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HELPCENTER
18 Jun. 2019 Special situations strategies remain active buyers despite adverse market conditions [more]
Laxman Pai, Opalesque Asia: Adverse conditions unlock opportunities for special situations, which have remained active buyers, said Lyxor in its weekly brief. Since President Trump's tweets, U.S. activists launched no less than 40 new campaigns. Details reveal interesting investing patterns.
18 Jun. 2019 Intertrust acquires Viteos Fund Services for $330m [more]
Laxman Pai, Opalesque Asia: Dutch fund administrator Intertrust Intertrust announced the acquisition of the provider of technology solutions for U.S. funds Viteos Fund Services from PPC Enterprises, FiveW Capital (an affiliate of 22C Capital) and Viteos management. Viteos is a tech-enabled a
18 Jun. 2019 Alma Capital acquires DWS hedge fund UCITS business [more]
Bailey McCann, Opalesque New York: Luxembourg-based Alma Capital Investment Management will acquire DWS's hedge fund UCITS business. The platform has €2 billion across six funds. The deal is expected to be complete in the second half of this year. The UCITS funds have a range of strateg
17 Jun. 2019 Willis Towers Watson announces Luba Nikulina as head of research and Chris Redmond as head of manager research [more]
Opalesque Industry Update - Willis Towers Watson has announced that Luba Nikulina will take on a new leadership role as head of research, effective as of 1st July. At the same time, Chris Redmond will be taking over from Nikulina as head of manager research. In her expanded role, Nikulina will
17 Jun. 2019 CalSTRS appoints director of investment strategy and risk [more]
Laxman Pai, Opalesque Asia: Geraldine Jimenez was named director of investment strategy and risk at the California State Teachers' Retirement System (CalSTRS). Investment strategy and risk is a new unit in the investment branch of the $233.9 billion California State Teachers' Retiremen
17 Jun. 2019 Blackstone raises $4.5bn for energy fund [more]
Laxman Pai, Opalesque Asia: The credit arm of asset-management giant Blackstone Group, GSO Capital Partners has raised $4.5bn for one of the largest energy-focused credit funds ever. The second energy fund, GSO Energy Select Opportunities Fund II LP, comes at a tough time for the energy indu
14 Jun. 2019 SS&C GlobeOp Hedge Fund Performance Index down at -0.92% in May [more]
Opalesque Industry Update - The gross return of the SS&C GlobeOp Hedge Fund Performance Index May 2019 measured -0.92%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.19% in June. "SS&C GlobeOp's Capital Movement Index showed a gain of 0.19% for
14 Jun. 2019 Wilshire Liquid Alternative Index falls -1.27% in May [more]
Opalesque Industry Update - The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -1.27% in May, underperforming the -0.68% monthly return of the HFRX Global Hedge Fund Index. The Wilshire Liquid
14 Jun. 2019 EJF Capital joins Artivest platform [more]
Opalesque Industry Update - Global alternative asset manager EJF Capital LLC is the latest firm to join the Artivest platform, delivering its opportunity zone solution to financial advisors and high-net-worth investors. Arlington, Va.-based EJF Capital is a global alternative asset management fi
14 Jun. 2019 Private equity leads in allocations by family offices [more]
Laxman Pai, Opalesque Asia: The majority of family offices investors target private equity (61%) or real estate (57%), reflecting wider industry trends across private capital and mirroring family offices' activity since 2016, said a report. Preqin, which tracks over 1,000 family offices wit
14 Jun. 2019 Asset managers with more advanced technology are growing over twice as fast as peers [more]
Laxman Pai, Opalesque Asia: The asset managers with the most advanced technology operating models continue to outperform their peers in terms of revenue growth, driven by accelerated adoption of cloud, artificial intelligence (AI) and other emerging technologies. Fund managers implementing te
13 Jun. 2019 Managed futures ease off in May but still up 2.27% YTD [more]
Laxman Pai, Opalesque Asia: Managed futures were unable to maintain momentum in May as the battering equity markets and oil prices took from trade wars and tariffs contributed to CTA funds dropping 0.19%. For the year-to-date, CTA funds remained in positive territory through the end of May,
13 Jun. 2019 Hedge funds relatively resilient in May thanks to their defensive stance [more]
Laxman Pai, Opalesque Asia: The recent escalation in trade wars took a heavy toll on risk assets in May and the Tech sector underperformed the U.S. equity market while Chinese stocks suffered a heavy blow, said Lyxor research report. Meanwhile, the bond market rally has proved unstoppable, e
13 Jun. 2019 EM-focused Global Macro strategies outperform other hedge fund strategies [more]
Laxman Pai, Opalesque Asia: EM-focused Global Macro strategies also outperformed other hedge fund strategies since the beginning of the market turmoil, Lyxor said in its Weekly Brief. They managed to deliver slightly positive returns in May according to the Lyxor UCITS Peer Group. "Our
13 Jun. 2019 The real estate industry in India is expected to reach a market size of $1tn by 2030: Preqin [more]
Laxman Pai, Opalesque Asia: The real estate industry in India is expected to reach a market size of $1tn by 2030, up from $120bn in 2017, and to contribute 13% of the country's GDP by 2025, said a report. "India has historically been a non-traditional investment market, particularly in
12 Jun. 2019 StatPro acquires ESG research and index business [more]
Opalesque Industry Update - StatPro Group plc, the AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has acquired the environmental, social and governance (ESG) research and index business unit (ECP") from ECPI Group Srl for a
12 Jun. 2019 Hedge funds down in May but 42% of funds book profits amidst re-escalating US-China trade war [more]
Laxman Pai, Opalesque Asia: The Eurekahedge Hedge Fund Index slumped 0.63% in May as hedge fund managers struggled to generate returns during the risk-off month. According to Eurekahedge, the Trump administration's decision to raise tariffs on $200bn of Chinese imports signalled the esc
11 Jun. 2019 Hedge funds' four month run of positive performance ends in May [more]
Opalesque Industry Update - Global trade disputes and oil price downturns took a toll on hedge funds in May, bringing an end to the industry's four-month run of positive returns. For the month, the hedge fund industry was down 1.47%, according to the Barclay Hedge Fund Index compiled by BarclayHedge
11 Jun. 2019 Managed futures retreat in May, says Societe Generale [more]
Laxman Pai, Opalesque Asia: CTAs struggle in May as many markets pulled back slightly from established trends, said Societe Generale its updates to its family of managed futures indexes. The SG CTA Index was down -2.36%, however it still remains in positive territory for the year at +2.22%.
11 Jun. 2019 Global smart beta adoption rates among institutional investors hit a record 58% in 2019, up 10% YoY [more]
Laxman Pai, Opalesque Asia: Global smart beta adoption rates have reached a record high of 58% in 2019, 10% higher than 2018. Notably, in 2019 nearly eight in 10 (78%) asset owners have implemented, are evaluating or plan to evaluate a smart beta index-based strategy, according to FTSE Russ
10 Jun. 2019 Barings raises $943m for Barings Asset-Based Income Fund [more]
Laxman Pai, Opalesque Asia: The $317bn global financial services firm Barings held the final close of its Barings Asset-Based Income Fund (BABIF), which raised $943m in commitments. "BABIF has raised $943m in commitments from existing and new institutional investors including public and priva
10 Jun. 2019 UK investors keen to diversify into global and EM investments [more]
Laxman Pai, Opalesque Asia: Seven of the top 10 most-viewed investment universes in May by UK investors and consultants were globally focused and three were emerging markets-focused, according to eVestment Advantage Viewership Report. Among the fastest rising universes viewed on eVestment by
08 Jun. 2019 HFRI Fund Weighted Composite Index Index fell -1.5% in May as global equities post steep losses [more]
Opalesque Industry Update - Hedge fund performance fell in May, posting the first monthly decline for 2019, as global equities suffered steep losses amidst ongoing trade negotiations and the inversion of the US yield curve, according to data released by HFR®. The HFRI Fund Weighted Composite
07 Jun. 2019 IMDDA releases second annual survey on sexual harassment in investment management industry [more]
Opalesque Industry Update - The Investment Management Due Diligence Association (IMDDA), an exclusive investor-based organization dedicated to the professionals who perform investment and operational due diligence programs, announced that it has begu
07 Jun. 2019 FBI launches cyber security awareness campaign [more]
Laxman Pai, Opalesque Asia: The Federal Bureau of Investigation (FBI) has launched a campaign called "Protected Voices initiative" designed to mitigate the risk of cyber influence operations targeting U.S. elections. Complemented by short videos, the campaign is also aiming to educated
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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