Wealth | Hedgeweek

BarclayHedge MPI survey finds investors question health of the equity market

Mon, 23/04/2018 - 09:16

February’s spike in volatility caused nearly half (42.1 per cent) of investors to adjust their equity market outlook, according to the results of a survey published today by BarclayHedge and Markov Processes International (MPI). »

US RIAs struggle to manage private alternative investments, says survey

Tue, 10/04/2018 - 10:50

A survey of US RIAs by PPB Capital Partners has found that while firms are encouraged to provide customised alternative investment solutions for high net-worth clients, such funds prove unwieldy and expensive to operate. »

Picture of a man with megaphone making announcement

AW Jones launches AW Jones Private Advisors

Wed, 21/03/2018 - 09:04

AW Jones Advisors has launched AW Jones Private Advisors, a boutique investment advisor that offers wealth management services on an open-architecture investment platform with a specialisation in alternative investments. »

VIX 2.0 mutual fund offers absolute returns in volatile markets

Mon, 26/02/2018 - 14:41

The VIX is not broken says Taylor Lukof of ABR Dynamic Funds. “There was an opportunity for the VIX to break on the 5th of February and here we are two weeks later and the VIX is at 18, down from 50, the markets are back up and the world is fine. »

Wealthfront launches Risk Parity strategy to replicate Bridgewater Associates’ All Weather Fund

Fri, 23/02/2018 - 17:07

Wealthfront has launched Risk Parity, the latest addition to PassivePlus, the company's signature suite of investment features, which is designed to replicate Bridgewater Associates’ All Weather Fund. »

The business case for cost-control

Sat, 07/10/2017 - 16:51

By Nicholas Zahra, CFA, Bastion Wealth, & Anabel Mifsud, SGGG FEXserv Fund Services – Malta is one of the smaller players in the asset management world, which tends to appeal to the smaller managers, and to investors who have a business case for their choice of jurisdiction. »

NYC real estate attracting attention of hedge fund managers

Fri, 08/09/2017 - 10:19

Asset managers in New York City are continuing to buy with extra punch in Manhattan and on the east end of Long Island, according to real estate attorney Margery Weinstein. »

Why I abhor poor active management

Mon, 04/09/2017 - 10:58

Peter Elston, CIO, Seneca Investment Management, says too many people have retirement savings invested in poor products… »

Unigestion to absorb all investment research costs

Thu, 24/08/2017 - 18:33

Boutique asset manager Unigestion is to pay for all investment research on behalf of its clients, in line with the upcoming Markets in Financial Instruments Directive (MiFID) II. »

Retirement planning needs a tailored, solution-based approach

Mon, 21/08/2017 - 14:10

It is fair to say that planning for retirement is arguably the most important challenge for individuals, in terms of their financing needs. Over the course of one’s career, markets change, the geopolitical landscape evolves. Yet, over a multi-decade investment lifecycle, it is necessary to save a sufficient level of income to ensure that one’s retirement is fully funded. »