Latest News
South African institutions are, on average, lacking significant commitment to alternative assets and private equity investments, with many funds having no exposure at all, says Old Mutual Alternative Investments.
However, since 2000, Old Mutual has steadily increased the percentage allocation of its total investment portfolio to alternative assets including private equity, infrastructure, impact investments and natural resources.
“In the late 1990s, we ventured into infrastructure because of the long-dated nature of the assets as well as the potential they had to provide above–average returns. We also saw the merit in investing in assets that had a positive economic spinoff
- 13/02/2015
As at 31 January 2015, 46 Guernsey Alternative Investment Fund Managers (AIFMs) have used the isand’s National Private Placement (NPP) regime to market Alternative Investment Funds (AIFs) into Europe.
The figures, which solely reflect marketing into Europe by Guernsey AIFMs and do not include European Economic Area (EEA) AIFMs, reveal that the 46 managers promote investment funds into one or more EEA Member States. These cover 15 of the 27 jurisdictions with whom Guernsey signed bilateral cooperation agreements in July 2013 ahead of the Alternative Investment Fund Managers Directive (AIFMD) coming into force. The UK remains a key market for
- 13/02/2015
tru Independence has launched an elite investment platform offering both traditional and alternative investment solutions for independent registered investment advisers.
"It's all about our advisor teams and their clients receiving access to best-in-class institutional managers across the entire spectrum of asset classes," says Craig Stuvland, President and Chief Executive Officer of tru Independence. "These portfolios are typically only available to the most sophisticated investors, including ultra-high-net-worth families, foundations, endowments and pension plans."
tru is committed to building out their investment platform by offering sophisticated, flexible and customizable solutions including tru's Separately Managed Account (truSMA), Unified Managed Account (truUMA) and Alternative
- 13/02/2015
London-based Catalyst Development has issued an advisory briefing for hedge funds explaining how they can save millions of dollars each year through a brand new approach to trade compression.
Catalyst believes action is urgently required if funds are to withstand major increases in clearing broker fees as the European Clearing Mandate comes into force in early 2016. Catalyst’s approach is outlined in the attached white paper 'OTC IRS Portfolio Optimisation: how trade compression could save you $millions before the 2016 European Clearing Mandate strikes”.
Catalyst’s extensive experience working with futures commission merchants and clearing brokers has led them to
- 13/02/2015
ERI Scientific Beat has published the monthly performance report for January 2015 for the ERI Scientific smart beta indices.
The best performing of the smart factor indices for the month are the SciBeta Developed Low Volatility Diversified Multi-Strategy index and the SciBeta Developed High Momentum Diversified Multi-Strategy index, both with a relative return of 1.66% compared to broad cap-weighted indices, while the SciBeta Developed High Volatility Diversified Multi-Strategy index posts the lowest relative return (0.08%).
Performance for smart factor indices exposed to risk factors known to be well rewarded over long periods remains strong with annual performance in excess of
- 13/02/2015
Hedge Connection has released a suite of enhancements to The Boardroom, its social network of alternative investment funds, allocators and thought leaders.
The upgrades incorporate LinkedIn, add internal messaging and launch valuable new services for members.
“We are always eager to provide our members access to the latest technology and differentiate ourselves from fund databases,” says Hedge Connection CEO Lisa Vioni. “We are constantly working hard on new ways to facilitate relationship-building among our 7,000+ funds, accredited investors and now service providers.”
Hedge Connection has deeply integrated the LinkedIn network into The Boardroom. The new functionality seamlessly
- 13/02/2015
The derivatives industry faces challenges in the proposed introduction of margin requirements for non-cleared OTC derivatives transactions.
Women in Derivatives (WIND), a nonprofit organisation that provides channels for educating women through forums, brought together thought-leaders and experts in the derivatives industry who focused upon the impending margin requirements. At the first WIND educational event in London, the panel discussion focused on the challenges market participants may face as a result of implementing the BCBS-IOSCO proposal in relation to margin.
During "Changing Tides: The Evolution of Liquidity Pools in Today's Global Markets", panelists highlighted a range of issues including the anticipation
- 12/02/2015
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for January 2015 measured 1.18%, while fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.63% in February.
“Net flows were positive for the month of February, with capital activity in line with historical averages,” says Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance. On the ninth business day of each month it provides a flash estimate of the gross aggregate performance of funds for which SS&C
- 12/02/2015
Maples Fund Services has completed Alternative Investment Fund Manager Directive (AIFMD) Annex IV reports for December 2014 for seven EU jurisdictions, utilising its regulatory reporting platform.
AIFMD requires European and certain non-European alternative investment fund managers (AIFMs) as well as non-EU alternative investment funds ("AIFs") marketing through national private placement regimes to submit highly detailed Annex IV reports to regulators as part of the industry’s on-going efforts to monitor systematic risk.
"We are pleased that our clients have entrusted us to assist with the diverse and complex challenges that AIFMD presents, and are proud that Maples Fund Services’ combination of
- 12/02/2015
Marsh has launched its Delta Investment Management Insurance (IMI) facility to help asset and investment managers, hedge fund managers and fund-of-funds managers with professional indemnity and crime risks.
Delta IMI is underwritten by a panel of leading London market insurers and is available to clients globally (excluding those domiciled in the US). Each insurer can provide limits of liability up to GBP 10 million, USD 15 million, CAD 15 million, AUS 15 million, or EUR 15 million; or collectively they may provide a maximum of GBP 40 million, or equivalent currency.
Delta IMI’s features include:
• Provision for mitigation costs.
- 12/02/2015
- 12/02/2015
Special Reports
FeatureD
- Intel
- April 26, 2024
- Intel
- April 25, 2024
- Intel
- April 24, 2024
- Intel
- April 23, 2024
- Intel
- April 22, 2024
- Intel
- April 19, 2024
- Intel
- April 18, 2024
- Intel
- April 17, 2024
