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[13Nov08] Infrastructure Special We 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] Fund that invests in listed utilities, infrastructure, renewables Strategy is based on fundamentals - Opportunistic and thematic concentrated exposure
[22Apr08] Infrastructure Special The key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
[17Oct07] Findings from an academic study that focused on investing in listed infrastucture entities If you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.
[05Sep07] First State Global Listed Infrastructure Fund A long only fund that will invest in listed infrastructure securities from around the globe:
[30May07] Infrastructure Investing in Europe Private 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
[06Feb07] INFRAX INFRASTRUCTURE TRACKER CERTIFICATE Access to the high potential infrastructure sector
[16Apr09] "...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
[14May09] "Whether the risk/return profile of an innovative area is attractive enough ... Some investment areas that might not be suitable today might over time develop and be an investable proposition ...
[27Jun07] 47°N Innovation Fund Fund offers diversification and global access to selected hedge fund managers that pursue strategies in new “alternative” investment areas
[26Sep11] A SQUARE 26 Sep 2011 Investing in insurance-linked securities - The Solidum Cat Bond Fund
[29Apr11] A SQUARE 29 Apr 2011 A new study analyzing performance and risk of open-end life settlement funds
[06Jan11] A SQUARE 06 Jan 2011 Insurance-linked securities
[08Nov10] A SQUARE 08 Nov 2010 Investing in traded life policies
[25Aug10] A SQUARE 25 Aug 2010 Catastrophe bonds
[23Apr10] The catastrophe market – A Q&A with Nebula Capital Management's Aleem Mawji Instruments, trends and innovation on the market for catastrophe reinsurance
[08Mar10] UK promises huge opportunities for longevity swaps market A Q&A with Centurion Fund Managers
[11Jun12] Investing in life settlements Market update and performance of life ILS funds
[10May12] ILS market update Industry analysts say 'good time to invest in ILS'
[30Apr09] Special - Pandemic Related Insurance Investing - I Extreme mortality bonds are really designed for extreme events. So far nothing came even close to paying out.
[30Apr09] Special - Pandemic Related Insurance Investing - II Only mortality risk has been securitised and all health risk still remains within the insurance sector.
[30Apr09] Special - Pandemic Related Insurance Investing - III The current Mexican swine flu crisis is the first major excess mortality threat since SARS in 2003, and may motivate further excess
[07Dec08] Insights on what makes the valuation of life settlements complex For a single policy, longevity reduces the return significantly.
[04Nov08] High frequency, low severity insurance led investing In fact, the AXA motor offering is a phenomenon - for such publicly investable opportunities are few and far between
[12Sep08] A fund that implements diversified strategies focused on investing in longevity/mortality risk Expertise and experience in premium financing as well as in re-insurance
[20Aug08] An insurance linked securities fund Allocation bias is portfolio based securitisations - where frequency and not severity is the value driver
[31Jul08] A Diversified CAT Bond Fund An early participant in cat bond investing - experience and expertise
[17Jul08] New risks being considered for securitisation & more ... Some players in the industry are also exploring the potential securitisation of casualty risks – specific classes of liability exposure.
[13Feb08] Marine/cargo insurance risk - prospects of securitisation We have seen marine in some capital markets quota share deals (a.k.a. sidecars).
[31Jan08] An Insurance Event Linked Securities Fund Structural independence to equity, bond and non-traditional markets
Benedicte Gravrand, Opalesque Geneva: An investment manager and board member of two US pension plans talks about the plans' new allocations, and investing in hedge funds.
"With the recent drift down rates, we decided that we need to look at our fixed income portfolio, and the expected re
Komfie Manalo, Opalesque Asia: The cheaper valuations of Chinese companies’ Hong Kong-quoted class-H
shares have helped one of Northwest Investment Management (HK)’s hedge
fund gain 46% so far this year, reported
Komfie Manalo, Opalesque Asia: A study by Greenwich Associates showed that 80% of institutional investors use social media in their investment decision process. The result of the study highlights the emerging trend that LinkedIn, Facebook, Twitter, etc are now key sources of information amongst i
This article was authored by Ben Hunt of Salient Partners, L.P. as general information only and should not be taken as investment advice.
I spend a lot of my time speaking with investors and financial advisors of all stripes and sizes, and here’s what I’m hearing, loud and clear. There
In the week ending 10 April, 2015, a study by the IMF suggested that “plain-vanilla” mutual funds and exchange-traded funds, as well as hedge funds, can also be a risk. The asset management manages over $75 trillion assets globally, exceeding 100 percent of world GDP, the IMF said. In part
This article was authored by Mary Beth Hamilton, Vice President of Marketing, Eze Castle Integration.
As the frequency of cyber-attacks increases, so too do the maturity of attacks and their methods of prevention and remediation. Think
Benedicte Gravrand, Opalesque Geneva: During the recent 2015 Timberland Investment Conference - UGA, Sona Blessing interviewed two timber and timberland experts, a
Bailey McCann, Opalesque New York: The original team from Churchill Financial has resurfaced and is launching a new middle market lending outfit at TIAA-CREF. The unit will be called Churchill Asset Management, and will focus on originating, underwriting and managing senior loan investments for U
Benedicte Gravrand, Opalesque Geneva: The US quantitative easing, started in late 2008 and ended in October 2014, is over and the US Federal Reserve is expected to hike interest rates this year. Opinions diverge as to whether this should be done sooner or later.
Trader speculation that the
Benedicte Gravrand, Opalesque Geneva: Lisa Mears O'Connor, Head of Global Macro Portfolio Management at State Street Global Advisors (SSgA), talks about her investment themes and trade ideas for 2015.
Matthias Knab, Opalesque: Bryan Johnson, founder of hedge fund and alternative asset marketing consultancy firm Johnson & Company, said that small hedge funds need service partners more than service providers because the former will be of greater help to address the challenges smaller and emergin
Matthias Knab, Opalesque: HFFT Alternative Limited (HFFT Alternative), a unit of HFFT Group, has obtained the alternative investment fund manager (AIFM) license that will provide its clients with a suitable solution under the directive, according to Lara Sturge, Business Development executive of
Benedicte Gravrand, Opalesque Geneva: Cyber threats are seen as real threats nowadays, so much so that President Obama on Wednesday signed an executive order aimed
In the week ending 03 April, 2015, it was reported that at least five new hedge fund companies are on track to launch with at least $1bn this year as the climate in Europe has changed to the extent that it is “more constructive and fertile than it has been at any time since [the collapse of]
Dr A R Shole has come up with a novel suggestion to resolve the Greek Debt Crisis and that is to sell some Greek Islands to Taurus Orators, who will then be able to develop these islands into a new financial centre which by its location will be able to serve both Europe and the Middle East.
Bailey McCann, Opalesque New York: For managers looking to raise a new fund after the crisis, marketing efforts will need to be significantly different, according to delegates at the recent Opalesque Texas Roundtable.
"Most of the smaller managers
come to the whole fund-raising and marketing
Bailey McCann, Opalesque New York: Over 100 new hedge funds launched in Texas last year alone according to delegates at the recent Opalesque Texas Roundtable. Delegates cite the tax environment as well as the robust local economy as reasons for the spate of new growth last year.
"We see pred
In the week ending 27 March, 2015, a white paper by Pershing Prime Services has predicted that the retirement market may be the next frontier for
This article was authored by Stephen Loosley, Catalyst Development Ltd, a financial regulations and technology advisor in London.
Compression is a technique to reduce gross notional in your OTC book without materially affecting ri
This article was written by Meredith Jones, who has more than 16 years of experience as an internationally-recognized researcher, writer, speaker and expert in the alternative investment industry.
Dear Showtime Execs,
I read with great interest (and no small amount of trepidation) abo
This article is written by Tyler Kim, the Chief Information Officer for MaplesFS, responsible for Information Technology and Data Management globally.
Institutional investors can realise direct financial benefits from position-level transparency – specifically through increasing the effi
This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds.
It is no secret that the hedge fund industry is viewed negatively by a la
2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers.
The bottom line? Not all CTAs
This article was authored by Koray Yesildag, Asset Allocation Specialist in the London Global Asset Allocation Team of Aon Hewitt.
Hedge funds have been a hot topic for institutional investors over the past few years, with some
This paper was authored by Andrew Beer, founder of Beachhead Capital Management LLC, New York. You can
download the full white paper here
Rollout of Options in China
By: SGX Market Updates
China financial reforms could best be summed up in the late leader Deng Xiaoping’s words, "crossing a river by feeling the stones".
On 9 February, Shanghai Stock Exchange launched China’s first financial options, the SSE50 ETF opti
From Reuters.com: Investment firm Tiger Global Management, one of the hedge fund industry's most closely watched players, told clients that its hedge fund lost 5.3 percent during the first quarter, an investor said on Wednesday.
Much of the decline came in March when the fund lost 2.9 percent,
From MarketWatch.com: Leveraged hedge funds and banklike money-market funds are the parts of the asset-management industry most associated with risks to financial stability. But a report from the International Monetary Fund suggests that “plain-vanilla” mutual funds and exchange-traded funds also ca
Komfie Manalo, Opalesque Asia: Hedge funds posted positive results last March to conclude a strong
first quarter, with performance driven by strong macro trends in
currency and commodity markets, complemented by broad-based gains and
positioning in event driven, equity hedge and fixed income-b
Komfie Manalo, Opalesque Asia: Hedge funds finished the first quarter on a strong note and are looking to continue the rally in the second quarter, said Lyxor Asset Management in its Weekly Brief. The Lyxor Hedge Fund Index is up 0.4% over the week
Bailey McCann, Opalesque New York: The hedge fund industry produced an aggregate return of –0.17% in March to end Q1 2015 up 1.23%, compared to the S&P 500 which increased 0.96%, according to the latest data from eVestment. Hedge fund performance returns were mixed in March amid increased equity
Featuring : “Quit your job and live off what you can take out of the markets”.Three Rock Capital Management is a discretionary global macro manager based in Dublin, Ireland. The firm is authorised to operate as an investment manager by the Central Bank of Ireland, and registered as a CTA with the CFTC and i...» Watch the video
Near Term Trend: PositiveFriday's Close: 2039.89 (+ 0.49)UPDATE: As we stated last week, I still believe the risk remains to the downside, and a dip toward 1975.00 is still in play.