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2019 - Click on a date in left column to access the Briefings. HELPCENTER
2018  
19 Apr. 2019 Opalesque most forwarded article - week 16: Institutional Investors Here's how much public pensions are in the hole by per U.S. resident, Swedish pension giant awards $1.5bn PE mandate, CalSTRS on lookout for private equity investment consultants, Baltimore Fire & Police commits to LaSalle value-added real estate fund, US, European institutional investors plan to pile into China's capital markets, survey finds [more]

Here's how much public pensions are in the hole by per U.S. resident From Value Walk: A lthough some government agencies have demonstrated a desire to deal with the pension crisis, the problem of unfunded liabilities continues to get worse year after year. A new report pegs U.S. public pensions' unfunded liabilities at nearly $6 trillion as of 2018. That amou...

12 Apr. 2019 Opalesque most forwarded article - week 15: Hedge fund Renaissance pulls back on hunt for market trends [more]

From FT: Renaissance Technologies, one of the world's most influential and secretive hedge fund firms, has sharply cut back its use of strategies that bet on patterns in futures markets, a big sign of such strategies' waning popularity. US-based Renaissance, founded by former cold war codebreaker Jim Simons and with about $60bn in assets, reduced its use of such strategies in ...

05 Apr. 2019 Opalesque most forwarded article - week 14: Investors should rethink automatic portfolio rebalancing, study says [more]

Bailey McCann, Opalesque New York: Can automatic rebalancing end up doing investor portfolios more harm than good? A new study from Man Group suggests that automatic rebalancing can mean that investors sell out of profitable investments at exactly the wrong time. "Rebalancing is an active strategy that can actually end up making the impact of drawdowns on a portfolio worse...

29 Mar. 2019 Opalesque most forwarded article - week 13: Caymans' AML requirements still a bit up in the air [more]

B. G., Opalesque Geneva: The Cayman Islands' anti-money laundering (AML) requirements are still a bit up in the air, according to Bill Prew, CEO/founder at Indos Financial. Even though all open-ended, Cayman-domiciled hedge funds had to appoint three AML officers by September, there are still grey areas in such ...

22 Mar. 2019 Opalesque most forwarded article - week 12: Half of real estate investors are considering investing in opportunity zone funds (OZFs) in 2019 [more]

Laxman Pai, Opalesque Asia: A survey found that 51% of real estate investors were considering investing in opportunity zone funds (OZFs) in 2019, while a further 12% are interested in the longer term. A less widely publicized part of the 2017 Tax Cuts and Jobs Act in the US was the creation of 8,700 "opportunity zones" - distressed areas in which capital gains tax on...

15 Mar. 2019 Opalesque most forwarded article - week 11: Legal Showtime wants Wall Street performance coach's copyright suit against 'billions' creator thrown out [more]

From Dadline: Showtime has filed a motion to dismiss the lawsuit filed against it, Billions creator Andrew Ross Sorkin and others by a Wall Street performance coach who claims to be the inspiration for a key character on the drama series. Denise Shull, who wrote the 2012 nonfiction book Market Mind Games, filed a copyright infringement suit in January claiming that the defendants "r...

08 Mar. 2019 Opalesque most forwarded article - week 10: Tikehau Capital doubles AUM in two years, expands to New York [more]

Bailey McCann, Opalesque New York: Paris-based Tikehau Capital reported total AUM of over €22bn as of Dec. 31, 2018 - more than doubling its AUM within two years. The alternative asset manager focuses on private debt, real estate, private equity and liquid strategies. Tikehau, had set a goal of €21bn of asset under management by this point, but the firm says it was bolstered by ...

01 Mar. 2019 Opalesque most forwarded article - week 9: Institutional Investors Indiana Public Retirement allocates $507m to 7 managers, Washington State Investment Board pumps another $1.8bn into alternatives, South Carolina commits $400m to 3 managers, Finland set to merge municipal and private pension systems [more]

Indiana Public Retirement allocates $507m to 7 managers From PIonline.com: Indiana Public Retirement System, Indianapolis, announced commitments and investments totaling $507 million to nine alternative investment strategies run by seven managers from the system's $28.7 billion defined benefit plan. Investment officers of the fund, who have investment di...

22 Feb. 2019 Opalesque most forwarded article - week 8: Performance This small Austin based hedge fund founded by a successful Polish entrepreneur is beating market by recognizing growing moats [more]

From Value Walk: Lukasz Tomicki, the founder of Austin, TX-based LRT Capital, had a life-changing moment after he achieved a degree of success. This led him into the hedge fund business where his emerging strategy has outperformed the major stock and hedge fund indices, he told ValueWalk. How the fund outperforms "the markets" speaks to recognizing a long term trend in growing a "mo...

15 Feb. 2019 Opalesque most forwarded article - week 7: New Launches Royal London launches new Greetham fund, Direct lending specialist unveils multi-manager credit fund, PeakSpan Capital announces final close for Fund II on $265m, Mubadala's venture capital unit to launch $400m European fund, Lazard offers Scandinavian bond fund [more]

Royal London launches new Greetham fund From FT Adviser: Royal London's Multi Asset Strategies is the latest fund to be launched for Trevor Greetham and his eight-strong multi-asset team. It targets annualised total returns of cash, defined as the Sterling Overnight Index Average, plus 4 per cent over five-year rolling periods - aiming to capture marke...

08 Feb. 2019 Opalesque most forwarded article - week 6: UK hedge funds to prepare their senior managers for new regulatory regime [more]

B. G., Opalesque Geneva: Sani Jackson, London-based director at Optima Partners, a global regulatory compliance and risk management firm, warns UK-based fund managers of some (non-Brexit related) regulatory issues they cannot ignore this year. The UK FCA's ...

01 Feb. 2019 Opalesque most forwarded article - week 5: New Launches New hedge fund launches slowed 2019, An Ex-Nomura trader starts hedge fund at Tencent-backed firm, Lowes launches structured investment strategies fund, Kindred Ventures launches maiden fundraise with eyes on $50m, China's CITIC Capital to raise $2bn investment fund, Greenline Ventures launches second innovative fund [more]

New hedge fund launches slowed 2019 From Business Insider: Becoming a hedge-fund manager in 2019 is harder than ever before. Increased costs for technology, data, and compliance staff, along with tougher regulatory standards, have made it more challenging to launch a fund without a strong pedigree or a big-name supporter. These pressures are coupled with continued d...

25 Jan. 2019 Opalesque most forwarded article - week 4: Opinion Can you beat Warren Buffett's investment returns using data? [more]

From Seeking Aplha: The ideal hedge fund portfolio would use leverage to take a variety of uncorrelated risks that all cancel each other out, leaving the fund with little to no net exposure. For example, if you could invest in enough items with no correlation to the business cycle, like earthquake bonds and reinsurance, your return increases linearly, but your risk only increases logarit...

18 Jan. 2019 Opalesque most forwarded article - week 3: Institutional Investors Institutional investors plot large property allocations, Qatar Investment Authority aims to reach $45bn in U.S. investments, Louisiana Teachers assigns $200m, SoftBank move to slash WeWork investment sends shockwaves [more]

Institutional investors plot large property allocations From FT: Institutional investors plan to make large allocations to property in 2019, taking them closer to their desired targets. At least €72.4bn of new capital is expected to flow into real estate this year, according to a survey of 144 institutional investors and 10 fund of fund managers, con...

11 Jan. 2019 Opalesque most forwarded article - week 2: Gundlach's Forecast for 2019 [more]

Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must recon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social Security have reached a stage that is "totally unthinkable." Gundlach is th...

2018  

 

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  1. Institutional Investors: Here's how much public pensions are in the hole by per U.S. resident, Swedish pension giant awards $1.5bn PE mandate, CalSTRS on lookout for private equity investment consultants, Baltimore Fire & Police commits to LaSalle value-added real estate fund, US, European institutional investors plan to pile into China's capital markets, survey finds[more]

    Here's how much public pensions are in the hole by per U.S. resident From Value Walk: A lthough some government agencies have demonstrated a desire to deal with the pension crisis, the problem of unfunded liabilities continues to get worse year after year. A new report pegs U.S. public pe

  2. YieldStreet acquires Carlyle-backed Athena for $170m to add art financing to its alternative investment platform[more]

    Laxman Pai, Opalesque Asia: Yieldstreet, a closely held digital wealth management platform, acquires Athena Art Finance from Carlyle Group and co-investors in a deal valued at $170m. With this acquisition, YieldStreet, which raised $62m in February to further open to a wider base of investors

  3. Europe: KKR strikes hedge fund gold with British billionaire pair, Net outflows continue at Swiss asset manager GAM, Swiss fintech launches hedge fund platform, Cash-flush buyout firms target Europe in take-private scramble[more]

    KKR strikes hedge fund gold with British billionaire pair From Bloomberg: A pair of 200-year-old wooden elephants adorn the London lobby of one of the financial world's biggest beasts. The carvings guard the Chelsea office of fast-growing $39 billion hedge fund Marshall Wace. Co-foun

  4. Performance: BlueMountain was one of the biggest losers of the first quarter[more]

    From Institutional Investor: BlueMountain Capital Management - the hedge fund firm fighting a proxy battle over the future of bankrupt California power company PG&E - has another problem.Its main fund, BlueMountain Credit Alternatives, is down 4 percent for the year through April 5, according to HSB

  5. Opalesque Exclusive: Alternative UCITS trends: asset outflow and growth in quant strategies[more]

    B. G., Opalesque Geneva: The market for alternative UCITS, the more hedge fund-type of UCITS funds, has doubled since 2008, but underwent its first outflow since then in 2018. According to LuxHedge's database, it now stands at €400bn ($452bn), with about 1,400 funds. Despite the outflo