Digital Assets Report

Managed Accounts

Andrew Lapkin, HedgeMark

Dedicated managed accounts can overcome allocation concerns

Large institutions face a Catch 22 when it comes to investing in hedge funds. On the one hand, despite performance having been muted for the last few years, institutions still broadly appreciate their importance as part of a diversified portfolio.

Trevor Headley

FIS – Best Managed Account Platform Technology Firm

FIS is a global financial services technology company, with a focus on technology, consulting and outsourcing solutions. FIS serves more than 20,000 clients in over 130 countries and employs more than 55,000 people worldwide. It is a Fortune 500 company

Peter Sanchez, Northern Trust Hedge Fund Ser5vices

Consolidated IBORs deliver MAP transparency

Managed account platforms (MAPs) vary in size and sophistication. At one end of the spectrum, the simplest MAP provides a separate ownership structure whereby a single investor invested in a MAP is required to manage each counterparty relationship with the

Daniele Spada, Lyxor

Using a MAP benefits emerging managers

Lyxor Asset Management runs one of the most well established MAPs in the hedge fund industry, having established it in 1998. It has seen a lot of hedge fund talent come and go over that time.  When it comes to

James Williams, Hedgeweek

Private MAPs continue to enjoy solid AUM growth 

Some of the industry’s leading managed account platform providers continue to evolve their solution-based models to meet the custom desires of institutional investors. Platforms have come a long way in the last decade. Whereas originally, they were built as product-focused

James Williams, Hedgeweek

Segregated managed accounts: Caveat emptor

The demand among institutional investors for managed account solutions continues to evolve, as they seek out new structuring solutions and vehicles to meet their investment return, liquidity, transparency and jurisdictional needs.  One of the manifestations of this evolution is the

Andrew Lapkin, HedgeMark

Achieving structural alpha through DMAs

By Andrew Lapkin – Institutional investors are increasingly shifting their hedge fund investments from traditional, commingled structures to Dedicated Managed Accounts (DMAs). A DMA is a customised single investor hedge fund with portfolio assets ultimately owned (and controlled) by the investor.

Eric Bissonier, LumX

LumX to grow its AIF platform offering

LumX Asset Management has been at the forefront of developing innovative alternative investment solutions for more than 25 years. One of the central tenets of its business model is its structured funds platform and structuring business, LumMap, designed to give

David Young, Gemini

A good sherpa as OCIOs ascend

In an environment of fund fee compression, leveraging a private managed account platform may offer an easier way for an outsourced chief investment officer (OCIO) to get approval from pension fund investment committees.  The traditional consultant model has been non-discretionary,

Bill Santos, Franklin Templeton

Investors looking for some TLC

Since 2012, K2 Advisors, one of the industry’s largest hedge fund advisory groups, has been part of Franklin Templeton Investments. It has, in many ways, been an ideal marriage, with K2 bringing alternative fund solutions expertise and Franklin Templeton bringing

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