Managed futures have become an alternative asset class that is widely used by investors seeking overall portfolio diversification and absolute returns independent of the direction of broad equity and bond markets, according to a study by alternative investment managers Steben
Substance in the fund management sector, particularly in the context of the Alternative Investment Fund Managers Directive (AIFMD) and Base Erosion and Profit Shifting (BEPS) initiative, is of increasing importance, according to a Guernsey Finance white paper. Investment funds –
Although the research and development (R&D) tax credit provides substantial benefits, the financial services industry continues to be hesitant to take advantage of it for several reasons. This whitepaper by Yair Holtzman (pictured), tax partner at Anchin, Block & Anchin, discusses
The risks in metals trading are different from those in the financial markets, and if European Union (EU) regulation is not tailored accordingly, we could see irreparable damage to the wider industry. That’s according to a new white paper released
The Depository Trust & Clearing Corporation (DTCC) has released a white paper today exploring the role of interconnectedness in the transmission of risk and offering practical guidelines for risk management professionals. Interconnectedness, or the relationship among economic agents that are
The T+2 Industry Steering Committee (T+2 ISC) has released a white paper outlining the timeline and activities required to move to a two-day settlement cycle (T+2) in the US by the end of Q3 2017. The T+2 ISC, organised by
The long-term success of the Shanghai-Hong Kong Stock Connect (SHSC) hinges on removing the many barriers to participation, including features of the program that restrict trading strategies, introduce risk and create operational complexity. That’s according to a new whitepaper published
Innovative technology is all around us, and hedge funds might well question its value as a differentiator in today’s highly competitive market. But that does not mean there is nothing to be gained from keeping pace with change – to
A new white paper from Neonet Securities and LiquidMetrix analyses the likely impacts and opportunities surrounding the introduction of intraday auctions and the proposed MiFID II restrictions on dark pools. The London Stock Exchange’s (LSE) planned introduction of midday auction
Activist hedge funds globally are driving improvements in the share price, operating performance and governance of the companies in which they invest, according to a new paper by AIMA. The findings are contained in a paper, titled “Unlocking Value: The
