<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[10May13] [Agriculture, Water, Energy] A SQUARE 10 May 2013Investing in vital asset classes and macro mega-trends
[09Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equitiesAnalyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities
[31Jan12] [Infrastructure] Listed and unlisted infrastructure fundsThe fundraising climate and empirical returns
[13May11] [Infrastructure] A SQUARE 13 May 2011Direct vs. third-party investment in illiquid assets
[15Apr11] [Water] A SQUARE 15 Apr 2011Water-related investment risk
[31Mar11] [Infrastructure] A SQUARE 31 Mar 2011Infrastructure investing opportunities – Analysis by Altius Associates
[18Aug10] [Infrastructure] A SQUARE 18 Aug 2010Unlisted infrastructure vehicles
[04Aug10] [Energy] A SQUARE 04 Aug 2010A financial product: Alternative energy and oil
[07Sep09] [Water] A SQUARE: The state of the water industry 2009How has the water industry developed recently and what are the opportunities and risks for investors?
[30Jul09] [Renewable Energy] High yielding, stable, investment grade payment streamsThe USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...
[11Jun09] [Renewable Energy] A Renewable Energy FundSector and theme, renewable energy, fund - systematic with a discretionary overlay
[14May09] [Energy] Energy futures trading fundExpertise, know how, insights on how weather sensitivity affects energy supply and demand
[07May09] [Water] An opportunity to invest in waterInvests in global water opportunities, across the water value chain
[16Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets
[09Apr09] [Natural Resources] Investing in diamonds as an assetThe similarities shared by gold and diamonds, as an asset class ...
[19Mar09] [Alternative Energy] Renewable TechnologiesMost renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.
[16Jan09] [Water] Supplies are finiteIn 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population
[07Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class
[13Nov08] [Infrastructure] Infrastructure SpecialWe think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.
[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewablesStrategy is based on fundamentals - Opportunistic and thematic concentrated exposure
[20Aug08] [Natural Resources] A Natural Resources FundInvests predominantly in Eastern Europe, Africa, Latin America
[22Apr08] [Infrastructure] Infrastructure SpecialThe key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure onlyFund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector
[20Feb08] [Renewable Natural Resources] : Investment opportunities in harnessing hydro, tidal and geothermal energyElectricity can't be transported over long distances and storage is limited. Every region should assess their potential in renewables.
[24Jan08] [Renewable Natural Resources] FoF - underlying funds specialise in actively trading commodities, natural resources and their related marketsMarket environment supports active trading strategies due to fast growth and changing nature of commodity markets, high levels of volatility and strong trends
[10Jan08] [Water] Investing in water as an asset classWe have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”
[21Nov07] [Alternative Energy] A portfolio of renewable energy producing assetsThe dependence on land makes renewable energy an unconventional real estate play.
[24Oct07] [Energy/Commodities] Inefficiency specialistInefficiencies can take various forms but investors usually uncover them by thoroughly investigating...
[17Oct07] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entitiesIf you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.
[12Sep07] [Water] The Water FundExpertise and in-depth know how in water-led investing that spans all the sub-sectors
[05Sep07] [Infrastructure] First State Global Listed Infrastructure FundA long only fund that will invest in listed infrastructure securities from around the globe:
[17Jul07] [Infrastructure] Partners Group Listed Infrastructure FundActively managed fund that offers access to “listed core infrastructure” companies
[27Jun07] [Natural Resources] Front Street Resource Hedge FundNatural resources sector industry related experience, expertise and investment history
[13Jun07] [Renewable Natural Resources] ABN AMRO Wind Total Return Index (Equity) – Open End CertificateThe index is a total return index , designed to reflect the performance of the securities of companies involved in the production of energy from wind or distribution of wind generators or services to the wind industry as determined by S&P.
[30May07] [Infrastructure] Infrastructure Investing in EuropePrivate investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor
[23May07] [Electricity, Water, Weather Related Investing] Expertise on electricity, water and weather related investingInvestments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that
[16May07] [Natural Resources] Ermitage Resources Fundthe fund invests principally in natural resource and other commodity related funds pursuing primarily relative value and/or arbitrage strategies. The active management approach adopted allows the fund to capture short-term investment opportunities
[03Apr07] [Renewable Natural Resources] Smart Materials FundBased on his experience at the SAM Smart Materials Fund, Rodrigo Amandi unveils what he believes is in store for investors interested in the space
[13Feb07] [Alternative Energy] Biofuel Commodity BasketAn opportunity to invest in commodities that are used in the production of bio fuels
[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATEAccess to the high potential infrastructure sector
[16Jan07] [Renewable Natural Resources] Pictet Water Fund
Bailey McCann, Opalesque New York:
Trade financing is gaining traction with investors and one fund, the EuroFin Asia Group. Christian Stauffer, the founder and CEO of EuroFin explained in a recent interview
Opalesque Industry Update - Morningstar reported preliminary hedge fund performance for May 2013 as well as estimated asset flows through April. The Morningstar MSCI Composite Hedge Fund Index fell 0.2% in May but remains up 4.9% for the yea
Opalesque Industry Update - After setting up the world’s first “Twitter Hedge Fund” in 2011, Paul Hawtin is back launching Cayman Atlantic at the WIRED Money conference in London on Monday 1st July 2013.
Cayman Atlantic is
This piece was contributed by Oliver Lodge of UK based Owl Regulatory Consulting.
Whatever our hazy recollections of the good old days, there never was a time when regulators were relaxed about the promotion of unregulated collective inve
Opalesque Industry Update - HFR's UCITS indices report the HFRU Event Driven Index posted a decline of -1.
Opalesque Industry Update: The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds
covered by the s
Opalesque Industry Update: US law firm Akin Gump has published a top 10 of FAQs on the AIFMD. The firm writes: On July 22 2013, the Alte
Opalesque Industry Update: Managed futures lost 1.31% in May according to the Barclay CTA Index compiled by BarclayHedge. The Index remains up 0.61% year to date.
“May’s trend reversal in gl
Opalesque Industry Update - The Regulatory Fundamentals Group (RFG), a New York-based firm that provides strategic business and regulatory insights for alte
From Precy Dumlao, Opalesque Asia – North Carolina hedge fund manager James Alexander Shepherd pleaded guilty to defrauding investors of at least $6m after admitting to using a personal post office bo
By Beverly Chandler, Opalesque London:
The Opalesque 2013 West Coast Roundtable, sponsored by Sunrise Capital,
Opalesque Industry Update: Hedge funds gained 1.06% in May, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 5.87% year to date.
“While improving consumer
Opalesque Industry Update – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad
Index”) finished up 0.42% for the month of May.
Performance for the Broad Index and its 10 sub-strategies is
Opalesque Industry Update - LGT Capital Partners has been awarded a GBP 100 million multi-alternatives mandate from Kingfisher Pension Scheme. The mandate is focused exclusively on alternative investm
Opalesque Industry Update – The Newedge Trend Index fell 3.65% in May 2013 (3.74% YTD), relinquishing some of the gains from March and April. The Newedge Short-Term Trading Index finished slightly po
Opalesque Industry Update — RBC Capital Markets today reported that for the month of May 2013 the RBC Hedge 250 Index® had a net return of 0.60 percent. This brings the year-to-date return of the Inde
Opalesque Industry Update - Lyxor Asset Management (“Lyxor”) has announced the launch of the Lyxor / Tiedemann Arbitrage
Strategy Fund (the “Fund”), a
From Precy Dumlao, Opalesque Asia:
The Navigator Absolute Return Fund is maintaining its winning streak with consistent positive returns since inception in March ’08 after posting 0.67% in May (+3.29% YTD). The fund
By: Andre Boreas, Director-Alternative Investments, Intralinks
I had the opportunity to attend a real estate conference a few weeks ago where the topic of transparency was a hot button issue. More information, quicker turnaround times and deeper due diligence was the mantra among the general par
This piece was authored by Melanie Rijkenberg, CFA, Associate Director, Pacific Alternative Asset Management Company Europe LLP.
Since the start of the year we have seen a clear de-correlation in global markets and most n
In the article below, Alex McKnight, investment manager at GAM, an independent, active investment management firm, comments on why convertibles are catching investors’ eyes.
We believe the "great rotation" is ov
This article was authored by Shahid Ikram, CIO at Aviva Investors, a global asset manager that is part of Aviva, one of the world’s largest insurance companies, and appeared first in Swiss daily newspaper Le Temps on Monday.
This article was authored by Donald A. Steinbrugge, Managing Member of Agecroft Partners LLC, a third-party marketer based in Richmond, VA, U.S.
It has been recently covered in the media that Mary Jo White, who became SEC chair
This article was authored by Deborah Prutzman, Founder and CEO of New York based-RFG, which provides, among other things, regulatory and risk guidance.
AIFMD—As a U.S. adviser, are you within its scope and can you avoid its reach?
This piece was provided by Elena Ambrosiadou, chief executive officer of Ikos Asset Management.
Cyprus is in the middle of a financial maelstrom - where did it come from and what needs to be done about it now? Cyprus is the third
This article was provided by Bijesh Amin, Co-Founder/Managing Director at Indus Valley Partners.
To shadow or not to shadow
At least that is the question facing many large hedge funds with assets well
above the magical $1bn mark.
The production of a portfolio NAV (Net Asset Value) is
Beverly Chandler, Opalesque London: Reporting from the GAIM conference in Monaco, CooConnect finds that funds of funds are taking action over their fees.
The site writes: "Funds of funds have insist
Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact
of AIFMD and
convergence survey. Key findings from the survey include:
83% of respondents agree convergence o
The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Lipper reached around CHF 763 billion, a slight rise of CHF 2.6 billion month-on-month. This represents a marked increase of jus
Hedge funds brace for renewed debt crisis
From Indiatimes.com: The euro zone's debt crisis may be far from over, while Japan's money-printing gamble to revive its economy could destabilize global markets if it doesn't work, some hedge fund managers say. They are taking the view that the
Featuring : A multi-family office backing prop traders, market makers and CTAs.Eric Wong from TCG Capital, a multi-family office based in Hong Kong, has found an interesting niche providing capital - mainly via managed accounts - to market makers, proprietary trading firms, and CTAs.
In this O...» Watch the video
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Near Term Trend: Positive to NeutralMonday’s Close: 2,971.26 (+ 27.24)UPDATE: Our last commentary simply stated, “A close below 2,935.00 could seriously disrupt the Bull run- not before”.As of last Wednesday, the Index settled at 2,926.14. That should have been enough for a cascade of additional selling. Thus far, it has turned out to be a false signal, even though the market continues to lack upside conviction, and consolidate.The next day or two are extremely critical- fail to settle above 2,989.00 and this market could hit a serious downdraft.