Funds
MFS Investment Management has launched the MFS Meridian Funds – Managed Wealth Fund, a global long/short equity fund that seeks total returns with less volatility than the broad global equity market by using a tactical asset allocation overlay.
The fund’s investment strategy is based on the belief that equities offer the most attractive long-term return potential, but also that prudent consideration of market dynamics may warrant a reduction in net equity exposure. The fund employs a consistent portfolio construction process that consists of three distinct parts: strategic global equity allocation, flexible market exposure and systematic hedges to help manage tail
Quaero Capital’s Real Assets fund has been made available in a UCITS wrapper following a three year ‘incubation’ period. The ‘Argos Real Assets Fund’ invests primarily in equities and REITs in developed markets across the world.
The fund, which provides exposure to four key sub-classes: Infrastructure, Real Estate, Forestry Assets and Agricultural Assets, was launched in 2012 and is run by veteran investor Marc Ebert, and is an actively managed, conservative, long-only, thematic equity fund.
Quaero Capital CEO Jean Keller says: “I’m delighted that after just over three years we can now offer our Real Asset fund within a UCITS
GMEX Group has entered into a joint venture agreement with FPT Information System (FPT) based in Hanoi to provide technology, global business and local operational expertise to launch the first Derivatives market and fully integrated clearing house in Vietnam.
The Ministry of Finance (MOF) has entrusted the HNX and the Vietnam Securities Depository (VSD) to operate the derivative market’s transaction activities. The derivatives market is an important step in creating qualitative change for the Vietnamese securities market after a long era of quantitative development. It will also help investors identify and mitigate risks and diversify into other investment channels. The
Earnings estimates data from Estimize, the open financial estimates platform which facilitates the aggregation of fundamental estimates, are now available within the OTAS Portfolio Analytics App suite.
OTAS clients will also have the ability to contribute their own estimates, adding significant data points that will enhance and deepen coverage of the Estimize data set over the long term.
The new “Estimize Stamp” is accessible by entitlement only and is available for a coverage universe of 2,150 US stocks in the OTAS Core summary. The Stamp allows users to quickly visualise where divergences occur in consensus between ‘the Street’ and other
Markit has launched a new service that enables banks to affirm FX trades executed by inter dealer brokers. Seven inter dealer brokers and eight banks have signed to use the service, which expands Markit’s centralised solutions for the FX market.
Affirming over the counter trades through a centralised service reduces operational risk and replaces paper or voice based processes to check the accuracy of trade data. The MarkitSERV FX Broker Affirmation service provides a platform for banks to consolidate trade notifications from multiple inter dealer brokers and validate transaction data before they are processed into trading and risk systems.
Skënderbeg has been voted Best Single-Strategy Fund of Hedge Funds at this year's Hedgeweek Global Awards.
The 2016 Hedgeweek Global Awards, which were presented at a luncheon ceremony in Mayfair, recognise hedge fund industry participants, including funds and service providers for their success and contributions in their respective areas.
“It is an honour to be recognised by Hedgeweek with an award given to those who have demonstrated excellence in the hedge fund industry,” says a statement from Skënderbeg. “The awards were based on a shortlist of top performers during 2015 produced by Preqin, which was put to vote by
India Index Services & Products Limited (IISL), a National Stock Exchange (NSE) group company, and Singapore Exchange (SGX) are to introduce futures on Indian sector-specific index futures on SGX.
This is the first time that derivatives on Indian sector indices are being launched outside India.
SGX will list four USD-denominated index futures contracts based on IISL’s sector indices, specifically the SGX Nifty Bank Index Futures, SGX Nifty IT Index Futures, SGX Nifty CPSE Index Futures and SGX Nifty Midcap 50 Index Futures.
The introduction of sector index futures contracts will deepen SGX’s Indian product offering and will provide
The Chartered Alternative Investment Analyst (CAIA) Association is to organise an interactive session to present a deeper understanding of the alternative investments industry. The first-of-its-kind event will be held in Mumbai on 16 March, 2016, commencing at 11 AM, followed by a networking lunch.
Alternative investments, which have been used by large institutions, endowments and private investors for quite some time, have become mainstream in the recent years. Alternative investments utilise a different approach to investments compared to traditional equity or fixed income investments.
Such investments have the potential to enhance the risk and/or return characteristics of an investment portfolio.
Ultimus Fund Solutions is to provide comprehensive fund administration services to Memphis, Tennessee- based Preserver Partners, (Preserver) as the firm launches its first mutual fund.
Preserver is an SEC-registered alternative asset management firm managing funds for public and corporate pension plans, corporations, foundations and individual investors. The Preserver Alternative Opportunities Fund, which launched through the Capitol Series Trust (CST) platform, is designed to bring Preserver’s primary strategy to a broader market. The Fund brings Ultimus’ series trust platform to more than 55 funds from 36 advisors, as Ultimus continues to expand its role in the series trust market.
As
The hedge fund industry improved on losses of 2.69 per cent in January, but still posted negative performance of -0.06 per cent in February, according to figures released by Preqin.
Macro strategies posted the greatest gains (0.55 per cent) and are the only leading hedge fund strategy to hold a positive 2016 year-to-date return (0.88 per cent). In comparison, credit strategies continued to struggle, recording their fourth consecutive month of negative returns with losses of 0.86 per cent. 2016 YTD performance for the strategy is now at -1.92 per cent.
Meanwhile, CTAs continued their robust performance with gains of
