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Mergers and acquisitions and energy-focused equity long/short are two of the most attractive fund strategies for 2016 at Unigestion, according to the group's Managing Director and Head of Hedge Funds, Nicolas Rousselet (pictured).
Identifying the best strategies for investors has been no easy task in recent times, thanks in large part to the excessive interference of central banks. In a bid to boost inflation by weakening their currencies, the European Central Bank and the Bank of Japan have both resorted to negative interest rates. The ECB now has a -0.4 per cent deposit rate for banks wishing to park their
- 24/03/2016
By Michaël Malquarti (pictured), SYZ Asset Management – Although the phenomenal growth in index management since the 1990s had already begun to shake up the fund management industry, the 2008 crisis triggered a more profound reform process. This change is particularly visible in the alternative investments arena. As well as reinforced standards governing hedge funds, the most spectacular transformation has probably been the emergence and astonishing growth of alternative UCITS in Europe.
Several factors underpin this situation. Current macro-economic uncertainty and the associated asset volatility are certainly behind stronger demand for different types of funds, generally perceived as being less risky.
- 24/03/2016
- 24/03/2016
Geneva-based SwissRepCo was established in January 2014 by industry veterans Dermot Butler (pictured), former chairman of Custom House Group, a leading fund administrator, and Lancelot Frick, a fifth generation Swiss private banker and CEO and President of Frick Capital SA. ("Frick").
SwissRepCo arose in response to FINMA's decision to beef up existing fund regulations that had been brought in in 2006. In 2013, those regulations were enforced under the Collective Investment Schemes Act (`CISA') but it wasn't until 1 March 2015 that foreign hedge funds were mandated to appoint a Swiss legal representative and paying agent to continue distributing their
- 24/03/2016
There was a degree of trepidation among foreign hedge funds when Switzerland formerly introduced a revised version of the Collective Investment Scheme Act (CISA) on 1 March 2015, bringing hedge funds under the watch of FINMA, Switzerland's financial regulator, for the first time.
Previously, only funds that were registered for public offerings – now referred to as distribution to non-qualified investors (i.e. retail investors) – had to appoint a Swiss legal representative and paying agent. As of last year, it also became a requirement for foreign hedge funds looking to raise assets from Swiss qualified investors, defined under CISA as including
- 24/03/2016
Envestnet | Tamarac has teamed up with CAIS to provide independent advisors with access to third-party hedge funds and private equity funds, as well as research on the alternative investment space, through its portfolio and client management platform, Advisor Xi.
More than 800 independent RIA firms rely on Advisor Xi, Tamarac's web-based, custodian-agnostic portfolio and client management technology platform, to collectively manage more than $500 billion in assets and over 1 million client accounts. The first phase of the integration between Tamarac's Advisor Xi and CAIS is now available to advisors.
"Our integration with CAIS will deliver efficient, reliable access
- 24/03/2016
361 Capital, an investment firm specialising in liquid alternative mutual funds, has unveiled a new brand identity designed to better reflect and support the firm’s innovative approach to helping advisors and their clients achieve better investing outcomes through the use of alternatives.
The modernised branding spans all of the firm’s communications platforms, including the 361 Capital website, which features improved navigation and a wider variety of content. The updated look and feel aims to provide advisors with the exact information and support they need, when they need it.
“Our branding and communications needs to keep pace with the evolution of
- 23/03/2016
- 23/03/2016
The US Commodity Futures Trading Commission (CFTC) has issued an Order filing and simultaneously settling charges against JPMorgan Ventures Energy Corp. (JPMVE) and JPMorgan Chase Bank for failing to comply with their obligations to submit accurate large trader reports (LTRs) for physical commodity swap positions, in violation of Section 4s(f) of the Commodity Exchange Act (CEA) and CFTC Regulations 20.4 and 20.7.
The CFTC Order requires the Respondents to pay, jointly and severally, a $225,000 civil monetary penalty and to cease and desist from committing further violations of the CEA and CFTC Regulations, as charged.
As stated in the Order,
- 23/03/2016
Dalton Strategic Partnership (Dalton) has appointed two new equity research analysts to its Melchior European Absolute Return team, taking the overall team size to seven.
Christos Damianou has joined Dalton from Fidelity Worldwide Investment where he was an equity research analyst. Nabeel Mughal joined the team in January this year having been at Dalton for seven years, during which time he was an equity research analyst and portfolio manager on the firm’s US desk. Nabeel was previously an equity research analyst at Henderson Global Investors, before joining Dalton in 2009.
Christos and Nabeel will work alongside the existing team
- 23/03/2016
The Exchange Council of the European Energy Exchange (EEX) has welcomed plans for the exchange to introduce additional trading platforms for power and natural gas, in addition to the existing exchange markets.
The Markets in Financial Instruments Directive classifies energy derivatives as financial instruments. This creates additional requirements and has increased entry barriers for the market participants who wish to trade. However, transactions traded on a new platform to be introduced – the “Organised Trading Facility” (OTF) – are exempt from this provision.
The Markets in Financial Instruments Directive (MiFID) classifies energy derivatives as financial instruments. This creates additional requirements
- 23/03/2016
There was a palpable air of excitement at the 5th Amsterdam Investor Forum, hosted by ABN AMRO AMRO Clearing at the bank’s headquarters on 17 February 2016. This was the biggest event yet with approximately 280 attendees, of whom 42 per cent were institutional investors and FoHFs, 40 per cent were single hedge fund managers, and 18 per cent were service providers including hedge fund consultants.
During the course of the day, a wide range of engaging panel discussions provided insights on some of the key trends and issues shaping Europe’s hedge fund industry. And judging by the level of networking
- 23/03/2016
- 23/03/2016
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