Recently, the SEC proposed several amendments to Form ADV. Generally speaking, these amendments would require registered investment advisers to disclose information regarding their separately managed accounts, including assets under management and information related to the use of derivatives and borrowings.
As the level of convergence continues to rise amongst traditional long-only fund management houses and hedge fund managers, the liquid alternatives space has emerged to become one of the most dominant structural developments in the funds industry. In Europe, the
By Robin Sarkar, State Street – In the case of liquid alternatives, investors would be especially smart to pay heed to an age old piece of advice: buyer beware. That's because, despite their differences when compared with traditional alternative investment vehicles,
Lyxor Asset Management operates the largest commingled hedge fund managed account platform (MAP), but over the last couple of years it has made inroads to build out a similar offering in the UCITS space. The Lyxor Alternative UCITS platform has
With increased volatility starting to buffer equity and bond markets, investors have taken reassurance from the fact that the FundLogic Alternatives platform may provide the fund strategies needed to navigate the uncertainty. Since the start of June, German bund yields
The liquid alternatives space, which by definition includes alternative UCITS funds in Europe and '40 Act registered alternative mutual funds in the US, is not only attracting strong inflows. According to latest research from Preqin, the average alternative mutual fund
SYZ Asset Management, the investment funds arm of Swiss banking group SYZ, offers investors two unique long/short strategies in its OYSTER UCITS-compliant fund range. The main differentiators between the two funds are summarised in the table. Both funds are Luxembourg-domiciled,
Five years ago, UCITS funds weren't exactly a prominent blip on the radar screen at Société Générale Prime Services, but over the last two years, excluding managed accounts, they have accounted for approximately 50 per cent of all new funds
Interest rate volatility is like a storm cloud building on the horizon. The US Federal Reserve has kept rates stable for nigh on a decade, but global asset managers are now preparing for their fixed income portfolios to feel the
By Dr Michael Xuereb, MFSA – Following several years of fund platform developments, the MFSA has more recently been focusing its efforts on upgrading and enhancing the product structuring framework. The Securitisation Act, which came into effect in 2006, introduced
