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HELPCENTER
29 Jan. 2014 Majority of investors say hedge funds met or exceeded returns expectations in 2013 [more]
Opalesque Industry Update - According to Preqin’s Hedge Fund Analyst, hedge funds made gains of 11.08% for the 12-month period ending 31 December 2013, ahead of the 10.13% returned in 2012, and the benchmark loss of -1.93% in 2011. Investors are largely satisfied with the performance in 2013; eighty
29 Jan. 2014 SEC issues a risk alert on due diligence processes for selecting alternative investments [more]
Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has released a new risk alert on the due diligence processes that investment advisers use when they rec
29 Jan. 2014 Viteos makes the case for outsourced shadow accounting at hedge funds [more]
Bailey McCann, Opalesque New York: Viteos, a global fund administrator and outsourced middle office service provider has released a new white paper detailing the business case to hedge funds for outsourcing shadow accounting functions. Shadow accounting in one form or another is part and parcel
28 Jan. 2014 Morningstar MSCI Composite AW Hedge Fund Index up +0.9% in December; (+9.2% 2013) [more]
Opalesque Industry Update - Morningstar, Inc., a leading provider of independent investment research, today reported preliminary hedge fund performance for December 2013 as well as estimated asset flows through November. The Morningstar MSCI Composite AW Hedge Fund Index, an asset-weighted composite
28 Jan. 2014 SEC charges Legg Mason affiliate Western Asset Management Company with defrauding clients [more]
Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has charged Western Asset Management Company, which is a subsidiary of Legg Mason, with concealing investor losses that resulted from a coding error and engaging in cross trading that favored some clients over others.
28 Jan. 2014 Bank of America Merrill Lynch: speculators cut S&P500 long exposures by 70% [more]
Bailey McCann, Opalesque New York: Speculators have reduced long S&P500 exposure by more than 70%, as of last Tuesday, according to
27 Jan. 2014 Lyxor optimistic for hedge fund strategies in 2014 [more]
Opalesque Industry Update - >> The global economy finished on solid footing in 2013 and growth is set to maintain a healthy pace in 2014. Demand in the developed economies is recovering steadily aided by supportive policies, which have helped smooth the deleveraging cycle. Growth in the US is
27 Jan. 2014 Japanese firms are increasingly awarding investment mandates to foreign managers [more]
Opalesque Industry Update - Myriad changes--macro and micro--support a Japanese institutional move to award mandates to foreign managers. Sub-advised funds accounted for 65% of investment trust assets under management at June 30, 2013, up from 61% in 2008, according a joint report from Cerulli Assoc
27 Jan. 2014 Innovation, Asian sales could push ETFs to surpass hedge funds assets in 2014 [more]
Komfie Manalo, Opalesque Asia: Exchange traded funds (ETFs) could surpass the assets of hedge funds before the year ends at the earliest or in the first half of next year at the latest, according to a study released by EY, formerly Ernst & Young, several media said. According to EY,
24 Jan. 2014 Union Bancaire Privée increases assets under management by 10% [more]
Opalesque Industry Update - Union Bancaire Privée, UBP SA (UBP) has announced a 10% year-on-year rise in its assets under management to CHF 87.7 billion (USD 98.6 billion) as at 31 December 2013 (CHF 80 billion at the end of 2012). The Group’s operating profit ca
24 Jan. 2014 Pictet launches absolute return bond fund, reports positive hedge fund returns for 2013 [more]
Benedicte Gravrand, Opalesque Geneva: Pictet Group, a Swiss private bank and wealth and asset manager headquarted in Geneva, is in full swing. Its asset management branch recently expanded its fixed income team and launched an absolute return fund. Its legal structure was changed. And its alterna
23 Jan. 2014 Markit launches global ETF platform [more]
Opalesque Industry Update - Markit, a leading, global financial information services company, today announced that it has integrated its suite of ETF products into a new web application that delivers sophisticated capabilities required for navigating the increasingly complex and global ETF universe.
23 Jan. 2014 Emergence selects Rcube’s Global Macro UCITS fund for Absolute Return seeding fund [more]
Opalesque Industry Update, for New Managers - After three completed investments since mid-2012, NewAlpha Asset Management announced the fourth incubation partnership between the French managers-only seeding fund Emerge
23 Jan. 2014 Greenwich Global Hedge Fund Index gains 1% (est.) in December, (9.1% in 2013) [more]
Opalesque Industry Update - Greenwich Mid-Month Update: Despite the dip at the beginning of the month hedge funds returned an average of +1.03% in December 2013 as indicated by the Greenwich Global Hedge Fund Index. Equity markets were up in December as measured by the S&P500, up +2.53%, MSCI W
23 Jan. 2014 UCITS HFS Index finishes year on a high, up +0.27% in December 2013 [more]
Opalesque Industry Update - The UCITS HFS Index continues in the same vain as in November and reports gains of 0.27% again for December 2013. The broad index started negatively into the month with losses of -0.29% in week one. The seco
22 Jan. 2014 Moody’s upgrade points to reopening of the Chilean pension market to Irish UCITS [more]
Opalesque Industry Update - It’s been a rocky road for Dublin over the past few years, but last month’s exit from the European Union-International Monetary Fund bailout and last Friday’s welcome news that Moody’s would follow Fitch and S&P by upgrading Irish sovereign debt to investment grade st
22 Jan. 2014 Franklin Templeton hires Scott Collison as head of Asian alternatives sales [more]
Opalesque Industry Update - Franklin Templeton Investments announces the appointment of Scott Collison as Head of Alternatives Sales, Asia. Reporting to Mark Browning, Managing Director, Asia, Scott is responsible for new business development of the group’s alternative products in Asia. Based in Si
22 Jan. 2014 Opus Fund Services absorbs all AlphaMetrix360 clients [more]
Opalesque Industry Update - Opus Fund Services has today announced a court approved deal to absorb AlphaMetrix360 (AM360) by placing all of its clients onto the Opus platform with immediate effect. AM360 was f
22 Jan. 2014 Hedge fund assets surge to new record to begin 2014 [more]
Opalesque Industry Update - Capital invested in the global hedge fund industry surged to a record in the fourth quarter , finishing a strong year of capital growth as hedge funds posted the best performance in three years. Total capital increased in 4Q by $120 billion on $10.5 billion of net inflows
22 Jan. 2014 Over 80% of fund managers have yet to seek AIFMD authorization as deadline approaches [more]
Bailey McCann, Opalesque New York: With only six months to go until full implementation of the Alternative Investment Fund Managers Directive (AIFMD) on July 22, new research by BNY Mellon, has found that fewer than 20% of alternative investment fund managers (AIFMs) have submitted an application
22 Jan. 2014 Hedge fund monitor: Macro hedge funds bought S&P 500 and USD [more]
Bailey McCann, Opalesque New York: Macro hedge funds are buying the index and US Dollar this week according to the latest hedg
21 Jan. 2014 Total hedge fund assets increase 13%, top $2tn in 2013 - Eurekahedge [more]
Opalesque Industry Update - This month The Eurekahedge Report turns its focus to the US$2.0 trillion global hedge funds sector along with the latest capital flows and top per
21 Jan. 2014 Alternative assets industry hits $6tn in AUM for the first time [more]
Opalesque Industry Update - Preqin has launched its 2014 Global Alternatives Reports, which reveal the global alternatives industry has shown significant growth in assets held by private equity, hedge fund, real estate and infrastructure fund managers. This is following a year of improving exit envi
21 Jan. 2014 Mariner Investment closes $450m in new infrastructure investment strategy [more]
Opalesque Industry Update - Mariner Investment Group, the global alternative asset manager, announced that it has closed on two new client mandates, launching Mariner Infrastructure Investment Management (MIIM), Mariner’s bank d
20 Jan. 2014 Rothschild completes Euro 200m fund raising for its first Oberon Credit Investment Fund [more]
Opalesque Industry Update - Rothschild announced that its Merchant Banking arm has completed the final closing of Oberon Credit Investment Fund I, its European secured credit fund. Rothschild worked with Key Capital to plac
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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