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HELPCENTER
01 Nov. 2016 First trade executed via robo-adviser service in Southeast Asia [more]
Opalesque Industry Update - Singapore’s accredited investors today executed the first trades on a robo-adviser platform in Southeast Asia. The purchase of a position in the diversified risk All Weather Portfolio was the first on the WeInvest robo-adviser platform, partnered with Lighthouse Canton in
01 Nov. 2016 Comment: Ignoring the Cost of Committed Capital: How PE funds can overstate LP returns by up to 50% [more]
Opalesque Industry Update - Kelley Rytlewski, Founder on Nextvest, a community of family offices and private investors jointly pursuing direct investment and co-investment opportunities, writes on Harvest: Private equity funds are the widely accepted investment strategy for pensions, endow
01 Nov. 2016 World’s largest fund managers see first decline in assets since 2011 [more]
Opalesque Industry Update - Assets managed by the world’s largest 500 asset managers fell in 2015 for the first time since 2011, according to research conducted by Pensions & Investments (P&I), a U.S. investment newspaper, and Willis Towers Watson, a global advisory, broking and solutions company.
01 Nov. 2016 New York union officials involved in hedge fund Platinum’s misconduct and racketeering scheme charged in court [more]
Komfie Manalo, Opalesque Asia: The law firms of Newman Ferrara LLP and Seelig Law Offices, LLC have filed a lawsuit on behalf of active and retired correction officers against the Correction Officers Benevolent Association (COBA) executive board, its indicted former president Norman Seabrook and
01 Nov. 2016 Survey finds acceptance and support for shareholder activism continues to increase across all constituencies [more]
Matthias Knab, Opalesque: Leading law firm Schulte Roth & Zabel (SRZ) today announced key findings from its 2016 Shareholder Activism Insight report, published in association with Activist Insight and FTI Consulting. The report, which surveyed the views of 37 of the leading activists in the marke
31 Oct. 2016 Lyxor: Frenzied M&A activity to support event driven strategies [more]
Opalesque Industry Update - October was a supportive month for Global Macro funds, which almost erased their year to date losses in a single month, according to the Lyxor Weekly Brief research note. The top contributors to their stellar performance last month included a short duration stance in fixe
31 Oct. 2016 Hedge Fund Standards Board (HFSB) to hold information session on November 8 in New York [more]
Opalesque Industry Update - The Hedge Fund Standards Board (HFSB), the standard setting body for the hedge fund industry, has seen growth in its North American signatory base in 2016, which now counts for 42% of the more than 125 hedge fund managers, overseeing approximately $1 trillion in assets, t
31 Oct. 2016 Deloitte: Now is the time for hedge funds to consider impact investing [more]
Bailey McCann, Opalesque New York: A new report out from Deloitte's Center for Financial Services argues that now is the time for hedge funds to consider impact investing. Report authors suggest that impact investments can provide a new source of alpha in an otherwise challenging market for h
31 Oct. 2016 Up 45.35% since 2014 launch, Austin value manager proves humans and computers are complements not competitors [more]
Matthias Knab, Opalesque: Andrew Oskoui, CFA, Portfolio Manager & Principal at Austin based Blue Tower Asset Management, writes on Harvest: Blue Tower believes that humans and computers are complements not competitors and thus applies advanced analytics to classic value investing. The Blue To
31 Oct. 2016 E. Lee Hennessee, hedge fund pioneer, dies at 64 [more]
Bailey McCann, Opalesque New York: E. Lee Hennessee, 64, former Managing Principal of the Hennessee Group has been found dead at her home in the Trump Plaza West Palm Beach. Hennessee is reported to have been found by her husband and business partner Charles Gradante on Saturday. The body ha
31 Oct. 2016 Oaktree’s CFO and principal to retire [more]
Benedicte Gravrand, Opalesque Geneva: Two senior executives are leaving investment manager Oaktree Capital Group, and are being replaced. At the same time, the firm reported an increase in net income, and a slight increase in assets under management from last quarter.
31 Oct. 2016 Quant manager moves to Geneva wealth management firm [more]
Benedicte Gravrand, Opalesque Geneva: Aris Wealth Management S.A. has appointed Alexandre M. Andreani as chief investment officer and head of quantitative strategies. Andreani will oversee and develop strategic asset allocation products dedicated to institutional investors in Switzerland.
28 Oct. 2016 Auspice Capital Advisors launches GAS - the only ETF tied to Canadian Natural Gas globally [more]
Opalesque Industry Update - Auspice Capital Advisors Ltd., an alternative investment manager, has announced the launch of the Canadian Natural Gas Index ETF and the Canadian Natural Gas Index. Together, they allow investors and market participants to actively monitor and speculate outright on the p
28 Oct. 2016 French working group enacts seven measures to make Paris more attractive to international investors [more]
Benedicte Gravrand, Opalesque Geneva: In a continuing effort to promote France as an alternative financial centre to London after Brexit, a working group has just come up with seven measures to make Paris a more attractive centre for international investors. The quirkily-named "FROG" group
28 Oct. 2016 $14m connected to proceeds of $230 million fraud uncovered by Magnitsky traced to Canada [more]
Komfie Manalo, Opalesque Asia: Some $14m of suspected illicit proceeds connected to the $230m Russian fraud uncovered by Hermitage’s murdered Russian lawyer, Sergei Magnitsky, have been traced to Canada, said
27 Oct. 2016 VolX launches “Big Data” risk solution with 1600 risk indices [more]
Opalesque Industry Update - The VolX Group (VolX), architects of RealVol Instruments and Indices, has launched 1,600 risk indices. This new offering allows market participants access to the data they need to manage asset-specific and systemic risk in the marketplace. VolX is the first index com
27 Oct. 2016 Monsoon Capital to launch long/short equity fund, Monsoon India Dynamic Alpha Fund [more]
Opalesque Industry Update - Monsoon Capital said it would launch its new India fundamental long/short equity fund, Monsoon India Dynamic Alpha Fund (MIDAS), on November 1, 2016. Both the Delaware limited partnership (for US taxable investors) and the offshore fund (for non-US investors and tax-exem
26 Oct. 2016 Assets invested in active ETFs/ETPs listed globally reach new record high [more]
Opalesque Industry Update - ETFGI, the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in active ETFs/ETPs listed globally reached a new record high US$40.33 billion at the end of Q3 2016, according to data from ETFGI’s Q3 2
26 Oct. 2016 Northern Trust hires head of global fund services for Asia [more]
Opalesque Industry Update - Northern Trust said that it has appointed Caroline Higgins as head of its Global Fund Services business in Asia. From her Hong Kong base, Higgins will focus on bringing Northern Trust’s range of tailored fund servicing solutions to Asia-based investment manager
26 Oct. 2016 Comment: Perception versus Reality [more]
Opalesque Industry Update - Michael Lebowitz from 720 Global writes on Harvest Exchange: When asset valuations are extended well beyond historical norms, as they are today, some investment managers elect to take a more defensive and cautious posture than the consensus. In “Bubbles and Elevators”, we
26 Oct. 2016 Study: No direct relationship between hedge fund leverage and volatility and downside risk [more]
Komfie Manalo, Opalesque Asia: A joint study by the Alternative Investment Management Association (AIMA) and the CAIA Association suggests that adding leverage to an alternative investment fund does not necessarily increase the risk. AIMA is the global representative for alternative asset manager
26 Oct. 2016 Law firm alerts Platinum Partners’ investors about hedge fund’s bankruptcy, capital recovery [more]
Komfie Manalo, Opalesque Asia: International law firm Hagens Berman Sobol Shapiro LLP issued an alert to Platinum Partners LP Funds investors about the firm’s flagship hedge fund filing for bankruptcy. Hagens Berman issued the alert
26 Oct. 2016 Investcorp buys 3i Group’s debt business [more]
Bailey McCann, Opalesque New York: Bahrain-based Investcorp will buy the debt management business of 3iDM, from UK-based 3i Group PLC for approximately $227 million. The deal will add $12 billion in AUM to Investcorp, bringing the firm's total AUM to approximately $23 billion. The acquis
25 Oct. 2016 Walkers 2016 Fundamentals event at the Harvard Club, NY [more]
Opalesque Industry Update - On Tuesday 1 November international law firm Walkers will host its annual New York investment funds seminar, Walkers Fundamentals. The seminar has become a permanent fixture on the calendar for the investment funds industry, attracting investment fund managers a
25 Oct. 2016 Fourth-Quarter hedge fund strategy outlook from K2 Advisors: Favorable dispersion presents opportunity [more]
Opalesque Industry Update - K2 Advisors writes on Harvest Exchange - for US investors only: Dispersion in valuations, dispersion in security prices, dispersion in currencies, dispersion in earnings. The point is, ladies and gentleman, that dispersion—for lack of a better word—can be good
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  1. Regulatory - David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge, Carried interest tax: How much does it matter?, Odey sees 'terrifying' mix in MiFID, tapering, asset values, Hedge funds come together to share cost of MiFID and research, SEC turns up the heat on U.S. investment advisers, India's Sebi asks hedge funds to report investments in commodity derivatives[more]

    David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge From CNBC.com: David Stockman is warning about the Trump administration's tax overhaul plan, Federal Reserve policy, saying they could play into a severe stock market sell-off. Stockman, the R

  2. North America - Puerto Rico rejects loan offers, accusing hedge funds of trying to profit off hurricanes[more]

    From TheIintercept.com: Puerto Rico has rejected a bondholder group's offer to issue the territory additional debt as a response to the devastation of Hurricane Maria. Officials with Puerto Rico's Fiscal Agency and Financial Advisory Authority said the offer was "not viable" and would harm the islan

  3. Investing - WPP targeted by short-selling American hedge fund, Sun co-founder sells secretive hedge fund on big chip trade[more]

    WPP targeted by short-selling American hedge fund From Cityam.com: An American hedge fund has mounted a bet against WPP, the world's largest advertising group, with a trade worth almost £90m. Lone Pine Capital has built a short position worth 0.51 per cent of the FTSE 100 company,

  4. Hedge funds up as industry adjusts to rising rates[more]

    Komfie Manalo, Opalesque Asia: Hedge funds have reshuffled their portfolio after nearly four weeks of rising rates as the Lyxor Hedge Fund Index was up +0.2% from 19 September to 26 (+1.1% YTD), fuelled by strong results of global macro funds, Lyxor Ass

  5. Manager Profile - How the world's hedge fund king used 'idea meritocracy' to become a billionaire[more]

    From Forbes.com: In 1982, Ray Dalio made what he calls the biggest mistake of his life. He made a bet that there would be an economic collapse stemming from a debt crisis. And he was wrong. He lost money. He lost his client's money. He had to let people go from his firm and borrow money from his dad