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19 Jul. 2011 New SEC rules adopted defining Investment Adviser Exclusion for Family Offices [more]
Opalesque Industry Update - The Securities and Exchange Commission (SEC) adopted several rules to clarify the registration requirements of the Investment Advisers Act of 1940 (the “Advisers Act”) as amended by the Dodd-Frank Wall Street Reform Protection Act (the “Dodd-Frank Act”). One of the rules
19 Jul. 2011 Hedge fund Aurelius Capital denies profiting from inside information on WaMu debt [more]
Opalesque Industry Update - New York – based Aurelius Capital Management on Monday told the court that it never used confidential information to profit in Washington Mutual's bankruptcy case to trade in its securities.
18 Jul. 2011 CAISfunds European initiative adds former head of Julius Baer Alternatives Dr. Minka Nyberg [more]
Opalesque Industry Update - CAISfunds, a New York based financial technology company providing an independent, alternatives investment platform to the wealth management industry, is pleased to announce that Dr. Minka Nyberg has joined as European Advisor to the firm. Based in Zurich, Switzerland, D
18 Jul. 2011 CalPERS reports 20.7% investment return for fiscal year [more]
The California Public Employees� Retirement System (CalPERS) reported a 20.7 percent return on investments in preliminary estimates for the one-year period that ended June 30, 2011. �This is our best annual performance in 14 years,� said Rob Feckner, CalPERS Board President. �For the sec
18 Jul. 2011 Cliff Asness' AQR announces newest multi-strat mutual fund, launched with $20m of internal funds [more]
AQR Capital Management, LLC, ("AQR") announced the launch of AQR Multi-Strategy Alternative Fund (ASANX/ASAIX), the newest addition to its mutual fund family. The new no-load mutual fund began operations on July 18, 2011 with a $20 million investment by AQR. The Fund's investment ob
18 Jul. 2011 Rosemont Investment Partners buys into Los Angeles based wealth manager Westmount [more]
Opalesque Industry Update - Rosemont Investment Partners, LLC (�Rosemont�) has announced that it has made an investment in Westmount Asset Management, LLC (�Westmount� or the ï
18 Jul. 2011 Hedge funds slide -1.04% in June, Barclay Hedge Fund Index +1.04% YTD [more]
Opalesque Industry Update - Hedge fund performance was down for the second month in a row, with a 1.04% loss in June according to the Barclay Hedge Fund Index compiled by BarclayHedge. Year-to-date the Index is up just 1.02%. “After eight straight months of gains going back to September of
18 Jul. 2011 Kinetics announced Pierre Bourlatchka as Director on risk management/monitoring team in London [more]
Opalesque Industry Update - Pierre Bourlatchka has been appointed a Director at Kinetic Partners and will join the risk management consulting and monitoring team in London. This
18 Jul. 2011 Market Neutral and Volatility Arbitrage only hedge fund strategies on Lyster Watson Index to notch positive June performance [more]
Opalesque Industry Update - June was a disappointing month for all hedge fund strategies, except Market Neutral Equity and Volatility Arbitrage. The turmoil in European debt markets, the growing uncertainty about an increase in the US debt ceiling, concern about the sustainability of economic growt
18 Jul. 2011 Antony Towers takes helm as CEO at Infonic AG [more]
Opalesque Industry Update - Global middle and back office software solutions firm Infonic AG announced on Monday that Antony Towers has been named Chief Executive Officer, and Nolan Phillips will step down to pursue new opportunities in
18 Jul. 2011 AIMA creates forum for smaller managers [more]
Opalesque Industry Update - The Alternative Investment Management Association (AIMA), the global hedge fund association, has created the AIMA Smaller Managers' Group. The members of the group comprise AIMA manager member firms in Europe with $250 million or less in assets under management.
15 Jul. 2011 RBC Hedge 250 Index -1.24% in June (+0.57% YTD) [more]
Opalesque Industry Update - RBC Capital Markets today reported that for the month of June 2011 the RBC Hedge 250 Index® had a net return of -1.24 per cent. This brings the year-to-date return of the Index to 0.57 per cent. These returns are estimated and will be finalized by the middle of next m
15 Jul. 2011 Dow Jones Credit Suisse Hedge Fund Index -1.36% in June [more]
Opalesque Industry Update - Despite negative markets in June, hedge funds were able to attract new assets, with an estimated $5.6 billion flowing into the space during the month. Oliver Schupp, President of Credit Suisse Index Co., LLC, said, "The Dow Jones Credit Suisse Hedge Fun
15 Jul. 2011 ESMA seeks views on future rules for alternative investment fund managers [more]
Opalesque Industry Update - ESMA publishes today a consultation paper (ESMA/2011/209) setting out its proposals for the detailed rules underlying the Alternative Investment Fund Managers Directive (AIFMD). This is in response to the request for assistance which the European Commission sent to ESMAï¿
15 Jul. 2011 State Street vision report examines reinvention in the hedge fund industry [more]
Opalesque Industry Update - State Street Corporation, one of the world�s leading providers of financial services to institutional investors, released a new Vision Report today, entitled �Hedge Funds: Rebuilding on a New Foundation.� The report examines the re-emergence of the hedge fund indust
14 Jul. 2011 Newedege CTA indices reveal the brutal month that was June 2011 [more]
Opalesque Industry Update - Newedge, has posted its information for the Newedge hedge fund indices' June performance, and it is not pretty.
14 Jul. 2011 Hedge fund group Man unveils new London headquarters with Chancellor of the Exchequer [more]
Opalesque Industry Update – The Chancellor of the Exchequer, Rt Hon George Osborne MP, officially opened the new international headquarters of Man Group plc (‘Man’) today at 2 Swan Lane, London. Man has signed a 20 year lease and relocated 957 employees to the £250m Corporation of London devel
14 Jul. 2011 Abacus Group completes SAS 70 audit of its hedge fund application hosting and managed services [more]
Opalesque Industry Update – IT solutions firm Abacus Group has completed of its SAS 70 audit for its hedge fund application hosting and managed services. SAS 70, or the Statement on Auditing Standard, is the standard set by
14 Jul. 2011 French CTA boutique launches UCITS version of flagship fund [more]
Opalesque Industry Update - French fund management boutique John Locke Investments launched a UCITS compliant version of its flagship fund, the Cyril Systematic USD Fund, on 1st July. The UCITS fund replaces an onshore version of Cyril Systematic that previously existed. The new UCITS structure
13 Jul. 2011 Jeffrey Strauss returns to Butterfield Fulcrum to head US Operations [more]
Opalesque Industry Update - Senior industry executive Jeffrey Strauss has returned to Butterfield Fulcrum, a top five independent fund services provider, to head US operations. As President of Butterfield Fulcrum Group (US) Inc, Mr. Strauss will be responsible for all aspects of the US market for
13 Jul. 2011 Larch Lane Advisors appoints director in charge of sale of fund of hedge funds and hedge fund seeding funds [more]
Opalesque Industry Update - Larch Lane Advisors LLC, a member company of Old Mutual Asset Management, announced today that Lisa Preudhomme has been appointed as a Director of Sales and Marketing. In this role, Ms. Preudhomme will be responsible for the institutional sales and marketing of Larch Lane
13 Jul. 2011 Lyxor Global Hedge Fund Index records negative performance of -2.15% in June (-1.85% YTD) [more]
Opalesque Industry Update - The Lyxor Hedge Fund Index was down -2.15% in June. Year-to-date performance* as of June 2011 is down -1.85%. The month of June was quite volatile and recorded negative performances for the majority of Hedge Fund strategies, while some of them still remain positive year-t
13 Jul. 2011 EDHEC-Risk Institute warns the European Commission against Tobin Tax on financial transactions [more]
Opalesque Industry Update - In an open letter dated July 12, 2011 addressed to the European Internal Market and Services Commissioner, Michel Barnier, EDHEC-Risk Institute has warned of the inadvisability of imposing a �Tobin tax� on financial transactions in order to fund the future European bu
13 Jul. 2011 Castle Alternative Invest initiates share buyback program [more]
Opalesque Industry Update - Castle Alternative Invest AG, a fund of hedge funds listed on the SIX Swiss Exchange and on the London Stock Exchange, authorized the board to effect a share buyback program at the Annual General Meeting held on 17 May 2011. Under the program a maximum of 10 per cent of t
13 Jul. 2011 Altegris Advisors launches macro strategy fund [more]
Opalesque Industry Update - Altegris Advisors announces the launch of the Altegris Macro Strategy Fund. The Fund offers simple, convenient access for individual and professional investors to participate in the global macro approach to investing through an actively managed mutual fund. "Of a
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  1. CTAs could face new challenges in a rising rates environment[more]

    Bailey McCann, Opalesque New York: CTAs have taken a beating performance wise lately, and asset flows reports show that investors aren't sticking around to see how the movie ends. Now, a new white paper from Roy Niederhoffer and Coen Weddepohl notes that as interest rates start to tick back u

  2. Investing – Big hedge funds bought Puerto Rico's junk bonds, Fidelity explores new trading venue amid flash trade concerns, Crisis-era Greek bonds reward early buyers with big effective returns, Cargill unit discloses stake in Freddie preferred[more]

    Big hedge funds bought Puerto Rico's junk bonds From Reuters.com: Several large hedge funds doubled down on Puerto Rico in last month's giant bond sale despite the U.S. territory's financial struggles, the Wall Street Journal reported, citing confidential documents reviewed by the newspa

  3. Commodities – Popular value fund manager David Iben bets on Russia, gold,[more]

    From Reuters.com: With large bets on Russia and North American gold miners, one of the best performing stock pickers in the wake of the 2008 financial crisis is back with a new fund that reflects his deep aversion to following the crowd. In the Kopernik Global All-Cap Fund, David Iben is follo

  4. Opalesque Exclusive: Pensions, endowments, family offices reconsider life settlement investments[more]

    Bailey McCann, Opalesque New York: Hedge funds were once the largest investors in the life settlement industry, now the industry is seeing more interest from pensions, endowments and family offices directly. Life settlements have always been considered a niche part of the investing landscape, an

  5. SEC allows investment funds to use social media[more]

    Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has released new guidance letting investment funds and advisors use social media to promote client reviews. The guidance seeks to assist investment managers in developing compliance policies and procedures reasonably