Solutions
Scope Analysis, a specialist in the analysis and rating of asset management companies and certificate issuers, as well as mutual funds and alternative investment funds, has published an updated Asset Management Rating Methodology for Alternative Investments.
Asset managers and investors can comment on the new methodology until 23 April 2019. The final version of the new rating methodology will be published after the commenting phase.
With the adjustments to the rating methodology, there will be an even stronger focus on the concerns and needs of investors. For example, the skills and competencies in the areas of investor reporting and
The European Energy Exchange (EEX) has welcomed the adoption of the Electricity Directive and Regulation by the European Parliament.
This is a milestone which finalises the ‘Clean Energy Package’ (CEP). The CEP sets the cornerstone for the further development of a market-based energy system with an increasing share of renewables in Europe in the coming decade. Following this route provides a basis for Europe to deliver on its climate and energy policy targets at the lowest cost, and making it possible to find the best solutions to the broader mega trends of decentralisation, decarbonisation and digitalisation.
“The Clean Energy
The Commodity Futures Trading Commission (CFTC) has passed a provision to provide greater certainty to the global marketplace in the event of a “no-deal Brexit” precipitated by the withdrawal of the United Kingdom from the European Union without a negotiated withdrawal agreement.
“At a time of heightened market uncertainty caused by Brexit, this Commission has worked over the past several weeks to bring clarity to participants in global derivatives markets by a series of separate actions and statements with its regulatory counterparts in London, Brussels and Singapore,” says CFTC Chairman J Christopher Giancarlo (pictured), in today’s open meeting of the
The Alternative Investment Management Association (AIMA) is opening a new office in Washington, DC. The office, which opens this week, will support the association’s growing membership and government affairs work in the United States.
The DC location expands AIMA’s existing US footprint and complements the association’s regional headquarters in New York. It will allow AIMA to deepen relationships with local regulators and work collaboratively with other industry bodies on behalf of the alternative investment industry. The additional resources will also facilitate the expansion of local committees, peer networks other practical tools for members in the US.
Jiri Krol, Deputy CEO
Style Analytics, a provider of factor-based analysis software for investment professionals, has entered into a distribution agreement with Sustainalytics, a specialist in ESG research, ratings and analysis, to serve the rapidly growing demand to integrate ESG considerations into the investment process.
As part of the agreement, Style Analytics will provide an easily-accessible portfolio level view of Sustainalytics’ company ESG data through its Skyline product.
As ESG considerations become more embedded into investment decision-making processes, the need for more powerful analytic tools is becoming more pressing. By bringing together market leaders in ESG data and research and factor analytics, investors
Driven by client need to reduce risks related to operational, liquidity and counterparty risks, dealers Goldman Sachs, JP Morgan, Morgan Stanley, Societe Generale, UBS and Wells Fargo are among the latest organisations to adopt DTCC-Euroclear Global Collateral’s (GlobalCollateral) Margin Transit Utility (MTU).
These dealers join over 30 investment management, administrator and custodian firms, including Brandywine Global Investment Management, Fidelity International, Franklin Templeton, Vanguard and Brown Brothers Harriman (BBH) who have adopted the service.
MTU straight-through-processing is designed to offer improved efficiency for the transfer of collateral among market participants, by centralising communications and settlement instructions within MTU. The service
BlackRock is to acquire 100 per cent of the equity interests in eFront, an end-to-end alternative investment management software and solutions provider, from private equity firm Bridgepoint and eFront employees, for USD1.3 billion in cash.
The combination of eFront with Aladdin, BlackRock’s investment operating platform used by more than 225 institutions around the world, will set a new standard in investment and risk management technology.
eFront, which serves more than 700 clients in 48 countries, is a comprehensive technology solution for managing the alternatives investment lifecycle, from due diligence and portfolio planning to performance and risk analysis, across a
After launching British Pound (GBP) on its C2C (customer-to-customer) fiat-to-token trading platform, OKEx, a Malta-based digital asset exchange, has held a networking event in London.
During the “mindxchange” session, several crypto leaders attended and discussed the barriers to adopting cryptocurrencies in the UK. The panelists, including Stephan Ifrah, CEO of NapoleonX, Jack Power, Founder of The Crypto Clubs, Pete Wood, CEO of CoinBurp, Gregpry Klumov, CEO and Founder of Stasis and Philipp Pieper, CEO and Co-founder of Swarm Fund, pointed out that a robust regulatory environment is the key to the next bull run in the digital assets market. As the
SS&C Eze has added its Locate feature – a fully-integrated tool that automates the locate process for short orders – to Eze Eclipse.
Locate ensures that Eze Eclipse users are able to see indicative rates across their connected counterparties, automating and informing their allocation decisions.
Eclipse is currently connected to the largest prime brokers and other providers of securities financing in the space and continues to expand that roster.
“The ability to quickly and efficiently execute short orders, while being fully compliant with increasingly stringent regulatory requirements, is core to the success of hedge fund operations,” says Eric
MUFG Investor Services, the global asset servicing arm of Mitsubishi UFJ Financial Group, has Implemented Anaplan for the use of carried interest modelling for its alternative investment clients with improved real-time planning and decision-making processes.
With the waterfall allocation methodology, MUFG Investor Services helps its clients move away from traditional, excel-based models to more modern processes that provide increased controls, accuracy and efficiency around inputting data, detailed calculation support for carried interest calculations, and the ability to create carried interest forecasting scenarios. The new tool enables MUFG to scale and centralise the process significantly, in addition to reducing the inconsistency
