Latest News
Alternative Investments Forum (AIF) has appointed veteran institutional investor Melissa Waller as president of its newly formed AIF Institute.
The AIF Institute is the branch of AIF dedicated to educating institutional asset owners about the use of alternative investments such as private equity, private credit, hedge funds, real estate and real assets to achieve their portfolio objectives.
Waller (pictured) joins AIF following her service as deputy treasurer and chief of staff for the North Carolina Department of State Treasurer, where she oversaw strategic planning, operations, policy implementation and a staff of more than 400 employees. The North Carolina Retirement Systems,
- 10/01/2017
Ultimus Fund Solutions has surpassed USD50 billion in client assets serviced.
During 2016, Ultimus helped 11 advisers launch 15 new mutual funds.
It also managed the conversion of 12 clients with 36 mutual funds and over 50 separately managed accounts and private funds from other service providers.
“Ultimus enjoyed an incredible year of growth,” says Bob Dorsey (pictured), CEO and managing director of Ultimus. “We began the year with the extraordinary transition of the former Huntington Asset Services (HASI) book of business onto our service platform, which included services to collective investment funds and other pooled vehicles. In
- 10/01/2017
Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds.
The portfolio, Wealth Planning with Hedge Fund and Private Equity Fund Interests and Related Section 2701 Issues, was written by attorneys Todd Angkatavanich, David A Stein and Andrew Haave of Withers Bergman.
The amount of capital under management by private equity and hedge fund managers continues to increase dramatically and, under the current US transfer tax regime, that wealth can be subject to significant taxation either at death or when otherwise
- 09/01/2017
The Depository Trust & Clearing Corporation (DTCC) has selected IBM, in partnership with Axoni and R3, to provide a distributed ledger technology (DLT) framework to drive further improvements in derivatives post-trade lifecycle events.
The firms will work to re-platform DTCC’s Trade Information Warehouse (TIW), building a derivatives distributed ledger solution for post-trade processing based on existing TIW capabilities and interfaces with technology providers and market participants.
The TIW service currently automates the record keeping, lifecycle events, and payment management for more than USD11 trillion of cleared and bilateral credit derivatives.
The solution will enable DTCC and its
- 09/01/2017
The Lyxor Hedge Fund Index ended the first week of the year close to flat, according to data released by Lyxor.
European equity markets continued to rally while US markets were marginally down and bonds staged a recovery.
Global macro was the best performing strategy, up 0.8 per cent, with fixed income being the main contributor as the US rate increase took a breather.
On the flip side, CTAs continued their poor run, down 0.9 per cent. Their long bonds and energy were the main culprits.
Within L/S equity, European funds delivered strong performance mostly from their
- 09/01/2017
- 09/01/2017
Alpha-I, which researches and develops quantitative investment strategies, has launched via the Lawson Conner platform.
Alpha-I is currently growing its technical team and validating its trading strategies.
The global hedge fund industry holds more than USD3 trillion in assets. Roughly one in five hedge funds actively employ algorithmic trading strategies. Of these, only few funds employ cutting edge machine learning algorithms and high-dimensional correlations.
Alpha-I is founded by Giacomo Mariotti (pictured) and Dr Sreekumar Thaithara Balan.
“Lawson Conner is thrilled to be working with Alpha-I,” says Andrew Frost, director, investment management solutions, Lawson Conner. “In a rapidly evolving
- 09/01/2017
- 09/01/2017
Ipreo, a provider of market intelligence and productivity solutions to financial services and corporate professionals, has implemented Investor Access, which allows investors to electronically submit orders directly to the sell-side syndicate banks on fixed-income new issues.
A five-year GBP-denominated covered bond transaction was executed for a Commonwealth Bank of Australia deal last Thursday, which marks the first time both sell-side and buy-side participants have conducted the deal process electronically – including order entry and allocation – on a live primary issue.
An industry-led initiative, Investor Access allows the investors to be alerted to new-issue announcements, receive structured information on
- 09/01/2017
The Hedge Fund Standards Board (HFSB), the global standard-setting body for the alternative investment industry, has added George Long, founder, chairman and CIO of LIM Advisors, and Danny Yong, founding partner and CIO of Dymon Asia Capital, to its APAC Committee.
The HFSB’s APAC Committee was established in June 2016 with APAC-based representatives from Albourne, CPPIB, Future Fund, GIC and PAG.
The committee directs the HFSB’s activities in the Asia-Pacific region, including assisting with the HFSB’s dialogue and relationships with regulators, managers and investors, and ensuring that Asia-Pacific regional and local issues and needs are addressed as the HFSB
- 09/01/2017
- 09/01/2017
The Association of National Numbering Agencies (ANNA) has opened the fee model consultation for the ANNA Derivatives Service Bureau (DSB).
It is seeking industry comments on the proposed fee model that will be applied to the numbering agency functions of the DSB, supporting cost-recovery principles in pricing of ISINs for OTC derivatives.
The consultation paper can be downloaded from the Fee Model Consultation page of the ANNA website.
The paper shares with stakeholders the details of various fee models under consideration, which range from charging for each single International Securities Identification Number (ISIN) allocated to segregating and amassing
- 09/01/2017
Forefront Communications Group, a boutique marketing and PR firm focused on the capital markets and fintech, has appointed Eric Soderberg as a managing partner of the firm.
Soderberg (pictured) brings over 20 years of capital markets and fintech marketing and communications experience to Forefront.
His past experience includes chief marketing and communications officer roles at Macgregor, ClariFI, NYFIX, Trepp, BondDesk Group and Convergex.
He has been accountable throughout his career for helping companies define and strengthen their brands; generate buzz around new products, capabilities and ideas; build compelling demand generation campaigns; and develop executive communications that inspire employees, clients and
- 09/01/2017
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