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HELPCENTER
31 Jul. 2014 Catalyst Funds launches four new funds, including one that follows activists’ lead [more]
Opalesque Industry Update - Catalyst Funds, an alternative-focused mutual fund company, has added four new mutual funds to its product line. The new funds include: Catalyst Activist Investor Fund (AIXAX), Catalyst Insider Income Fund (IIXAX), Catalyst Absolute Total Return Fund (ATRAX), and Catalyst
31 Jul. 2014 Around the world’s tax-havens in two minutes [more]
Benedicte Gravrand, Opalesque Geneva: Bradley Hackford, a London-based relocation firm, ranked the ten countries "where it is interesting to establish a physical and tax residence" in a
30 Jul. 2014 The 10 least taxed countries in 2014 [more]
Opalesque Industry Update - Bradley Hackford firm publishes its 2014 rankings of the 5 main countries where it is interesting to establish a physical and tax residence. These countries impose neutral or low tax rates on individuals. The rankings are established based on 5 criteria:
29 Jul. 2014 Hedge funds long S&P500; silver longs stretched [more]
Bailey McCann, Opalesque New York: Hedge funds are net long the S&P 500 after nine weeks, according to the latest he
29 Jul. 2014 Irish Central Bank to lift ban on hedge fund lending [more]
Bailey McCann, Opalesque New York: The Central Bank of Ireland has issued a consultation paper
28 Jul. 2014 SEC warns investors on social media and stocks in investor alert [more]
Bailey McCann, Opalesque New York: The Securities and Exchange Commission has issued a new investor alert cautioning investors on stock rumors spreading through social media. The regulator says that players wishing to manipulate the market for a particular equity can spread rumors and even post m
25 Jul. 2014 Saemor Capital fund returns 9.3% in H1, complies with AIFMD [more]
Komfie Manalo, Opalesque Asia: Quantitative investment management specialist Saemor Capital B.V., reported that its Saemor Capital Europe Alpha Fund returned 9.3% in the first half of 2014 (+6.5% in June), the highest in the equity market neutral a
25 Jul. 2014 World outlook and risks: Asset manager sees vulnerability in developed countries, IMF lowers forecast [more]
Benedicte Gravrand, Opalesque Geneva: Vulnerable to shocks Syz & Co, a Swiss bank and asset manager, has just issued its own economic outlook, defining three major risks weigh
24 Jul. 2014 Union Bancaire Privée increases assets under management by 8% [more]
Opalesque Industry Update - Union Bancaire Privée, UBP SA (UBP) has seen an 8% rise in its assets under management since the end of December 2013, from CHF 87.7 billion to CHF 94.8 billion (USD 106.9 billion) at the end of June 2014. This growth is part
24 Jul. 2014 TLC Capital Group readies late summer launch of Salvus Hedged Yield Fund LP [more]
Opalesque Industry Update, for New Managers - Atlanta-based TLC Capital Group LLC is preparing the launch of a new option-hedged market neutral fund. The Salvus He
24 Jul. 2014 SEC studies reform proposals to strengthen money market funds to reduce systemic risk [more]
Komfie Manalo, Opalesque Asia: The Securities and Exchange Commission on Wednesday discussed regulatory reform proposals to strengthen the nation’s money market funds and reduce systemic risk. In her ope
24 Jul. 2014 CalSTRS backs Nelson Peltz’s call for Pepsi shake up [more]
Komfie Manalo, Opalesque Asia: The California State Teachers’ Retirement System or CalSTRS has thrown its support to activist hedge fund manager Nelson Peltz’s move to shake up PepsiCo and install himself on the board of directors. In a
24 Jul. 2014 SEC approves money market rules [more]
Bailey McCann, Opalesque New York: Earlier this month, Opalesque reported on a potentially growing turf war between the SEC and FSOC. Part of that battle hinges on rules voted in by the SEC today. On a split vote, SEC Commissioners agreed to institute a floating NAV for certain money market fun
23 Jul. 2014 Commonfund: Private foundations’ fiscal year 2013 investment returns build on FY2012 gains [more]
Opalesque Industry Update - Investment returns at private foundations rose to an average of 15.6 percent in 2013 – the second-straight year of double-digit average returns – according to the 2013 Council on Foundations-Commonfund Study of Investments for Private Foundations TM (CCSF). Reporting data
23 Jul. 2014 AIFMD: Luxembourg received 773 applications from alternative investment fund managers [more]
Opalesque Industry Update - As of Tuesday (July 22) the CSSF has received a total number of 773 applications submitted according to the law of 12 July 2013 on alternative investment fund managers with a total of 215 requests for authorisation and 558 requests for registration. Following th
23 Jul. 2014 Malta launches its first alternative investment ETF under new Securitization Act [more]
Opalesque Industry Update - The first Exchange Traded Instrument (ETI) issued under the Malta Securitization Act went live recently on the European Wholesale Securities Market (EWSM). The "Dynamic Trading Strategies ETI" is linked to and backed by a performance linked bond issued b
23 Jul. 2014 Low rates and new regulations create challenges for U.S. fixed income markets [more]
Komfie Manalo, Opalesque Asia: Global market intelligence provider and advisory services Greenwich Associates said that fixed- income dealers who thought market conditions could not get any worse this year have been proven wrong. Accord
22 Jul. 2014 Fund marketing without a passport under the AIFMD [more]
Komfie Manalo, Opalesque Asia: As the Alternative Investment Managers Directive (AIFMD) transitional period comes to an end on 22 July 2014, most European countries have now transposed to the new rule, according to the latest briefing released by international law firm Clifford Chance. In its
22 Jul. 2014 Julius Baer acquires assets from Israel’s Bank Leumi [more]
Bailey McCann, Opalesque New York: On the heels of news that Swiss bank Julius Baer is likely to come to a settlement with US regulators after charges that the bank helped US citizens evade their taxes, the bank has announced plans to acquire Israel’s Bank Leumi. Julius Baer CEO Boris Collardi
22 Jul. 2014 EY buys Parthenon Group consultants [more]
Bailey McCann, Opalesque New York: Ernst & Young will buy the Parthenon Group, a global strategic consulting firm to expand its consulting services footprint. Parthenon is one of the top ten management consultants in the world, and will expand E&Y's offering to include consulting services acr
22 Jul. 2014 LNG Capital launches LNG FX fund [more]
Komfie Manalo, Opalesque Asia: London based European Credit focused asset management firm LNG Capital announced the launch of LNG FX fund. LNG founder and chief executive officer Louis Gargour said the strategy is an activel
21 Jul. 2014 Barclay CTA Index Gains 0.63% in June; (+0.65% YTD) [more]
Opalesque Industry Update - Managed futures gained 0.63% in June according to the Barclay CTA Index compiled by BarclayHedge. The Index is now up 0.65% at mid-year. “The US Federal Reserve and Bank of England announced that interest rates will be rising soon, while the European Central Ban
21 Jul. 2014 Full compliance still some way off as AIFMD authorisation deadline arrives [more]
Opalesque Industry Update - New research by BNY Mellon, an investment management and investment services, highlights a compliance shortfall among alternative investment funds (AIFs) on the eve of the deadline for Alternative Investment Fund Managers Directive (AIFMD) authorisation. While 82 p
18 Jul. 2014 Inflow of $56.9bn in H1-2014 increased total hedge fund industry capital globally to $2.8tln+ [more]
Opalesque Industry Update - Total hedge fund capital surged to an 8th consecutive quarterly record in 2Q14 as investors allocated across most hedge fund strategies, according to the latest HFR® Global Hedge Fund Industry Report, released today by HFR, the established global le
18 Jul. 2014 Global wealth managers surge with buoyant AuM and profitability [more]
Opalesque Industry Update - The Global Private Banking Benchmark 2014 from Scorpio Partnership finds buoyant growth across the top 25 firms worldwide, which experienced an average percentage change of 11.3% in assets under management in 2013. Together, this league of wealth titans now collectively m
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    From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan

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    Komfie Manalo, Opalesque Asia: A number of developments took place within Islamic finance in the past years, including the launch of a Islamic managed account platform and the further growth of the sukuk space that saw this instrument evolve from being a type of an ABS security that was rarely

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  4. Opalesque Exclusive: The unintended consequences of Basel III[more]

    Benedicte Gravrand, Opalesque Geneva: Bijesh Amin, co-founder and managing director of Indus Valley Partners (IVP), a technology solutions and services firm focused on the alternative asset management industry, has recently observed

  5. Legal - Six years after AIG takeover, lawsuit reveals another potential buyer[more]

    From Institutional investor.com: When former Treasury secretary Henry (Hank) Paulson Jr. testified in a suit last month about the U.S. government takeover of American International Group, his words were — mostly — numbingly familiar. Explaining the “punitive” terms set for the September 2008 bailout