Founded in 2004, Fulcrum Asset Management is a multi-asset fund manager with assets under management of USD6.1 billion and a team of over 70 people that includes economists, asset class specialists and systematic researchers. Paul Seaton, director, North America, has
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). The BarclayHedge, MPI Volatility Angst Survey
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. Among respondents, 62 per cent described
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. AW Jones Private Advisors is led by Robert L Burch, Chief
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
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. PassivePlus represents Wealthfront’s collection of academically proven, time tested rules-based strategies that seek
Global alternative asset manager EJF Capital has joined the Artivest platform, making its opportunity zone solution available to financial advisors and high-net-worth investors. EJF Capital focuses on regulatory event-driven investment themes. “We are excited to partner with Artivest to broaden
As the mass affluent investor segment is tipped for growth, wealth managers should ensure they have scalable solutions to manage the potential increase in client numbers which could come with capturing the progress in this area.
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. “Hedge funders and other investors have had steady growth in
Peter Elston, CIO, Seneca Investment Management, says too many people have retirement savings invested in poor products… I abhor poor active management because there are so many people whose retirement savings have been invested in poor products; because it has
