Fri, Dec 19, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates Archive
Enter Search Text   (more..)
string and or Case sensitive Headlines only
All Dates Today Yesterday Last 7 days
Last 30 days Last 90 days Last 365 days
Start Date: search End Date: search  NB. All dates are dd/mm/yyyy
Order by date Order by headline


HELPCENTER
01 Aug. 2014 ConvergeEx: Investors underestimate volatility potential [more]
Bailey McCann, Opalesque New York: Investment professionals say that investors are too complacent about the potential rise in volatility that could hit financial markets in the coming months according to new research from ConvergeEx Group. 71% of survey respondents expect volatility to climb from
01 Aug. 2014 Many CTAs have become more short-volatility in the last five years [more]
Benedicte Gravrand, Opalesque Geneva: Quantitative easing has reduced and then suppressed volatility for the last five years. So analysts at R.G. Niederhoffer Capital Management recently examined if there had been a tendency for CTAs and hedge funds to adjust their styles to become more 'shor
31 Jul. 2014 Morningstar MSCI Composite AW Hedge Fund Index up +1.1% in June (+3.7% YTD) [more]
Opalesque Industry Update - Morningstar, Inc., a leading provider of independent investment research, today reported preliminary hedge fund performance for June 2014 as well as estimated asset flows for May 2014. The Morningstar MSCI Composite AW Hedge Fund Index, an asset-weighted composite of near
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
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  4. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und

  5. Performance - Lansdowne, Man Group, other hedge funds profit from shorts in oil, Turmoil boosts hedge funds that bet against Russia, oil, CTAs post strongest returns since December 2010[more]

    Lansdowne, Man Group, other hedge funds profit from shorts in oil From Valuewalk.com: The rising short interest in oil companies implies that the worst for oil is yet to come. Data from Markit shows that short exposure in energy sector of S&P 500 is still looming close to the highest mar