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05 Nov. 2012 HFRX Global Hedge Fund Index loses 0.52% (est.) in October (+2.15% YTD) [more]
Opalesque Industry Update - Global equity markets posted mixed performance for October 2012, as investors discounted mixed US employment data and earnings reports as well as the uncertainties of the continued European banking crisis, US political election and the economic impact of Hurricane Sandy.
05 Nov. 2012 Credit Suisse Liquid Alternative Beta Index down 0.64% in October (+2.31% YTD) [more]
Opalesque Industry Update:The Credit Suisse LAB Index was down 0.64% in October 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
05 Nov. 2012 The Ucits Alternative Index Global down 0.17% for October, up 0.81% year to date [more]
Opalesque Industry Update - The UCITS Alternative Index Global ends October down -0.17% bringing its year to date performance to 0.81%. The performance of the Funds of Funds universe is also negative for the period with -0.54% for the UCITS Alterna
05 Nov. 2012 BVI brings in 'regulation light’ for fund managers [more]
Beverly Chandler, Opalesque London: Reporting on new regulations arriving in the British Virgin Islands (BVI), law firm Harneys says that the BVI is bringing in a new "regulation light" fund manager
05 Nov. 2012 Opportunities for alternatives lie in private sector pension fund shortfall [more]
Beverly Chandler, Opalesque London: In his latest white paper, Shane Brett of hedge fund consultancy firm Global Perspectives looks at the subject of Asset management & the future Global Pension Crisis, and how alternatives can help fill
05 Nov. 2012 New commitments of $5bn+ through Q3 helps drive Fortress’ AUM to record $51.5bn [more]
Fortress Investment Group LLC today reported its third quarter (Q3) 2012 financial results. Assets under management (AUM) increased to $51.5bn as of September 30, 2012, an incre
02 Nov. 2012 First Republic to acquire Luminous Capital [more]
Opalesque Industry Update: First Republic Bank, a private bank and wealth management company, and Luminous Capital Holdings, LLC, one of the nation’s leading independent wealth advisors, today announced that Luminous Capital will become part of First Republic Investment Management, Inc., a wholly-ow
02 Nov. 2012 Cerulli: Predictable returns highly prized among fund selectors [more]
Opalesque Industry Update - Tough market conditions require complex fund analysis and more exacting manager reviews. Fund selectors still have a long-term outlook for fund assessment, but they want to see predictable returns and solid risk controls, according to the November issue of The Ce
02 Nov. 2012 Ireland to change non-UCITS regime ahead of AIFMD implementation [more]
Bailey McCann, Opalesque New York: Ireland is making significant changes to its non-UCITS regime ahead of the Alternative Investment Funds Management Directive (AIFMD), with the goal of remaining attractive to fund managers. Following detailed preliminary discussions with industry on the implicatio
01 Nov. 2012 Hasenbichler Asset Management expands research team [more]
Opalesque Industry Update - Hasenbichler Asset Management has added two investment professionals, Georg Reiter and Helmuth Vollmeier, to its Research and Operational team. Bernd Hasenbichler says: “Having a stronger team in today’s
01 Nov. 2012 Franklin Templeton completes acquisition of majority stake in K2 [more]
Opalesque Industry Update - Franklin Resources, Inc., which operates as Franklin Templeton Investments, has announced that it has completed the acquisition of a majority stake in K2 Advisors Holdings LLC (operating through its subsidiaries
01 Nov. 2012 Cerulli expects global defined contribution pensions’ assets to reach $13.7tln by 2016 [more]
Opalesque Industry Update - Overall, Cerulli Associates expects global defined contribution (DC) assets to reach US$13.7 trillion by 2016, which equates to a 7.5% compound annual growth rate (CAGR) over five years. Australia will retain its position as a significant market relative to the
01 Nov. 2012 Team member from absolute return Finaltis moves to systematic trend follower partner, KeyQuant [more]
Beverly Chandler, Opalesque London: Frans Harts is to join
31 Oct. 2012 CTA and CPO survey from Horizon in wake of MF Global and PFG liquidations [more]
Opalesque Industry Update - Horizon Cash Management said it will distribute a survey to commodity trading advisors (CTAs) and commodity pool operators (CPOs) designed to document the impact of the MF Global and Peregrine Financial Group (PFG) liq
31 Oct. 2012 High yield credit managers re-unite and launch liquid credit strategy [more]
Opalesque Industry Update - Peter Bakker, former high yield portfolio manager at Lazard and SGS, and Frits Lieuw-kie-song, former high yield portfolio manager at LKS and SGS, are now re-uniting to establish a liquid credit strategy at Channe
31 Oct. 2012 Alix Capital launches global fixed income UCITS fund index [more]
Opalesque Industry Update - Alix Capital, the Geneva-based provider of the UCITS Alternatives Index family of indices, today announces the launch of a new investable index, the UAIX Fixed Income Global Index, comprised of fixed income UCITS funds
31 Oct. 2012 Shashank Tripathi, hedge fund analyst, becomes 'Sandy's biggest villain' [more]
Bailey McCann, Opalesque New York: Shashank Tripathi is a hedge fund analyst, previously a blogger for Stone Street Advisors, a hedge fund consultancy in New York, and more recently worked as a consultant for Christopher R. Wight, this year’s Republican candidate for the U.S. House from New York’s 1
31 Oct. 2012 US exchanges to re-open today following Sandy [more]
Bailey McCann, Opalesque New York: Exchanges in the US were largely closed this week as Sandy ravaged the East coast making trading floor locations inaccessible. Now that the bulk of the storm has passed, and transportation is slowly being allowed to resume, those exchanges are re-opening Wednesday,
30 Oct. 2012 Early reports show CTAs have suffered poor October performance [more]
Beverly Chandler, Opalesque London: A report from Reuters finds that systematic, trend following hedge funds are 'headed for their worst monthly performance in October since the start of
30 Oct. 2012 Risk drops across markets as VIX declines to lowest level since '07 [more]
Bailey McCann, Opalesque New York: Risk was down substantially in Q3 for all regions according to new data released today by US-based risk monitoring firm Axioma. The decline tracks with the biggest drop
30 Oct. 2012 Tetragon Financial Group buys Polygon Management for $98.5m [more]
Bailey McCann, Opalesque New York: Tetragon Financial Group Limited, a Guernsey closed-ended investment company traded on NYSE Euronext in Amsterdam, has purchased Polygon Management LP, a hedge-fund firm founded by the same management team, for about $99m. Tetragon is largely focused on structured
30 Oct. 2012 Hedge funds down 0.22% after rocky October, continue equities sell off - BAML [more]
Bailey McCann, Opalesque New York: Early October data from Bank of America Merrill Lynch shows that hedge funds are down slightly for October and are continuing their heavy sell off of US equities. According to data in
29 Oct. 2012 Laven Partners launches web page on AIFMD [more]
Opalesque Industry Update - Laven Partners has launched a web page dedicated to the Alternative Investment Fund Managers Directive (AIFMD). The page goes live today, Monday 29 October 2012 and can be found at: http://www.lavenpartners.com/aifmd/. With this new site, Laven Partners will guide
29 Oct. 2012 Redemptions from US equity funds hit highest level in 49 weeks - EPFR [more]
Bailey McCann, Opalesque New York: Fund flow data from late October suggests that the US Federal Reserve’s efforts to chase investors out of safe asset classes into riskier ones are producing decidedly mixed results, says EPFR in their latest report. EPFR Global-tracked Bond Funds collectively poste
29 Oct. 2012 Silicon Valley executive charged with giving inside information to Galleon's Raj Rajaratnam [more]
Bailey McCann, Opalesque New York: Former Silicon Valley executive Kris Chellam faces charges today from the Securities and Exchange Commission (SEC) that he provided inside information to convicted hedge fund manager Raj Rajaratnam allowing the Galleon hedge funds to make nearly $1m in illicit prof
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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