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HELPCENTER
07 Jan. 2020 Agecroft Partners predict hedge fund AUM to increase but most will go to top 5% of managers [more]
Matthias Knab, Opalesque: Agecroft Partners release 11th annual predictions of top trends in the hedge fund industry Each year, Agecroft Partners predicts the top hedge fund industry trends through their contact with more than 2,000 institutional investors and hundreds of hedge fund organization
06 Jan. 2020 Pinebridge hits $396m final close for debut direct lending fund [more]
Laxman Pai, Opalesque Asia: The New York-based global asset manager PineBridge Investments has raised the capital through a fund and separately managed accounts. The Fund closed with capital commitments of $396 million, and combined with a leverage facility through Wells Fargo Bank, NA, has $
03 Jan. 2020 Wilshire 5000 ends 2019 with record $7.5tn annual gain, fueled by gains four quarters in a row [more]
Opalesque Industry Update - The Wilshire 5000 Total Market Index, the original pure and complete measure of the U.S. stock market, rose 2.93 percent in December, 9.08 percent fourth quarter and 31.02 percent for the year, closing 2019 at 32,948.41. This quarter's performance marked the fourth c
03 Jan. 2020 Almost eight in ten millennial investors prioritize responsible investing [more]
Laxman Pai, Opalesque Asia: A global study found 77% of millennial investors around the world consider environmental, social and governance concerns are their top priority when considering investment opportunities. The global poll of 1,125 millennials (people born from the early 1980s to early
03 Jan. 2020 Big gains have not improved funded status for U.S. corporate pensions [more]
Laxman Pai, Opalesque Asia: U.S. companies reaped their biggest return on pension plan assets in 16 years last year, but the funded status for corporate pensions is stagnant. A new analysis from Willis Towers Watson shows that despite a 19.8 percent average investment return, the decline in
31 Dec. 2019 EV Growth closes debut $250M fund [more]
Opalesque Industry Update - EV Growth, a Singapore headquartered venture capital firm, has hit the hard cap of its first fund at US$250 Million, exceeding the firm's initial US$150 Million target. This milestone is the result of the firm's admission of new Limited Partners (LPs) which include severa
31 Dec. 2019 SP Funds launches suite of Sharia compliant ETFs [more]
Opalesque Industry Update - SP Funds, a boutique asset management firm specializing in socially responsible and halal investing, has launched the first family of Sharia-compliant equity and fixed income ETFs. Initially made up two funds, SP Funds' ETF family is designed to provide investors of a
31 Dec. 2019 Commonfund adds three to board [more]
Opalesque Industry Update - Commonfund, a leading asset manager for nonprofit organizations, endowments, foundations and public pension investors, today announced the appointment of Nicole Arnaboldi, Mamak Shahbazi and David Thomas to the firm's Board of Trustees. Ms. Arnaboldi, Ms. Shahbazi and Mr.
31 Dec. 2019 Venture capital firm EV Growth closes first fund at a hard cap of $250m [more]
Laxman Pai, Opalesque Asia: Singapore-based venture capital EV Growth has closed a $250 million funding round, exceeding the firm's initial $150 million target. The inflow of commitments come from Singapore's Temasek, an undisclosed sovereign wealth fund in Asia, as well as several Asia-based
30 Dec. 2019 US private equity firms hold approximately $2.4tn [more]
Laxman Pai, Opalesque Asia: Private equity firms are holding approximately $2.4 trillion, while US corporations have access to about $2.2 trillion in cash, said a study. Non-financial companies have raised about $6 trillion in debt during the last decade, said a study by PwC on US Deals. Av
30 Dec. 2019 Seven out of 10 American investors have regrets for 2019: Survey [more]
Laxman Pai, Opalesque Asia: Seven in 10 investors (70%) - defined as Americans who currently have money in investment accounts - experienced some form of regret when it came to their investment strategy in 2019. Investors wish they had done something different this year to increase their retur
27 Dec. 2019 Scotiabank Canadian Hedge Fund Index ends November up 4.8% YTD on asset-weighted basis [more]
Opalesque Industry Update - The Scotiabank Canadian Hedge Fund Index ended November 2019 up 1% MOM on an asset-weighted basis and up 1.62% MOM on an equal-weighted basis. The aim of the Scotiabank Canadian
24 Dec. 2019 Kennedy Wilson wraps up sixth US real estate fund at $775 mln [more]
Laxman Pai, Opalesque Asia: Beverly Hills-based real estate investment company Kennedy Wilson has secured $775 million in capital commitments. The group has now closed fundraising for the Kennedy Wilson Real Estate Fund VI, which is focused on value-add real estate investments. "Institu
24 Dec. 2019 Europe: UCITS and AIFs net sales sharply rebound in October [more]
Laxman Pai, Opalesque Asia: The European Fund and Asset Management Association (Efama) posted its latest monthly data which shows a sharp rebound in net sales of UCITS and alternative investment funds (AIFs) in October, up to €43bn ($48bn) from €25bn in September. UCIT funds registered net inf
23 Dec. 2019 Graycliff Partners ends fourth fundraise on $350m hard cap [more]
Laxman Pai, Opalesque Asia: New York-based Graycliff Partners has hit a $350m hard cap for the final close of its fourth mid-market buyout fund - Graycliff Private Equity Partners IV LP (GPEP IV). Limited partners in the new fund include pension funds, insurance companies, university endowme
23 Dec. 2019 Europe's Amundi to establish China asset management venture [more]
Laxman Pai, Opalesque Asia: European money manager Amundi and BOC Wealth Management, a Bank of China subsidiary, have received approval from China Banking and Insurance Regulatory Commission to establish an asset management joint venture. According to the European's largest asset management c
23 Dec. 2019 Adams Street Partners raises $740m for 2019 global fund [more]
Laxman Pai, Opalesque Asia: Chicago-based private markets investor Adams Street Partners is capping a busy fundraising year with a $740 million closing of its latest annual global partnership fund. The investment management firm with $40 billion in assets under management said that the Adams
20 Dec. 2019 Volition Capital closes $600m in separate funds for new investments [more]
Opalesque Industry Update - Boston-based growth equity firm Volition Capital has raised a total of $600 million for its latest pair of growth-equity funds, continuing an investment strategy that has attracted greater interest from venture-capital and buyout firms. The technology and consumer gro
20 Dec. 2019 Morgan Stanley Infrastructure Partners closes third infrastructure fund at $5.5bn [more]
Opalesque Industry Update - Morgan Stanley Infrastructure Partners has closed North Haven Infrastructure Partners III at $5.5 billion, above its $4 billion fundraising target. The global infrastructure investment platform of the $507 billion AuM manager Morgan Stanley Investment Management said i
20 Dec. 2019 CAIA and the Financial Data Professional (FDP) Institute welcome the first class of FDP Charterholders [more]
Opalesque Industry Update - The Financial Data Professional (FDP) Institute recently completed its inaugural exam cycle and has welcomed the first class of FDP Charterholders, early adopters of what is rapidly becoming a mark of distinction for those financial professionals who increasingly find the
20 Dec. 2019 NAIC and Aon form partnership to support diverse-owned private equity firms [more]
Opalesque Industry Update - The National Association of Investment Companies (NAIC), the largest network of diverse-owned private equity firms and hedge funds, and Aon plc, a leading global professional services firm providing a broad range of risk, retirement and health solutions, announced a partn
20 Dec. 2019 YieldStreet acquires WealthFlex [more]
Opalesque Industry Update - YieldStreet, the digital wealth management platform, today announced the acquisition of WealthFlex-a first-of-its-kind digital IRA platform providing investors with fast, easy, and cost-effective access to private investment opportunities through self-directed IRAs. The a
20 Dec. 2019 Ropes & Gray grows private equity platform in Chicago [more]
Opalesque Industry Update - Global law firm Ropes & Gray has announced that Martin Q. "Marty" Ruhaak has joined the firm in Chicago as a partner in the firm's preeminent private equity transactions practice group. With more than a decade of experience as a transactional lawyer Mr. Ruhaak comb
20 Dec. 2019 Hedge funds see inflows of $4.45bn in November, ending long string of outflows [more]
Matthias Knab, Opalesque: The hedge fund business turned around eight consecutive months of aggregate outflows in November, with investors allocating +$4.45 billion to the industry, according to the just-released November 2019 eVestment Hedge Fund Asset Flows Report. November's asset inflows and
20 Dec. 2019 New hedge fund launches decline to lowest level since 4Q 2008 despite steady flow of new European funds [more]
Matthias Knab, Opalesque for New Managers: New hedge fund launches declined in 3Q, reversing the trends of the first half of the year, with the number of launches falling to the lowest level since 4Q08, despite a st
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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