions has enhanced its trade surveillance product, Decryptex, to assist global clients in meeting the EU’s current Market Abuse Regulation (MAR) requirements and the EU’s upcoming revision to the Markets in Financial Instruments Directive (MiFID II). Decryptex is developed in conjunction with ACA Compliance Group’s regulatory consulting team, providing clients with advanced trade surveillance tools that are designed with fundamental input from those with relevant regulatory and compliance expertise.   In this release, Decryptex users can deploy algorithms designed specifically to identify potential market manipulation, fairness in dealing, and potential use of material non-public information (MNPI).   Decryptex
Despite plans to reduce exposure to hedge funds in the short term, investors in Asia Pacific remain more upbeat about the asset class than their counterparts in other regions. Hedge fund investors in Asia Pacific are mixed on their future allocations to the asset class, but remain more positive about the industry compared to investors in other regions.   In November 2016, a survey conducted by Preqin found that although investor dissatisfaction with 2016 performance was prevalent, less than half of Asia Pacific-based investors said their portfolios had not met expectations, compared with two-thirds of all other investors.   Asia
Axioma was founded by Chief Executive Officer Sebastian Ceria in 1998 and is a leading provider of innovative risk and portfolio management solutions, supporting the industry's largest, most sophisticated hedge fund managers and asset management groups. The company's product offering enables clients to consistently and effectively analyse risk in order to improve investment strategy, risk reporting and operational efficiency across an entire organisation. Axioma Risk provides an enterprise view of risk for the firm providing risk analysis, stress testing and comprehensive reporting capabilities. Axioma Portfolio offers an integrated suite of tools for holistic portfolio construction, testing and rebalancing. Axioma Portfolio
With all the regulatory developments in recent times, and the ominous spectre of MiFID II looming large, it is fair to say that these are busy and exciting times for regulatory advisory firms. Duff & Phelps is no exception, with Julian Korek, Global Head of Compliance and Regulatory Consultancy, confirming that Duff & Phelps' global clients are interested in four issues, at present. The first is MiFID II, a hugely complex regulatory change that is set to impact the asset management community. "We are still awaiting some of the Level 3 details to be published. When we had our last
Agecroft Partners was founded by Don Steinbrugge (pictured), who has 33 years of experience in the institutional investment management industry, including previously serving as the head of sales for one of the world's largest hedge funds and institutional investment management firms.  "Agecroft has changed the model of hedge fund third party marketing," says Steinbrugge. "Most third party marketing models are based on leveraging personal relationships and doing extensive entertaining. Ours has been to build a global brand with a reputation as an industry thought leader, strong institutional investment knowledge and representing very high quality managers.” Agecroft Partners has been a

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