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AlphaCore Capital launched an allocation strategy that flips the established allocation method on its head by employing alternative investments as the central theme in well-balanced portfolios.
The firm, located in La Jolla, CA, combines the independent, model of a family office with the investment resources sometimes missing from other independent advisory firms.
Conventional asset allocation models typically use a blend of equities and fixed income, based on the investor’s time horizon and risk tolerance. In this low interest rate environment a traditional 60/40 model may expose investors to unnecessary risk. In fact, many investors know that risks are increasing but
The London Metal Exchange (LME) has launched a month-long consultation on proposals designed to broaden access to its electronic trading platform, LMEselect.
The changes put forward include opening up LMEselect access to category 3 and category 4 members of the Exchange as well as adding flexibility to the criteria required to apply for LME membership.
“Today’s proposals are crucial to our overarching aim to maximise liquidity and participation on the LME,” says Garry Jones, LME CEO. “Opening up access to trading on LMEselect is beneficial to everyone trading on any one of our venues as it will bring more
By Simon Schilder, partner, Ogier – In recognition of the needs of assisting start-up and small/ mid-sized non-institutional investment managers to overcome some of the continued barriers to entry into the industry, the British Virgin Islands (BVI) has recently published the Securities and Investment Business (Incubator and Approved Funds) Regulations, 2015 (the Regulations). These Regulations, which are expected to come into force shortly, introduce two new funds products into the BVI’s funds offering, the “Incubator Fund” and the “Approved Fund”, which are intended to complement the BVI current offering of Private Funds; Professional Funds; and Public Funds.
These new fund products
Poplar Forest Capital, an investment management firm specialising in large and mid-cap value equities, has been selected by Progress Investment Management Company to manage a USD121 million large cap account.
Progress is a manager of emerging investment managers.
“We are honoured to partner with Progress in serving their clients,” says Dale Harvey, former American Funds portfolio manager and founder of Poplar Forest Capital. “One of our guiding principles is to not let size impede our ability to deliver results. The people at Progress share this view. We’re excited about working together.”
Poplar Forest’s Value/Contrarian Strategy seeks to deliver superior, risk-adjusted
LIM Advisors Limited, a Hong Kong based hedge fund manager, is to employ SimCorp’s Dimension to provide a full front, middle and back office platform.
The USD2 billion fund manager will leverage SimCorp Dimension to establish full operational capability across multiple asset classes, including equity, bonds, convertibles, listed futures & options and derivatives.
The agreement involves implementing SimCorp's state-of-the-art front office environment for order management, portfolio management, trading and compliance as well as performance and risk management. This win further strengthens SimCorp¹s market leading position in the front office and is based on the award winning integrated investment book of
Jabre Capital Partners has launched the JABCAP (LUX) – Emerging Markets Fund, the third on Jabre Capital’s UCITS platform JABCAP (LUX), which is based and regulated in Luxembourg.
The new Fund, set to open on 15 June 2015, will be managed by Carl Tohme, manager of the successful JABCAP EMEA Fund launched in 2008. The new Fund will have a broad emerging markets mandate, seeking to achieve capital appreciation within a diversified portfolio of securities related to companies across emerging markets globally.
The strategy will focus on both emerging market equities and debt with an investment approach combining top-down
Following further increases in R/QFII allocations and improvements in the R/QFII application process, FTSE has begun its transition to include China A Shares in its widely followed global benchmarks with the launch of two transitional indexes for Emerging Markets.
The two new Emerging Markets indexes include China A Shares at a weighting equivalent to total R/QFII allocations. The A Share weighting will increase as total R/QFII allocations increase and the China A Shares inclusion indexes will merge seamlessly with the standard FTSE Emerging Markets indexes when China A Shares fully meet FTSE's country classification criteria for emerging markets.
FTSE expects
All lights turned green for Hedge funds after a difficult start to the month. All strategies ended the week in the black pushing the Lyxor Hedge Fund index higher, however, the index remains negative at -0.2 per cent month to date. Earlier in May, the higher volatility regime exhibited by several asset classes impacted hedge funds negatively.
Once a fund manager has got the middle office infrastructure in place – the hardware as it were – the logical next step is to work out how best to utilise it. How can the flow of data – and flow of data is not simply the software – be used in a smart, intelligent fashion to bring incremental gains to the way that the manager runs its business?
This is a question that many managers now face as the volume of data they must handle for a variety of regulatory and investor demands continues to rise exponentially. With the
Work patterns in the alternative investments space have seen a significant shift over the years —from working in the office on a computer, to collaborating remotely via mobile applications and bring your own devices (BYOD). To remain competitive, an enormous amount of data must be shared on-the-go to facilitate investment decisions, but with minimal IT oversight, this trend towards mobile could open the door for increased risk of information leakage.
There is a lot at risk—customer and employee data, the fund’s investment strategy, etc.—and it is up to the fund manager to make sure its data assets are secure.
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