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The US Securities and Exchange Commission (SEC) has proposed rules, forms and amendments to modernise and enhance the reporting and disclosure of information by investment companies and investment advisers.
The new rules would enhance the quality of information available to investors and would allow the Commission to more effectively collect and use data provided by investment companies and investment advisers.
“These recommendations will vastly improve the type and format of the information that funds provide to the Commission and to investors,” says SEC Chair Mary Jo White. “Investors will have better quality and greater access to information about their fund
Research firm Cerulli Associates has found that close to 70 per cent of European pensions plan to increase allocations to various alternative investment classes, principally infrastructure, in their search for diversification.
The institutions realise that the yields from their core holdings are inadequate and that markets for some mainstream assets are expensive. However, Cerulli warns that alternative managers still face myriad challenges winning new institutional business.
The firm found that some pensions are co-investing directly, thereby largely bypassing asset managers in some lucrative asset classes. “In addition, Europe's insurers must weigh up the value of alternatives in light of
The SS&C GlobeOp Forward Redemption Indicator for May 2015 measured 4.68 per cent, up from 3.36 per cent in April.
“SS&C GlobeOp’s Forward Redemption Indicator of 4.68 per cent for May 2015 is up from 3.36 per cent in April, reflecting mainly seasonality, as the increase year over year is only 36 basis points from 4.32 per cent for May 2014,” says Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform,
Elliptic, a full-service bitcoin custodian for the capital markets, has partnered with developer API provider Gem to enhance Gem’s multi-signature bitcoin wallets.
The most important part of holding bitcoin is safeguarding the private keys (or passwords) to the account. A typical multi-signature wallet has three unique private keys, two of which must be submitted before a transaction is authorised. In most situations the client is responsible for two of the keys and the wallet provider holds the third.
In the new partnership, Elliptic will act as a trusted and independent third party to provide insured storage of the third
The latest version of Taliance’s front office platform, GlobalAsset, enables asset and fund management businesses to automatically calculate the ratios and deliver reporting that complies with the requirements enshrined in the Alternative Investment Fund Managers’ Directive (AIFMD).
Leading real estate asset management business, PERIAL, is one of the first business broadening its use of the GlobalAsset platform to ensure compliance with the AIFMD legislation. Underlining the capability of GlobalAsset, PERIAL has already achieved success with the latest version by getting its AIFMD Q4 2014 reporting validated by the regulator.
“Making innovative use of technology is increasingly becoming the key differentiator
Considering that the money management industry remains a man's world, one might expect that men are superior investors. "Not so," says finance expert Meredith Jones.
"The research is clear: women investors think about investing differently than men. Collectively, their approach outperforms the industry at large," Jones explains. In her new book, Women of the Street: Why Female Money Managers Generate Higher Returns (and How You Can Too) (Palgrave MacMillan; April 2015), Jones shares the research that validates women's strength as money managers, and profiles eleven top female hedge fund, venture capital, private equity, long-only, fund of funds, and real estate
OYSTER Absolute Return EUR EUR2, a sub-fund of the OYSTER SICAV registered in the Netherlands, has been ranked best fund in the Netherlands over three years by Lipper in the “Absolute Return EUR Low” category.
The OYSTER SICAV is a Luxembourg domiciled UCITS managed by SYZ Asset Management (Luxembourg) SA. The European Corporate Bonds and Dynamic Allocation funds managed by SYZ Asset Management have also received several awards in Europe in the past years.
In today’s record-low interest rates environment, OYSTER Absolute Return EUR provides investors with a compelling alternative to their bond allocation and offers a low-risk building
Buy-side firms are under a global microscope to ensure they act in the best interests of their clients, according to TABB Group in the first of a three-part 11th annual benchmark study series.
“US Institutional Equity Trading 2015: A Vision Forward,” covers buy-side firms’ top initiatives, execution channel allocation and commissions, including wallet, rates, CSAs, broker vote and unbundling.
A whirlwind of scrutiny by regulators and media has tipped the scales in favour of long-awaited technology platform implementations to facilitate large tasks of data collection, analysis and surveillance. Where US scrutiny is focused on sell-side routing practices and trading
Tortoise Capital Advisors has added four seasoned portfolio managers to its investment committee, effective 30 June, 2015.
Brian Kessens, James Mick, Matthew Sallee and Robert Thummel, all managing directors of Tortoise, serve in significant roles alongside the Investment Committee as part of Tortoise’s portfolio management team, and this will formalise their roles. They will join current Investment Committee members Kevin Birzer, Zach Hamel, Terry Matlack and Ken Malvey. The Investment Committee will continue to provide investment strategy oversight to the portfolio team, who implements the strategy.
Also effective 30 June, 2015, one of Tortoise’s five founding managing directors, Dave Schulte,
By James Williams – Global law firms need to work closely with hedge funds to improve their cybersecurity risk management by identifying at-risk assets and coming up with a legal risk mitigation response.
Cybersecurity threats and data protection have become a top-line issue among managers. Whilst the latter is more of an internal threat, due to staff negligence or devious intent (i.e. taking sensitive fund investor information before leaving the firm), protecting a fund’s assets is vital.
One industry specialist I was speaking to last week informed me that one of their larger hedge fund clients had suffered 30,000 intrusion attempts
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