Latest News
Ryan Hart has joined Coquest Inc as Director of Research and portfolio manager. Formerly with Altegris Advisors, Hart will find and perform due diligence on new managers to add to Coquest client portfolios.
Using his analytical background, Hart will be responsible for investment research and due diligence on commodity trading advisors and hedge fund managers. Hart formerly was a portfolio manager and Director of Research & Investments for Altegris Advisors, an affiliated company of Altegris Investments, where he managed a team of investment analysts and was part of the group responsible for strategic and tactical allocation decisions.
“Ryan is an
- 24/07/2015
The US Commodity Futures Trading Commission’s (CFTC) Division of Swap Dealer and Intermediary Oversight (DSIO) has issued a letter that exempts commodity trading advisors (CTAs) that are registered but do not direct any client commodity interest accounts from filing Commission Form CTA-PR.
The letter states DSIO’s position that requiring CTAs that do not direct any client commodity interest accounts to file a Form CTA-PR would provide limited additional information regarding that CTA beyond that already available to the Commission as part of the registration process and the CTA’s ongoing obligations as a registrant. Accordingly, the letter provides an exemption for
- 24/07/2015
Ares Management and Kayne Anderson Capital Advisors are to merge to form Ares Kayne Management, a diversified alternative asset manager with a combined USD113 billion of assets under management as of 31 March, 2015.
Under the terms of the agreement, Ares will provide USD2.55 billion in consideration, the majority of which will be in the form of Ares Operating Group Units. The transaction is expected to close on or around January 1, 2016, subject to customary regulatory approvals, Kayne Anderson investor consents and other closing conditions.
Ares Kayne combines Ares Management, a leading global alternative asset manager with USD87 billion
- 24/07/2015
- 24/07/2015
Tim Edwards, Senior Director, Index Investment Strategy at S&P Dow Jones Indices has investigated the news this week from ETFGI that ETF assets have overtaken hedge fund assets.
“It may have taken a little longer than we expected, but ETFs are now a bigger part of the market than hedge funds” Edwards writes.
“In order to explain why hedge funds might be losing out in the race for assets, we thought we would re-examine the challenge of replicating hedge fund performance. When it comes to individual hedge funds, which are typically unconstrained by assets, leverage or geography, replication is
- 24/07/2015
The current economic climate may be difficult to read but it does present investment opportunities. Identifying these opportunities and the systems to support them is becoming an increasing challenge.
We are running a survey to find out how our industry is reacting to the current economic climate with a view to pin-pointing what systems and analytical capabilities are common place amongst investment managers and what measures need to be put in place to improve this processes.
Have your say by completing our simple questionnaire…
- 24/07/2015
- 24/07/2015
The European Securities and Markets Authority (ESMA) has launched a consultation on proposed Guidelines on sound remuneration policies under the UCITS V Directive and AIFMD.
The Directive includes rules that UCITS must comply with when establishing and applying a remuneration policy for certain staff categories and the proposed UCITS Remuneration Guidelines further clarify the Directive’s provisions.
The proposed Guidelines aim to ensure a convergent application of the remuneration provisions and will provide guidance on issues such as proportionality, governance of remuneration, requirements on risk alignment and disclosure. The final Guidelines will apply to UCITS management companies and national competent authorities.
- 24/07/2015
Convergex has launched a new Buy-Write Algorithm, which leverages its advanced VWAP equity algorithm and Pulse options algorithm to allow clients to electronically employ a buy-write trading strategy.
Convergex’s Buy-Write Algorithm combines the power and reach of the firm’s equity trading capabilities with the cutting-edge technology of its options business, to purchase equities while simultaneously selling call options on the same stock. Using the Buy-Write Algo, clients can hedge their equities trades while also generating additional income from options premiums.
“Our diverse client base is always looking for new ways to extract more yield from the marketplace,” says Oliver
- 24/07/2015
- 24/07/2015
Patrick Beranek, a 20-year industry veteran and most recently the head of Asset-Backed trading for Royal Bank of Scotland (RBS) has joined Mischler Financial’s capital markets division as Managing Director, Structured Products.
Beranek previously ran asset-backed trading and syndicate for Mizuho Financial Group Inc. and Bank of America Corp. Prior to those senior sell-side roles, Beranek was a portfolio manager for Federal National Home Mortgage Corp (FNMA). In this newly-created role at Mischler Financial, Beranek will oversee primary market activities of structured products. He will report to Robert Karr, Mischler's Head of Capital Markets.
Karr says: "The ABS market has
- 23/07/2015
Backstop Solutions Group – a provider of cloud-based solutions designed to help the institutional investment industry save time, increase productivity and make better investment decisions – has partnered with Preqin Ltd.
With this partnership, Backstop users can now seamlessly integrate Preqin investor data into their Backstop CRM platform.
“Many of our clients are already using the Preqin database to source potential clients, so this partnership will further streamline their sales and marketing efforts and help them work more efficiently.” says Robert Goldbaum, Backstop’s Vice President of Product & Market Strategy. “With this integration, Backstop clients will have access to the
- 23/07/2015
- 23/07/2015
Murex, a provider of integrated trading, risk, collateral and processing solutions, has partnered with Omgeo, a wholly owned subsidiary of The Depository Trust & Clearing Corporation (DTCC).
With real-time certified connectivity to Omgeo Central Trade ManagerSM (Omgeo CTM), the Murex MX.3 platform provides increased automation and straight through processing (STP).
Buy- and sell-side clients will benefit from a single platform to support their investment process, seamlessly integrated from the order management system (OMS) to post-trade operations and settlement, including exceptions management with brokers directly from a centralized end-user dashboard.
Simon Powell (pictured), Regional Manager of Global Partners at DTCC’s Omgeo,
- 23/07/2015
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