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13 Apr. 2017 Federal Way Asset Management becomes Aptitude Investment Management [more]
Opalesque Industry Update - Federal Way Asset Management LP, an investment management firm offering both alternatives management and fiduciary management services with approximately $5.6 billion in assets, including $3.7 billion on a discretionary basis, today announced that it has changed its name
13 Apr. 2017 Sovereign wealth funds move into alternative investments as asset growth stalls [more]
Komfie Manalo, Opalesque Asia: A majority of the majority of sovereign wealth funds (51%) saw their assets increase in the year to March 2017, but the total assets under management (AUM) held by SWF globally has leveled in the past two years, with growth of just 3% and 1% in 2015 and 2016 respect
13 Apr. 2017 Hedge fund performance is best measured by quarterly and yearly returns [more]
Komfie Manalo, Opalesque Asia: The best measuring stick in determining performance are the quarterly and yearly returns, claimed Vincent Au, the Portfolio Manager at New York-based hedge fund management firm Gondor Capital Management. "A goo
13 Apr. 2017 Commodity investing - Not for the buy and hold crowd [more]
Matthias Knab, Opalesque: Mark Rzepczynski, Founding Partner, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange: An article in the
12 Apr. 2017 Bank consortium completes Blockchain-based proxy vote solution [more]
Opalesque Industry Update - Broadridge Financial Solutions, Inc., J.P. Morgan, Northern Trust and Banco Santander has announced the successful completion of a pilot which employs a blockchain technology to enhance global proxy vote transparency and analytics. The pilot, Broadridge's first app
12 Apr. 2017 Hedge funds see 2.29% gains for 1Q 2017 [more]
Opalesque Industry Update - Hedge funds gained 0.34% during the month of March, bringing its first quarter performance to a gain of 2.29%. Meanwhile underlying markets as represented by the MSCI AC World Index (Local) gained 0.79% during the month, with first quarter gains of 5.06%. March was m
12 Apr. 2017 Hedge funds gain alpha as higher dollar and oil prices push global macro funds [more]
Komfie Manalo, Opalesque Asia: Hedge funds generated alpha in the week covering 28 March to 04 April as the higher dollar and oil prices pushed global macro funds to outperform. The Lyxor Hedge Fund index edged higher +0.5% (+1.6% YTD) during the period. In its latest Weekly Briefing,
12 Apr. 2017 How Warren Buffett used insurance float to become the second richest person in the world [more]
Matthias Knab, Opalesque: Vintage Value Investing writes on Harvest Exchange: Most people know about insurance industry te
12 Apr. 2017 Hedge funds close out Q1 in positive territory [more]
Bailey McCann, Opalesque New York: After a streak of lackluster performance, hedge funds seem to be on the mend. New performance data from eVestment shows that hedge funds ended Q1 in positive territory up +2.63 percent for the quarter. Returns for the past 12 months now stand at +8.48 percent.
12 Apr. 2017 Neuberger's Dyal takes a stake in TPG Special Situations Partners [more]
Bailey McCann, Opalesque New York: Dyal Capital Partners, an investment arm of Neuberger Berman that takes minority ownership stakes in hedge funds and private equity firms, has taken a stake in TPG Special Situations Partners (TSSP). TSSP is the credit investing unit of private equity firm TPG.
11 Apr. 2017 Triple Leo Consulting to use Archway Technology in move for hedge fund accounting business [more]
Opalesque Industry Update - Triple Leo Consulting, a full-service fund administration and operational consulting firm based in the Philadelphia suburbs, announced today that it has chosen Archway Technology as its preferred vendor for hedge fund accounting software. Triple Leo Founder and CEO, M
11 Apr. 2017 3 vital investing insights from the Yale Endowment [more]
Matthias Knab, Opalesque: Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, writes on Harvest Exchange: The Yale Endowment, led by its CIO David
11 Apr. 2017 Pennsylvania moves all public equity investment holdings to passive investment strategy [more]
Komfie Manalo, Opalesque Asia: Pennsylvania Treasurer Joe Torsella said he would transition all of the Treasury's $2.4bn public equity investment holdings to a passive investment strategy in a move that follows through on his promise to fight for taxpayers by protecting their money. The m
10 Apr. 2017 HFRI hedge fund weighted composite index up 0.24% in March, 2.34% YTD [more]
Opalesque Industry Update - Hedge funds advanced again in March 2017, concluding a first quarter that saw gains in all three months and adding to a period of extended positive performance that has seen industry returns climb for five consecutive months and 12 of the last 13 months, according to data
07 Apr. 2017 Institutional investors pressure on fees: Hedge funds with flexible fees to get allocations [more]
Komfie Manalo, Opalesque Asia: Institutional investors will continue to pressure managers about fees as allocations are expected to flow to funds that are offering flexible fees, said Peltz International in its latest white paper called, &q
07 Apr. 2017 Harvest Global Investments launches first UCITS fund [more]
Bailey McCann, Opalesque New York: Harvest Global Investments, a $110 billion, Chinese and Asian markets specialist asset manager has launched its first UCITS fund - the Harvest China Evolution Equity Fund. The fund will primarily invest in equity or equity-related securities and will provide
07 Apr. 2017 ESG a destination for Millennial's $30 trillion of wealth [more]
Matthias Knab, Opalesque: Fred Alger Management writes on Harvest Exchange: One of the largest transfers of wealth - an estimated $30 trillion over the next few decades - wil
07 Apr. 2017 The Geneva hedge fund mirage [more]
Benedicte Gravrand, Opalesque Geneva: Geneva has not managed to become the new El Dorado of the hedge fund world, laments Swiss daily Le Temps, as those who moved to the Swiss city in the past have since substantially decreased their headcounts. "We overestimated the attractiveness o
06 Apr. 2017 Fundbase chooses Devonshire Warwick Capital as their sales & marketing partner [more]
Opalesque Industry Update - Devonshire Warwick Capital LLP (DWC) and Fundbase Fund Services AG (Fundbase) entered into a partnership agreement whereas DWC will be the Marketing and Distribution partner for Fundbase sell-side clients. Fundbase operates a state of the art buy-side fund sourcing an
06 Apr. 2017 Despite plans to reduce exposure in the short term, investors in Asia-Pacific remain upbeat about hedge funds [more]
Opalesque Industry Update - Hedge fund investors in Asia-Pacific are mixed on their future allocations to the asset class, but remain more positive about the industry compared to investors in other regions. In November 2016, a survey conducted by Preqin found that although investor dissatisfaction w
06 Apr. 2017 Beachhead Capital makes the case for 'Generation Two' liquid alternatives [more]
Opalesque Industry Update - Beachhead Capital Management, an innovative alternative investment manager, has released a new report: Generation Two Liquid Alternatives: Built to Meet the Needs of Asset Allocators. This report addresses two key questions for investors today: why were many investo
06 Apr. 2017 Lyxor and Harmonic launch first global macro UCITS fund with daily liquidity [more]
Komfie Manalo, Opalesque Asia: European asset management specialist Lyxor Asset Management has partnered with global macro fund manager Harmonic Capital Partners to launch the Lyxor/Harmoni
06 Apr. 2017 Global Equities: A Tug-of-War for Investor Sentiment [more]
Matthias Knab, Opalesque: AB (AllianceBernstein L.P.) writes on Harvest Exchange: Global equities enjoyed a strong start in 2017, driven by optimism about econ
05 Apr. 2017 An Investor's View of the French Presidential Election [more]
Matthias Knab, Opalesque: Franklin Templeton Investments writes on Harvest Exchange: Despite the failure of the anti-immigration, anti-European Union (EU) pa
05 Apr. 2017 Hedge funds gain in March as global markets post mixed returns [more]
Komfie Manalo, Opalesque Asia: Hedge funds posted modest gains last month with the HFRX Absolute Return Index rising +0.25% (+0.65% YTD) and the HFRX Global Hedge Fund Index gaining +0.03% for month (+1.66% YTD), Hedge Fu
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