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HELPCENTER
21 Oct. 2022 APAC-focused private debt AUM hits $78bn, but, just 6% of global AUM of $1.25tn [more]
Laxman Pai, Opalesque Asia: APAC-based private debt AUM stands at $78bn as of December 2021 and has grown at an average rate of 29% over the past five years, faster than the global average AUM growth rate for private debt of 17% over the same period, said a study. Still, APAC-based AUM constit
21 Oct. 2022 Morgan Stanley raises $1.25bn for second co-investment fund [more]
Laxman Pai, Opalesque Asia: Morgan Stanley Investment Management (MSIM) said that its multi-manager private markets platform Morgan Stanley Private Markets Solutions has closed private equity co-investment fund II (PECO II). PECO II was oversubscribed, closing on $1.25 billion in total commitm
21 Oct. 2022 EU to make long-term investment funds more attractive and easier to invest in [more]
B. G., Opalesque Geneva: The European Union has decided to make European long-term investment funds (ELTIFs) more attractive and easier to invest in by removing obstacles in its regulatory framework. The redesign of the ELTIF framework will allow Europe to channel more financing to SMEs and long-
20 Oct. 2022 Investors withdrew an estimated $26bn from hedge funds in 3Q 2022 [more]
Opalesque Industry Update - As a result of the volatility and positioning for generational inflation and increased likelihood of an economic recession, institutional investors withdrew an estimated $26.0 billion from hedge funds in 3Q 2022, as reported today by HFR®, the established global leader in
20 Oct. 2022 Even millionaires worry if they have enough to retire, survey finds [more]
Laxman Pai, Opalesque Asia: When it comes to retiring comfortably, even millionaires now say a million dollars isn't enough. U.S. investors with $1 million in investable assets are preoccupied with their eventual ability to retire comfortably, said a study. High-net-worth individuals (HNWIs) s
20 Oct. 2022 79% of the world's leading companies provide sustainability reports [more]
Laxman Pai, Opalesque Asia: The world's largest companies are improving on climate reporting, but progress is lagging in key areas of sustainability and ESG, said a study. According to PMG's latest survey of sustainability reporting, over 79% of leading firms provide sustainability reports
20 Oct. 2022 Financial advisers opt for alternative investments amid volatile markets [more]
Laxman Pai, Opalesque Asia: Financial advisors are increasingly leaning on private funds and alternative investments amid volatile equity and bond markets, said a survey. Despite this surge, the surveyed advisors claim to lack sufficient options and the right resources from asset managers nee
19 Oct. 2022 Global ETFs industry gathered net inflows of $33.45bn in September 2022 [more]
Opalesque Industry Update - ETFGI reported that the global ETFs industry gathered net inflows of US$33.45 billion during September, bringing year-to-date net inflows to US$593.20 billion. During September 2022, assets invested in the global ETFs industry decreased by 8.3%, from US$9.11 trillion
19 Oct. 2022 Pension funds, other institutional investors and wealth managers are more positive towards alternatives [more]
Opalesque Industry Update - The strong performance of alternatives during the Covid-19 pandemic has led to almost nine in ten (88%) professional investors saying it's improved their perception of them, according to new research from Managing Partners Group (MPG), the international asset managem
19 Oct. 2022 BNP Paribas and LFIS Capital join forces for a multi-strategy product [more]
Opalesque Industry Update - BNP Paribas for THEAM Quant funds strategies, in partnership with LFIS Capital, announces the start of THEAM Quant - LFIS Selection (the "Fund"). This solution, newly implemented, is designed to meet investor demand for diversifying strategies to navigate across market cy
19 Oct. 2022 Hedge-fund giant Man Group AUM shrinks again [more]
Laxman Pai, Opalesque Asia: British hedge fund manager Man Group said today that assets under management (AUM) at the end of the third quarter fell in what was a very difficult period for the industry. The world's largest publicly traded hedge fund said in a press release that AUM on Sept.
19 Oct. 2022 EQT Exeter raises $3bn for a new industrial fund [more]
Laxman Pai, Opalesque Asia: Global real estate firm EQT Exeter announced that it had closed its EQT Exeter Industrial Core-Plus Fund IV at an oversubscribed $3 billion in equity commitments, exceeding the $2.5 billion goal. EQT Exeter, the real estate division of the global investment organiz
19 Oct. 2022 More institutional investors sign biodiversity pledge [more]
Laxman Pai, Opalesque Asia: More asset owners and managers have signed the Finance for Biodiversity Pledge, and now represent $15.9 trillion in assets and 111 signatories from 20 countries. abrdn plc, Aéma Groupe, Pictet Group, Schroders and Velliv Pension and Livsforsikring A/S among 13 new s
19 Oct. 2022 Global deal activity down 7% with a total of 50,115 deals during Q1-Q3 2022 [more]
Laxman Pai, Opalesque Asia: Global deal activity was down 7% to a total of 50,115 deals ( during Q1-Q3 2022, compared to the announcement of 53,885 deals during Q1-Q3 2021, as volatile market conditions taking a toll on deal-making sentiments, said a study. The deals are comprising mergers & a
18 Oct. 2022 The emergence of a new class of super-rich: Henley & Partners [more]
Opalesque Industry Update - It's an age-old question: how much money do you need to be considered super-wealthy? A new landmark report on the rise of the centi-millionaire reveals that although a handful of the world's billionaires such as Elon Musk, Mark Zuckerberg, Jeff Bezos, Roman Abramovich, an
18 Oct. 2022 Hedge funds lose 2.1% in September, but still offer some protection against a volatile market backdrop [more]
Opalesque Industry Update - The Eurekahedge Hedge Fund Index fell 2.1% in September. Despite the loss, hedge funds offered some protection against a volatile market backdrop that saw the S&P 500 decline 9.3%. CTA/managed futures was the top-performing strategy in September with gains of 1.5%, i
18 Oct. 2022 60% of asset owners in North America made ESG investing a strategic goal [more]
Laxman Pai, Opalesque Asia: According to the latest report from Ninety One, a global investment manager with $154 billion in assets, 60 percent of asset owners in North America has made ESG investing a strategic goal. The study surveyed 300 senior professionals at global asset-owner instituti
17 Oct. 2022 Clearview hits hard cap close by hauling in $850m for its fifth flagship buyout fund [more]
Laxman Pai, Opalesque Asia: Clearview Capital, a private investment firm specializing in the acquisition and recapitalization of North American companies, has closed its Clearview Capital Fund V at its hard cap of $850 million. The Stamford, CT-headquartered private equity firm said in a media
17 Oct. 2022 Global Impact funds hit $1tn [more]
Laxman Pai, Opalesque Asia: Investor allocations to impact investing, which targets specific environmental, social, or governance outcomes instead of just screening for ESG risks, now stands at $1.164 trillion, said a study. According to Global Impact Investing Network (GIIN), more than 3,349
17 Oct. 2022 CapDyn raises $508m for clean energy infrastructure fund [more]
Laxman Pai, Opalesque Asia: Global asset manager Capital Dynamics (CapDyn) has closed its latest renewable energy fund - Capital Dynamics Clean Energy Infrastructure IX (CEI IX) - with EUR 521m ($508m) in capital commitments. The private asset management firm said in a press release that C
14 Oct. 2022 Sunstone Partners raises $925m for Fund III [more]
Laxman Pai, Opalesque Asia: Sunstone Partners, a growth equity firm based in San Mateo, California, announced the final institutional close of its oversubscribed $925m third fund, Sunstone Partners III, at its hard cap. The company specializes in growth equity investments in technology-enabled
14 Oct. 2022 Institutional investors eager to utilize the services of outsourced chief investment officers [more]
Laxman Pai, Opalesque Asia: Though the OCIO market is not growing as quickly as anticipated, institutional investors are eager to utilize the services of outsourced chief investment officers, said a survey. NEPC 2022 Governance Survey, which examines how institutions like pensions, endowments
14 Oct. 2022 Climate commitments by Climate Action 100+ investors not backed by credible plans [more]
Laxman Pai, Opalesque Asia: Decarbonization strategies are not keeping pace with the commitments being made by some of the world's most polluting companies, Climate Action 100+ (CA100+)'s latest Net Zero Company Benchmark update has found. Climate Action 100+, which represents 700 investors wi
14 Oct. 2022 Asset managers face 'fierce' competition as the global money management industry growth slows [more]
Laxman Pai, Opalesque Asia: Competition among asset managers will become "fierce" in the coming decade as growth in the money management industry slows, said a study. According to a research report by Broadridge Financial Solutions Inc, as competition heats up between both challenger
13 Oct. 2022 Younger investors are turning to alternatives, sustainability and digital assets [more]
B. G., Opalesque Geneva: US$84 trillion is expected to pass from the wealthy baby boomers to Gen X and millennials through 2045. This shift in influence and control over wealth could have significant implications for families, wealth managers, charitable organizations, and financial markets going
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