Latest News
Omni Partners (Omni) has launched the Omni Macro UCITS Fund (UCITS Fund) on the IAM Investments ICAV platform. It will follow a similar strategy to Omni’s existing commingled offshore fund, the Omni Macro Fund.
Omni Macro is a trading-orientated discretionary global macro strategy that pursues thematic and tactical opportunities in liquid products (foreign exchange, commodities, interest rates, equity indices) whilst retaining a disciplined risk management ideology. The portfolio is highly concentrated, typically pursuing a small number of core trading strategies (generally between two and five) at any given time, with each strategy tending to include a limited number of line
- 30/03/2016
Placement agent Eaton Partners is to open its seventh international office in Chicago in April 2016. This new office – which joins Eaton Partners' current offices in Hong Kong, Houston, London, Rowayton, San Diego, and Shanghai – will help further develop the firm’s global investor network and placement capabilities.
Managing Director Christopher Maduri will lead the new location within the Stifel Financial Corporation's Chicago office space located at 70 W Madison Street.
"We see tremendous value in having an on-the-ground presence in Chicago as it allows us to further strengthen client and institutional investor relationships in the region," says Peter
- 30/03/2016
- 30/03/2016
Anchin, Block & Anchin has appointed Jared Feldman as Co-Practice Leader of Anchin Private Client, a specialty group within the firm devoted to working with affluent clients.
Feldman specialises in providing a wide array of accounting tax, advisory and family office services for high net worth individuals including financial services and corporate executives, owners of privately held companies and established family offices. Feldman joins Ehud (Udi) Sadan as Co-Practice Leader of Anchin Private Client, one of the largest practice groups at the firm.
"As a partner and member of the Private Client steering committee, Jared has been instrumental to the
- 30/03/2016
Carrhae Capital, a London-based long/short asset manager, has expanded its use of EzeSoft Investment Suite with portfolio accounting capabilities.
Already a long-time user of Eze Software’s OMS, the hedge fund manager now uses Eze Portfolio Accounting (formerly Tradar) to manage its portfolio accounting needs, including valuation and reporting. Carrhae Capital has approximately USD1 billion in assets under management and focuses on emerging markets.
Carrhae Capital expanded its use of EzeSoft Investment Suite because of its flexibility, integrated workflows, and Eze Software’s approach to customer service. Eze Portfolio Accounting is being used for P&L and NAV calculations, reconciliation, and reporting.
- 30/03/2016
ABR Dynamic Funds, a New York-based asset management firm, is introducing its Smart Volatility mutual fund, the ABR Dynamic Blend Equity and Volatility Fund (ABRVX).
The fund, driven by algorithms designed to anticipate and dynamically rebalance during market volatility, is a welcome source of diversification intended to improve portfolio performance in turbulent markets.
"Volatility has long been seen as a one-dimensional threat," explains Taylor Lukof, CEO of ABR Dynamic Funds, LLC. "We believe volatility also represents opportunity and have designed a 'Smart Volatility' fund that allows investors to manage volatility as they would any other asset class in their
- 30/03/2016
The Depository Trust & Clearing Corporation (DTCC) and Digital Asset Holdings (Digital Asset) are planning to develop and test a distributed ledger based solution to manage the clearing and settlement of US Treasury, Agency, and Agency Mortgage-Backed repurchase agreement (repo) transactions.
Repo agreements were selected for this proof of concept because there is an opportunity to streamline how these products are cleared, as repo transaction volumes continue to grow.
Repo trades often occur in real time, with the settlement, clearing and netting processes happening in multiple steps. While DTCC’s Fixed Income Clearing Corporation (FICC) provides the matching and verification
- 30/03/2016
Americas Trading Group (ATG) has announced a new alliance with sell-side equities trading platform provider Fidessa Group which provides Fidessa OMS users with access to ATG's algorithmic trading models in the Brazilian market.
“The combination of Fidessa’s global reach with ATG’s local knowledge is extremely powerful,” says Carlos Barros, Head of Sales at ATG. “This integration provides a gateway for Fidessa users around the world to access ATG’s local execution expertise, which is particularly important today with the increase of cross-border trading. We are excited about this alliance and look forward to working closely with Fidessa and its customers.”
- 30/03/2016
The US Commodity Futures Trading Commission (CFTC) has approved a final rule adding an alternative for foreign natural persons to the requirement to provide fingerprints when applying for CFTC registration.
The final rule will allow any such person’s registered firm to complete a criminal history background check in lieu of submitting fingerprints.
The final rule generally codifies CFTC Staff Letters 12-49 and 13-29, and supersedes those letters. It will become effective 30 days after its publication in the Federal Register.
- 29/03/2016
The Managed Funds Association (MFA) and the Alternative Investment Management Association (AIMA) have submitted a joint comment letter to the US SEC on the it's proposed rule on the use of derivatives by mutual funds and other registered investment companies.
While generally supporting several aspects of the SEC’s proposal, including asset segregation requirements and an activities-based approach to regulation, the Associations have concerns with the adverse effects of the rule’s imposition of a new notional-based leverage limit on registered funds.
The letter also questions the SEC’s attempt to redefine and regulate derivatives as “senior securities” under Section 18 of
- 29/03/2016
By Philipp Neumann (pictured), Counsel Campbells, BVI, Team BVI Member – Starting a regulated investment fund can easily become a vicious circle for many start-up fund managers: The lack of track record will make it difficult to raise investor capital regardless of how creative or extraordinary the ideas of the start-up managers may be and, in turn, the lack of investor capital will often make it difficult to bear the upfront costs for the establishment of a regulated fund.
In the past, start-up managers would find themselves in the situation where they had to start with unregulated vehicles in order
- 29/03/2016
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