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HELPCENTER
17 Apr. 2014 EU Parliament’s vote of UCITS V Directive creates alignment with AIFMD [more]
Opalesque Industry Update - The European Parliament voted to adopt the UCITS V Directive (“UCITS V”) on 15 April 2014, in advance of Parliamentary elections next month. The final vote followed a period of uncertainty where there was potential for the progress of UCITS V to be thrown off course becau
17 Apr. 2014 Barclay Hedge Fund Index dips 0.09% in March +1.39% YTD [more]
Opalesque Industry Update - Hedge funds lost 0.09% in March, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 1.39% year to date. “Global equity markets experienced their version of March Madness as fears of Russian expansionism, Fed tightening, and slowing gro
16 Apr. 2014 Hedge Funds Make the Worst Start to a Year Since 2008 [more]
Opalesque Industry Update - Data from Preqin’s Hedge Fund Analyst reveals that hedge funds have suffered their worst first quarter in terms of performance since 2008, with the Preqin All Hedge Fund Strategies benchmark up 1.23% year-to- date (YTD). This is in contrast to both 2012 and 2013 when hedg
16 Apr. 2014 Hedge Fund Standards board launches toolbox to aid hedge fund managers and investors [more]
Opalesque Industry Update - The Hedge Fund Standards Board (HFSB) has launched a new Toolbox to provide guidance to managers and investors on issues relating to fund manager governance and internal processes. The Toolbox will take the form of series of briefings on key issues. The first pr
15 Apr. 2014 Credit Suisse Blue Chip Hedge Fund Index down -0.48% in March; +0.93% YTD [more]
Opalesque Industry Update - Credit Suisse Hedge Fund Index Performance Publication of the monthly performance of the Blue Chip Hedge Fund Indexes will be discontinued as of March 31, 2014. Final March 2014 values will be upda
15 Apr. 2014 Eurekahedge: Hedge funds up 0.87% in Q1 [more]
Opalesque Industry Update - Hedge funds up 0.87% in Q1 2014, with fund managers delivering performance-based gains of US$21 billion and recording net asset inflows of US$38 billion over this period – bringing the current AUM of the global hedge fund industry to US$2.07 trillion, a new record high.&l
15 Apr. 2014 Cayman Islands and Luxembourg funds: Options and considerations for managers [more]
Opalesque Industry Update - The structure and domiciliation of a fund vehicle are integral to the set up of a fund from multiple perspectives. Tax, investment strategy, investor base, cost and speed of set up, regulatory environment, and increasingly the perceived ‘marketability’ of the fund, all pl
15 Apr. 2014 Hedge funds approach upper end of long exposure [more]
Bailey McCann, Opalesque New York: Funds continued to add to their net long exposures for the second week, according to the latest
15 Apr. 2014 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
14 Apr. 2014 Hedge funds lose 0.48% in March; +1.50 YTD [more]
Opalesque Industry Update - Hennessee Group LLC announced today that the Hennessee Hedge Fund Index lost -0.48% in March (+1.50% YTD), while the S&P 500 gained +0.69% (+1.30% YTD), the Dow Jones Industrial Average rose +0.83% (-0.72% YTD), and the NASDAQ Composite Index declined -2.53% (+0.54% Y
14 Apr. 2014 GEMS Group acquires Kenmar-Olympia Group [more]
Opalesque Industry Update - GEMS Group acquires Kenmar-Olympia. The agreement has received legal and regulatory approvals. This merger gives birth to the GEMS Kenmar-Olympia Group active in managing over two billion US dollars through a wide range of asset management products and services b
10 Apr. 2014 Some hedge funds and speculators got bets wrong as gold prices edge up [more]
Komfie Manalo, Opalesque Asia: Hedge funds and speculators got their timing wrong as gold prices edged up to $1,311.10 on Wednesday. Although posting a mere 0.18% gain, gold prices remained on an upward trend, after prices dipped into a seven-week low of $1,277.29 earlier this month, according to
10 Apr. 2014 Hedge fund assets: older, bigger shops control and gather the most assets [more]
Bailey McCann, Opalesque New York: eVestment is out with a new report that looks at the age and asset raising of hedge funds for possible correlations. Not surprisingly, the oldest, biggest hedge funds have the most assets. Also not surprisingly, these funds typically have a slightly lower rate
09 Apr. 2014 Hedge funds end Q1 in positive territory - still lag S&P500 [more]
Bailey McCann, Opalesque New York: Hedge funds ended the first quarter of 2014 up 1.31% but that wasn't enough to beat the broad index which was up 2.01% for the same period according to the
09 Apr. 2014 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
08 Apr. 2014 Hedge funds get $24.3bn in February, highest monthly inflow in three years [more]
Opalesque Industry Update - BarclayHedge and TrimTabs Investment Research reported today that hedge funds received $24.3 billion (1.1% of assets) in February, the highest monthly inflow in three years, building on an inflow of $4.4 billion (0.2% of assets) in January. “The hedge fund indus
08 Apr. 2014 CalSTRS selects Meketa Investment Group as co-consultant [more]
Opalesque Industry Update - Meketa Investment Group, a global investment consulting firm, is pleased to announce that it has been selected to provide general consulting services to the Investment Committee of the California State Teachers’ Retirement System (CalSTRS). CalSTRS is the lar
08 Apr. 2014 Hedge funds attract over US$30 billion in the first quarter [more]
Opalesque Industry Update - Hedge funds sealed the first quarter of the year with another month of negative returns, down 0.18%1 in March as managers navigated through a choppy start to the year. However, strong returns posted by fund managers in the previous month saw them through with the Eurekahe
08 Apr. 2014 HFRI Fund Weighted Composite Index down -0.34% in March (+1.07% YTD) [more]
Opalesque Industry Update - Hedge funds posted mixed performance in March as investor uncertainty over secular unrest in Ukraine and Syria, as well as mixed macroeconomic outlooks for China, Europe and the U.S., contributed to increased volatility across equity, currency, commodity and fixed income
08 Apr. 2014 SEC launches task force to investigate hedge funds [more]
Bailey McCann, Opalesque New York: The US Securities and Exchange Commission (SEC) is creating a new squad to investigate private funds managers. SEC examiners will be looking at how hedge funds communicate to their clients, value assets and provide disclosures. The group appears to have emerged
07 Apr. 2014 Commonfund names new board chair [more]
Opalesque Industry Update - Commonfund announced today that Robert Litterman has been elected Chair of the Commonfund Board of Trustees. Dr. Litterman succeeds outgoing Board Chair, Brad Gallagher, who is stepping down to focus on his business interests. Bob Litterman has been a member of
07 Apr. 2014 North MaxQ Macro UCITS fund launched on MontLake UCITS platform [more]
Opalesque Industry Update - ML Capital, Investment Manager to the MontLake UCITS Platform, has launched the North MaxQ Macro UCITS Fund. North Asset Management, a London based independent alternative asset manager, enjoys over ten years of success managing the North MaxQ Macro investment strategy.
07 Apr. 2014 Only 4% of hedge fund managers say to have registered to market under JOBS Act [more]
Opalesque Industry Update - Preqin’s recent survey of more than 150 private equity and hedge fund managers reveals that these firms have been slow to take advantage of the marketing opportunities presented by the JOBS Act, which allows them to advertise and perform general solicitations to showcase
07 Apr. 2014 Greenwich Global Hedge Fund Index down -0.16% in March (+1.18% YTD) [more]
Opalesque Industry Update - The Greenwich Global Hedge Fund Index ended the month of March down -0.16%. Equity markets were mixed in March with the S&P500 +0.84% but the MSCI World Index down -0.09%. Bond markets as measured by the Barclays Aggregate Bond Index were down -0.17%. March saw the
07 Apr. 2014 Qatar backed investment manager sets up in Geneva, launches European long/short hedge fund [more]
Opalesque Industry Update - Aventicum Capital Management today announces the launch of its second investment business, Aventicum Alternative Equities, as the group expands its presence into Europe. Aventicum Capital Management (“Aventicum”) is a multi-boutique investment management busine
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  1. SEC charges 19 investment firms and one trader for breach of Rule 105[more]

    Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it duri

  2. Fund managers, bullish on Europe, anticipate monetary policy separation of Fed and ECB[more]

    Komfie Manalo, Opalesque Asia: At least 202 fund managers with $556bn of assets under management said that while the European Central Bank (ECB) has eased its monetary policy that sent sentiments towards Europe to pick up, the Fed is expected to hike its rate in the spring of 2015. Investor

  3. Institutions - North Carolina workers call on state pension to dump up to $6bn in hedge funds, UK pension fund criticizes hedge fund fees[more]

    North Carolina workers call on state pension to dump up to $6bn in hedge funds From Forbes.com: The State Employees Association of North Carolina this afternoon called on state Treasurer Janet Cowell to withdraw all investments in hedge funds, which appear to amount to approximately $6 b

  4. News Briefs - Limited partners of investment managers may be subject to self-employment taxes, Just one week left until NYC's Rocktoberfest[more]

    Limited partners of investment managers may be subject to self-employment taxes On September 5, 2014, the Internal Revenue Service (“IRS”) issued Chief Counsel Advice 201436049, concluding that members of an investment manager were subject to self-employment taxes with respect to their e

  5. Institutions - Adviser's faith in hedge funds unshaken by CalPERS' move Advisers weigh in on CalPERS’ decision, Gina Raimondo sees no reason to follow California’s lead, exit hedge funds, Danish pension funds step up 'alternative investments'[more]

    Adviser's faith in hedge funds unshaken by CalPERS' move From WSJ.com: Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. The decision by the Cali