<< A SQUARE archive sorted by date
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[10May13] [Agriculture, Water, Energy] A SQUARE 10 May 2013Investing in vital asset classes and macro mega-trends
[04Aug10] [Energy] A SQUARE 04 Aug 2010A financial product: Alternative energy and oil
[30Jul09] [Renewable Energy] High yielding, stable, investment grade payment streamsThe USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...
[14Jul09] [Alternatives] A SQUARE 14 Jul 2009Virtually all the survey participants associate alt-alt investments with risk diversification, followed by de-correlation
[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
[09Jan09] [Alternatives] How successful have allocations to A SQUARE's alternative alternatives been in the year 2008?Pure, Intermediary and even select funds that operate within Others, as classified by A SQUARE, have delivered positive, low-non correlating returns
[19Dec08] [Alternatives] An Alt Alt IndexThe Alt-Alt Index is “not“ designed to represent the returns of any single manager - this would be better done through a peer group analysis if ...
[19Sep08] [Alternatives] A White Paper - Is there an alternative to alternative asset classes?The role and relevance of alternative alternatives
[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme InvestingHow can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?
[08Apr08] [Alternatives] Fund of funds that allocates to alternative alternativesInvests with “early” niche managers - i.e. inefficiency (risk premia) have not been diluted
[31Jan08] [Alternatives] ASQUARE first anniversary issue special - Part IIILooks at how alternative alternatives can be strategically positioned within a portfolio
[24Jan08] [Alternatives] ASQUARE’s First Anniversary Special - Part III have chosen to elaborate on foreign exchange (FX - hedging vs. absolute return generation), volatility, hybrids and alternatives to plain
[16Jan08] [Alternatives] ASQUARE's first anniversary special - Part ISources of returns that are uncorrelated to the broader financial markets - especially in times of financial distress and when “normally” non-correlating asset classes converge
[10Jan08] [Alternatives] A SQUARE specialPerformance, review and 2008 prospects
[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...
[12Sep07] [Alternatives] The Plenum Specialized Commodity FundFund of funds comprises allocations to the shipping and freight sector, energy distillates + uranium, electricity, water +commodity softs - grains and base metals
[27Jun07] [Alternatives] Wood Creek Multi-Asset Fund"Our internal research indicates that an allocation of between 5-10% to alt alt investment strategies benefits most institutional investors’ portfolios. ..."
[03Apr07] [Alternatives] The Millennium Wave Fund (MWF)MWF is a fund of alternative funds that invests in non-directional, niche strategies where barriers to entry tend to be high
[13Feb07] [Alternative Energy] Biofuel Commodity BasketAn opportunity to invest in commodities that are used in the production of bio fuels
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: NegativeMonday’s Close: $1,383.10 (- $4.50)UPDATE: In the last few weeks, we identified support at $1,340.00, and resistance at $1,420.00.Following the identification of those inflection points, the market dipped to $1,338.00 and then proceeded to rally to $1,424.00. On both occasions the levels were touched for just a few minutes before reversing.At this juncture, Gold volatility has contracted and is currently trading in a narrow range.A near term close above $1,394.50 could allow Gold to trade toward $1,440.00.