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[Commodity] Tactical and strategic insights on managing a commodity fund Whilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[Foreign Exchange] A currency index and a fund The index tracks the excess returns generated by a portfolio of currency managers and currency investment strategies and themes
[Life Settlements] Due diligence - an in-depth medical analysis Typically we are asked to examine high value policies - i.e. greater than USD 3mn; as within senior life settlements, this is where the investor focus has tended to be.
[Full A SQUARE issue of the week] A SQUARE 21 May 2009
[Timberland] Case Study: Investing in China Some regional governments have even proposed special preferential policies for foreign investors.
[Foreign Exchange] A fund that trades G10 currencies, futures and index options 2009 performance (Share Class A) up to of 31 March 2009 is +7.73%
[Warrants/PIPEs] A fund that holds warrants (issued in PIPE deals) Steadily increasing size of deals indicate a demand for PIPE transactions
[Full A SQUARE issue of the week] A SQUARE 14 May 2009
[Energy] Energy futures trading fund Expertise, know how, insights on how weather sensitivity affects energy supply and demand
[Innovation] "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 ...
[Direct Lending] Privately-negotiated funding transactions for s&m-cap publicly traded companies ... fund has been involved in over 220 privately-negotiated financing transactions
[Full A SQUARE issue of the week] A SQUARE 07 May 2009
[ETFs] In practise ... the new Stanford Theory "One should not underestimate the value of investability."
[Litigation Led Investing] Why this fund’s performance has held up? Though the market for commercial litigation and claims is quite large, our competition remains limited.
[Water] An opportunity to invest in water Invests in global water opportunities, across the water value chain
[Full A SQUARE issue of the week] A SQUARE 30 Apr 2009
[Insurance] 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
[Insurance] Special - Pandemic Related Insurance Investing - II Only mortality risk has been securitised and all health risk still remains within the insurance sector.
Komfie Manalo, Opalesque Asia: Skënderbeg Funds AGmvK, an investment fund for qualified investors under Liechtenstein law, said it does not believe that the ample liquidity being provided by central banks has the capacity to continue to push asset p
Komfie Manalo, Opalesque Asia: The UK Financial Conduct Authority (FCA) recommended, in February that asset management firms consider the frequency and quality of their trainin
In the week ending 24 April, 2015, there are now more hedge funds launched than ever as investors have the choice of an estimated 10,149 hedge funds and funds of hedge funds as of March 31; BlackRock has launched two new funds which provide investors with hedged exposure to European and Japan
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
Benedicte Gravrand, Opalesque Geneva: Ruane, Cunniff and Goldfarb, Inc. used to have their own IT infrastructure. Todd Ruoff, Executive Vice President in charge of trading, operations and technology, was responsible for its maintenance. Then he started looking at outsourced providers a couple of
Benedicte Gravrand, Opalesque Geneva for New Managers: A hedge fund manager, who last year was one of Forbes’ "30-under-3
Bailey McCann, Opalesque New York: David Einhorn's Greenlight Capital is adding shorts according to his latest investor letter released today and obtained by Opalesque. The hedge fund's portfolio had an "uneventful and unprofitable" quarter according to the letter, which could be prompti
In the week ending 17 April, 2015, hedge funds have enjoyed their best quarter since 2013 as their big investments on the rise in the U.S. dollar paid off; the United Nations Joint Staff Pension Fund is in the final stages of deciding how it will add to its mix of alternative investments; the
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
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
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
Komfie Manalo, Opalesque Asia: The U.S. Treasury Department on Thursday introduced a new rule aimed at limiting hedge funds’ ability to reduce their tax bills by investing in insurance companies in offshore tax havens.
As a general rule, the U.S. tax laws does not allow hedge funds to use off
Komfie Manalo, Opalesque Asia: U.S. District Judge Thomas Griesa in Manhattan ruled yesterday that hedge funds are entitled to details of a recent bond offering by Buenos Aires, reports
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
Komfie Manalo, Opalesque Asia: According to the BofA Merrill Lynch Fund Manager Survey, investors see
growing overvaluations in both
Featuring : Arnaud Chretien: Using quant power to target optimal risk allocation.With already his grand-mother having a Ph.D. in mathematics, maybe Arnaud Chretien has numbers and algorithms running in his genes. He started his professional career in 1987 at Saintoin & Roulet SA as an Option Market Make...» Watch the video
Intermediate Term Trend: NegativeFriday's Close: $75.13 (- $.59 cents)UPDATE: It has been an extremely long time since the chart has depicted such a large spread between the weekly Moving Average Line and current price action.Certainly, this market can trade lower, but for the last two weeks we cautioned; traders need to be careful on selling into a current vacuum. Last week's price action was more than two dollars higher than the week before. Hardly a rally, but it's possibly the start of some stabilization in the price.