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23 Jul. 2014 Malta launches its first alternative investment ETF under new Securitization Act [more]
Opalesque Industry Update - The first Exchange Traded Instrument (ETI) issued under the Malta Securitization Act went live recently on the European Wholesale Securities Market (EWSM). The "Dynamic Trading Strategies ETI" is linked to and backed by a performance linked bond issued b
23 Jul. 2014 Low rates and new regulations create challenges for U.S. fixed income markets [more]
Komfie Manalo, Opalesque Asia: Global market intelligence provider and advisory services Greenwich Associates said that fixed- income dealers who thought market conditions could not get any worse this year have been proven wrong. Accord
22 Jul. 2014 Fund marketing without a passport under the AIFMD [more]
Komfie Manalo, Opalesque Asia: As the Alternative Investment Managers Directive (AIFMD) transitional period comes to an end on 22 July 2014, most European countries have now transposed to the new rule, according to the latest briefing released by international law firm Clifford Chance. In its
22 Jul. 2014 Julius Baer acquires assets from Israel’s Bank Leumi [more]
Bailey McCann, Opalesque New York: On the heels of news that Swiss bank Julius Baer is likely to come to a settlement with US regulators after charges that the bank helped US citizens evade their taxes, the bank has announced plans to acquire Israel’s Bank Leumi. Julius Baer CEO Boris Collardi
22 Jul. 2014 EY buys Parthenon Group consultants [more]
Bailey McCann, Opalesque New York: Ernst & Young will buy the Parthenon Group, a global strategic consulting firm to expand its consulting services footprint. Parthenon is one of the top ten management consultants in the world, and will expand E&Y's offering to include consulting services acr
22 Jul. 2014 LNG Capital launches LNG FX fund [more]
Komfie Manalo, Opalesque Asia: London based European Credit focused asset management firm LNG Capital announced the launch of LNG FX fund. LNG founder and chief executive officer Louis Gargour said the strategy is an activel
21 Jul. 2014 Barclay CTA Index Gains 0.63% in June; (+0.65% YTD) [more]
Opalesque Industry Update - Managed futures gained 0.63% in June according to the Barclay CTA Index compiled by BarclayHedge. The Index is now up 0.65% at mid-year. “The US Federal Reserve and Bank of England announced that interest rates will be rising soon, while the European Central Ban
21 Jul. 2014 Full compliance still some way off as AIFMD authorisation deadline arrives [more]
Opalesque Industry Update - New research by BNY Mellon, an investment management and investment services, highlights a compliance shortfall among alternative investment funds (AIFs) on the eve of the deadline for Alternative Investment Fund Managers Directive (AIFMD) authorisation. While 82 p
18 Jul. 2014 Inflow of $56.9bn in H1-2014 increased total hedge fund industry capital globally to $2.8tln+ [more]
Opalesque Industry Update - Total hedge fund capital surged to an 8th consecutive quarterly record in 2Q14 as investors allocated across most hedge fund strategies, according to the latest HFR® Global Hedge Fund Industry Report, released today by HFR, the established global le
18 Jul. 2014 Global wealth managers surge with buoyant AuM and profitability [more]
Opalesque Industry Update - The Global Private Banking Benchmark 2014 from Scorpio Partnership finds buoyant growth across the top 25 firms worldwide, which experienced an average percentage change of 11.3% in assets under management in 2013. Together, this league of wealth titans now collectively m
18 Jul. 2014 HFRU Hedge Fund Composite Index gains 0.33% through mid-July, 3.27% YTD [more]
Opalesque Industry Update - UCITS compliant Hedge funds posted strong gains through mid-July, extending prior month's gains, with the HFRU Hedge Fund Composite Index gaining +0.33%.

 HFRU Equity Hedge Index posted a gain of +0.62% through mid-July, 2014, with p
18 Jul. 2014 Barclay Hedge Fund Index Up 1.41% in June (+3.76% YTD) [more]
Opalesque Industry Update - Hedge funds gained 1.41% in June, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is now up 3.76% in 2014. “As investor’s shrugged off a downward revision of first quarter GDP and focused instead on the positive economic news coming
18 Jul. 2014 Hedge fund asset flows reach new highs, topping $3tn [more]
Bailey McCann, Opalesque New York: After surpassing an all-time peak AUM in April and reaching $3tn in May, new flows and performance further lifted assets in June to $3.032tn, according to the latest asset flow data from eVestment. New flows into equity and credit funds drove H1 2014 to the indu
18 Jul. 2014 Preqin: hedge fund managers still worried about AIFMD [more]
Bailey McCann, Opalesque New York: The deadline for AIFMD registration in Europe is fast approaching - July 22 is the big day. New research from Preqin shows that hedge fund manager concerns about the Directive continue to climb, as those who waited until the last minute are now faced with a dau
18 Jul. 2014 Sovereign wealth and global macro investing expert Andrew Rozanov leaves Permal [more]
Benedicte Gravrand, Opalesque Geneva: Andrew Rozanov, managing director and head of sovereign advisory at Permal, left the firm this week. The departure was confirmed by Alastair Crabbe, a Permal spokesman. He joined Permal Investment Management
17 Jul. 2014 Investigations on how broker courted Libyan business may affect Harbinger Capital [more]
Benedicte Gravrand, Opalesque Geneva: Compagnie Financičre Tradition is under investigation, according to U.S. and Swiss press reports. The Swiss-listed firm – also known as Tradition Financial Services – which is one of the world’s leading int
16 Jul. 2014 One-third of fund managers may be unprepared for 22nd July AIFMD deadline [more]
Opalesque Industry Update - An independent survey conducted by Confluence, the global leader in investment data management automation for the asset management industry, has found that with one week to go, respondents believe a third of the fund managers targeted by the Alternative Investment Fund M
16 Jul. 2014 Hedge fund standards board granted membership in IOSCO [more]
Opalesque Industry Update - The Hedge Fund Standards Board (HFSB) has been granted Affiliate Membership of the International Organization of Securities Commissions (IOSCO), the international body that promotes high standards of regulation in the world’s securities markets. More than 120
16 Jul. 2014 Strong investor interest for multi-strategy funds [more]
Opalesque Industry Update - Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform, is delighted to present the 15th edition of the quarterly ML Capital Alternative UCITS Barometer (Barometer). The Barometer is designed to help identify and anticipate key t
16 Jul. 2014 SEC Commissioner Piwowar hints at SEC/FSOC turf war in remarks [more]
Bailey McCann, Opalesque New York: The Financial Stability Oversight Council (FSOC), was created as a group of regulators with the aim of doing things like 'monitor systemic risk' and decide which financial firms could pose significant systemic risk if they were allowed to take on overly
15 Jul. 2014 Fund managers and insurance mediation: the hidden deadline [more]
Opalesque Industry Update - In addition to the fast approaching deadline for AIFMD, all fund managers must be well aware that next Monday, 21 July 2014, is the
15 Jul. 2014 Last chance for alternative fund managers to apply for AIFMD authorisation before July 22nd deadline [more]
Opalesque Industry Update - Alternative fund managers have just one week to apply for authorisation under the Alternative Investment Fund Managers Directive (AIFMD) as the July 22nd deadline looms, warns Bovill, the specialist financial services regulatory consultancy. Bovill explains tha
15 Jul. 2014 Hedge funds continue appetite for equities, cautious on U.S. credit [more]
Komfie Manalo, Opalesque Asia: A survey by Lyxor Asset Management showed that the majority of hedge fund managers expect the equities markets in the U.S. and Europe to sustain its rally on the back of accommodative monetary conditions recently reite
15 Jul. 2014 CalPERS posts 18.4% return year-to-date [more]
Bailey McCann, Opalesque New York: The California Public Employees' Retirement System (CalPERS) reported a preliminary 18.4 percent return on investments for the 12 months that ended June 30, 2014. CalPERS assets at the end of the fiscal year stood at more than $300bn. Alternative strategies
15 Jul. 2014 SEC charges Ernst & Young with violating independent auditor rules [more]
Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has charged Ernst & Young with violations of independent auditor rules for lobbying activities at the firm. Ernst & Young has agreed to pay more than $4 million to settle those charges, according to a statement. T
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  3. Goldman in talks to acquire IndexIQ[more]

    From Bloomberg.com: Can Goldman Sachs put ETF investors on a liquid diet? Goldman is in talks to acquire IndexIQ, Reuters has reported. Index IQ is a small exchange-traded-fund firm known mostly for products that replicate hedge fund strategies, called "liquid alternative" ETFs. While IndexIQ has 11

  4. Other Voices: CALPERS dilemma should be a warning to hedge funds wanting institutional investors[more]

    From Ian Hamilton, founder of IDS Group. A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing. Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t

  5. Hedge funds fell 1.18% in September on Fed tightening and ECB loosening[more]

    Komfie Manalo, Opalesque Asia: Hedge funds fell 1.18% in September on Fed tightening and loosening of the European Central Bank’s policy on equity markets, according to the Barclay Hedge Fund Index co