Latest News
Ahead of the release of the IEA’s Oil Market Report on Friday, 16 January, Optima’s Graham Martin gives his assessment of the oil market for investors…
With such a fall in oil prices investors tend to stay on the sidelines till they are comfortable the price has reached the bottom. Of course once that happens, the price should rise quite quickly on oil and oil related stocks. The market will anticipate and recover in price ahead of the data which shows the actual increase in demand and/or decrease in supply. Thus for long term investors, buying into energy at these levels
- 14/01/2015
- 14/01/2015
Corporate, fund and private client services provider JTC Group has marked its 27th consecutive year of growth with the launch of a refreshed global brand.
The launch of JTC’s new look comes after another successful year, which saw the firm continue its strategic expansion plan, growing its Assets Under Administration (AUA) to more than GBP25bn across its three core divisions, expanding its global footprint to have a presence in 17 jurisdictions, growing its volume of clients to over 2,000, and increasing its global staff headcount to over 300.
JTC highlights from 2014 include acquiring a book of private client business
- 14/01/2015
Kelley Drye & Warren has appointed Michael A Adelstein as a partner in the firm's Corporate Practice in the New York office.
Adelstein is one of the foremost lawyers in the field of alternative investments, representing hedge funds, placement agents, companies, family offices and other private investment vehicles in the structuring, negotiation and development of PIPEs (private investment in public equity) and registered direct transactions.
Adelstein also advises on initial public offerings, primary and secondary offerings, CMPOs, ADR/ADS offerings, special purpose acquisition companies (SPACs), 144A offerings, venture capital, private equity and convertible securities transactions. He represents investors, placement agents and
- 14/01/2015
Estlander & Partners has launched a new systematic fund – the E&P Commodity Fund – which is focused exclusively on the commodities sector.
The fund began trading on 24 November 2014 with assets approaching USD30 million with backing from a large Nordic institution. The fund vehicle is only available for professional investors in specific jurisdictions within the approved regulatory framework. The strategy will also be made available as managed accounts to institutional and high net-worth investors.
The 100% systematic investment strategy is based on two years’ detailed research by the E&P team based in two of Finland’s leading university
- 14/01/2015
Lyxor Asset Management has partnered with Capricorn Capital Partners to launch the Lyxor / Capricorn GEM Strategy Fund, a new UCITS-compliant long/short global emerging market equity strategy.
The fund, which expands Lyxor’s Alternative UCITS offering, seeks to achieve capital appreciation regardless of market conditions by taking long and short exposures in emerging market large cap equities, with a focus on liquidity and volatility. The investment team searches for opportunities with either upside potential (longs) or downside risk (shorts). As regards long positions, the team focuses on companies benefiting from a sustainable competitive advantage, an entrepreneurial mindset and a potential to
- 13/01/2015
Franklin Square has hired Berta Aldrich to serve as the firm's Chief Marketing Office (CMO).
Aldrich joins the firm after spending the last 10 years with Vanguard, where she held executive positions in marketing strategy and planning, loyalty operations and investment education."Berta is a highly respected marketer and educator in our industry and we are delighted she has joined Franklin Square," says Michael C Forman, Chairman and CEO, Franklin Square. "Berta will help us further strengthen our position as a leader in alternative investments and our support for client and investor education programs."
In her most recent position as Head
- 13/01/2015
- 13/01/2015
UBS Securities (UBS) has extended its broad usage of Orc’s Electronic Execution solution to facilitate DMA on the Australian Stock Exchange (ASX) and the Chicago Mercantile Exchange (CME).
Using the extended solution, UBS leverages Orc’s low-latency market access and a new version of the integrated pre-trade risk management product, Orc Flow Control.
Since 2007, UBS has applied Orc solutions to deliver on their customers’ global DMA requirements. The expanded offering now provided by UBS can be used to serve customer trading originating from either Orc’s trading tools or any other trading system.
Orc Flow Control provides comprehensive multi-market pre-trade risk
- 13/01/2015
Two exchanges formerly owned by Direct Edge Holdings and since acquired by BATS Global Markets are to pay a USD14 million penalty to settle SEC charges that their rules failed to accurately describe the order types being used on the exchanges.
The penalty is the SEC’s largest against a national securities exchange, and the case is the SEC’s first principally focusing on stock exchange order types.
An SEC investigation found that while operating under rules that described a single “price sliding” process for handling buy or sell orders, the EDGA Exchange and EDGX Exchange actually offered three variations of
- 13/01/2015
Moss Securities has launched The Moss Securities South American Hedge Fund which invests in key assets and products produced in South America.
Driven primarily by the promising long term growth of the Brazilian economy, the funds asset mix is weighted by each countries relative size and expected gross domestic product growth.
Currency exchange and inflation risk is hedged within the fund. Used in conjunction with a professionally managed portfolio, this fund can increase access to potentially large profits in the region with relatively little risk exposure.
- 13/01/2015
- 13/01/2015
Ahead of the 31 January 2015 deadline for Annex IV reporting, Peter Cripwell (pictured), CEO of RiskSystem, gives his views on the issues it’s having on the industry…
With the implementation of Annex IV fast approaching, there are worries that the new mountain of paperwork will significantly impact the ability of alternative investment funds (AIFs) and alternative investment fund managers (AIFMs) to function properly. AIFMD brought in new compulsory reporting requirements that are being rolled out across the European Economic Area (EEA). As the directive creates rifts in the alternative investment sector, the impact on firms will be substantial.
External
- 13/01/2015
- 13/01/2015
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
