Sat, Jul 26, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Search - enter search text below (options..)
Search term:  string and or
Case sensitive Search articles headlines only
Specify publication: 
All publication dates Today Yesterday Last 7 days Last 30 days Last 90 days Last 365 days
Publication dates from: search to: search  NB. All dates are dd/mm/yyyy.

2009 - Click on a date in left column to access the Briefings. HELPCENTER
  2010
01 Jan. 2010 Opalesque most forwarded article - week 53: Ed Rogers sees a much brighter year for Japan, Euro as unsustainable [more]

From the Opalesque team: Ed Rogers, principal of Tokyo-based Rogers Investment Advisors, stated in his end-of-year commentary that that period had been a very challenging time for investors, quoting macro events such as the threatened default of Dubai, and that BRICs (Brazil, Russia, India, China) had been replaced with concern over PIIGS (Portugal, Ireland, Iceland, Greece, Spain) whi...

25 Dec. 2009 Opalesque most forwarded article - week 52: Australasia – Triple A Partners and Hatfield Advisors combine global fund distributions businesses [more]

Triple A Partners and Hatfield Advisors announced today that they have entered into a joint venture agreement to develop their combined Fund distributions business on a global basis. With immediate effect Hatfield Advisors will change its name to Triple A Partners Australia. The staff of Hatfield Advisors, led by Managing Director Damien Hatfield, will all remain with the business. Th...

18 Dec. 2009 Opalesque most forwarded article - week 51: Institutional investors expand risk management, asset-raisers should provide more strategy details [more]

From Kirsten Bischoff, Opalesque New York: A newly published survey by global risk and performance firm MSCI Barra indicated that for the first time, institutional investors are taking serious steps to increase the oversight of in-house risk management teams. Commitment to this area (which includes budgeting for the hiring of more ...

11 Dec. 2009 Opalesque most forwarded article - week 50: Liquidity mechanics of funds have been stress-tested, more managers are reviewing suspension provisions to allow future flexibility - Ogier [more]

This article was written by Nadia Menezes, Senior Associate at law firm Ogier. The market turbulence over the last twelve months has seen fund structures and mechanics being strenuously tested under extreme conditions. Whilst there were a number of fatalities, many more funds have been able to survive than mar...

04 Dec. 2009 Opalesque most forwarded article - week 49: Real Estate – Pressured private equity, real estate firms trim management fees, Banking and hedge fund industry professionals are spending money again on London property [more]

Pressured private equity, real estate firms trim management fees From PIonline.com: Private equity and real estate fund investors don't want their managers making money from fees meant to keep the lights on, and some managers are starting to react by cutting fees on existing and future funds. Among others, TPG recently refunded $20 million in fees on...

27 Nov. 2009 Opalesque most forwarded article - week 48: Advent Convertible arbitrage strategy has revitalized after last year's near-death experience (1) [more]

Benedicte Gravrand, Opalesque London: Whereas convertible arbitrage, a market neutral investment strategy involving the simultaneous long position in a convertible securities and the short position in the underlying stock, was among the worst performers in the hedge fund arena last year, it has experienced resurgence this year. What happened to this normally consistently low risk stra...

20 Nov. 2009 Opalesque most forwarded article - week 47: Asset Raising - greater interest from institutional investors may require new approaches to pitching a fund [more]

From Kirsten Bischoff, Opalesque New York: This week Morningstar reported their survey of institutional investors showed very favorable expectations for the future performance of alternative investments. According to the survey, the future for hedge fund allocations is particularly bright: - More than 60% of institutio...

13 Nov. 2009 Opalesque most forwarded article - week 46: Hedge fund's ability to 'align interests' with institutional investors will likely determine the course for growth of industry assets [more]

From the Opalesque team: Institutional investor the Canada Pension Plan Investment Board (CPPIB) will maintain a global focus for investments in order to capture opportunities in future years, said Portfolio Manager Aleksander Weiler during the latest Opalesque Roundtable (Toronto). ...

06 Nov. 2009 Opalesque most forwarded article - week 45: Oryx Now is the time to invest in Nigeria, Zimbabwe - all Optis funds positive in September [more]

From Benedicte Gravrand, Opalesque London: Heiko van Wyngaarden, head of South African hedge fund house Oryx Investment Management, told investors of his renewed conviction about pan-Africa in a recent communication received by Opalesque. Until a few months ago, the man...

30 Oct. 2009 Opalesque most forwarded article - week 44: Sharpe ratio not so sharp a measure for hedge funds returns - GFIA study [more]

By Christine Gaylican, Opalesque Asia: GFIA, a Singapore-based independent research and advisory firm, has raised some important points as it questioned the relevance of Sharpe ratios in evaluating the performance of hedge funds and other alternative investments. In its latest white paper, “The Myth of Persistent Sharpe Ratio,” GFIA scrutinized disappointing results of he...

23 Oct. 2009 Opalesque most forwarded article - week 43: Liquidity will be key to securing investor reallocations against risk of losing market share to rising crop of hedged mutual funds [more]

From Kirsten Bischoff, Opalesque New York: The combination of impressive performance numbers during 2009 and returning investors has allowed the hedge fund industry to slow the hemorrhaging of assets. According to analysis from the team at Credit Suisse Tremont Hedge Index (CST Hedge Index), including performance gains, total indus...

16 Oct. 2009 Opalesque most forwarded article - week 42: China now has 29 more billionaires, as worldwide number of HNWIs went down 14.9% to 8.6 million at end-2008 [more]

From Christine Gaylican, Opalesque Asia: China now has more dollar billionaires, total of 130 The number of Chinese billionaires went up by 28.7% to 130 this year in spite the global downturn, according to the annual Hurun Report published today (Source). The Asian cou...

09 Oct. 2009 Opalesque most forwarded article - week 41: Growth of managed account platforms continues, with a possible $150-$200bn boon on the horizon - Lighthouse [more]

From Kirsten Bischoff, Opalesque New York: Lighthouse Investment Partners will announce today that the firm has grown its managed accounts program to include 80 distinct investments and span over $2bln in assets. For President and Co-Chief Investment Officer Sea...

02 Oct. 2009 Opalesque most forwarded article - week 40: Real Estate – Opinion Distressed real estate investing as a cash flow generation strategy for family offices [more]

From Hedgeworld.com: (Excerpted from comments Nicole Rothschild, Rothschild Family Office and Petra Partners LLC, made speaking at the 8th Annual Family Office Symposium in Florida, which was held by Financial Research Associates on September 24-25.) A significant percentage of accumulated family wealth was lost in 2008. Full recovery from this recessionary environment, both domestica...

25 Sep. 2009 Opalesque most forwarded article - week 39: Separately Managed Account (SMA) pioneer Kenneth S. Phillips launches HedgeMark International, LLC [more]

HedgeMark, a firm designed to address the need for a truly independent, open-architecture SMA platform for investors in alternative assets. The HedgeMark platform differentiates itself by providing an integrated suite of sophisticated portfolio construction, fund research, risk analyses and portfolio monitoring modules. Investors will have the ability to build, model, and test hypothetical portfol...

18 Sep. 2009 Opalesque most forwarded article - week 38: Olympia Capital says managed accounts pose tracking error risk [more]

From Komfie Manalo, Opalesque Asia: Paris and London-based alternative fund management firm Olympia Capital Management released a research paper last week called “Managed Accounts and Tracking Error Risk which said that although managed accounts were clearly an attractive solution to providing better liqu...

11 Sep. 2009 Opalesque most forwarded article - week 37: The reshaping of the prime brokerage industry [more]

Last summer, Global Custodian published its annual survey of the prime brokerage industry which provides interesting insight on the impact of the crisis on their business and the perspective of the industry going forward, says Gabriel Kurland from Geneva-based firm Hedge Fund Appraisal in his current newsletter. Global Custod...

04 Sep. 2009 Opalesque most forwarded article - week 36: Rose & Sky opens first hybrid hedge fund to third party investors [more]

By Benedicte Gravrand, Opalesque London: Fund manager Rose & Sky Investments (Cayman) Ltd., which also has an investment adviser office in Switzerland (Rose & Sky Investments AG), launched a new fund on 31st August-09. The Rose & Sky Europe...

28 Aug. 2009 Opalesque most forwarded article - week 35: The probable rise of managed accounts (3) – Man Group rides on hedge fund managers’ new willingness to provide such structures [more]

By Benedicte Gravrand, Opalesque London: This is the third article of a four-part series. See Part One here and Part Two here. The competition between managed accounts an...

21 Aug. 2009 Opalesque most forwarded article - week 34: Indices - Credit Suisse/Tremont Hedge Fund Index confirms July performance up 2.54%, 9.90% YTD, HFRI Fund Weighted Composite Index up 2.62% in July, 12.4% YTD, EDHEC All but two strategies posted gains in July, Scotia Capital Canadian Hedge Fund Performance Index up 0.50% in July, 12.66% YTD [more]

Credit Suisse/Tremont Hedge Fund Index confirms July performance up 2.54%, 9.90% YTD Final performance for the Credit Suisse/Tremont Hedge Fund Index is confirmed up 2.54% in July, according to Oliver Schupp, President of Credit Suisse Index Co., Inc. Mr. Schupp said, "The last time hedge funds posted stronger year-to-date performance through July wa...

14 Aug. 2009 Opalesque most forwarded article - week 33: The probable rise of managed accounts (1) – Gottex Solutions Services (GSS) embraces the model with a new platform [more]

By Benedicte Gravrand, Opalesque London: This is the first article of a three-part series. Investors are now seeking greater services and transparency from FoHFs. That means that larger FoHFs with the right infrastructure and technology, argues Gottex, will likely benefit from this industry trend. However, it is said that managed accounts might just be a knee-jerk reactio...

07 Aug. 2009 Opalesque most forwarded article - week 32: Montello offers access to unique Real Estate ABL/Bridging Finance opportunities for investment managers [more]

From Matthias Knab, Opalesque Europe: London-based Montello Private Finance says the firm has developed a model to take advantage of the illiquidity in the banking sector and providing superior risk-adjusted returns in the niche bridging finance market. The Montello model allows investors looking to manage their funds more actively, significant control and transparency. Furthermore, Montello'...

31 Jul. 2009 Opalesque most forwarded article - week 31: Hedge fund fees fall as a result of institutional pressure, but seven out of ten still charge '2% and 20%' [more]

From Kirsten Bischoff, Opalesque New York: The fee structure of hedge funds has long been a topic for debate and a new study by research firm Prequin confirmed that investors are doing all they can to apply downward pressure on the traditional “2% and 20%” structure. A spring 2009 survey by the firm reflected th...

24 Jul. 2009 Opalesque most forwarded article - week 30: Tax Update - U.S. IRS announces foreign hedge funds and private investment funds subject to FBAR reporting [more]

From Mondaq.com: In June 2009, we reported that the U.S. Department of the Treasury has implemented a Voluntary Disclosure Program (VDP) for taxpayers with offshore assets. We noted that any U.S. person with a financial interest in, or signatory authority over, any financial account in a foreign country (e.g., foreign trusts, corporations, banks, mutual funds, hedge funds, life insurance policies,...

17 Jul. 2009 Opalesque most forwarded article - week 29: Some commodity hedge funds see diverging performances among sub-sectors, returns are uncorrelated [more]

By Benedicte Gravrand, Opalesque London: Some of the commodities hedge funds that we came across showed varied returns so far this year, depending on their focus and on their handling of the diverging performances among the commodity sub-sectors. Bloomberg.com reported yesterday that accordin...

10 Jul. 2009 Opalesque most forwarded article - week 28: The seeding dilemma cautious investors have no appetite for new managers, but the best firms of 2012 are being created today [more]

From Kirsten Bischoff, Opalesque New York: Opalesque readers who follow our weekly review of hedge fund launches, closures, trends, etc may have noted the list of launching funds has been maintaining a steady pace of late. “Many of the great firms of 2012 are being created this year,” Chris Acito...

03 Jul. 2009 Opalesque most forwarded article - week 27: Three new strategies in hedge fund investor relations; investors demand a relationship – not a transaction [more]

The following is an edited transcript of a presentation Thomas Walek, President of a New York-based public relations agency Walek & Associates, gave recently in Hong Kong to a group of hedge fund managers and investor relations executives: Our topic is "Hedge Fund Investor Relations: New Demands, New Strategies." The following are some observations that guide...

26 Jun. 2009 Opalesque most forwarded article - week 26: Carbon and emissions trading in Europe, Part One - How the Europeans do it [more]

Benedicte Gravrand, Opalesque London: As public awareness of climate change issues is growing and market-based solutions are increasingly seen as the key to delivering pragmatic change, the trading business is booming. The London-based European Climate Exchange (ECX) is seeing increased interest in emissions trading from the investment management and hedge ...

19 Jun. 2009 Opalesque most forwarded article - week 25: Desire for greater control sparks interest in separate accounts, managed accounts, and managed account platforms what are the differences? [more]

From Kirsten Bischoff, Opalesque New York: According to research by Cerulli, the managed account industry has declined 28.8% since the 2007 start to the financial crisis. However, in the long run, the financial crisis may be a boon to this area as revelations of fraud and the poor behavior on the part of some managers (ie, gating ass...

12 Jun. 2009 Opalesque most forwarded article - week 24: Seeders - FRM`s Patric de Gentile-Williams comments on the current state of hedge fund seeding, Hedge fund seeders showing renewed interest again [more]

FRM`s Patric de Gentile-Williams comments on the current state of hedge fund seeding From TheHedgeFundJournal.com: Comment from Patric de Gentile-Williams, COO at FRM Capital Advisors (FCA): - The environment for hedge fund seeders has changed dramatically over the last 12 months - There are now fewer seeders in the market - Even es...

05 Jun. 2009 Opalesque most forwarded article - week 23: News Briefs – AIG selling New York City buildings, Bermuda bids to lure rich families after scrapping trust law, 7City Learning launches website for certificate in quantitative finance course, Barclays to scrap final salary pensions, BBVA offers staff five years` leave [more]

AIG selling New York City buildings The embattled insurer American International Group Inc. is selling its headquarters building in New York and a nearby building in a deal expected to close at the end of this summer, a person familiar with the matter said Wednesday. But the person said that AIG is not disclosing the price or who the buyer is. The person asked for an...

29 May. 2009 Opalesque most forwarded article - week 22: Past playbooks may be of less value in this crisis, yet depth and breadth of economic research are driving the success of global macro firm Argonaut Capital [more]

From Kirsten Bischoff, Opalesque New York: The world is rapidly growing smaller and yet infinitely more complex. And as this happens, global macro managers are conquering the markets analyzing the big picture and using their knowledge of global events (past and present) as a crystal ball, becoming the only hedge fund strategy in the ...

22 May. 2009 Opalesque most forwarded article - week 20: FRM Capital Advisors to invest $300m this year, COO describes current seeding landscape [more]

By Benedicte Gravrand, Opalesque London: Seed capital, the initial capital used to start a business, is sometimes provided by seeding businesses to the hedge fund industry. According to a White Paper issued in October 2008 by Infovest21...

15 May. 2009 Opalesque most forwarded article - week 19: EC`s proposed directive to regulate alternative managers does have some positive points [more]

By Benedicte Gravrand, Opalesque London: The European Commission (EC)'s proposed Directive to regulate alternative investment managers, issued last week, generated many reactions and concerns, both positive and negative - but mostly negative. A London-based regulatory consultant argues for the positive aspects, and puts forward some of the changes that need to be done to the Dire...

08 May. 2009 Opalesque most forwarded article - week 19: French customs attack Geneva-Paris train, looking for Swiss bankers [more]

A US-based Opalesque reader sent us a report published last week in French daily Les Echos: Swiss banks have been under pressure from attacks against bank secrecy for two months. The offensive launched by the IRS has snowballed and now the French and German governments would also like to find out the names of their citizens holding Swiss bank accounts. It's "all hands on de...

04 May. 2009 Opalesque most forwarded article - week 18: Galena on metals and energy sectors; sees alpha year in mining, remains short crude, Special Sits fund +28.26% YTD [more]

Benedicte Gravrand, Opalesque London: Cedric Chone, the Geneva-based lead portfolio manager of the Galena Special Situations Fund, gives his outlook for the metals and energy sectors: Case for investing in Metals There are two key themes today and in coming months that support the case for metal investing: restocking and inflation. ...

30 Apr. 2009 Opalesque most forwarded article - week 17: Belstar announces launch of two TALF funds [more]

From Kirsten Bischoff, Opalesque New York: After a slow start, news of launches to take advantage of Term Asset-Backed Securities Loan Facility (TALF) have begun to pick up slightly. "Spreads are coming in, and deals are getting done, so TALF is actually having its intended effect, regardless of the volume of deals done thus f...

  2010

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney[more]

    AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation

  2. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  3. Opalesque Exclusive: Loeb, Grantham cite growing economic concerns in letters[more]

    Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h

  4. Investing – Hedge funds expect Netflix earnings to catapult forward, Third Point's Loeb takes stakes in Fibra Uno, YPF, Royal DSM, Lake Capital in talks to back Engine Group[more]

    Hedge funds expect Netflix earnings to catapult forward From Investing.com: Netflix has made major strides forward in 2014 despite ongoing battles with the FCC and cable companies over the issue of net neutrality. The FCC has now received over 500,000 comments from the public on its pend

  5. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag