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19 Jun. 2013 Swiss funds increased by CHF 100bn ($829bn) year on year [more]
Opalesque Industry Update: The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Lipper reached around CHF 763 billion, a slight rise of
19 Jun. 2013 Akin Gump publishes top 10 FAQs for US asset managers looking to Europe [more]
Opalesque Industry Update: US law firm Akin Gump has published a top 10 of FAQs on the AIFMD. The firm writes: On July 22 2013, the Alternative Investment Fund Managers Directive (“AIFMD”) is due to be implemented in every member state
19 Jun. 2013 GAIM delegates hear fund of funds fees are increasingly discounted [more]
Beverly Chandler, Opalesque London: Reporting from the GAIM conference in Monaco, CooConnect finds that funds of funds are taking action over their fees. The site writes: "Funds of funds have insist
19 Jun. 2013 Multifonds’ white paper reflects on the likely impact of AIFMD [more]
Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact of AIFMD and convergence survey. Key findings from the survey include: 83% of respondents agree convergence o
19 Jun. 2013 Eurekahedge reports returns up 0.32% over May (4% year to date) and assets at highest level since mid 2008 [more]
Beverly Chandler, Opalesque London: The June 2013 Eurekahedge Report reveals that hedge funds enjoyed their fifth consecutive month of net allocations and seventh consecutive month of positive returns, with the Eurekahedge Hedge Fund Index up 4
18 Jun. 2013 Barclay CTA Index down 1.31% in May (+0.61% YTD); most traders give back April gains [more]
Opalesque Industry Update: Managed futures lost 1.31% in May according to the Barclay CTA Index compiled by BarclayHedge. The Index remains up 0.61% year to date. “May’s trend reversal in global interest rates coupled with a 12 percent mid-month decline in the Nikkei fueled losses for roug
18 Jun. 2013 Hedge fund manager James Shepherd pleads guilty to commodity pool fraud [more]
From Precy Dumlao, Opalesque Asia – North Carolina hedge fund manager James Alexander Shepherd pleaded guilty to defrauding investors of at least $6m after admitting to using a personal post office box and bogus bank statements to hide his criminal activities for nearly seven years, prosecutors said
18 Jun. 2013 Preqin says growth in Asia Pacific credit markets should create opportunities for local credit hedge funds [more]
Beverly Chandler, Opalesque London: A new study from Preqin finds that the Asia Pacific hedge fund industry is dominated by long/short equity hed
18 Jun. 2013 Daniel Loeb raises stakes in Sony, adds pressure to spin off entertainment arm [more]
From Precy Dumlao, Opalesque Asia – Hedge fund billionaire Daniel Loeb on Monday raised his stakes in Sony Corp. by an additional 5 million shares, bringing his total shares to 70 million through director ownership and cash-settled swaps. This will increase the pressure on Sony to discuss Loeb’s pro
18 Jun. 2013 Are we rotating yet? If we do, will it matter? [more]
Bailey McCann, Opalesque New York: Market participants have long been looking for the "great rotation," out of fixed income, which has been in the works for several months according to some forecasters. Yet, inflows to both fixed income and equities have largely remained unchanged in any real way.
18 Jun. 2013 EU member states propose a harder line on dark pools in new agreement [more]
Bailey McCann, Opalesque New York: According to a statement just released by the Irish Presidency of the Council of the European Union, a General Approach among EU Member States has been reached on the Markets in Fi
18 Jun. 2013 Macros go long on US treasuries and the US Dollar [more]
Bailey McCann, Opalesque New York: Macros increased their long exposure to 10yr Treasuries to a two-year high and to US dollars to the highest since July 2012, according to the
17 Jun. 2013 Barclay Hedge Fund Index up 1.06% in May; (+5.87% YTD) most hedge fund strategies have gains in 2013 [more]
Opalesque Industry Update: Hedge funds gained 1.06% in May, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 5.87% year to date. “While improving consumer confidence and higher prices for US homes stoked concerns of Fed tapering, equity markets rallied ev
17 Jun. 2013 Dow Jones Credit Suisse Hedge Fund Index finished up 0.42% in May (5.43% YTD) [more]
Opalesque Industry Update – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad Index”) finished up 0.42% for the month of May. Performance for the Broad Index and its 10 sub-strategies is calculated monthly. April, May and YTD 2013 performance numbers are listed below and are available a
17 Jun. 2013 LGT Capital awarded GBP100m multi-alternatives mandate from Kingfisher Pension Scheme [more]
Opalesque Industry Update - LGT Capital Partners has been awarded a GBP 100 million multi-alternatives mandate from Kingfisher Pension Scheme. The mandate is focused exclusively on alternative investments and includes hedge funds, commodities, insurance-linked securities, property, private equity an
17 Jun. 2013 Newedge CTA Index down -1.71% in May (2.58% YTD) [more]
Opalesque Industry Update – The Newedge Trend Index fell 3.65% in May 2013 (3.74% YTD), relinquishing some of the gains from March and April. The Newedge Short-Term Trading Index finished slightly positive, extending a run of performance not seen since 2008. The Newedge Trend Index, which is e
17 Jun. 2013 RBC Hedge 250 Index up 0.60% in May, 4.85% YTD [more]
Opalesque Industry Update — RBC Capital Markets today reported that for the month of May 2013 the RBC Hedge 250 Index® had a net return of 0.60 percent. This brings the year-to-date return of the Index to 4.85 percent. These returns are estimated and will be finalized by the middle of next month. Th
17 Jun. 2013 Lyxor launches M&A fund on its alternative UCITS platform [more]
Opalesque Industry Update - Lyxor Asset Management (“Lyxor”) has announced the launch of the Lyxor / Tiedemann Arbitrage Strategy Fund (the “Fund”), a new UCITS-compliant vehicle, which is designed to give access to a pure merger arbitrage strategy in
17 Jun. 2013 Third Eye Capital launches alternative credit trust fund [more]
From Precy Dumlao, Opalesque Asia – Ontario, Canada-based Third Eye Capital Management Inc.., has announced the launch of its credit trust fund, Third Eye Capital Alternative Credit Trust, an open-ended unincorporated investment trust. Th
17 Jun. 2013 Hedge Fund Operational Group publishes white paper on establishing a hedge fund [more]
Beverly Chandler, Opalesque London: The group of hedge fund CFOs, COOs and service providers who make up the Hedge Fund Operational Peer Group has published a white paper entitled
17 Jun. 2013 Mutual funds to see greater support from Asian regulators [more]
Bailey McCann, Opalesque New York: In January, Hong Kong securities regulator, the Hong Kong Securities and Futures Commission announced along with the China Security Regulatory Commission (CSRC) that it would consider allowing a mutual fund scheme. Since then, there has been no additional guidance,
14 Jun. 2013 TrimTabs and BarclayHedge: Hedge funds receive meager $430m, underperforms S&P 500 by 126 basis points in April [more]
Opalesque Industry Update — BarclayHedge and TrimTabs Investment Research reported today that hedge funds took in a net $430 million (0.02% of assets) in April 2013, building on an inflow of $817 million in March. The results are based on data from 3,393 funds. The industry delivered a retu
14 Jun. 2013 SS&C GlobeOp Hedge Fund Performance Index up +0.77% in May; Capital Movement Index June net flows advance 1.17% [more]
Opalesque Industry Update: The gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2013 measured 0.77%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 1.17% in June. “Net inflows increased for the month of June, with subscriptions outpacing
14 Jun. 2013 Hedge fund launches rise as investor risk tolerance returns [more]
Opalesque Industry Update: The number of new hedge fund launches increased for the fourth consecutive quarter in 1Q13, according to the latest HFR Market Microstructure Industry Report, released today by HFR, the established global leader in indexation, analysis and research for the global hedge fun
14 Jun. 2013 A bad week for Japan [more]
Benedicte Gravrand, Opalesque Geneva: - The Japanese stock market got inflated by 80% in six months following Shinzo Abe’s appointment as Prime Minister in December 2012. Indeed, Abe almost immediately launched monetary policy, fiscal policy and economic growth strategies (two points of a three-poin
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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