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Activism has increased during Covid-19, particularly around ESG issues, according to the 13th Annual Investor Relations survey by Citigate Dewe Rogerson (CDR).
Around one-in-five (21 per cent) of respondents report a rise in engagement with activist investors over the past year, with many citing ESG issues as the key driver of the trend. This heightened engagement is reflected in more challenging general meetings during the 2020/21 AGM season, with 27 per cent of companies experiencing an increase in the number of votes against AGM resolutions.
However, despite increased investor focus on social issues driven by the pandemic and greater scrutiny
Hedge fund industry assets continued to grow in September with USD10.2 billion in monthly inflows. September’s inflows represented an increase of 0.22 per cent of industry assets, according to the Barclay Fund Flow Indicator published by BarclayHedge, a division of Backstop Solutions.
As sustainable investing has gathered pace in recent years, asset allocation, position reporting and other regulatory and client disclosures at various stages of the investment process have all been impacted by the rise of ESG factors in portfolios.
Consistent regulatory updates contribute to a robust legal framework, which supports product development innovation, which sits at the heart of the Bahamian endeavors to encourage growth in the financial services industry. These continued efforts are critical for the jurisdiction to remain competitive as an international dimension.
Portal Asset Management, sponsor of the Portal Digital Fund, a global fund of digital asset hedge funds, has launched the Horizon Index Fund, which is targeted at family offices, sophisticated and institutional investors seeking passive, broad market exposure to the digital currency space.
The Portal Digital Fund, ranked third in the global Multi-Advisor section of the BarclayHedge Alternative Investment Rankings for 2020, was also ranked by Preqin as the No1 Fund of Hedge Funds in Asia Pacific in H1 2021, and has been operating since early 2020.
The Horizon Index Fund (the Fund) is a portal for investors to receive
Long/short equity-focused hedge funds are offloading or short-selling stocks that are most exposed to tighter Covid-19 restrictions, against a backdrop of surging coronavirus infections in Europe and heightening concerns surrounding the new Omicron variant.
With Covid-19 cases rising across Europe – and Germany, Denmark and Austria recently reintroducing tighter restrictions – equities-focused managers in the US and Europe have cut both their net and gross exposures in recent weeks, now converging near their long-term lows, Lyxor Asset Management observed in its latest Cross Asset Research commentary.
Stock markets fell sharply towards the end of last week following the emergence of the
The European Fund and Asset Management Association (EFAMA) has published its latest quarterly European statistics, tracking and analysing trends in European regulated open-ended fund assets and net flows during Q3 2021.
Net assets of UCITS and AIFs grew 1.7 per cent in Q3 2021, reaching EUR 20.8 trillion. UCITS net assets increased by 2 per cent, whereas the net assets of AIFs grew by 1.3 per cent.
UCITS and AIFs attracted a total of EUR200 billion in net inflows in Q3 2021. Net sales of UCITS amounted to EUR179 billion, down from EUR 210 billion in Q2 2021. AIFs attracted
Substantive Research, a research discovery and research spend analytics provider for the buy-side, has completed a study examining how market share is changing in the investment research industry and which firms make up the list of highest paid providers in the industry.
Substantive Research analysed research budgets of buy-side firms representing a total of USD6 trillion in Assets Under Management (AUM).
Expert networks make it into the top 20 for the first time, with GLG and Third Bridge in positions eight and 14 respectively. It’s clear the pandemic created a surge in interest, how structural these market changes are will
The Cooper Creek Partners North America Long/Short Equity UCITS Fund, which launched on Waystone’s MontLake UCITS Platform on 12 November 2018, marked its third UCITS anniversary this month, November 2021.
Since inception to October-end 2021, the fund has produced +23.24 per cent total return, +7.21 per cent annualised return with a low average net exposure and a 0.15 correlation to the MSCI World Index.
The fund’s low net exposure and focus on under-the-radar and unloved stocks within the small and mid-cap space in North America has enabled the fund to successfully navigate the volatile Covid-19 crisis months (up +4 per
Irish Funds has welcomed the targeted approach taken by the European Commission in the publication of the legislative proposal amending the Alternative Investment Fund Managers Directive (AIFMD) and the move towards greater supervisory convergence.
