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HELPCENTER
04 Jul. 2019 CFA Institute releases 2020 GIPS standards [more]
Opalesque Industry Update - The CFA Institute has released the 2020 edition of the Global Investment Performance Standards (GIPS®) set to take effect on 1 January 2020. This marks an important milestone in the ev
04 Jul. 2019 Private equity firms raise $109bn in Q2 2019 [more]
Laxman Pai, Opalesque Asia: The private equity industry raised significant amounts of capital through relatively few fund closures in Q2 2019, said Preqin Quarterly Update. Total fundraising for the quarter was $109bn, on par with Q1, but only 244 funds globally reached a final close. This i
04 Jul. 2019 Brazil's BTG Pactual enters $1bn crypto token partnership with Dalma Capital [more]
Laxman Pai, Opalesque Asia: Latin America's the third biggest investment bank Banco BTG Pactual SA has teamed up with Dubai asset manager Dalma Capital to sell more than $1 billion worth of so-called security tokens. The financial institutions plan to utilize the Tezos blockchain for Security
03 Jul. 2019 State Street launches its first ESG money market fund [more]
Laxman Pai, Opalesque Asia: The investment management division of State Street Corporation, State Street Global Advisors (SSGA) has launched the State Street ESG Liquid Reserves Fund, which seeks to apply financially material environmental, social, and governance (ESG) scores to the management of
03 Jul. 2019 Institutional interest in private markets lifts hedge funds and funds of funds assets [more]
Laxman Pai, Opalesque Asia: According to the 2019 eVestment Alternative Fund Administration Survey, the median respondent grew real assets under administration by +20.64% year-over-year and private equity and debt AUA by +11.35%. The survey also said that private markets general partners con
02 Jul. 2019 Jersey Finance appoints US representative to head up New York office [more]
Opalesque Industry Update - Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year. In his new role, Philip will take on responsibility for enhancing Jersey's visibility in the US a
02 Jul. 2019 CTAs extend winning streak in June, best performing strategy in H1 [more]
Laxman Pai, Opalesque Asia: Hedge funds strategies posted flat returns during the period under review, said Lyxor in its Weekly Brief. L/S Equity Directional, L/S Credit and Market Neutral L/S outperformed, while Merger Arbitrage remained flat. CTAs were slightly down (-0.3% last week) but
02 Jul. 2019 Net sales of Ucits and alternative investment funds (AIFs) saw a boost in April [more]
Laxman Pai, Opalesque Asia: Net sales of Ucits and alternative investment funds (AIFs) saw a boost in April, totalling €43bn - up €6bn from the previous month, said €opean Fund and Asset Management Association (EFAMA) . According to latest Investment Fund Industry Fact Sheet by EFAMA, overall
02 Jul. 2019 Fund administrators see growth in private markets, eVestment says [more]
Bailey McCann, Opalesque New York: Private markets GPs continued to adopt third-party fund administration at a rapid clip, according to data from the latest eVestment Fund Administration Survey. The median respondent grew real assets AUA by +20.64% year-over-year and private equity and debt AUA b
01 Jul. 2019 Only 18% of investors stuck with their long term investment plan during last year's market turmoil [more]
Laxman Pai, Opalesque Asia: Only a fifth of investors held their nerve during 2018 stock market tumble, according to Schroders Global Investor Study. The study said that 2018 was a tough year for investors with sharp falls in global stock markets testing the nerve of investors. New global res
30 Jun. 2019 SBAI Impact expands in North America [more]
Opalesque Industry Update - The Standards Board for Alternative Investments (SBAI) continues to expand its impact on the alternative asset industry with Angelo Gordon, Bridgewater, Blackrock, Magnetar, HPS Investment Partners and PIMCO becoming Core Supporters of the SBAI. The SBAI is the global sta
28 Jun. 2019 Encourage Capital closes solar finance fund on $40m [more]
Opalesque Industry Update - Encourage Capital, LLC, an impact investment asset manager and advisory firm, today announced the first closing of a new private equity fund, Encourage Solar Finance, L.P. at USD $40 million. The fund will invest in specialized financial institutions in India that can dev
28 Jun. 2019 Preqin: Japanese investors embrace alternatives [more]
Opalesque Industry Update - The Bank of Japan adopted negative interest rates in 2016, leading many investors in the country to seek more diversification and higher yields by investing in alternative assets. In 2019, two-thirds of Japan-based investors now allocate to at least one alternative asset
28 Jun. 2019 New hedge fund launches on the rise [more]
Laxman Pai, Opalesque Asia: New hedge fund launches increased to begin 2019, climbing to 136 in Q1, an increase over the 111 launches in the volatile 4Q18, according to the latest HFR Market Microstructure Report. According to the report, the 136 new launches brings the rolling 12-month launc
28 Jun. 2019 Severe funding problems widespread across the US state pension system: Study [more]
Laxman Pai, Opalesque Asia: Despite revenue growth and strong investment returns, the public pension funding gap for all 50 states still exceeded $1tn in 2017, according to brief by The Pew Charitable Trusts. The US state pension system is ill-prepared for the next downturn in financial mark
28 Jun. 2019 Northern Trust transfers private equity blockchain tech to Broadridge [more]
Bailey McCann, Opalesque New York: Northern Trust will transfer its blockchain enabled private equity platform to Broadridge, a FinTech company. Following the agreement, Broadridge will develop the platform which will provide data and analytics tools connecting the PE lifecycle for all market pa
27 Jun. 2019 Investcorp acquires CM Investment Partners [more]
Opalesque Industry Update - Investcorp Credit Management US LLC, a subsidiary of Investcorp Bank B.S.C., today announced that it has entered into a definitive interest purchase agreement to acquire a majority ownership interest in CM Investment Partners LLC, the investment adviser to CM Finance Inc
27 Jun. 2019 Hedge fund professionals nervous about shifting trade policy [more]
Laxman Pai, Opalesque Asia: A new survey of alternative investment professionals has found that hedge fund and private equity executives alike predict moderate economic growth for the second half of this year. Hedge fund executives are nervous about fluctuations in international trade policy
27 Jun. 2019 Global investment fund assets resurgence in 1Q 2019, up by 9.2% [more]
Laxman Pai, Opalesque Asia: Global assets rebound with strong growth that was driven by the recovery in financial markets, according to the European Fund and Asset Management Association (EFAMA). Worldwide Investment fund assets worldwide increased by 9.2% to EUR 48 trillion at end Q1 2019, E
27 Jun. 2019 Investors pull another $3.78bn from hedge funds - eVestment [more]
Bailey McCann, Opalesque New York: Global investors pulled another $3.78 billion from hedge funds in May, according to the just-released May 2019 eVestment Hedge Fund Asset Flows Report. May's results bring year to date (YTD) flows to -$25.43 billion. Performance losses reduced assets further, pu
26 Jun. 2019 Major discrepancies in hedge fund performance reporting [more]
Opalesque Industry Update, for New Managers - The Chartered Financial Analyst Institute (CFA), one of the most important organizations in the investment industry, is expected to announce performance presentation stand
26 Jun. 2019 Typhon Capital Management launches quant trading program [more]
Opalesque Industry Update - Typhon Capital Management announced today Roberto Vernazza and his Mercurio Quantitative Program have joined the firm. Mr. Vernazza is Typhon's first dedicated Quant portfolio manager under the team of François Moreau, Head of Quantitative Trading, and Cris Doloc, Ph.D.,
26 Jun. 2019 Commonfund Capital appoints Xiaonan Tian head of Beijing investment office [more]
Opalesque Industry Update - Commonfund Capital, the private capital subsidiary of Commonfund, announced today the appointment of Xiaonan Tian as Associate Director and Head of its investment office in Beijing, China. Xiaonan will be responsible for the oversight of due diligence, manager selection,
26 Jun. 2019 Money managers hit by ever-rising costs as fees drop: Casey Quirk [more]
Laxman Pai, Opalesque Asia: Rising costs, especially from non-compensation expenses, including technology, regulatory, back-office processing and office space, took its toll on manager profitability. Noncompensation-related expenses at asset managers have been rising steadily over the past f
26 Jun. 2019 Private equity-backed investments in fintech hit record in 2018: Preqin [more]
Laxman Pai, Opalesque Asia: 2018 was a record year for private equity-backed (buyout and venture capital) investment in fintech, with 139 deals announced or completed at an aggregate value of $34bn. Refinitiv, which claims to be the world's first fintech company, was bought in a deal valued
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  1. Other Voices: PFIC: what U.S. investment funds should be particularly aware of and newly proposed regulations[more]

    By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. per

  2. Renaissance employees could face clawbacks over hedge fund's tax maneuver[more]

    Jim Simons's Renaissance Technologies LLC has produced the greatest investment returns of any hedge fund. Now, it also may be facing an unusually painful tax headache. Last week, Renaissance sent a letter to its current and former employees warning that the Internal Revenue Service could force them

  3. D.E. Shaw's Orienteer strategy posts double-digit returns this year, EcoR1 puts up big gains as the hedge fund scoops up biotech, Ex-hedge fund BlueCrest extends winning run with 50% gain[more]

    D.E. Shaw's Orienteer strategy posts double-digit returns this year From Reuters: D.E. Shaw's Orienteer platform, the backbone of the $50 billion investment firm's multi-asset class offerings, posted high double-digit returns this year, the best ever in its six year lifetime. The Orie

  4. PE/VC: Private equity takes a breather from investing in banks, 2019's 10 defining moments in venture capital, Another record year for PE secondaries amid more GP-led transactions, How 2019 became the best year in private equity's history[more]

    Private equity takes a breather from investing in banks From American Banker: FirstCapital Bancshares of Texas has aspirations of going public in the next couple of years and it's counting on the resources and expertise of private-equity backer Castle Creek Capital to help it realize that

  5. BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August, Eiad Asbahi's Prescience Point gained more than 100% last year, Ray Dalio's most prominent fund suffers first annual loss since 2000, Sundheim's D1 posts strong gains[more]

    BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August From Business Insider: BlackRock's 23-year-old Obsidian hedge fund bested the average hedge fund, returning more than 13% in 2019 even after losing money in August. The fund, manage