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HELPCENTER
05 Feb. 2013 Hedge fund returns positive in January, up +1.74% - still lagging S&P [more]
Bailey McCann, Opalesque New York: Hedge funds were up overall in January 1.74%, however they still underperformed the S&P 500 which returned 5.04%, according to the
05 Feb. 2013 Risk easing continued in the fourth quarter, trend likely to continue - Axioma [more]
Bailey McCann, Opalesque New York: Risk continued to decline in the fourth quarter of last year, a trend that is likely to continue according to the most recent quarterly risk report issued by Axioma. Possibly ex
05 Feb. 2013 New U.S. laws criminalize theft of quantitative trading and investment models and other trade secrets [more]
Bailey McCann, Opalesque New York: Two new laws recently passed in the US may make life tougher for US employees of financial services firms that misuse company trading models, according to a
04 Feb. 2013 Credit Suisse Liquid Alternative Beta Index up 1.10% in January [more]
Opalesque Industry Update: The Credit Suisse LAB Index was up 1.10% in January according to Dr. Jordan Drachman, Head of Alternative Beta Strategies at Credit Suisse. Dr. Drachman noted, �The Credit Suisse Liquid Alternative Beta Index (�CSLAB�), which aims to reflect the performance of t
04 Feb. 2013 UCITS Alternative Index Global starts year on positive note, up 1.03% [more]
Opalesque Industry Update - The UCITS Alternative Index Global starts the year on a positive note with a progression of 1.03%. The UCITS Alternative Funds of Funds Index performs even better advancing by 1.31%. Nine out of 11 strategies return positive performances this month: with a gain of 1.98% t
04 Feb. 2013 ML Capital finds investors believe 'the worst is over' [more]
Beverly Chandler, Opalesque London: ML Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform, has published the ninth edition of the quarterly ML Capital Alternative UCITS Barometer (Barometer). ML Capital
04 Feb. 2013 Malta Financial Services Authority highlights facility for Maltese funds to sell to China [more]
Beverly Chandler, Opalesque London: The January newsletter for the Maltese financial community from the Malta Financial Services Authority highlights the fact that Malta domiciled institutional investors licenced by the MFSA have the opportunity to s
04 Feb. 2013 The world's largest pension fund evaluates alternative investments [more]
From Precy Dumlao, Opalesque Asia – The world’s largest pension fund, Japan’s Government Pension Investment Fund (GPIF), which oversees an estimated $1.16tln (108tln yen) in assets will meet in April to discuss the fund’s new direction, it was reported. Takahiro Mitani, who has been president si
01 Feb. 2013 Forbes Family Trust partners with another multi-family office and investment firm LGL Partners [more]
Opalesque Industry Update -- Forbes Family Trust, a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups, announced on January 7th, 2013 a long term strategic and investment advisory partnership with LGL Partners (“LGL”). Forbes Famil
01 Feb. 2013 Focus Financial Partners buys hedge fund of funds provider [more]
Opalesque Industry Update - Focus Financial Partners, LLC, the largest partnership of independent wealth management firms approaching $60 billion in client assets, today announced that The Portfolio Strategy Group, a Westchester based investment advisor, has joined the Focus partnership, effective D
01 Feb. 2013 EDHEC-Risk Institute warns European Commission of consequences of Tobin Tax [more]
Opalesque Industry Update - In an open letter to European Commission President, José Manuel Barroso on January 30, 2013, Professor Noël Amenc, Director of EDHEC-Risk Institute and Professor of Finance at EDHEC Business School, has reiterated EDHEC-Risk Institute’s opposition to a ‘Tobin’
01 Feb. 2013 New survey shows institutional investor demand for alternatives, global exposures on the rise [more]
Bailey McCann, Opalesque New York: eVestment and Casey, Quirk & Associates have released the findings of their annual consultant survey, based on responses from 35 investment consultants in the U.S., representing $14tn in assets under advisement. Each year, U.S.-based investment consultants are poll
01 Feb. 2013 Hedge fund managers and investors disagree over impact of regulation on hedge fund industry [more]
Beverly Chandler, Opalesque London: Research and data provider Preqin reports that hedge fund managers and investors disagree on the impact of regulation on the hedge fund industry. Of the he
01 Feb. 2013 German property firm LEG completes IPO, brings Eur1.34bn ($1.82bn) to Goldman Sachs, Perry Capital [more]
Benedicte Gravrand, Opalesque Geneva: - Germany’s first IPO of the year – and its largest within its property sector – was completed yesterday. LEG Immobilien AG raised around €1.3bn ($1.8bn), according to media reports, marketing 30.5 million shares at €44 each – a bit less than its net asset value
31 Jan. 2013 Cerulli: Investors have more trust in advisors than in financial firms [more]
Opalesque Industry Update - According to The Cerulli Edge - Advisor Edition, 1Q Issue from Boston-based global analytics firm Cerulli Associates, investors have more trust in advisors than in financial firms overall. "In both 2008 and 2012, only 28% of households indicated they be
31 Jan. 2013 Parker FX Index up 0.17% in December, -1.12% for 2012 [more]
Opalesque Industry Update – The Parker FX Index is reporting a +0.17% return for the month of December. Forty three of the forty-seven programs in the Index reported December 2012 results, of which twenty-four reported positive results and eighteen incurred losses, and one was flat. On a risk-adjust
31 Jan. 2013 AIFMD implementation tools announced by AIMA [more]
Opalesque Industry Update - The Alternative Investment Management Association (AIMA), the global hedge fund association, has launched an online self-diagnostic tool and detailed guide to implementation for firms needing to comply with the Al
31 Jan. 2013 Milltrust adds Singapore's Lion Global Investors to UCITS managed account platform [more]
Opalesque Industry Update - Milltrust International, the UK and Singapore-based emerging markets platform, has added a Southeast Asia focused fund to its recently launched suite of UCITS IV funds as it aims to build a full emerging markets offering using best of breed regional managers. The new
30 Jan. 2013 Alix Capital reveals fixed income UCITS hedge funds most popular over 2012 [more]
Opalesque Industry Update - The latest quarterly European research on the UCITS hedge funds industry published by Alix Capital, the Geneva-based provider of the UCITS Alternatives Index (UAI) family of indices, reveals that more than half
30 Jan. 2013 Man's FRM Capital Advisors launches strategic relationship with Japan focused hedge fund [more]
Opalesque Industry Update - FRM Capital Advisors (FCA), the seeding division of FRM, Man Group plc‘s (Man) fund of hedge fund division, has entered into a strategic relationship with a Japan focused hedge fund. FCA will make a signific
30 Jan. 2013 EDHEC-Risk Institute explains Libor manipulation will have affected hedge fund performance fees [more]
Beverly Chandler, Opalesque London: Writing for the EDHEC-Risk Institute’s Investment Management Review Dr Arjuna Sittampalam, Research Associate and Editor of the Review,
29 Jan. 2013 Citadel selects Bloomberg for derivatives trading and access to clearing [more]
Opalesque Industry Update:Citadel, a leading global financial institution, is now using Bloomberg's Fixed Income Trading platform for electronic trading and clearing of interest rate swaps. Citadel is a leader among a growing number of institutions using Bloomberg for electronic exe
29 Jan. 2013 Insparo appoints commodity specialist for planned global food fund [more]
Opalesque Industry Update - Insparo Asset Management has appointed commodity specialist Lucas Wurfbain to oversee a new global Food Fund, expected to be launched later this year. Lucas
29 Jan. 2013 EDHEC: Sophistication of UCITS causes non-financial risks [more]
Opalesque Industry Update - In a summary document that concludes three years of research on better management of non-financial risks within the European fund management industry – conducted with the support of CACEIS – EDHEC-Risk Institute is putting forward a series of proposals to limit these risk
29 Jan. 2013 Zenith believes that fewer hedge fund managers shorting stocks creates a superior investment environment [more]
Beverly Chandler, Opalesque London: Zenith Investment Partner’s Daniel Liptak writes this month that the current attraction to risk assets is a reaction to a phenomenon of the boy calling wolf too many times or the reality that apparently
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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