Solutions
As investment managers juggle a variety of priorities in order to continue to evolve their business model, trying to balance where to spend operating budget on internal resources versus outsourcing has become a critical consideration. In many ways, the advances in technology and the sheer number of outsourcing providers in the marketplace have given COOs of investment firms much more choice for consideration.
Deciding which tasks to outsource has moved beyond the realm of the back-office into the front- and middle-office. With so many regulatory and investor reporting demands, leveraging outsourced providers with expertise in data management, aggregation, and report
By Joseph Bartolotta (pictured), Meyler Capital – A thinly disguised allegory with slightly twisted references to all your beloved holiday classics…
The marketing agency guy closed his office door, wished everyone in the lobby a Merry Christmas and stepped out into the cold New York air. It had been a good year – clients were satisfied, revenue was up, the business was growing. But a key goal was unfulfilled: another year was drawing to a close without anyone airing a TV commercial for an alternatives manager.
Despite all the progress his firm had made – getting managers to develop a
APEX Token Fund (APEX), a San Francisco-based investment manager, has launched a tokenised cryptocurrency-focused fund of hedge funds, allowing investors access to a diversified portfolio of assets managed by a selection of top performing cryptocurrency hedge funds.
Investors can buy into the fund by purchasing APEX tokens (tokens), which are registered on the Ethereum blockchain. The fund targets primarily retail investors and those already familiar with investing in cryptocurrencies, who want more diversified exposure to this emerging asset class.
The introduction of a tokenised fund brings investment in this emerging asset class into the mainstream. Unlike investing directly in
KOGER, provider of the NTAS platform for fund administration and compliance, has completed the rollout to clients of the new SWIFT ISO 20022 standard for investment funds.
“We take pride in being at the forefront of technological change in the industry. We remain committed to working with our clients to ensure a smooth transition to the new standard,” says Ras Sipko, KOGER chief operating officer.
SWIFT is a global provider of secure financial messaging services used by more than 11,000 financial institutions in more than 200 countries around the world. Under contract to ISO, SWIFT maintains two open messaging standards
The Hull Tactical program of HTAA is now available on the Kettera Strategies’ Hydra marketplace, a global platform giving investors access to established and emerging alternative asset managers while providing daily transparency, intra-month liquidity and notional funding capabilities.
Founded by derivatives industry veteran Blair Hull, HTAA is a registered investment advisor whose program attempts to forecast the returns of the S&P500 index by utilising a variety of proprietary analytical techniques. The investment strategy is rooted in capturing and combining an ensemble of signals spanning statistical, behavioural-sentimental, technical, fundamental, and economic data sources. The Hull Tactical program uses advanced machine learning
LRI Group, an independent investment services company, has added six new managers to its UCITS Platform, forecasting approximately EUR12 billion in Assets under Management (AuM) in 2017.
Markets in 2017 have remained volatile and uncertain due to major changes affecting the institutional and alternative management industry, however LRI Group believes that there are still plenty of attractive opportunities for managers during such turbulent times.
The growing appetite of LRI Group’s fund business emerged from an increase in global asset management clients and in particular a stronger global distribution network of investors and asset managers. In addition to the total
SteelEye, the compliance technology and data analytics firm, has partnered with recording technology provider, Verint Systems.
The complementary partnership will provide firms with SteelEye’s Record Keeping, Trade Reconstruction and Best Execution capabilities, combined with Verint’s recording and modular communications solutions, in a scalable, joint platform.
Verint’s experience in Actionable Intelligence and Customer Engagement solutions with its strength in Compliance Recording provides a high-end, enterprise trading and collaboration compliance platform for the financial services industry through its scalable compliance recording, speech analytics and proactive policy control technology. The solutions help firms monitor the high volume of interactions taking place on
The Alternative Investment Management Association (AIMA), the global representative of alternative investment managers, has signed a Memorandum of Understanding (MoU) with the Insurance Asset Management Association of China (IAMAC), a self-regulatory organisation for China’s national insurance asset management industry.
AIMA and IAMAC signed an agreement in Beijing that outlines areas of cooperation and collaboration, including educational programmes and joint events. The MoU further strengthens AIMA’s presence in China and its relationships with China’s asset management industry and its regulators.
In 2014, AIMA signed an MoU with the Asset Management Association of China (AMAC), the self-regulatory organisation for Chinese fund
AI Insight is to begin offering liquid alternative research reports in 2018, enabling advisors to compare the details and financial performance of alternative investment mutual funds.
Given the growing popularity of liquid alternatives and need for research around this asset class, the reports are designed to provide financial professionals with the information they need to understand the complexities of these investments, while making it easy for them to document for regulatory compliance.
AI Insight also announced the release of a whitepaper, Understanding the Complexities of Liquid Alternatives, which provides detailed information around liquid alternatives, including regulators’ guidance and definition
By Piers Alexander, Conyers Dill & Pearman – The Cayman Islands is a world leader in the establishment of offshore hedge funds. Its tax-neutral platform, stable economy, sophisticated banking sector, confidentiality and professional financial service industry are just some of the reasons the location is attractive to hedge fund managers the world over.
To help fund managers decide whether the Cayman Islands is the right home for their fund, we have outlined some important factors to consider when setting up a hedge fund, as well as provided an overview of relevant documentation and regulations.
Structural considerations
A hedge fund is
