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Funds

Christian Nauer, SwissAnalytics

The importance of ongoing due diligence

Mon, 27/03/2017 - 14:39

Recently, investor demand has increased for private equity, hybrid public / private funds and alternative yield strategies such as direct lending, asset leasing and royalty streams. As such, the more complex nature of these strategies makes both pre- and post-investment due diligence far more important.  »

Achraf Goneid, Syz Asset Management

Syz Asset Management sees value in Asia hedge funds

Mon, 27/03/2017 - 14:36

According to last year's Preqin Global Hedge Fund Report, Asia Pacific's hedge fund industry had USD159 billion in AUM and the largest allocator, with USD29.9 billion of committed capital, was China Investment Corporation (China's Sovereign Wealth Fund).  »

Fiona Frick, Unigestion

Investing for the future: Alternatives 2.0

Mon, 27/03/2017 - 14:33

By Fiona Frick, Unigestion – In a world where returns from traditional asset classes are under pressure, many investors are turning to alternative investments to boost their portfolio's performance potential. However, although an allocation to hedge fund strategies offers potential for attractive risk-adjusted returns and portfolio diversification, the low interest-rate environment has thrown the issue of fees into stark relief. »

Mark Cecil, Jabre Capital Partners

The merits of the mid-market manager

Mon, 27/03/2017 - 14:30

Jabre Capital Partners is one of the industry's best-known hedge funds. Co-founded in 2006 by Philippe Jabre, Mark Cecil and Philippe Riachi, the Geneva-based hedge fund runs a variety of strategies that include: Multi-strategy, Equity Long/Short, Credit Long/Short, Convertible Bonds and Emerging Markets. »

James Williams, hedgeweek

Niche strategies can help Swiss hedge funds stand out from the crowd

Mon, 27/03/2017 - 14:24

Swiss institutions are looking to diversify their alternative allocations in a bid to improve yield and meet their long-term liabilities. Real estate, private equity and infrastructure funds (and co-investment deals) are a major part of their portfolios with hedge funds still viewed with a degree of caution.  »

Simon Schilder, Ogier

BVI continues to introduce positive regulatory developments

Fri, 10/03/2017 - 09:21

Last year the number of hedge fund launches globally fell by an estimated 40 per cent, but despite this there have been a number of positive developments for the funds industry in the BVI. »

Three-year track record of Standard Life Investments EDGF

Wed, 01/03/2017 - 15:21

The Standard Life Investments Enhanced-Diversification Growth Fund (EDGF), which aims to deliver an equity-like return over a market cycle with only two-thirds of equity market volatility, has now been in operation for over three years. »

Sunl Gopalan, Global Fund Media

Guide to Relocation 2017

Mon, 20/02/2017 - 14:48

The Global Fund Media Guide to Relocation 2017 is the sixth edition of this unique online publication being made available to the 50,000-strong audience of investment managers, institutional investors and fund service providers who read GFM's family of investment management newswires daily. »

Janne Lassila, Evli Fund Management

Evli Fund Management reports EUR1bn increase in AUM in 2016

Mon, 13/02/2017 - 11:10

Evli Fund Management Company ended the year 2016 with assets under management (AUM) of EUR 6.4 billion, up EUR 1.0 billion compared to the previous year.  »

Robert Briant, Conyers Dill & Pearman

BVI strikes right balance on fund governance

Wed, 08/02/2017 - 13:49

Proper fund governance has long been championed by leading offshore law firm Conyers Dill & Pearman, which for the last decade has encouraged its hedge fund clients to hold at least annual directors meetings. Initially this was met with some resistance according to Robert Briant (pictured), Partner and head of Conyers' BVI office, who confirms that such resistance has softened over the last few years.  »

Peter Jakubicka, Circle Partners

Growth is driven by Incubator and Approved Funds

Wed, 08/02/2017 - 13:35

Circle Partners is an independent fund administrator with offices in the BVI, Cayman Islands, and across the EU, the Americas and Hong Kong.  »

James Williams, hedgeweek

Incubator Fund could provide long-term growth trajectory

Wed, 08/02/2017 - 13:22

"We see the funds industry as continuing to contribute to the overall offering of financial services. There remains good interest in the BVI product and we envisage that will continue," asserts Glenford Malone, Director, Investment Business Division, BVI Financial Services Commission, when asked to comment on the growth of the BVI's funds industry.  »

James Williams, Hedgeweek

Protégé Partners: The art of seeding talent

Mon, 19/12/2016 - 09:36

Perhaps it is apt that Protégé Partners, LLC is located above the world-renowned Museum of Modern Art in New York given that its modus operandi is to find the best and most creative talents in the hedge fund industry.  »

Three closed-end funds advised by Wells Fargo extend share repurchase programmes

Three closed-end funds advised by Wells Fargo extend share repurchase programmes

Thu, 24/11/2016 - 09:00

Three closed end funds advised by Wells Fargo Funds Management – the Wells Fargo Income Opportunities Fund, the Wells Fargo Utilities and High Income Fund, and the Wells Fargo Global Dividend Opportunity Fund – are to extend their open-market share repurchase programmes. »

Robert Vanden Assem, PineBridge

USDInvestment Grade Credit Fund from PineBridge

Wed, 02/11/2016 - 09:47

USD82.6bn global asset manager PineBridge Investments has launched the PineBridge USD Investment Grade Credit Fund managed by the Developed Markets Investment Grade Credit Team, which is led by Robert Vanden Assem, (pictured) who has overseen the firm’s USD investment grade capabilities since 2001. »

Survey

It all comes down to style in managed futures

Fri, 28/10/2016 - 10:14

Managed futures have become an alternative asset class that is widely used by investors seeking overall portfolio diversification and absolute returns independent of the direction of broad equity and bond markets, according to a study by alternative investment managers Steben & Company. »

Analysis of factor techniques provides valuable inputs

Tue, 25/10/2016 - 15:32

New York based analysts MPI has conducted a study, using the Standard Life Global Absolute Return Fund (SLI GARS) as an example, of how factor analysis techniques can provide valuable inputs into the overall fund selection and due diligence process.  »

Malcolm Jones

Standard Life Investments Enhanced-Diversification Growth Fund: Combining the best of both worlds

Wed, 12/10/2016 - 09:00

Although Diversified Growth Funds have done a good job of reducing volatility, they have tended to underwhelm from a performance perspective. Standard Life Investments' Malcolm Jones (pictured) explains how the firm seeks to address this issue with the Enhanced-Diversification Growth Fund (EDGF).   »

Tony Fischer, UMB Fund Services

Registered private funds offer greater leeway

Thu, 06/10/2016 - 10:58

Much is made of '40 Act alternative mutual funds but with their myriad investment restrictions and daily liquidity provisions, the lesser-known registered private fund could be a more compelling proposition for hedge fund managers. »

Dr Maria Chetcuti Cauchi, Chetcuti Cauchi Advocates

The NAIF: Europe’s missing piece of the jigsaw

Thu, 22/09/2016 - 16:25

The Maltese Notified Alternative Investment Fund (NAIF) fills a gap in Europe's fund market. According to Dr Stefania Grech, Financial Services Associate, Chetcuti Cauchi Advocates, an unregulated fund was the one product missing in the Maltese Fund Industry. "Now, from a European perspective, there is no discrimination when it comes to the creation of an unregulated vehicle, offshore versus onshore. »

r Jean C Farrugia, senior partner at DF Advocates

Malta ushers in the Notified AIF

Thu, 22/09/2016 - 14:54

On 10 June 2016, Malta burnished its reputation when the Malta Financial Services Authority (MFSA) launched the Notified Alternative Investment Fund (NAIF) regime through the publication of the Investment Services Act (List of Notified AIFs) Regulations in the Malta Government Gazette. »

James Williams, Hedgeweek

Malta’s service provider community sees good times ahead

Thu, 22/09/2016 - 14:48

Whether it’s providing AIFM management company solutions, depositary lite solutions, or simply providing start-up managers with a high-touch level of service, Malta’s service provider community continues to evolve with the times.  »

Dr Louis de Gabriele, head of the Corporate and Finance practice group at Camilleri Preziosi Advocates

Key features of Malta’s new regime

Thu, 22/09/2016 - 14:45

Dr Louis de Gabriele, head of Camilleri Preziosi Advocates’s Corporate and Finance practice group, outlines the benefits of Malta’s Notified AIF (NAIF) regime… »

Paulianne Nwoko, Managing Director of Apex Fund Services (Malta)

Factors that make Malta an ideal fund jurisdiction

Thu, 22/09/2016 - 14:41

Apex Fund Services has been operating in Malta since 2008 and has seen, first hand, how quickly the island has evolved into one of Europe's leading onshore fund jurisdictions.  »

Kenneth Farrugia, Finance Malta

Brexit allows Malta to consolidate UK relationship

Thu, 22/09/2016 - 14:09

The shock Brexit result this June sent ripples across Europe as individual Member States absorbed the news. And whilst some jurisdictions have been quick to seize the initiative on the back of the uncertainty that UK firms face – especially as it relates to passporting for London's much lauded financial services industry – Malta is focusing on maintaining the harmonious relationship it has with the UK. »

Thumbs up

Guggenheim Mid Cap Value Fund added to Schwab Mutual Fund OneSource Select List

Thu, 04/08/2016 - 09:15

The Guggenheim Mid Cap Value Fund (SEVPX) has been chosen by Charles Schwab Investment Advisor (CSIA) to be on the Q3 2016 Schwab Mutual Fund OneSource Select List. »

Sterling

Sterling and Euro money fund assets to increase post-Brexit, says Moody’s

Wed, 03/08/2016 - 13:08

Sterling and euro prime money market fund (MMF) assets will increase in the coming months amid post-Brexit uncertainty despite record low yields, says Moody's Investors Service.  »

Information

Clough Global Allocation Fund changes name to Clough Global Dividend and Income Fund

Mon, 01/08/2016 - 10:34

The Board of Trustees of the Clough Global Allocation Fund (GLV) has approved a change of the Fund’s name to the Clough Global Dividend and Income Fund, effective 31 July, 2016.  »

Anthony Smouha

GAM marks fifth anniversary of Star Credit Opportunities funds

Thu, 21/07/2016 - 12:47

This month marks the five-year anniversary of the three successful GAM Star Credit Opportunities funds (EUR, USD and GDP) managed by Atlanticomnium SA in Geneva.  »

Open-end investment funds lead to cautious trading against mispriced assets, says Oxford University research

Open-end investment funds lead to cautious trading against mispriced assets, says Oxford University research

Wed, 13/07/2016 - 08:11

The open-end structure of most investment vehicles discourages asset-managers from trading against mispricing – to the detriment of investors and market efficiency, Oxford University research has shown. »

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