Our Services

Catalyst Cap Intro Events

Catalyst Cap Intro events are investor driven and transactional events designed to facilitate raising assets to sophisticated alternative investing funds. They provide private meetings between active investors and successful fund managers in a certain strategy focus or asset class.

Investors are pre-screened and pre-qualified for their active interest in an event’s focus. Managers are selected based on their investment strategy, performance track record, AUM, and general fit with the investors.

The events are exclusive, high-touch, business gatherings where we select, engage with, and host institutional quality members of the alternative investing industry.

Third Party Marketing and Advisory

Our sister company Catalyst Fund Advisors Inc. is providing traditional third party marketing & advisory services to funds wishing to raise capital. Mandates range from conceptualizing a marketing strategy, assisting in producing the marketing materials and organizing investor roadshows. Individual investors leads are generated and followed up on until closing.

For more information contact Catalyst Fund Advisors.

Catalyst Online Investor Network

The Catalyst Online Investor Network (COIN) is a members-only capital introduction platform tailor-made for qualified investors and institutional allocators who focus on alternative investing.

As a member of COIN, investors gain admission to Catalyst’s award-winning Cap Intro Events and gain convenient access to information about investment funds that are featured on the COIN site.

COIN Funds are hand-picked alternative investment funds with a focus on alpha-oriented, institutional-grade small to mid-sized managers. Crucially, investors may request to be introduced directly to a manager though the platform.

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Investment managers - Get in touch!

We welcome to hear from alternative investment managers interested in raising capital and discuss our Catalyst Cap Intro Events, third party marketing services or if you are interested in becoming a COIN Fund. You will also be added to our email list so you can track what we do.

Fill in your information below and we’ll get in touch with you.

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Corporate About us

Catalyst Financial Partners facilitates alternative asset investing. Founded in 2008, Catalyst Financial Partners is a specialist investor events and services firm for the private funds industry. We link together alpha-oriented private funds and institutional grade investors. The firm was arguably the original provider of the structured 'Cap Intro Event' concept, spawned in 2011 on the back of our industry conferences. The firm has now produced over 100 cap intro events. It has established itself as one of the leading, specialized and..

Corporate News

Headline Speaker Added Announcement: We're excited to have Susan Webb to headline our Catalyst Cap Intro event in New York on the 16th of Sept. She will give a talk on: “An allocator’s view on the alt industry and what makes a stand-out alt manager“. Susan Webb is a seasoned alt industry leader, being the Co-founder, CEO and CIO of Appomattox Advisory, an Outsourced CIO firm with over $1.4bn in AUM. - Carl Berg, Managing Member of Catalyst Financial Partners, says he has known Susan for over 15 years and admires her prag

Hedge funds make performance gains in March ending Q1 on strong footing

Mon 8, April, 2019

Hedge funds had their best first quarter in performance terms since 2006, according to data from Hedge Fund Research (HFR).

Impact investment market put at over $500bn

Thu 4, April, 2019

The term “impact investing” was formally coined in 2007. Since then the industry has grown to an estimated global market of $502bn at the end of 2018.

Global real estate investment increased in 2018 with around half still to be deployed

Wed 3, April, 2019

A record €161.7bn was raised for investment into real estate around the world in 2018, according an annual survey by three organisations.

Alternative investment firm takes private equity approach to public securities investing

Tue 2, April, 2019

Veteran investment executives Joe DaGrosa and David Neithardt have launched DaGrosa Capital Partners (DCP).

Initiative seeks to make trade finance an asset class for institutional investors

Tue 2, April, 2019

Fourteen global financial institutions have joined to create the Trade Finance Distribution Initiative (TFD).

Debt and equity capital markets activity plummets in first quarter compared with 2018

Tue 2, April, 2019

The first quarter was dominated by significant activity declines across equity and debt, according to data from Refinitiv.

Investors keep faith with alpha generating hedge funds

Mon 1, April, 2019

While investors have become more selective towards hedge funds, 52 per say they continue to use hedge funds primarily as a source of alpha generation.

Hedge fund February capital inflows lowest since 2009

Wed 27, March, 2019

February was the worst for hedge fund flows in the last 10 years, according to data from eVestment.

Thematics joins Natixis family

Tue 26, March, 2019

Thematics Asset Management, an investment company based in Paris, will become one of Natixis Investment Managers’ investment affiliates in the second quarter this year.

Trium sees Ireland as EU distribution fund base

Mon 25, March, 2019

London-based alternative investment specialist Trium Capital has bolstered its operational infrastructure by expanding into Dublin.

Irish domiciled funds get green light to invest in China’s interbank bond market

Mon 25, March, 2019

The Central Bank of Ireland (CBI) has approved Irish domiciled Ucits and alternative investment funds (AIFs) to invest in the Chinese interbank bond market via Bond Connect.

Hedge fund launches and closures at low levels

Fri 22, March, 2019

Hedge fund launches fell in 2018 with only 111 opening in the last three months of the year, according to data from Hedge Fund Research (HFR).

Hedge fund investors head for China-focused and distressed funds

Tue 19, March, 2019

Investors are keen on China and distressed strategies, according to Deutsche Bank’s annual survey of hedge fund investors.

Unlisted green funds attracting more investor interest in Europe

Tue 19, March, 2019

Despite growing interest demand for unlisted green financing remains weak on the investor side, concludes a study that looks at the environmental characteristics of this area of sustainable finance.

Global Credit Advisers launch alternative Ucits credit long/short fund on UBP platform

Mon 18, March, 2019

Union Bancaire Privée (UBP) has launched a credit long/short fund run by York-based alternative investment manager Global Credit Advisers on its alternative Ucits platform.

Deal makers hopeful for 2019 M&A activity

Mon 18, March, 2019

Deal makers are cautiously optimistic for 2019. M&A expectations are roughly flat while a slight uptick in equity and debt capital markets volume is expected.

Outsourced chief investment officers set to grow substantially over next five years

Mon 18, March, 2019

After 10 years of robust growth, the outsourced chief investment officer (OCIO) industry is at an inflection point, according to research from Cerulli Associates.

Infrastructure investment gains no advantage from ESG reporting

Mon 18, March, 2019

There is no financial penalty or gain based on return on assets for infrastructure firms to implement ESG management and reporting, according to a research paper.

Factor investing can work with investment grade bonds

Wed 13, March, 2019

Factor investing can apply to investment grade bond issues and not just equity investments, contends Amundi in recently released research.

New York keeps top spot in GFCI 25

Mon 11, March, 2019

New York has retained its first place in the 25th Global Financial Centres Index (GFCI 25), just seven points ahead of London.

Hedge funds continue strong performance in February

Mon 11, March, 2019

Hedge funds returned an average positive 1.27 per cent in February, building on the strong January performance and reversing the decline that ended 2018.

Asset management firms putting money into cybersecurity and infrastructure

Sat 9, March, 2019

Small and midsize investment firms are focused on building their IT infrastructures. This is the top organisational aim, according to a survey by Eze Castle Integration.

Brexit does little to dent investor enthusiasm for UK infrastructure

Sat 9, March, 2019

Despite the considerable drama of Brexit, the UK’s political turmoil has barely impacted it as the top investment destination status for infrastructure investors.

CTAs gain ground in February

Fri 8, March, 2019

Most commodity trading advisors (CTAs) have faced a challenging start to 2019. CTA indices showed some improvement in February, according to Societe Generale Prime Services indices

Emerging markets attract investor interest

Fri 8, March, 2019

Emerging markets attracted a lot of interest by of investors and consultants in February, according to data in eVestment advantage viewership report.

Private equity investors show mixed level of sophistication in many investment skill areas

Fri 8, March, 2019

Investors in private equity funds lack sophistication in areas such as negotiation, reporting and risk management, according to a survey by financial software and solutions provider eFront.

Alternative investment funds made up nearly 80 per cent of EU fund industry in 2017

Thu 7, March, 2019

European Union (EU) alternative investment funds (AIF) net asset value (NAV) totals €4.9tn, according to the first statistical report by European Securities and Markets Authority (Esma).

Aspect launches Cayman domiciled version of systematic global macro programme

Thu 7, March, 2019

Systematic investment manager Aspect Capital has launched of a Cayman-domiciled fund providing investors with access to the Aspect Systematic Global Macro Programme.

CPR AM moves into fixed income with smart beta credit ESG fund

Mon 4, March, 2019

CPR AM has launched the CPR Invest - Smart Beta Credit ESG fund, an open-ended fund incorporated in Luxembourg as a sicav.

Behavioural analytics forms basis or new fund strategy

Fri 1, March, 2019

Mapfre AM, the asset management arm of the Spanish/Latin American insurer, Mapfre Group, has launched the Mapfre Behavioral Fund based on behavioural economics.

Investors turning to active fund managers predicts MPG

Thu 28, February, 2019

Sophisticated investors are losing faith with passive funds and turning to actively managed ones, said Jeremy Leach, CEO at Managing Partners Group (MPG).

Political uncertainty, Brexit jitters and eurozone growth slowdown slams market sentiment

Thu 28, February, 2019

EU financial markets are increasingly nervous, according to the European Securities and Markets Authority (Esma).

Libor deadline approaches as jurisdictions ponder alternatives

Wed 27, February, 2019

The end of the London interbank offered rate (Libor)is in sight as various working groups in different industry sectors and geographic regions develop protocols to transition to new benchmark rates.

Hedge fund performance balances investor redemptions in January

Tue 26, February, 2019

Investors pulled only $1.66bn from the global hedge fund industry in January, according to data from eVestment.

UK and US work together to ensure smooth derivatives markets after Brexit

Mon 25, February, 2019

UK and US authorities are taking measures to ensure the UK’s withdrawal from the EU, no matter what form it takes, will not create regulatory uncertainty for derivatives market activity between the UK and US.

Non-bank lending firms want EU policymakers to change their approach to the sector

Mon 25, February, 2019

The growth of non-bank lending in the EU means policymakers are re-evaluating their approach to this market and considering whether the current regulatory framework remains appropriate.

Good start to year for emerging markets-focused hedge funds

Thu 21, February, 2019

Hedge funds focused on emerging markets began 2019 on a high, according to data from Hedge Fund Research (HFR).

Tough time for equity long/short strategies

Wed 20, February, 2019

Fundamental equity long/short hedge fund strategies face a challenging environment. Three trends — more hedge funds running the strategy, lower aggregate alpha in the industry and fewer stocks — are causing the problems, according to a report by Novus.

Managed futures start 2019 on a negative note

Wed 20, February, 2019

Managed futures faltered in the first month of 2019 as the Barclay CTA Index, compiled by BarclayHedge, fell 0.43 per cent for the month.

Despite rocky 2018 performance, investors continue allocations to hedge funds

Tue 19, February, 2019

Despite a turbulent 2018, which culminated in year-end negative returns, assets under management (AUM) in the hedge fund industry are forecast to increase in 2019 and beyond as investors continue to look to these vehicles for downside protection, according to a report from Preqin.

Hedge funds consider outsourcing trading operations

Tue 19, February, 2019

More asset managers are outsourcing their trading desks in whole or part, according to an industry report.

Esma puts emphasis on IT and security in 2019 work programme

Tue 19, February, 2019

Data quality and access by authorities, IT process and system reliability are among the top priorities for the European Securities and Markets Authority’s 2019 supervision work programme.

More global interest in sukuk issuance for development projects

Mon 18, February, 2019

A growing number of non-regional organisations are turning to Islamic finance and in particular to sukuk to raise funds for infrastructure and development projects, according to UAE-based Dalma Capital Management.

Esma approves third country recognition for three UK CCPs in case of no deal Brexit

Mon 18, February, 2019

Three central counterparties (CCPs) in the UK — LCH, ICE Clear Europe and LME Clear — will be recognised by EU in case of no deal Brexit.

Natixis boosts CSR and ESG commitment with new post

Fri 15, February, 2019

Harald Walkate has been appointed head of corporate social responsibility (CSR) and ESG at Natixis Investment Managers.

Market volatility and global economic uncertainty drive hedge fund redemptions

Thu 14, February, 2019

Hedge fund redemptions rose significantly in December. Investors were nervous about stock market volatility, global economic uncertainty, major commodity price downturns and other economic factors.

Investors increase search for consistent ESG data to manage risks

Tue 12, February, 2019

Investors increasingly view global sustainability challenges as material to long-term financial performance. But they do not have enough information to manage the risks and capitalize on the opportunities of a world in transition?

Mixed picture for global M&A activity in first half of 2019

Tue 12, February, 2019

Merger and acquisition (M&A) deals in North America and Asia-Pacific are set to rise this year while Europe, the Middle East and Africa and Latin America are forecast to see falls, according to data from Intralinks Deal Flow Predictor.

Equity strategies attract the most interest of investors in January

Mon 11, February, 2019

Investors and consultants worldwide have increased their focus on global equity strategies than on any other segment at the start 2019, according to January 2019 eVestment data.

Progress made in raising gender diversity in alternative investment funds

Fri 8, February, 2019

Investors practices and firms seeking to drive meaningful change in gender diversity have increased since last year’s KPMG report on women in alternative investments.

Hedge funds start 2019 with stellar performance

Fri 8, February, 2019

Hedge funds started 2019 with solid gains. The HFRI Fund Weighted Composite Index posted its strongest monthly gain since September 2010.

Luxembourg takes steps to prepare financial services for no deal Brexit

Thu 7, February, 2019

Luxembourg has introduced a Bill n measures to be taken in relation to the financial services sector in case of the UK's withdrawal from the EU without a formal agreement.

Esma seeks comments on fund liquidity stress testing guidelines

Tue 5, February, 2019

The European Securities and Markets Authority (Esma) has opened a public consultation on draft guidance regarding liquidity stress tests of investment funds.

Esma plans for no deal Brexit

Mon 4, February, 2019

The European Securities and Markets Authority (ESMA) and European securities regulators have agreed memoranda of understanding (MoUs) with the UK Financial Conduct Authority (FCA).

Asset managers eye trade finance opportunities

Fri 1, February, 2019

Demand for trade finance is growing among investors but the number of vehicles offering the asset class is limited, according to Cerulli Associates.

Private equity big winner in 2018 with most mandates from public pension plans

Thu 31, January, 2019

US and UK public pension plans announced 215 new private equity mandate awards in the last quarter of 2018 for a total of 954 for 2018, according to eVestment data.

Credit specialist CIFC launches Ucits CLO fund

Wed 30, January, 2019

New York-based credit manager CIFC Asset Management has launched its first Ucits fund opening up the manager’s structured credit strategy.

Family offices look set to increase allocations to hedge funds in 2019

Wed 30, January, 2019

Hedge fund allocations from the family office sector are set to increase in 2019, according to Family Office Networks (FON), a network of 10,000 global family offices with $15tn in assets.

Hedge funds end 2018 with just over $3tn AUM after redemptions and performance losses

Thu 24, January, 2019

Forty-two per cent of hedge fund managers were able to raise new capital in 2018. However, the majority reported redemptions and/or lost money in 2018, one of the most challenging years for the industry in a decade, according to eVestment.

Total hedge fund AUM drops in 2018

Fri 18, January, 2019

Total hedge fund industry capital declined in 2018, according to Hedge Fund Research (HFR) data.

Investor sentiment shifts to hedge fund investment

Tue 15, January, 2019

Slower global growth, rising interest rates and potential stock market reversal are all issues causing concern among investors and hedge fund managers, according to a BarclayHedge/MPI hedge fund investor survey.

DDQ looks at cyber security and tech outsourcing

Mon 14, January, 2019

AITEC and Alternative Investment Management Association (AIMA) have published a due diligence questionnaire (DDQ) of vendor technology and cyber security.

Bad time for hedge fund performance in 2018

Thu 10, January, 2019

2018 was not a good year for the global hedge fund industry. Funds ended a volatile 2018 in the red, with aggregate performance for December down 2.15 per cent and for the year at minus 4.86 per cent, according to eVestment data.

Mixed performance from hedge fund strategies in December

Tue 8, January, 2019

Defensive macro hedge funds and quantitative trend-following CTA strategies posted gained in December, according to data from Hedge Fund Research (HFR).

Hedge funds continue to haemorrhage money as performance dips

Fri 21, December, 2018

Hedge funds lost an estimated $6.43bn in November as investors pulled money. Year to date (YTD) hedge fund outflows stand at $14.52bn, according to eVestment

Deploying too much capital in year one private equity funds lowers performance, claims stu

Wed 19, December, 2018

Research shows there is an inverse correlation between the level of capital deployed during the first year of a private equity fund’s investment period and its eventual performance.

Trium launches Ucits equity market neutral fund with former BlueCrest portfolio managers

Tue 18, December, 2018

London-based alternative asset manager Trium Capital has launched Trium European Equity Market Neutral Ucits Fund.

Active management and alternatives are preferences for institutional investors in 2019

Tue 18, December, 2018

Institutional investors have a preference for alternatives and private market assets with plans to increase allocations in 2019, according to a survey by Natixis Investment Managers.

Mercer sees strong trends in 2019 likely to affect investor behaviour

Thu 13, December, 2018

The key themes and trends expected to influence economic and market dynamics in 2019. The investment themes institutional investors should consider in 2019 include the white waters of the late cycle, according to a report by global consultant Mercer.

Investing benefits from focus on social and environmental aspects

Wed 12, December, 2018

A focus on social and environmental elements on investment management can boost financial returns, according to research from impact investing consulting firm Tideline in partnership with Impact Capital Managers (ICM).

PGIM adds ESG component to more Ucits funds

Tue 11, December, 2018

PGIM Investments’ ESG equity fund is joining a number of fixed income funds incorporating an environmental, social and governance (ESG) process.

Alternative Ucits funds expected to continue to attract even more assets in 2019

Tue 11, December, 2018

Alternative Ucits vehicles are set to attract more allocations, according to a survey by Deutsche Bank Capital.

Mixed results for hedge fund strategies in November

Fri 7, December, 2018

November went some way to repair some of the damage to hedge fund performance, with gains in arbitrage, credit and emerging markets.

Emerging market focused hedge funds firmly in negative territory

Thu 29, November, 2018

Emerging markets hedge funds continued their run of poor performance into the third quarter of 2018 as global and emerging market regional equities, currencies and hedge funds all posted sharp declines.

Investors demanding more consistent ESG information before making investments

Thu 29, November, 2018

Institutional investors are now highly focused on long-term value, with the vast majority (97 per cent) saying they conduct either an informal evaluation or a structured, methodical evaluation of a target company’s non-financial disclosures when deciding future investments.

Investors taking more defensive stance entering last quarter of 2018

Wed 28, November, 2018

As hedge funds continue to struggle with performance in the third quarter, bfinance expects investors to focus on specific strategies in future.

Standards board expands North American operations

Wed 28, November, 2018

The Standards Board for Alternative Investments (SBAI) has increased its presence in North America.

Investors changing allocation preferences for alternatives

Mon 5, November, 2018

Investors are looking differently at hedge funds. Only 7 per cent plan increased allocations over the next three years, according to a survey of the global alternative fund industry by EY.

Series of indices track hedge fund volatility and risk levels

Wed 24, October, 2018

A series of indices targeting volatility have been created by Markov Processes International (MPI), a provider of investment research, technology, analytics and indices for the global investment management industry.

Hedge fund assets continue to suffer from redemptions with net flows flat YTD

Tue 23, October, 2018

Hedge fund redemptions in September were larger than normal. Investors removed an estimated $14.72bn from hedge funds in the month pushing third quarter net flows into negative territory with an estimated $5.71bn leaving the industry.

Trium Capital looking to launch equity long/short strategy

Sat 20, October, 2018

London-based alternative asset manager Trium Capital hired Adrien Szappanyos to manage a top-down equity long/short strategy.

Hedge fund strategies continue to gather record inflows at start of last quarter of 2018

Fri 19, October, 2018

Investors continue to have confidence in hedge fund strategies, starting the last quarter of this year with record inflows, according to Hedge Fund Research (HFR).

Esma values EU derivative market at €660tn

Thu 18, October, 2018

Esma values EU derivative market at €660tn

Good September for most hedge fund strategies

Wed 17, October, 2018

Hedge fund performance recovered in September from the less than stellar returns in August, according to Preqin data. The Preqin All-Strategies Hedge Fund benchmark returned 0.14 per cent for the month.

Lyxor signs onto Climate Action 100+

Sat 13, October, 2018

Lyxor Asset Management is joining the international initiative Climate Action 100+, a collaborative initiative united almost 300 investors representing over $30tn in assets under management (AUM).

Start-up managers favoured by most investors for opportunistic strategies

Tue 9, October, 2018

Limited Partners (LPs) are increasingly investing in first-time funds because they are more entrepreneurial, better placed to deliver specialist strategies and more likely to produce higher return than more established firms, according to a recent study.

Macro hedge funds led August performance.

Wed 12, September, 2018

Hedge funds gained in August, according to Hedge Fund Research (HFR) data. The uplift came as US equities and the dollar expanded their divergence with non-US assets, emerging markets currencies extended losses and the US technology sector posted record gains.

Investors look to a variety of alternatives for diversification

Thu 23, August, 2018

Half of alternative assets investors allocate to three or more asset classes, according to a Preqin survey. Investors say diversification is the main reason for investing in alternatives.

Younger investors put more emphasis on impact investing

Thu 23, August, 2018

Impact investing is growing in popularity, according to research by American Century Investments.

Performance boosts hedge fund AUM in second quarter

Tue 21, August, 2018

Hedge funds recorded quarterly outflows of $1.2bn in the first quarter 2018, ending a streak of five consecutive quarterly inflows, according to Preqin data.

Neuberger Berman offers CLO fund

Fri 17, August, 2018

Neuberger Berman has launched a Ucits strategy investing primarily in collateralised loan obligations (CLO) mezzanine debt securities.

M&A deal volume set to break records in 2018

Thu 16, August, 2018

The M&A market could end 2018 on a new high. According to Thomson Reuters data and an analysis by Intralinks.

Proposed legislation could catapult EU ahead of US in whistleblower protection

Mon 2, July, 2018

Whistleblower protection laws usually come in the wake of corporate and accounting scandals.

Instiutional investors use outsourced CIOs to boost portfolio returns

Tue 5, June, 2018

Institutional invesetors are using outsourced chief investment officers (CIOs) to manage increasingly complex portfolios and to gain ccess to new asset classes.

Robo advisors seen as biggest disruptor over next five years

Sat 2, June, 2018

The focus of asset managers is shifting away from regulation and towards the threats as well as opportunities coming from disruptive technologies, according to a survey by Linedata.

Emerging market hedge funds continue to post strong returns as capital increases

Fri 25, May, 2018

Hedge funds focused on the Middle East and Russia/Eastern Europe led emerging markets hedge fund performance through early 2018, according to data from Hedge Fund Research (HFR).

Private equity performance analysis shows UK gives best risk-returns in Europe

Thu 24, May, 2018

Countries and regions that have higher productivity growth offer the best private equity returns, according to research from eFront.

$1bn hedge fund club continues to dominate industry as investors

Wed 23, May, 2018

As hedge fund performance picked up in 2017, net inflows rose to $3. 61tn assets under management (AUM) by the end of March 2018. Assets managed by firms with at least $1bn in AUM surged over the past year, according to Preqin data.

Institutional investors eye opportunities in global infrastructure

Wed 23, May, 2018

The need to invest in essential infrastructure for public use is a 21st century imperative, according to a study by Bank of America Merrill Lynch (BAML).

Institutional investors need better tools to compare hedge funds and return streams

Tue 22, May, 2018

The top reasons given for investing in hedge funds were the potential for improved returns, diversification benefits, knowledge-sharing and learning and access to asset classes that are otherwise hard to source and manage, according to a report by CEM Benchmarking.

Hedge funds continue to outperform most indices over the first quarter of the year

Mon 21, May, 2018

Hedge fund performance, which began the year on a high, tailed off in March with the HFRI Fund Weighed Composite Index falling 0.25 per cent.

Asian hedge fund capital gains top previous record high

Wed 16, May, 2018

Chinese-focused hedge funds posted three consecutive months of declines through April after rising 5.8 per cent in January and 31.1 per cent in 2017, according to Hedge Fund Research (HFR).

Social enterprise and alternative investment manager extend co-operation

Thu 10, May, 2018

Dallas-based hybrid social enterprise Good Returns and Inverdale Capital Management have launched Guarantee-Investment-Values Strategies (GIVS), which takes into account an impact weighting and provides guarantee capacity for impact lending programmes.

Hedge funds reversed performance declines posting positive returns in April

Wed 9, May, 2018

Hedge funds reversed a two-month performance decline in April, led by fixed income-based relative value arbitrage and equity hedge strategies, according to latest data from Hedge Fund Research (HFR).

EU bond liquidity system begins under Mifid II

Wed 2, May, 2018

The European Securities and Markets Authority (Esma) has published its first liquidity assessment for bonds subject to the pre- and post-trade requirements of the Markets in Financial Instruments Directive (Mifid II) and Regulation (Mifir).

Unintended consequences of convoluted EU regulations could severely hit hedge fund returns

Wed 2, May, 2018

Hedge funds could be charged 70 per cent additional margin because of regulatory changes, according to research from derivatives analytics company OpenGamma.

Investors concerned with volatility, interest rate rises and goring geopolitical risks

Mon 23, April, 2018

February’s spike in volatility caused nearly half (42.1 per cent) of investors to adjust their equity market outlook, according to the results of a survey by BarclayHedge and Markov Processes International (MPI).

Hedge funds attract new capital as investors start to focus outside equity hedge strategie

Thu 19, April, 2018

Money continues to pour into hedge funds, with investors favouring M&A focused event driven and fixed income relative value arbitrage strategies, according to HFR data.

EU regulators see potential risks from a variety of areas for EU financial markets

Thu 12, April, 2018

There are substantial risks for EU financial markets coming from Brexit, asset repricing and cyber-attacks, warned EU financial regulators.

UK still favoured destination for capital into real estate despite Brexit

Wed 11, April, 2018

A good majority (67 per cent) of real estate professionals expect the volume of Asian investor capital going into the European real estate market will increase over the next two years.

Institutional investor interest in hedge fund allocations continues to grow

Wed 28, March, 2018

Nearly half (45 per cent) of the total institutional investor universe actively invests in hedge fund, allocating more than $2tn, according to Preqin data.

Established financial centres are favoured

Mon 26, March, 2018

There is an overall increase in confidence for the leading financial centres. Signs of a bias towards stronger and more established centres are revealed in the latest Global Financial Centres Index (GFCI 23).

Hedge fund creations outnumber closures at end of 2017 as AUM hits record high

Fri 23, March, 2018

Hedge fund launches exceeded liquidations in the last quarter of 2017 for the second consecutive quarter. At the same time total hedge fund industry assets under management(AUM) started 2018 at a record $3.21tn.

Wealth managers face challenges as AI and fintech change business practices

Fri 9, March, 2018

The wealth management industry is changing and how it evolves and uses new technology is likely to have an impact on the wider management of institutional investments.

Hedge funds gains take a hit in February

Thu 8, March, 2018

Hedge fund performance fell in February, ending a streak of 15 consecutive monthly gains for the broad-based HFRI Fund Weighted Composite Index, according to the latest HFR data.

Green bond issuance by banks set to increase

Wed 7, March, 2018

Green bonds may represent a tiny proportion of bank borrowings but that share is set to rise, says a S&P Global Ratings report. It believes banks have a significant role to play in the transition to a low-carbon economy as they are key providers of funding.

Alternatives essential to diversify portfolio risk say institutional investors

Tue 27, February, 2018

Institutional investors continue to be attracted to alternatives but for a wide range of objectives, according to the latest investor outlook from Natixis.

Responsible investment factors key to new long/short Lombard Odier hedge fund

Tue 27, February, 2018

Lombard Odier Investment Managers is launching a global equity long/short investment strategy with a sustainability focus.

Catella teams with Kriton Immobilien to offer real estate services

Mon 26, February, 2018

Catella and Kriton Immobilien have established Catella Asset Management (CAM), an asset management company catering to the growing demand for advisory services in professional real estate management for German and international investors.

Assets at highest level for hedge funds as January marks positive net flows

Fri 23, February, 2018

Investors added an estimated $14.12bn into hedge funds in January, marking the first positive net flow to begin a year since 2014, according to eVestment data.

China CR Capital Holdings launches AI focused market neutral arbitrage fund

Wed 21, February, 2018

China CR Capital Holdings has launched the CR-Wellington AI Fund SPC. The fund uses market neutral arbitrage strategies and high frequency trading techniques to capture returns by trading the same or highly correlated instruments.

Consultants recommend investors increase allocations to private debt

Tue 20, February, 2018

A majority (53 per cent) of investment consultants are recommending investors increase their allocations to private debt this year, according to Preqin data.

US CFTC and UK regulator join forces to promote innovation in fintech

Mon 19, February, 2018

The UK Financial Conduct Authority (FCA) and the US Commodity Futures Trading Commission (CFTC) have signed an arrangement to collaborate and support innovative financial technology (fintech) firms through each other’s initiatives.

BVI limited partnership law significantly modernises regime

Mon 19, February, 2018

Investment funds are expected to benefit from a limited partnership (LP) regime introduced in the British Virgin Islands (BVI).

North America preferred destination for interest in unlisted infrastructure funds

Fri 16, February, 2018

The North American unlisted infrastructure industry had a stand-out 2017, according to Preqin data.

Paamco launches alternative risk premia strategy

Thu 15, February, 2018

Pacific Alternative Asset Management Company (Paamco) has joined the ranks of companies launching alternative risk premia products.

Hedge funds begin year in strong position as market volatility increases

Wed 14, February, 2018

Hedge funds began 2018 in a strong despite equity, currency and fixed income market volatility.

Private equity fundraising hits 10-year low

Tue 13, February, 2018

Although the private equity industry is seeing an unprecedented period of fundraising with first-time funds accounting for a quarter of vehicles closed in 2017 they secured just 6 per cent of total capital raised. This was a 10-year low.

Steady performance gains majority of hedge fund strategies in January

Fri 9, February, 2018

Hedge funds continued their winning streak in January with an average return of 2.59 per cent, the industry’s best monthly return since March 2016 according to eVestment data.

Green bond issuance set to rise in 2018

Mon 29, January, 2018

Strengthening green bond market fundamentals are likely to result in a 30 per cent increase in self-labelled instruments globally this year, according to a report by S&P Global Ratings.

Investment professionals inconsistent on factor design portfolio choices

Tue 23, January, 2018

Investment professionals are conflicted about score-based factor design choices and statistical beta-based risk analysis, according to a survey.

German real estate rental market buoyant

Mon 22, January, 2018

Rising rents, falling vacancy rates and GDP growth have combined to give the German rental market a strong positive trend for 2018, according to Catella Research.

Hedge funds report new flows of over $30bn for 2017

Mon 22, January, 2018

December is usually noted for its high redemptions for hedge funds but 2017 reported a tapering with a net $10bn withdrawn from funds over the month, according to eVestment data.

Hedge funds on winning form in 2017 with strong AUM flows and positive performance

Sat 20, January, 2018

Hedge funds ended 2017 on a high. Not only were capital inflows the strongest since the second quarter of 2015, total assets under management (AUM) hit a new high of $3.21tn, according to HFR data.

CTAs unimpressed by Bitcoin futures

Thu 18, January, 2018

Commodity trading advisors (CTAs) are uncertain about the investment value of the Bitcoin futures contracts offered from December 2017 by CBOE and CME.

SocGen launches alternative risk premia index

Fri 12, January, 2018

Societe Generale Prime Services has launched the SG Multi Alternative Risk Premia Index.

India and China focused hedge funds produce stand-out performance gains for 2017

Wed 10, January, 2018

The global hedge fund industry ended 2017 on a high. Over 80 per cent of reporting funds posted positive returns, according to eVestment data.

Saudi Arabia to introduce further changes to improve stock exchange functioning

Wed 10, January, 2018

The Saudi Stock Exchange (Tadawul) has announced a series of measures to improve market access and efficiency, enhance liquidity, bolster investor security, mitigate risk and further align market practices with global best practices.

Investors prefer hedge funds delivering alpha while increasing allocations to ARP

Wed 10, January, 2018

GAM, alternative risk premia (ARP), performance, fees, structure, allocation, factor theory, fund attribution, event driven, macro

2017 best year for hedge fund performance for five years

Mon 8, January, 2018

Hedge funds gained in December to end 2017 with positive returns in every month, the first 12 month winning streak since 2003, according to data from Hedge Fund Research (HFR).

NY deal makers losing faith in Trump bump

Mon 8, January, 2018

Many middle-market deal making professionals in New York have lowered their expectations of the Trump administration having a positive effect on the private equity market.

AllianceBernstein launches alternative risk premia product

Mon 8, January, 2018

AllianceBernstein (AB) has jumped on the alternative risk premia bandwagon, launching AB Alternative Risk Premia Portfolio. The product is aimed at institutional investors.

China’s private wealth market set on continued growth path

Sat 6, January, 2018

At of the end of 2016, private wealth totalled RMB165tn ($25.39tn) in China, making the country the second largest private wealth market next to the US.

Institutional investors brace for global equity market correction

Fri 5, January, 2018

Seven out of 10 (71 per cent) institutional investors expect a global equity market correction of more than 10 per cent within 18 months, including nearly half (47 per cent) who expect it to happen within a year.

Indian commercial real estate sector gets boost from REIT rule changes

Fri 29, December, 2017

The Securities and Exchange Board of India (SEBI) has agreed to the further easing and simplifying regulations for real estate investment trusts (REITs).

Asset flows continue into selective hedge fund strategies as 2017 comes to an end

Thu 21, December, 2017

The global hedge fund industry should finish 2017 with strong performance and inflows, according to data from eVestment.

More hedge funds launch in 2017 than close their doors for first time since 2015

Thu 21, December, 2017

Hedge fund launches exceeded liquidations on a quarterly basis for the first time in over two years, according to Hedge Fund Research (HFR) data.

Investors show favour to equity strategies

Fri 15, December, 2017

Investors favoured equity strategies in November with 18 of the top 20 most viewed strategies in this segment. The data comes from users of eVestment’s platform.

HFR launches indices tracking hedge fund cryptocurrency and blockchain strategies

Wed 13, December, 2017

Following the growth in investor interest in blockchain technology and cryptocurrencies, Hedge Fund Research (HFR) has launched two indices: the HFR Blockchain Composite Index and the HFR Cryptocurrency Index.

Hedge funds positive returns in November extend winning streak to 13th month

Tue 12, December, 2017

Hedge funds marked their 13th consecutive month of positive returns in November with a positive 0.47 per cent average return for the month, bringing year-to-date returns for the industry to 7.70 per cent, according to eVestment data.

ESG factors need to be embraced by institutional investors in 2018 says research

Tue 12, December, 2017

The move from quantitative easing to quantitative tightening, preparing for late cycle dynamics, political fragmentation and stewardship in the 21st century are the investment themes institutional investors should be considering for 2018.

Institutional investors challenge perceptions of CEOs on disruptive innovations

Mon 11, December, 2017

There is a significant gap between institutional investor expectations for disruption and how well prepared CEOs say their companies are to seize the opportunity disruption presents, according to a report from EY.

Emerging markets-focused hedge funds start Q4 at all time AUM high

Tue 21, November, 2017

Hedge fund capital invested in emerging markets rose to a record $223bn at the beginning of the fourth quarter, according to Hedge Fund Research (HFR) data.

Funds of hedge funds continue to shrink as industry consolidates

Thu 2, November, 2017

Most sophisticated and confident investors are turning away from funds of hedge funds (FoHFs) to direct investment, accelerating the demise of the industry, according to a report by Preqin.

Investors pursue Asian-focused equity managers and stress ESG

Wed 1, November, 2017

There has been a dramatic shift in equity mandates and portfolios toward emerging market and Asia-focused equity managers, according to research by bfinance.

Global wealth market swelled by frontier and emerging market growth

Wed 1, November, 2017

The value of liquid assets held by the global population will exceed $100tn by the end of 2017, with frontier and emerging economies leading the way in terms of future growth according to a report by GlobalData.

Investors continue to reward hedge fund performance with net inflows in third quarter

Sun 29, October, 2017

Despite $2.5bn of redemptions in September, hedge funds ended the third quarter with $12.5bn inflows, setting a record for assets under management.

Phase out of Libor has little or no effect on structured finance transactions tied to benc

Fri 20, October, 2017

With Libor and other inter-bank offered rate (IBOR) benchmarks expected to end in 2021, transactions tied to them may not be impacted, according to a report by S&P Global Ratings.

FS Investments launches liquid alt with hedge fund component

Thu 19, October, 2017

Alternative investment manager FS Investments has launch its first open-end mutual fund, FS Multi-Strategy Alternatives Fund.

Report aims to promote development of China’s panda bond market

Thu 19, October, 2017

China’s bond market grew to RMB70tn (more than $10bn) by the end of August 2017, making it the third largest in the world.

European repo market liquidity returns

Thu 19, October, 2017

An estimated 6.4 per cent increase in Europe’s repo market over the first six months of 2017 could be the precursor of a return of liquidity.

Hedge funds continue winning streak in third quarter with record breaking performance gain

Tue 10, October, 2017

Steady performance and investor inflows in the third quarter increased total hedge fund capital to a fifth consecutive record quarterly level, according to Hedge Fund Research (HFR) data.

Havelock London to combine quantitative research, data and fundamental investing

Mon 9, October, 2017

From a dog-walking intern to chief investment officer and a board director 17 years later, Matthew Beddall’s introduction to alternative investment funds has been a steep learning curve.

Name change for Hedge Fund Standards Board reflects diversity and evolution of alternative

Wed 13, September, 2017

In a sign of the times and a shift in sentiment towards hedge funds, the Hedge Fund Standards Board (HFSB) has renamed itself the Standards Board for Alternative Investments (SBAI).

Hedge funds and risk parity strategies report substantial gains

Fri 8, September, 2017

Hedge funds and risk parity strategies gained in August despite rising tensions with North Korea and the impact of Hurricane Harvey.

Hedge funds and private equity offered insurance cover

Fri 8, September, 2017

Iron Cove Partners, a US insurance brokerage specialising in the needs of the alternative asset management community, has launched a policy for hedge funds.

China grants two asset managers ability to develop onshore investment products

Fri 8, September, 2017

Man Group and Fullerton Fund Management have registered with the Asset Management Association of China (AMAC) as private securities investment fund managers.

Infrastructure funds enter dramatically different environment

Wed 6, September, 2017

Institutional investors are finding it increasingly challenging to identify infrastructure opportunities, as the choices are wide and varied.

Few asset managers prepared for introduction of Mifid II rules

Tue 5, September, 2017

Only 6 per cent of asset management firms think they are ready to meet the best execution requirements under Mifid II, according to a survey by Liquidnet.

Cayman court ruling highlights areas of concern for custodian and fund administrators

Mon 4, September, 2017

A Cayman fund has lost its $2bn suit to recover Madoff related losses from its custodian and administrator.

Record deal flow in Q2 for Asian venture capital

Wed 30, August, 2017

Asian venture capital markets reported a record second quarter aggregate deal value rise to $47bn, according to Preqin data.

Asset flow into hedge funds continues with total AUM topping $3.3tn

Wed 30, August, 2017

Hedge funds recorded positive net asset inflows totalling $5bn in the second quarter, according to Preqin data.

Emerging market-focused hedge funds see capital flows increase

Tue 29, August, 2017

Total assets managed by emerging markets-focused hedge funds increased to a record level for the fourth consecutive quarter through mid-year 2017, according to Hedge Fund Research (HFR) research.

Hedge funds continue to attract net inflows from institutional investors

Thu 24, August, 2017

Investors allocated $7.91bn to hedge funds in July, according to the July 2017 eVestment data.

Top pure-play hedge funds sold off equity holdings in the second quarter

Fri 18, August, 2017

In the second quarter of the year, top hedge funds managed around $154bn in equity holdings, according to a review of 13F filings by pure play hedge funds.

Risk parity indices give investors risk allocation options

Thu 17, August, 2017

As a result of institutional demand for a performance benchmarks for risk parity products, Hedge Fund Research has launched HFR Risk Parity Indices.

Endowments and foundations maintain exposure levels to marketable alternatives

Tue 15, August, 2017

Exposure to marketable alternatives strategies by endowments and foundations has stabilised and will hold steady for the next year, according to a survey by NEPC.

US corporations moving pension risks to insurers to avoid asset volatility and low interes

Tue 15, August, 2017

US executives who have shifted pension risk to an insurer have three primary concerns about costs and volatility that drive their consideration of various options for transferring risk.

OMGI opens CoCo fund for investment

Tue 15, August, 2017

Old Mutual Global Investors (OMGI) has launched its first CoCos strategy, the Old Mutual Financials Contingent Capital Fund.

Brexit uncertainty slows UK PERE while Europe surges ahead with deals

Fri 11, August, 2017

Brexit is causing consternation in the UK private equity real estate market. In the 12 months following the referendum, the volume of PERE deals in the UK has dropped by a third.

Hedge fund performance continues positive run

Wed 9, August, 2017

Hedge funds returned an average 1.21 per cent in July, bringing year to date (YTD) performance to 4.77 per cent according to eVestment data.

Strong performance in July cements 2017’s buoyant performance for hedge funds

Tue 8, August, 2017

July’s strong hedge fund performance was led by equity hedge, technology, healthcare and emerging markets strategies, according to the latest HFR data.

Asian-focused hedge funds continue to out perform as asset flows increase

Sat 5, August, 2017

Asian-focused hedge funds extended their first quarter performance gain through the first half of the year, led by funds investing in India and China.

Secondary alternative asset market hits dealing volume high in first half of 2017

Thu 3, August, 2017

The secondary market for alternative assets hit a record deal volume of $22bn in the first half of the year. This is nearly double the $12bn in volume recorded in the same period last year.

BlueBay opens Cayman version of Ucits fund with discretionary global macro strategy

Wed 2, August, 2017

BlueBay Asset Management, a European fund house specialising in active management of fixed income, has launched a Cayman version of its BlueBay Global Sovereign Opportunities (Ucits) Fund.

Assets continue to flow into alternatives as total AUM climbs to $6.5tn

Mon 17, July, 2017

The largest alternative investment managers globally saw assets under management grow by 10 per cent in 2016 to $4tn, according to a survey by Willis Towers Watson (WWT).

Hedge funds continue strong 2017 performance with emerging markets leading the way

Tue 11, July, 2017

So far this year investor allocations have favoured macro hedge funds, with $413.8bn flowing into them through to the end of May, according to eVestment data.

Emerging hedge funds post higher returns across all strategies

Fri 7, July, 2017

Emerging and small first time hedge funds record higher performance across 12-month, three-year and five-year annualised horizons compared to the wider fund industry.

Smaller hedge funds struggle with costs

Thu 6, July, 2017

The average breakeven point for sub-$500m hedge funds is around $86m, considerably lower than previously thought, according to a recent survey of small and emerging managers.

Global executives see riskier world

Wed 5, July, 2017

Nearly three-quarters (72 per cent) of global executives think the world has become a risker place, according to a BDO risk survey. This represents a 15 percentage point drop from 2016.

Changing trans-Atlantic tides in financial whistleblower protection

Fri 30, June, 2017

These are interesting times for financial sector whistleblowers on both sides of the Atlantic.

Investors into Billion Dollar Club increase as fewer hedge funds control the majority of A

Tue 30, May, 2017

More investors have entered Preqin’s Billion Dollar Club. Investors allocating $1bn or more to the industry increased by eight in the 12 months to June 2017.

Concerns over cyber security raised for financial services

Sat 20, May, 2017

Nine in 10 global cyber security and risk experts believe a cyber risk is systemic. They think simultaneous attacks on multiple companies are likely in 2017, according to a study by American International Group (AIG)

Impressive first quarter performance from emerging Asia-focused hedge funds

Fri 5, May, 2017

Hedge funds investing in emerging Asia, specifically in India and China, posted the strongest quarterly performance since the second quarter of 2015.

Saudi Stock Exchange implements reforms to attract more foreign investment

Fri 28, April, 2017

The Saudi Stock Exchange (Tadawul) is continuing to push a range of far-reaching capital market reforms to enhance efficiency, corporate governance, and transparency.

Investors in buoyant mood for earnings

Thu 27, April, 2017

Heading into earnings season, first quarter results are largely expected to meet or exceed consensus according to a survey of global investors and analysts by Corbin Advisors.

Investors follow varied approaches to integrating ESG factors into investment process

Thu 27, April, 2017

Investors are leveraging a diverse set of integration strategies in order to integrate environmental, social and governance (ESG) factors into their portfolios.

Institutional investors looking at fewer hedge funds and strategies particularly among CTA

Tue 25, April, 2017

Despite the return to form of hedge funds in the past year, some institutional investors remain cautious when it comes to hedge fund. There are fewer investors searching for funds across most strategies, according Preqin.

Forward redemption indicator in March shows major improvement on a year on year basis

Mon 24, April, 2017

The SS&C GlobeOp Forward Redemption Indicator for April 2017 measured 2.41 per cent, down from 3.48 per cent in March.

Institutional investors favour emerging managers as allocations set to increase this year

Fri 21, April, 2017

Institutional investors and family offices will maintain their commitment to alternative asset managers this year, according to a survey.

Money continues to flow into hedge funds as allocations hit record high in first quarter

Thu 20, April, 2017

Assets under management of hedge funds increased for a third consecutive quarter, according to data from Hedge Fund Research (HFR).

Monthly outflows from hedge funds ends as investors reverse trend

Thu 20, April, 2017

Investors allocated $15.7bn to hedge funds in March and $21.9bn in the first three months of the year, according to eVestment data.

Hedge funds continue confident start with best first quarter performance since 2013

Fri 14, April, 2017

Hedge fund gains in the first quarter continued with the Preqin All-Strategies Hedge Fund benchmark standing at 3.18 per cent for the first three months of the year.

Positive performance continues for hedge funds

Wed 12, April, 2017

Hedge funds returns were slightly up by 0.33 per cent in March but for the quarter posted 2.63 per cent, according to data from eVestment.

Hedge funds face challenging fundraising environment but remain optimistic on performance

Fri 24, March, 2017

After bringing in the best returns since 2013, the hedge fund industry is finding capital raising to be difficult.

Capital flows turn in favour of hedge funds in February with assets at $3.085tn

Thu 23, March, 2017

After a string of redemptions hedge funds netted an estimated $7.9bn in inflows in February and are now positive year-to date in 2017.

Hedge funds launch more non-equity based strategie as investors gain more concessions from

Thu 16, March, 2017

More hedge fund launches are using non-equity-based investment strategies, according to a study by Seward & Kissel.

Investors expect more from hedge funds in 2017 as performance improves

Thu 9, March, 2017

Almost three quarters of investors expect their hedge fund portfolios to perform better in 2017 compared with 2016. Performance-based gains are expected to drive industry assets to reach $3.14tn by year-end.

Hedge funds continue performance gains in February

Wed 8, March, 2017

Hedge fund gains continued in February with all main strategies producing broad based gains led by equity hedge funds specialising in healthcare and technology.

Europe’s real estate sector entering more moderate return growth phase

Tue 7, March, 2017

While European real estate has provided exceptionally high levels of return over the past few years, there are signs the market as a whole is moving to moderate.

Listed private equity set to shrug off financial crisis woes and become more popular with

Thu 2, March, 2017

Listed private equity appears to display a similar risk/reward profile as major equity indices, US real estate investment trusts (Reits) and other equity classes over the long term.

Investors set to keep capital flowing into hedge funds as strategy preferences change

Wed 1, March, 2017

Hedge funds are back in favour with investors. A 3.5 per cent increase in new inflows during 2017 is forecast in the 2017 Credit Suisse hedge fund investor survey.

Positive investor sentiment expected to allocate more capital to hedge funds in 2017

Sat 25, February, 2017

With strong 2016 hedge fund performance the outlook for 2017 asset flows hinge on portfolio shifts in exposure to hedge funds by institutional investors.

Hedge funds set to regain investor confidence as industry continues to evolve

Thu 23, February, 2017

As flows are being redistributed out of active into passive products, hedge funds, investors and the asset management industry need to reconsider their business models and value propositions.

Emerging market hedge funds begin 2017 on high after solid performance and asset gains in

Thu 23, February, 2017

Total capital invested in emerging markets (EM) hedge funds climbed to a record level to begin 2017, according to data from Hedge Fund Research (HFR).

Electronic exchange launched to help hedge funds and institutional investors lower costs

Mon 20, February, 2017

Willis Towers Watson (WTW) has launched Asset Management Exchange (AMX), an institutional asset management marketplace designed to transform institutional investment.

Optimistic but challenging 2017 for private equity funds

Thu 16, February, 2017

Private equity firms are more optimistic about 2017, according to a survey by BDO. Over half (56 per cent) of fund managers see the investment environment as favourable with 44 per cent more pessimistic and think is it unfavourable. The later figure is the highest proportion since 2014.

Hedge funds continue to outperform, entering 2017 with over 70% of all strategies in posit

Wed 15, February, 2017

The hedge fund industry entered 2017 with similar performance trends it displayed in 2016. January’s gains were the eleventh month of positive performance in the last 12.

Asian hedge fund performance beat local markets for 2016 and off to good start in 2017

Wed 15, February, 2017

Asian hedge funds topped the performance of volatile regional Asian equity market indices for the fourth quarter and full year 2016, according to Hedge Fund Research (HFR).

Blockchain could be adopted for post-trade activities in five years or less, says survey

Tue 14, February, 2017

Nearly half of financial service companies involved in post-trade distributed ledger activities believe blockchain will be adopted in financial post-trade in three to five years.

Demand for high quality liquid assets rises as minute growth in European repo shows market

Tue 14, February, 2017

There is increasing demand for collateral in the form of high quality liquid assets (HQLA), according to the latest survey by the latest International Capital Market Association (ICMA).

Investors still allocating to alternatives but struggle to find the right managers

Tue 14, February, 2017

Investors are cautiously optimistic about investing into alternatives, according to a survey by Catalyst Financial Partners.

Investment grade green bonds accessible to investors via index

Tue 14, February, 2017

Solactive, Lyxor Asset Management UK and Climate Bonds Initiative (CBI) have created the Solactive Green Bond EUR USD IG Index.

Investors need smarter comparisons to benchmark evolving private equity fund structure per

Fri 10, February, 2017

Fund level benchmarks that institutional investors have relied on to evaluate private equity managers and opportunities no longer provide a complete picture, according to Cambridge Associates.

Investors shy away from distressed debt and expect an increase in US debt defaults in 2017

Wed 8, February, 2017

Investors are showing less enthusiasm to increase capital allocations to the distressed debt sector, according to Cortland Capital Market Services and Debtwire’s North American Distressed Debt Outlook 2017<

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Investors gaining risk appetite as they desert cash and go for real assets
Wed 8, February, 2017
Large institutional investors are expected to put cash to work in 2017, according to a BlackRock survey.
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Equity hedge strategies lead positive hedge fund performance in January
Wed 8, February, 2017
Hedge funds posted strong gains to begin 2017, led by the performance of equity hedge strategies, the largest area of hedge fund industry investor capital, according to data from HFR.
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Man GLG launches global long/short fund dedicated to sectors vulnerable to innovation and
Wed 8, February, 2017
GLG, the discretionary hedge fund management arm of Man Group, has launched GLG Innovation Equity Alternative.
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Endowments and foundations bullish on US economic outlook
Wed 8, February, 2017
Endowments and Foundations gave the US economy a big vote of confidence in a fourth quarter 2016 poll by NEPC.
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KKR and Paamco combo results in Paamco Prisma liquid alternatives investment company
Wed 8, February, 2017
KKR and Pacific Alternative Asset Management Company Paamco) have entered into a strategic transaction to create a liquid alternatives investment firm, combining Paamco and KKR Prisma.
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UK tops investment portfolio returns in 2016, says Natixis survey
Tue 7, February, 2017
US investment portfolios performed better than most international peers in 2016 but came in second next to the UK in the top slot, according to a survey by Natixis Global Asset Management.
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Hedge fund performance improves in 2016, led by distressed strategies
Wed 25, January, 2017
Hedge fund performance ended 2016 up 4.61 per cent, according to data from Greenwich Alternative Investments.
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US investment environment to be impacted by faster rate rises, lower unemployment and high
Tue 24, January, 2017
US investment environment to be impacted by faster rate rises, lower unemployment and higher inflationary trends
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Hedge funds end 2016 with largest annual increase since 2014, says HFR data
Fri 20, January, 2017
Despite continuing stories about investor disassatisfaction with performance, hedge funds ended 2016 on an asset high.
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Institutional investors hold their nerve on investing into UK after Brexit vote
Thu 19, January, 2017
The vast majority of institutional investors (80 per cent) expect Brexit to have an impact on their operating models, according to the latest State Street Brexometer Index.
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Pension funds urged to allocate more to hedge funds
Wed 18, January, 2017
Pension funds should remember the value of hedge funds as a hedge against market fluctuations in times of economic turbulence, says global investment firm Cambridge Associates.
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Singapore regulator looks at extending transparency on short selling
Tue 17, January, 2017
The Monetary Authority of Singapore (MAS) is looking at introducing enhanced transparency on the level of short selling in securities listed on Singapore’s approved exchanges, according to a briefing paper by legal firm Sidley.
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Banks set to lose as asset managers move to others under Mifid II research unbundling in 2
Mon 16, January, 2017
With less than a year before the markets in financial instruments directive (Mifid II) rules kick in, most asset managers are shifting research budgets away from the top nine investment banks.
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Hedge funds celebrate outperformance in 2016 despite waning enthusiasm of some investors
Wed 11, January, 2017
Despite some high profile declines, the average hedge fund outperformed an equal weighted equity/fixed income benchmark for the second consecutive year and several segments showed that 2015 might have been an anomaly for the industry.
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Hedge funds end 2016 in positive territory but assets contract by over $20bn
Wed 11, January, 2017
Hedge funds gained 1.01 per cent in December, with full year 2016 returns at 4.48 per cent, according to data from Eurekahedge.
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Concerns raised over Esma lack of understanding of distribution of financial products
Mon 9, January, 2017
The European Securities and Markets Authority (Esma) seems to have little understanding of open architecture platforms, according to European Federation of Financial Intermediaries and Financial Advisers (Fecif).
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Top hedge funds resilient to external shocks but not institutional crashes says eVestment
Fri 6, January, 2017
Top hedge funds appear insulated from another Brexit or Russia/Ukraine event but less so from a major financial institution crash, according to an eVestment analysis.
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Tortoise Capital Advisors launches Ucits infrastructure fund as credit side offers 40 Act
Fri 6, January, 2017
Tortoise Capital Advisors, an investment manager specialising in listed energy investing, has the launched Tortoise North American Energy Infrastructure Fund.
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Conflicting investor objectives and needs challenge traditional hedge fund industry
Wed 4, January, 2017
A hedge fund’s survival is based on its ability to balance macro pressures and the differing needs of its clients, according to research.
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US policy changes could boost economic growth in 2017
Thu 22, December, 2016
Policy changes as a result of US elections could push economy into a higher growth in 2017, according to Northern Trust’s 2017 investment outlook.
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Smaller hedge funds attracting more investors as over half of the industry reports positiv
Thu 22, December, 2016
Event driven hedge funds were one of several bright spots in hedge fund asset flow trends in November, according to the latest data from eVestment.
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Hedge fund start-ups decline as liquidations rise in third quarter and industry performanc
Fri 16, December, 2016
Hedge fund launches fell in the third quarter, as funds again posted steady gains, according to the latest data from Hedge Fund Research (HFR).
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Weak global recovery likely to continue as policymakers push fiscal stimulus
Mon 12, December, 2016
Several themes are shaping the global economy and markets with a number of likely scenarios resulting in a number of possible investment opportunities for portfolio allocation strategies across asset classes and sectors.
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Activist hedge funds lead performance league table for November
Fri 9, December, 2016
While investors continue to pull money from hedge funds, the industry is offering performance that may cause some investors to regret those decisions, according to the latest report from eVestment.
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US investors move away from traditional asset classes to alternatives and favour managed f
Thu 8, December, 2016
Investment advisors are increasing allocations to strategies with lower correlation to traditional asset classes as they position client assets for potentially volatile market conditions in 2017, according to the latest quarterly US trends report by Natixis Global Asset Management.
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Hedge fund performance hits highs in November as most strategies look to end year in posit
Wed 7, December, 2016
Hedge fund performance improved in November, as the election victory of Donald Trump drove expectations for renewed growth, infrastructure spending and reduced regulation.
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Optimism wins out over concerns on Brexit and Trump presidency impact on global markets an
Wed 7, December, 2016
Over the short term Bank of America Merrill Lynch (BAML) global research is bullish on the eurozone, the UK, Japanese and Pacific Rim stocks, energy, precious metals and the US dollar.
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UK law will end tax-free status of performance fees for offshore funds
Tue 6, December, 2016
The UK government has published draft legislation making performance fees non-deductible.
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Tump policies biggest risk to global economy concludes Oxford Economics client survey
Fri 2, December, 2016
The future policies of US president-elect Donald Trump could pose the biggest single risk to the global economy in 2017, according to a survey by Oxford Economics.
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Hong Kong and Switzerland sign landmark deal to distribute public funds
Fri 2, December, 2016
Hong Kong and Switzerland have signed a memorandum of understanding (MoU) on mutual recognition of funds and asset managers. The agreement will allow eligible Swiss and Hong Kong public funds to be distributed in each other’s market through a streamlined vetting process.
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Hedge funds continue to haemorrhage assets as allocations slow to almost every strategy
Tue 22, November, 2016
Investors redeemed an estimated net $14.2bn from hedge funds in October. Year to date (YTD) there has been a net $77.0bn removed from the industry, according to eVestment data.
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Legal implications of the US elections for multinational employers
Mon 21, November, 2016
As the political and economic implications of the 2016 US presidential elections begin to become clearer, multinational employers in the financial sector should consider some of the potential legal implications of the Trump presidency on both sides of the Atlantic.
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Emerging market hedge fund AUM hits record high as performance gains remain in double digi
Sat 19, November, 2016
Emerging market hedge fund assets under management (AUM) ended the third quarter on a high, topping the previous record from the second quarter 2015, according to data from Hedge Fund Research (HFR).
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Pace of change challenges hedge fund survival as investors press for lower fees and cost s
Thu 17, November, 2016
Hedge funds are facing a challenging time as competing forces are forcing them to change the way they interact with investors. The pace and magnitude of change is accelerating.
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Hedge fund performance edges down in October but YTD brings in positive results
Wed 9, November, 2016
As hedge funds edged down by an average 0.76 per cent in October the industry average year to date (YTD) achieved a positive 3.70 per cent.
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Mixed performance by hedge funds in October as managers enter uncertainty of fourth quarte
Tue 8, November, 2016
Hedge funds posted mixed performance in October, as US equities, according to Hedge Fund Research (HFR) data.
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AUM of largest global asset managers drops but active management preferred to passive
Tue 1, November, 2016
Assets managed by the world’s largest 500 asset managers fell in 2015 for the first time since 2011.
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Hedge funds could face crisis as redemptions mount
Thu 27, October, 2016
Investors redeemed an estimated $10.3bn from hedge funds in September, bringing third quarter redemptions to $29.2bn, a level not seen since the first three months of 2009.
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Endowment and foundations see private equity as good investment opportunity
Wed 26, October, 2016
Almost half (43 per cent) of endowments and foundations say they will increase their allocations to private equity with over half (53 per cent) maintaining exposure.
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World pension systems face reform challenges as people live longer
Wed 26, October, 2016
Significant reform of pension systems is needed in several countries, according to the results of a survey of schemes in 27 countries.
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Hedge fund use of leverage does not increase risk or volatility
Wed 26, October, 2016
Adding leverage to an alternative investment fund does not necessarily increase the risk, according to a study by the Alternative Investment Management Association (Aima) and CAIA Association.
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Hedge fund launches dominated by US managers as popularity of equity strategies drops
Fri 21, October, 2016
US-based hedge fund managers accounted for over three-quarters (76 per cent) of fund launches in the third quarter, hitting a 12-month high, according to Preqin data.
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Hedge funds look to techology to boost competitive edge
Fri 21, October, 2016
Hedge fund managers are increasing their investment in technology to create competitive advantages and to address regulatory and operational issues, according to a study by KPMG International, the Alternative Investment Management Association (Aima) and Managed Funds Association (MFA).
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Calstrs emphasises ESG with quest for pubic equity investment managers
Thu 20, October, 2016
The California State Teachers' Retirement System (Calstrs) is searching for public equity investment managers with an environmental, social and governance (ESG) focus.
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Hedge fund assets hit high as inflows in third quarter rise
Thu 20, October, 2016
Total hedge fund industry assets under management rose to a record level in third quarter, as performance gains offset continued asset outflows concentrated in many of the industry’s largest and most well established managers.
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Investors still keen to invest in hedge funds but favour early-stage managers
Wed 19, October, 2016
Despite early year performance declines and volatile returns, intuitional investors and family offices continue allocating to alternative investment strategies.
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Hedge fund performance bounces back with strong returns in third quarter
Mon 17, October, 2016
Hedge fund strategies nearly hit 1 per cent in September, putting overall industry performance in the first nine months of the year at 4.06 per cent, according to Preqin data.
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Hedge fund winning streak continues with activist and distressed forging ahead
Thu 13, October, 2016
Average hedge fund industry performance rose 0.73 per cent in September, according to eVestment data. This marks eight months of positive aggregate industry returns for the industry.
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Sovereign institutional investors keen to increase securities lending
Wed 12, October, 2016
Sovereign institutions are considering expanding their commitment to securities lending to increase returns and help alleviate what they perceive as a threat to liquidity in the financial markets.
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US hedge funds continue to dominate industry
Sat 8, October, 2016
US-based hedge fund managers dominate the industry, accounting for the vast majority (72 per cent) of the $3.1tn global assets under management.
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Mixed users and reasons for ETF popularity in investment portfolios
Sat 8, October, 2016
Exchange traded funds (ETFs) are most popular with investors aged 51-70, the Baby Boomers, reveals a survey by Pershing. The second largest group are those aged over 71.
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Hedge fund strategies shrug off poor performance as third quarter ends with strong gains
Fri 7, October, 2016
September hedge fund performance was strong in the third quarter, driven by gains in specialised technology, healthcare and energy exposures, according to data from Hedge Fund Research (HFR).
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US Financial advisors face tough balancing act managing investor expectations
Wed 5, October, 2016
Investors have high expectations for performance and are examining fees closely, according to a study by Natixis Global Asset Management.
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Investors unhappy with hedge fund communication efforts
Tue 4, October, 2016
There are large gaps in the investor relations and communication strategies of hedge funds. These differences could be a competitive advantage if funds significantly improve investor relations functions.
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Systematic and discretionary hedge funds fight for investor favour
Thu 29, September, 2016
With advances in technology computer-driven systematic hedge funds have grown increasingly sophisticated and are now attracting considerable interest. However, it is still a challenge for most investors to choose between strategies.
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Asset managers look to more automation of back office to help cut costs and improve effici
Wed 28, September, 2016
Improving automation of processes and regulatory reporting among top priorities for asset managers. Data centralisation is also another area targeted to help improve efficiency and cut reporting errors.
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Amundi creates single alternatives platform as it aims to double AUM by 2020
Tue 27, September, 2016
Amundi has reorganised, launching a single platform to bring its capabilities in real and alternative assets (AI) together. The move makes Amundi one of the leading alternative asset managers in Europe.
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Listed private equity may offer way into asset class for investors that need liquidity
Tue 27, September, 2016
Listed private equity funds have recently been trading at wide discounts to net asset value of more than 20 per cent despite good investment performance over the last five years, according to data from Edison.
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London holds onto top financial centre ranking but Brexit could push it down in 2017
Mon 26, September, 2016
London, New York, Singapore and Hong Kong remain the four leading global financial centres, according to the latest Z/Yen Group report.
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California is magnet for alternative funds with hedge funds leading the shift to a more di
Thu 22, September, 2016
California’s alternatives market has been growing and diversifying as other private capital and hedge fund managers are drawn to the area, according to Preqin research.
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FCA dark pool study reveals level of stale prices impact on venues
Tue 20, September, 2016
Dark pool reference prices are sometimes stale in every dark pool in a sample research conducted by the UK Financial Conduct Authority (FCA).
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Bold initiative to use crypto currencies for hedge fund investments
Tue 20, September, 2016
An open investment recording system built with intelligent lending and hedge fund administration in mind and leveraging Blockchain technology been launched by BKCM.
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Axa IM expands liquid alts team as it prepares to market products in 2017
Mon 19, September, 2016
Axa Investment Managers (Axa IM) has announced details of its investment team focused on liquid absolute return strategies.
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Mixed story for hedge funds in second quarter as launches and liquidations fall
Thu 15, September, 2016
Hedge fund launches and liquidations declined in the second quarter as hedge funds posted steady gains through what has been a volatile quarter, according to data from Hedge Fund Research (HFR).
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Hedge funds and other alternatives to attract more capital as investors look for better pe
Wed 14, September, 2016
The growth of the alternatives industry is set to continue, according to data from Preqin. Performance is the key driver of capital into the sector.
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Investors keen to increase exposure to venture capital with Asia leading the pack
Wed 14, September, 2016
Institutional investor appetite for exposure to the venture capital has increased across all regions, with the largest increase seen among investors based in Asia.
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Hedge funds find new ways to help align interests with wide variety of investors
Tue 13, September, 2016
Hedge funds are adapting their terms in order to align themselves better with their investors, according to a survey by the Alternative Investment Management Association (Aima).
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Domestic firms drive Asia-focused PERE market for fundraising and transaction activity
Tue 6, September, 2016
Asian private equity and real estate managers located in the region are driving fundraising and transaction activity, despite some of the largest global firms launching Asia-focused funds.
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Man announces new management structure after Ellis takes over from Roman
Sun 4, September, 2016
Luke Ellis, CEO of Man Group, has begun to put his own mark on the hedge fund giant. One of his first moves has been a restructuring of senior management including some internal promotions.
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Performance remains main concern of hedge funds and institutional investors
Fri 2, September, 2016
Performance is top of the list of drivers of change for the hedge fund industry. Both hedge fund managers and institutional investors have put it in number one place in a recent Preqin survey.
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Italy puts Cayman on white list paving way for increased investment through alternative fu
Fri 2, September, 2016
Italy has now included Cayman Island funds on its white list. This means Cayman funds will be free to invest in Italian securities such as bonds and securitisation instruments and receive interest payments gross of withholding tax.
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MSCI and Wealth Management Association agree private investor index series deal
Fri 2, September, 2016
The Wealth Management Association (WMA) has signed an agreement with MSCI to provide a private investor index series.
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Chinese authorities approve Shenzhen-Hong Kong Connect
Thu 1, September, 2016
The Hong Kong Securities and Futures Commission (SFC) and the China Securities Regulatory Commission (CSRC) have approved in principle, of the structure of Shenzhen-Hong Kong Stock Connect.
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International sukuk market expected to grow by around 9 per cent a year until 2020
Tue 30, August, 2016
The global sukuk market is set to grow at a compound annual growth rate of nearly 9 per cent over 2016-2020, according to a report by analysts Technavio.
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Investors disappointed with first half year hedge fund performance
Sat 27, August, 2016
A good majority of investors (79 per cent) believe their hedge fund investment have fallen short of expectations over the past 12 months, according to a survey by Preqin.
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Redemption pressure on hedge funds continues
Thu 25, August, 2016
Investors continue to express dissatisfaction with hedge fund performance by removing an estimated $25.2bn in July, bringing year to date (YTD) net flows to negative $55.9bn, according to eVestment data.
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Institutional investors allocating $1bn or more to infrastructure dominate the market
Mon 22, August, 2016
Institutional investors putting $1bn or more into infrastructure now make up the dominant market participants, according to research by Preqin.
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Hedge funds increase equity holdings in Q2 as they near all-time lows for stock holdings n
Fri 19, August, 2016
Hedge funds continued to shed equity positions in the second quarter, according to S&P Global Market Intelligence quarterly hedge fund tracker.
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Latin America-focused hedge funds report healthy advances in first half of year
Thu 18, August, 2016
Hedge funds investing in Latin America posted strong gains through mid-2016, reversing declines in four of the past five years, including the last three years, to lead all areas of hedge fund performance through the first half of 2016.
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Endownments and foundations remain true to hedge funds but many cut allocations
Tue 16, August, 2016
Some endowments and foundations are re-evaluating their hedge fund allocations, according to an NEPC survey. Respondents cited strong concerns about high fees, underperformance and transparency
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Hedge funds continue performance winning streak while Asian strategies struggle to keep as
Mon 8, August, 2016
Hedge funds posted gains for the fifth consecutive month in July, the longest positive streak since 2013, according to data from Hedge Fund Research (HFR).
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Alternatives growing player in global private credit market
Thu 28, July, 2016
The global private credit market, an alternative source of financing for small and medium sized enterprises, is flourishing. The sector has grown from $440bn last year to $560bn at the end of June.
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Money flows out of hedge funds as investors continue redemptions in second quarter
Wed 27, July, 2016
Investors redeemed a net $20.70bn from hedge funds in June, bringing the second quarter net flows to negative $10.68bn. The net flows in the first six months of the year were a negative $27.95bn, according to eVestment data.
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Institutional investors worried about economic outlook as bearish sentiment ebbs
Tue 26, July, 2016
Institutional investor sentiment is deteriorating with the worsening macro outlook, decelerating organic growth and uncertain political backdrop, according to research by Corbin Perspective.
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Growing uneasiness about economic outlook but asset managers remain relatively optimistic
Mon 25, July, 2016
Concerns about job growth, political uncertainty and market volatility are of most concern to investment managers as optimism about the economic climate continues to rise, according to Northern Trust Asset Management’s latest quarterly survey.
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Asset managers lagging behind on use of social media
Mon 25, July, 2016
Social media is becoming more important to asset managers. Even hedge funds are finding social media useful for their businesses despite the challenges it offers.
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Hedge fund AUM continues to rise as managers successfully navigate tricky market environme
Wed 20, July, 2016
Global hedge fund capital increased in the second quarter rising above the year-end 2015 level to reach the third highest quarterly capital total on record, according to data from Hedge Fund Research (HFR).
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Esma inches closer to extending fund passports to non-EU alternative investment funds and
Wed 20, July, 2016
The European Securities Markets Authority (Esma) has issued its advice on the extension of the alternative investment fund managers' directive (AIFMD) passport to investment fund managers and investment funds based in 12 non-EU countries.
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Hedge fund bounce continues as most strategies report positive performance in July
Mon 18, July, 2016
Hedge funds posted gains through mid-July as the HFRX Market Directional Index gained 2.17 per cent and the HFRX Global Hedge Fund Index rose 1.03 per cent, according to Hedge Fund Research (HFR) data.
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FoHFs AUM continues to shrink as the sector’s investment into hedge funds drops
Mon 18, July, 2016
Once the largest single investor in hedge funds, funds of hedge funds (FoHFs) have declined significantly in terms of assets under managements (AUM) as well as the main allocator to hedge funds.
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Positive performance boost for hedge funds in first half but lowest growth since 2008
Sat 16, July, 2016
Hedge fund performance stabilised in June after a volatile start to 2016 and recovered from losses seen in the first quarter, according to Preqin data.
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Hedge fund managers gloomy about performance outlook for 2016 with low single-digit return
Thu 14, July, 2016
Hedge fund managers are divided on the prospects in the second half of 2016. Over a third (35 per cent) believe the outlook for the hedge fund industry is positive as negative with 30 per cent maintaining a neutral outlook.
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Secondaries surge to record high but capital inflows disappoint
Wed 13, July, 2016
Second quarter figures show the largest ever secondaries fund close, with aggregate capital raised in the first six months hitting a record, according to Preqin.
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International NGOs playing increasing role in funding impact investing projects
Wed 13, July, 2016
The scale of economic and social problems, the complexity of the global environment and the myriad forces that pressure traditional models are resulting in creativity, innovation and types of collaboration. This trend is pronounced in the impact investing area.
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Real estate and hedge fund managers secure most assets from institutional investors
Mon 11, July, 2016
Total assets managed by the top 100 alternative investment managers globally rose to $3.6tn at the end of 2015, up 3 per cent on the previous year, according to research produced by Willis Towers Watson.
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Mixed signals from hedge fund reinsurers
Fri 8, July, 2016
Hedge fund reinsurers have pursued aggressive top line growth over 2013-15 while turning in no underwriting profit, according to a report by S&P Capital IQ.
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Brexit vote raises employment and immigration questions for multinationals
Thu 7, July, 2016
Every multi-national employer is affected by the vote to leave the EU. But the aftermath of the vote is not just financial.
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Most hedge fund strategies report gains in June while Brexit shock hits equity hedge resul
Tue 5, July, 2016
Hedge funds posted gains for June as the HFRX Market Directional Index gained 2.16 per cent, according to early results from Hedge Fund Research (HFR).
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Investors put hedge fund AUM over $3tn but Brexit threatens flows and performance
Wed 29, June, 2016
Hedge fund industry assets under management (AUM) topped $3tn for the first time this year in May as investors continued allocating to hedge funds, according to eVestment.
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Dominate UK-based hedge funds face fall out from exit vote
Tue 28, June, 2016
As the vote of leave the European Union (EU) has unsettled markets, regulators and governments globally, the impact on the UK-based hedge fund industry could be serious.
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Event driven hedge fund strategy shows strong performance as overall industry remains posi
Wed 8, June, 2016
Hedge funds posted gains for the third consecutive month in May, according to data from Hedge Fund Research (HFR).
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Asset-weighted hedge fund portfolio analysis helps investors judge market risk factors
Thu 2, June, 2016
A report from eVestment analyses an asset-weighted portfolio of the 30 largest reporting hedge funds to determine what market exposures, risk factors and performance expectations this institutional portfolio would create for an investor.
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Hold the celebrations as over half of hedge fund managers in the red this year
Tue 17, May, 2016
Another month and hedge funds confirm gains, albeit slight ones, according to Eurekahedge data.
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Hedge fund mojo back as performance turns (mostly) positive
Tue 17, May, 2016
Overall returns of 1.44 per cent in April have moved hedge fund performance to 0.70 per cent for 2016 year to date (YTD), according to Preqin data.
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Investor priorities to shift heavily to real assets and niche strategies by 2020
Tue 10, May, 2016
Private equity, real estate and infrastructure managers expect strong growth in assets in the next five years, according to research from BNY Mellon.
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April performance figures boosted by credit and event hedge fund strategy gains
Sat 7, May, 2016
Hedge funds extended March gains into April led by strong contributions from credit sensitive and event-focused strategies, according to data from Hedge Fund Research (HFR).
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Hedge fund redemption spree continues while performance gains offset AUM loss
Sun 1, May, 2016
Investors redeemed $4.6bn in March, the fifth month in the last six when redemptions outpaced allocations, according to eVestment data.
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Investor expectations need to be set for lower margins over next 20 years
Fri 29, April, 2016
The forces that have driven exceptional investment returns over the past 30 years are weakening and reversing, according to research.
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Research challenges traditional investment approaches to ESG scoring
Thu 28, April, 2016
New research has demonstrated a clear positive relationship between incremental changes, or momentum, in a company’s ESG scores and investment performance.
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Swiss fund industry records small increase on assets under management in March
Wed 20, April, 2016
The volume of assets under management in Switzerland’s the fund industry came to Sfr867.1bn ($909.5bn) in March 2016 – a 1.3 per cent month-on-month increase compared with February’s Sfr855.8bn.
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China pilot green bond initiative launches on Shanghai exchange
Fri 8, April, 2016
China has launched a green bond pilot initiative on the Shanghai Stock Exchange. Green bonds are instruments for financing environmentally friendly propjets.
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Emerging market-focused hedge funds lead strong March performance
Thu 7, April, 2016
Emerging market-focused hedge funds posted strong gains in March, leading industry-wide gains as equity and commodity markets reversed declines to conclude the first quarter, according to data from Hedge Fund Research (HFR).
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Volatility and slowing central bank divergence sends mix signals to financial markets year
Wed 6, April, 2016
Stabilising growth, a slower pace of interest rate increases by the US Federal Reserve (Fed) and a pause in the US dollar’s rise bode well for markets in the near term, according to a report by
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MFA and Aima join forces to criticise proposed SEC rule on derivatives use by hedge funds
Wed 6, April, 2016
The Managed Funds Association (MFA) and Alternative Investment Management Association (Aima) have raised concerns over a notionally based leverage limit in registered funds, including hedge funds.
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North America dominates shrinking FoHF sector
Fri 25, March, 2016
Ever since the financial crisis began, funds of hedge funds (FoHFs) have been under pressure. Although there was some growth in 2014, FoHFs again experienced a wave of liquidations over 2015.
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Silver tsunami will create investment opportunities
Tue 22, March, 2016
Aging populations worldwide will create investment opportunities in real estate, healthcare and technology, according to research from PGIM, the global investment management businesses of Prudential Financial.
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Portfolio managers confront lack of real time data accuracy and risk and performance analy
Sat 19, March, 2016
Portfolio managers are facing significant challenges when it comes to the front office, according to a survey by SimCorp.
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Hedge fund 2015 liquidations up, launch numbers drop and performance falters
Fri 18, March, 2016
Hedge fund liquidations increased in 2015, according to data from HFR. Launches also declined, hitting a low point not seen since 2010.
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Investors to reduce size of hedge fund portfolios this year, forecasts Preqin
Thu 17, March, 2016
While allocations to alternatives have hit all-time highs, investor preference for hedge funds has fallen for the first time ever, says Preqin.
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Distressed debt funds hit new records as dry powder levels struggle to gain momentum
Wed 16, March, 2016
Distressed debt-focused fund managers may have had some easy pickings in 2007 and 2008 with capital committed rising to a post-crisis high in 2012 but dry powder levels are falling.
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Most hedge fund performance disappoints in February while CTAs maintain upward trend
Mon 14, March, 2016
Although the hedge fund industry improved on losses of 2.69 per cent in January, collectively they posted a negative performance of 0.06 per cent in February, according to data from Preqin.
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Complicated hedge fund strategies made easy with guides
Mon 14, March, 2016
Winton and Eaton Vance have teamed with the Pensions and Lifetime Savings Association to launch “Made Simple” guides for pension investors.
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French law could be catalyst for increasing RI and ESG by institutional investors and asse
Fri 11, March, 2016
Responsible investment (RI) is a topic of increasing importance among businesses and investors of all sizes.
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Consistent performance among hedge funds rated by Preqin
Wed 9, March, 2016
Ever wonder which hedge funds perform the best and most consistently? For those investors the wait is over.
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Number of women in private equity growing while buyout firms fall behind the trend
Tue 8, March, 2016
The average proportion of female senior employees at private equity firms is increasing across most geographies and strategies, according to research from Preqin.
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Consumer discretionary stocks fall out of favour with institutional investors
Tue 8, March, 2016
Institutional investors and their asset managers may be seeing trouble ahead in consumer spending, according to the latest eVestment stock ownership report.
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Volatile market favours macro and CTA strategies as hedge fund performance continues upwar
Tue 8, March, 2016
Hedge funds posted gains in February, outperforming US equities for the third consecutive month, according to Hedge Fund Research (HFR) data.
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Appetite for hedge fund investment remains high with institutional investors
Fri 4, March, 2016
Investors are expected to increase allocations to the hedge fund industry by 3.5 per cent, pushing assets under management to over $3tn possibly ending the year with $3.2tn, according to Credit Suisse’s hedge fund investor survey.
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Collateral management becomes issue for buy-side as regulatory impact bites
Thu 3, March, 2016
Buy-side companies are being forced to rethink their strategies due to regulations that have increased the value of collateral in trading and risk management, according to a report.
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Investors disappointed with hedge funds while private equity and real estate exceed expect
Wed 2, March, 2016
Investors have a conflicted attitude to alternative assets. Investors into private equity and real estate are for the most part satisfied. Those allocating to hedge funds and natural resources have a more negative perception, says data provider Preqin.
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HFSB guidance targets transparency in hedge fund administrator reporting
Tue 1, March, 2016
The Hedge Fund Standards Board (HFSB) has published guidance for administrator transparency reports (ATRs) that are sent by hedge fund administrators to investors.
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Global factors contribute to drop in emerging market hedge fund performance
Tue 1, March, 2016
Emerging markets hedge funds posted steep declines to begin 2016. The HFRI Emerging Markets Index fell 5.4 per cent in January.
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Hedge funds set to outperform equity markets in 2016 as investors continue to boost alloca
Mon 29, February, 2016
Hedge funds are expected to outperform equity markets in 2016 with assets under management expected to grow by about five per cent to more than $3tn in the year, according to a Deutsche Bank survey.
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High US investor level boosts European private equity numbers
Thu 25, February, 2016
Europe's private equity prices soared for top-tiered assets in 2015 amid uneven to stagnant economic growth, according to Merrill Corporation's latest Pitchbook report.
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High net worth individuals seek individual advisors
Thu 25, February, 2016
Advisory firms need to make major business changes to succeed in the market for high net worth individuals (HNWIs), according to a paper by Pershing, a BNY Mellon company.
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Investors want transparency, good behaviour and performance from investment managers
Wed 24, February, 2016
Investors expect more transparency, high ethical standards and solid returns from their asset managers, according to a survey from CFA Institute, the global association of investment professionals.
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Activism continues global advance as 2015 see record number of companies targeted
Wed 24, February, 2016
Shareholder activism grew worldwide in 2015 with a record number of companies subjected to a public demand by activists, according to a report by Activist Insight.
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Institutional investor commitments to hedge funds set to rise
Tue 23, February, 2016
Institutional investors expect to increase allocations to hedge funds this year, according to a survey of 200 investors by Context Summits.
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Canadian pension assets profit from global diversification portfolio strategies
Tue 23, February, 2016
Canadian pension plans finished the year strongly despite volatile market conditions and global economic uncertainty, according to a report from RBC Investor & Treasury Services (RBC I&TS).
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Finra proposes new registration rule for algorithmic traders
Mon 22, February, 2016
The US Financial Industry Regulatory Authority (Finra) is proposing a rule to register traders responsible for the design, development and modification of algorithmic trading strategies.
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Improvement needed in asset management by US college endowments to reduce risk
Thu 18, February, 2016
Most US colleges and universities manage their investments separately leaving them with only a partial view of their full financial standing, according to research from SEI.
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Foreign investors in US real estate undeterred by global market turbulence
Tue 16, February, 2016
International investors deployed record levels of capital in US commercial real estate in 2015, increasing investments by more than 150 per cent year-on-year.
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US IPO market growth likely to be flat in 2016 after disappointing 2015
Tue 16, February, 2016
The US market for initial public offerings (IPOs) is set for zero growth in 2016 as market conditions, inflated valuations and price pressures encourage investor caution, says a BDO USA survey.
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Poor start to 2016 saved by macro and managed futures hedge funds
Mon 15, February, 2016
Hedge fund industry returns were down 2.22 per cent in January with only macro and managed futures funds showing positive results, according to the January performance report from eVestment.
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Aima publishes operational risk management guide for hedge funds
Mon 15, February, 2016
The Alternative Investment Management Association (Aima) has published a guide on operational risk management for asset managers.
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Renewed volatility drives hedge fund performance down in January
Sun 14, February, 2016
Hedge funds were hit by renewed equity market volatility in January. Eurekahedge's Hedge Fund Index fell 0.91 per cent in the month based on provisional data.
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Private equity opportunities limited by economic vagaries and tight pricing
Wed 10, February, 2016
Private equity firms have moderated their expectations for 2016. Pricing is the biggest challenge, according to a study by accounting and advisory firm BDO USA.
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Asset managers concerned about state of world economy and impact on business
Wed 10, February, 2016
Asset managers are cautious about the outlook for their business and the world economy in 2016, according to PwC’s latest survey of global CEOs.
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US corporate pension plans sharply dip in January
Wed 10, February, 2016
The funded status for the typical US corporate defined benefit (DB) plan fell 3.8 per cent to 79.7 per cent in January, according to the latest BNY Mellon institutional scorecard.
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Institutional investors favour few for future mandates
Tue 9, February, 2016
Large institutional investors are more likely to consider Vanguard for future mandates than any other manager, according to a Cogent Reports study conducted by Market Strategies International.
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Slowing global growth greatest threat to investment performance say endowments and foundat
Tue 9, February, 2016
Limited growth prospects are seen as the greatest near-term threat to portfolio performance in 2016, according to a survey of endowments and foundations by investment consulting firm NEPC.
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Rising returns intensify competition for real estate assets
Mon 8, February, 2016
Private real estate funds generated returns of 15 per cent in the year to June 2015, fuelling demand and competition for real estate assets, says data and market intelligence firm Preqin.
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Mixed start to year for hedge fund strategies
Sun 7, February, 2016
Hedge funds posted varied performance so far in 2016, according to Hedge Fund Research (HFR) data.
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Global pensions allocations move towards alternatives as total assets stay steady
Fri 5, February, 2016
Global institutional pension fund assets in the 19 largest markets totalled $35.4tn at year-end 2015, little changed from 2014, according to a study by global advisory firm Willis Towers Watson.
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Consistent fee reporting template for private equity industry issued by Ilpa
Fri 5, February, 2016
The Institutional Limited Partners Association (Ilpa) has published a template and accompanying guidance to promote more uniform reporting practices in the private equity industry.
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Aima critical of EU approach to non-bank financing and urges re-think of rules
Fri 5, February, 2016
Enduring barriers preventing non-bank finance and capital markets from developing in the European Union (EU) should be removed, says the Alternative Investment Management Association (Aima).
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Institutional investors set to re-evaluate hedge fund portfolio allocations in 2016
Thu 4, February, 2016
A larger number of institutional investors say they will invest less capital in hedge funds in 2016 than in 2015, according to a survey by Preqin.
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Institutional investors look to alternatives to generate higher returns in volatile market
Thu 4, February, 2016
Institutional investors are turning to alternative strategies in an effort to diversify their portfolio and generate better risk-adjusted returns in a volatile market, according to a survey by Natixis.
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Pension funds assets need to work harder to cover retirement funding
Thu 4, February, 2016
Target date pension funds need to make assets work as hard as possible and be firmly grounded in the realities of the marketplace in order to expand retirement funding success, says a JP Morgan study.
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Intense competition for infrastructure assets kicks off competitive pricing
Thu 4, February, 2016
Rising demand for infrastructure assets by a growing number of investors with available funds is fuelling prices and intense competition, according to a report by market intelligence firm Preqin.
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Global risk concerns beginning to come into focus with climate change in top position
Thu 4, February, 2016
Risks warned about in past reports by the World Economic Forum are starting to manifest themselves in different and unexpected ways that could harm people, institutions and economies.
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Institutional investors plan to boost use of ETFs in 2016
Thu 28, January, 2016
The use of ETFs by institutional US-based investors will grow in 2016, says a study by market intelligence firm Greenwich Associates.
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More rule changes to come warns SEC head
Thu 28, January, 2016
The US Securities and Exchange Commission (SEC) will continue to develop its regulatory framework to protect investors, SEC chair Mary Jo White said.
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Collateral market changes present growing compliance challenge
Thu 28, January, 2016
Changes to the collateral market caused by regulatory changes present a growing compliance challenge for asset managers and financial firms, says a research paper.
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Investment options reflect market volatility with alternatives earning a strong allocation
Thu 28, January, 2016
Doubts over the timing of a rise in US interest rates and the global economy are fuelling volatility and leaving investors guessing, says a report by Deutsche Asset & Wealth Management (DeAWM).
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Mixed picture for hedge fund bonuses reflects lacklustre 2015 performance
Thu 28, January, 2016
The lacklustre performance of hedge funds in 2015 impacted compensation mainly for senior professionals officials but not across firms, according to the latest hedge fund compensation report.
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Gathering storm clouds for global economies amid growing geopolitical risks
Wed 27, January, 2016
There must have been a collective sigh of relief in capitals and central banks at the close of January. Rarely has the start of a year provided so much drama, uncertainty and calamity.
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Hedge funds make performance gains in March ending Q1 on strong footing

Impact investment market put at over $500bn

Global real estate investment increased in 2018 with around half still to be deployed

Alternative investment firm takes private equity approach to public securities investing

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Debt and equity capital markets activity plummets in first quarter compared with 2018

Investors keep faith with alpha generating hedge funds

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Thematics joins Natixis family

Trium sees Ireland as EU distribution fund base

Irish domiciled funds get green light to invest in China’s interbank bond market

Hedge fund launches and closures at low levels

Hedge fund investors head for China-focused and distressed funds

Unlisted green funds attracting more investor interest in Europe

Global Credit Advisers launch alternative Ucits credit long/short fund on UBP platform

Deal makers hopeful for 2019 M&A activity

Outsourced chief investment officers set to grow substantially over next five years

Infrastructure investment gains no advantage from ESG reporting

Factor investing can work with investment grade bonds

New York keeps top spot in GFCI 25

Hedge funds continue strong performance in February

Asset management firms putting money into cybersecurity and infrastructure

Brexit does little to dent investor enthusiasm for UK infrastructure

CTAs gain ground in February

Emerging markets attract investor interest

Private equity investors show mixed level of sophistication in many investment skill areas

Alternative investment funds made up nearly 80 per cent of EU fund industry in 2017

Aspect launches Cayman domiciled version of systematic global macro programme

CPR AM moves into fixed income with smart beta credit ESG fund

Behavioural analytics forms basis or new fund strategy

Investors turning to active fund managers predicts MPG

Political uncertainty, Brexit jitters and eurozone growth slowdown slams market sentiment

Libor deadline approaches as jurisdictions ponder alternatives

Hedge fund performance balances investor redemptions in January

UK and US work together to ensure smooth derivatives markets after Brexit

Non-bank lending firms want EU policymakers to change their approach to the sector

Good start to year for emerging markets-focused hedge funds

Tough time for equity long/short strategies

Managed futures start 2019 on a negative note

Despite rocky 2018 performance, investors continue allocations to hedge funds

Hedge funds consider outsourcing trading operations

Esma puts emphasis on IT and security in 2019 work programme

More global interest in sukuk issuance for development projects

Esma approves third country recognition for three UK CCPs in case of no deal Brexit

Natixis boosts CSR and ESG commitment with new post

Market volatility and global economic uncertainty drive hedge fund redemptions

Investors increase search for consistent ESG data to manage risks

Mixed picture for global M&A activity in first half of 2019

Equity strategies attract the most interest of investors in January

Progress made in raising gender diversity in alternative investment funds

Hedge funds start 2019 with stellar performance

Luxembourg takes steps to prepare financial services for no deal Brexit

Esma seeks comments on fund liquidity stress testing guidelines

Esma plans for no deal Brexit

Asset managers eye trade finance opportunities

Private equity big winner in 2018 with most mandates from public pension plans

Credit specialist CIFC launches Ucits CLO fund

Family offices look set to increase allocations to hedge funds in 2019

Hedge funds end 2018 with just over $3tn AUM after redemptions and performance losses

Total hedge fund AUM drops in 2018

Investor sentiment shifts to hedge fund investment

DDQ looks at cyber security and tech outsourcing

Bad time for hedge fund performance in 2018

Mixed performance from hedge fund strategies in December

Hedge funds continue to haemorrhage money as performance dips

Deploying too much capital in year one private equity funds lowers performance, claims stu

Trium launches Ucits equity market neutral fund with former BlueCrest portfolio managers

Active management and alternatives are preferences for institutional investors in 2019

Mercer sees strong trends in 2019 likely to affect investor behaviour