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Building investment fund structures

Details: Investment by a single investor into a managed account is commonly through a corporate vehicle to ensure limited liability. If a Cayman entity is used for this purpose as a “fund of one” it will not be subject to regulation as a collective investment fund and can therefore be …

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Gaining the Edge announces Alternative Investment Cap

Details: Gaining the Edge has announced that its new major industry event, Gaining the Edge – Alternative Investment Cap Intro Florida 2022, which will benefit at risk youth will take place on 19-21 January in West Palm Beach, Florida and will continue virtually until 11 February.

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Guide to setting up an investment fund in Guernsey Hedgeweek

Details: If an investment fund is not an open-ended fund then it is a closed-ended fund. Open-ended funds In an open-ended fund, investors are entitled either to have their units redeemed by the fund at its net asset value or to sell their units on an exchange at a price related to the value of the company's assets to which the units relate.

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Guide to setting up an investment fund in Luxembourg

Details: Investment funds may take the form of an open-ended legal entity (investment company with variable capital, SICAV, 1,270 in March 2008) a closed-ended legal entity (investment company with fixed capital, SICAF, 12 in March 2008), or of a common contractual fund which has a management company (FCP, 1,730 in March 2008).

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The new middle office: The key to a competitive advantage

Details: Investment management firms face unprecedented challenges, including the exponential growth of data volumes, diminishing opportunities to generate alpha, and a looming arms race in artificial intelligence and machine learning. Asset managers are looking for competitive advantages wherever possible, and it is in this context that the new middle

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Political instability is the main risk for investments in

Details: Political instability will be the main risk for investments in Spain during 2020, according to the fourth edition of the survey "Spain as an Investment Opportunity" published today by Kreab, a communication and public affairs consultancy firm founded in Sweden in 1970.

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Fund structures for family offices Hedgeweek

Details: Similarly the management company or general partner of the fund could also opt to become regulated. For some multi-family offices building track record within a regulated investment vehicle and with a regulated investment management company may provide an opportunity to open up the fund to other investors at some point in the future. Conclusion

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Liontrust to acquire Neptune Hedgeweek

Details: The Neptune Investment Team, which will be renamed the Liontrust Global Equity Team once the acquisition is completed, has a distinct, high conviction investment process, making it an ideal fit with Liontrust’s other investment teams. The acquisition is expected to complete in October, at which point the funds will be rebranded as Liontrust.

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Understanding the role of the depositary Hedgeweek

Details: Managers are advised to also review the depositary's operating model. What is the frequency and quality of review around investment guidelines? Make sure the depositary actually has a way of monitoring the evolution of the fund. The appointed depositary should be constantly enhancing its cash flow monitoring operation as part of its key role.

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Grayscale Investments launches five new cryptocurrency

Details: Additionally, Grayscale’s diversified investment product, Grayscale Digital Large Cap Fund, provides exposure to the top digital currencies by market capitalisation. Grayscale's investment products are available to institutional and individual accredited investors through their respective periodic and ongoing private placements.

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Merus Global Investments expands Florida trading

Details: 16/10/2020 - 10:56am. Merus Global Investments, a multi-strategy investment partnership, has opened a new trading facility in Miami’s financial district, and appointed two new partners, trading veterans Brook Bennett and Faraz Noorani. The Miami office, the firm’s second to open in Florida within the past 18 months, will be headed by Noorani.

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Fund innovation and incubators in a digital world

Details: That said, the cumulative average investment management experience for crypto funds is 24 years, indicating that an increasing number of experienced investment professionals are moving into the space. The BVI is home to one in six of these crypto hedge funds – in fact it is a top three jurisdiction for such funds, according to PwC.

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98 per cent of managers are seeking to incorporate data

Details: Investment managers pressured by rising costs, increased transparency demands and the need to generate consistent performance are looking to harness the full potential of data in order to compete and position their firms for the future, according to a survey of 300 global asset management firms sponsored by Northern Trust.

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What every fund manager should know about managing ERISA

Details: Another potential pitfall is the use of soft dollars. NASD Rule 2080 provides a safe harbour that governs how investment managers can use soft dollars. If Investment managers are not availing themselves of the safe harbour, their soft dollar expenses may be considered prohibited transactions resulting in a failure to comply with the ERISA rules.

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Boothbay Fund Management

Details: Boothbay Fund Management LLC, is the investment manager for the firm’s flagship fund, a global multi-strategy hedge fund established by Ari Glass in 2014. The Fund seeks to generate strong risk-adjusted returns by allocating capital to idiosyncratic strategies that have minimal correlation to each other and traditional asset classes.

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“A very real phenomenon”: how ESG is shaking up the

Details: With a range of marquee-name hedge fund firms – including Man Group, Caxton Associates, and JP Morgan – joining the ESG fray in recent months, sustainability concerns and ESG angles are radically shaking up investment decisions on both ends of the manager/investor dynamic. “When a manager goes through an operational due diligence screen

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Impact Investing: Green finance and achieving measurable

Details: The second common problem is the way to measure impact versus the investment goal. While most will have an IRR target associated with an investment, quantifying the impact by non-financial measures is challenging. Perhaps unsurprisingly so as this concept is a relatively recent one.

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Consultants see continued drive towards ‘alternative

Details: FEG is a Cincinnati-based investment consultancy advising a combined AUM of USD14.9 billion, primarily for non-profits such as endowments and foundations. Berlin also estimated that FEG clients institutional investors are increasing their allocation to private debt from 3 …

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Man Group launches first onshore investment strategy in

Details: The new investment strategy is systematic trend following in its approach, and aims to be uncorrelated with traditional portfolios. Managed by Man AHL’s Shanghai-based investment professionals, the strategy seeks to identify and capture market trends across diverse liquid onshore markets, focusing initially on listed futures including agricultural commodities, industrial commodities, …

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Delegation model under spotlight as European Commission

Details: The existing AIFMD legal text already states that investment management functions delegated shall “not exceed by a substantial margin” the functions retained by the authorised AIFM. Given the key importance of this legal requirement, the European Commission is being asked to further specify this concept of “substantial margin” to ensure

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Understanding the role of the depository under AIFMD

Details: The Alternative Investment Fund Managers Directive (AIFMD) has many moving parts for alternative investment fund managers to get their heads around. But perhaps one of the most salient issues they face – particularly managers running offshore funds – …

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Digital assets investments products notch up fourth

Details: 29/06/2021 - 9:14am. Digital asset investment products saw a fourth consecutive week of outflows totaling USD44 million, according to the latest Digital Asset Fund Flows Weekly report from CoinShares. This latest outflow total, on a relative basis, remains small in comparison to the negative sentiment in early 2018 where outflows as a

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Crypto hedge fund Nickel Digital is thriving on bitcoin’s

Details: As the ongoing digital assets boom continues to throw up myriad investment opportunities for asset managers and investors alike, London-based Nickel Digital Asset Management aims to bridge the gap between traditional finance and the cryptocurrency market, offering a diverse range of investment strategies across the hedge fund, multi-strategy and long-only spectrum.

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Setting up the Middle Office: Part 1 Hedgeweek

Details: “An investment manager doesn’t need a Global Investment Performance Standards (GIPS ®) expert 24/7, nor a bank debt person or a performance analytics person 24/7. Rather, by outsourcing, the manager can effectively use a percentage of the person we have on staff year-round who is the GIPS expert, the bank debt expert and so on.

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Agilis investment team to join RWC Partners Hedgeweek

Details: 20/05/2019 - 2:30pm. The investment team of Agilis Investment Management, a specialist multi-strategy investment manager, is to join RWC Partners. The move will see Agilis founder Clark Fenton, along with colleagues Charles Crowson and Praveen Kanakamedala, joining RWC to form the RWC Diversified Return team.

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“Architect of themes”: Former Soros and Fortress macro

Details: William Callanan – a veteran of the investment management industry and a global macro hedge fund specialist, whose resume includes stints at Soros Fund Management and Fortress Investment Group – is capitalising on evolving outsourcing trends with Syzygy Investment Advisory, a novel advisory unit that provides an outsourced chief strategy officer role to an assortment of …

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Ex-Fortress partner Baer’s new litigation finance vehicle

Details: TFG Asset Management, the alternative investment management unit of Tetragon led by Reade Griffith, is taking a minority stake in Contingency Capital, a new litigation finance-focused fund manager founded by ex-Fortress Investment Group partner and managing director Brandon Baer.

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Grayscale Investments and CoinDesk Indexes launch DeFi

Details: Grayscale Investments, the world’s largest digital currency asset manager, and CoinDesk Indexes, a subsidiary of CoinDesk Inc, have launched the Grayscale Decentralized Finance (DeFi) Fund, a new diversified investment product, and the CoinDesk DeFi Index.

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Crypto hedge fund Argentium commits to carbon neutrality

Details: Submitted. By Hugh Leask | 07/06/2021 - 12:56pm. Argentium Digital Asset Management, a London-based cryptocurrency hedge fund founded by ex-JP Morgan and Credit Suisse manager Paul Frost-Smith, has committed to a carbon-neutral investment approach. The fund’s blockchain activity will be independently assessed annually for carbon impact, with

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Choosing a domicile – a keystone decision

Details: This is a particularly appealing option for investment managers hoping to market to investors in the EU, as funds established in EU Member States are eligible for the AIFMD marketing passport, which grants continent wide market access using the fund’s home state’s authorisation.

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Liquidnet appoints Global Head of Investment Analytics

Details: 31/01/2020 - 9:42am. Liquidnet, a global institutional investment network, has appointed Vicky Sanders as Global Head of Investment Analytics. In this newly created role, Sanders will lead the team for the company’s new business vertical, Liquidnet Investment Analytics (IA). The new business leverages the artificial intelligence capabilities

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Emerging markets veterans launch Aikya Investment Management

Details: 04/05/2020 - 9:28am. Five former senior members from Stewart Investors are among the founding members of new London-based investment boutique, Aikya Investment Management (Aikya). The former Stewart Investors team members include Ashish Swarup, Tom Allen, Alan Nesbit, Michael Summers and Alex Khosla. Swarup was the lead portfolio manager on

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Akin Gump appoints investment funds partner in New York

Details: 04/08/2021 - 9:09am. Akin Gump has appointed Terence Rozier-Byrd as a partner in its investment management practice in New York. Rozier-Byrd comes to Akin Gump from Baker Botts, where he served as partner in charge of its New York office. Rozier-Byrd advises a wide array of institutional investors in connection with their investments in private

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BlueBay Asset Management expands ESG investment team

Details: 26/07/2021 - 9:44am. BlueBay Asset Management has expanded its Environmental, Social and Governance (ESG) investment team with the addition of Emma Whiteacre as a Senior ESG Analyst, and Elena Koycheva as ESG Institutional Portfolio Manager. Based in London, Whitecare reports to My-Linh Ngo, Head of ESG Investment, Portfolio Manager, and will

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Bridgewater Associates launches sustainable investing venture

Details: Bridgewater Associates (Bridgewater), a global leader in institutional portfolio management and the largest hedge fund in the world, has launched a new sustainable investing venture. Karen Karniol-Tambour and Carsten Stendevad will serve as Co-Chief Investment Officers (Co-CIO) for Sustainability, overseeing the effort, including the design and

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Marketing in the US for European and Asian Managers

Details: Marketing in the US for European and Asian Managers. By Richard L Shamos (pictured), Sadis & Goldberg – As traditional investment fund strategies have run into increasing competition, investor appetite for boutique or alternative investment strategies in the United States (US) continues to grow. Cross border allocations continue to offer a

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Digital assets funds see fourth week of outflows, says

Details: 03/08/2021 - 9:11am. Digital asset investment products saw another week of outflows totalling USD19.5 million, the fourth consecutive week of outflows, according to the latest Digital Assets Fund Flows weekly report from CoinShares. Since the outflows began, prompted by negative price action in mid-May, outflows have totalled USD295 million

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Spotlight on The Bahamas Hedgeweek

Details: The SCB’s initiative to overhaul the legislation governing the investment funds industry was launched with the appointment of a technical drafting consultant and the establishment of an IFA project team. On 27th November 2017, the draft Investment Funds Bill was issued for public consultancy. This concluded on 28th February, 2018.

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Osmosis Investment Management secures an equity investment

Details: Osmosis Investment Management, a London based sustainable asset manager, has closed an equity investment from Capricorn’s Sustainable Investors Fund, a seeding fund focused on sustainable and impact investment managers. The deal, which was closed in the first quarter of 2020, will see Capricorn’s Sustainable Investors Fund join the Oxford

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KB Associates acquires EFG Fund Management

Details: 2 days ago · 03/08/2021 - 10:18am. KB Associates (KBA), a professional services firm advising investment funds and asset managers, has completed its acquisition of EFG Fund Management, a Luxembourg-based management company and subsidiary of EFG International AG, the Swiss Private Banking Group (EFG). The transaction was agreed in February 2021 and has now

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NLP and sentiment: A new tool for ESG investors

Details: The ESG investment revolution marks a historic turning point in global finance, and news analytics data gives investors a rich and comprehensive dataset to make the most of the new trend. From providing strategies to generate alpha, to monitoring individual company ESG profiles, mapping interrelationships, to identifying emerging themes; news

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Blackstone’s hedge fund AUM dips despite performance gains

Details: Blackstone – the world’s largest alternative investment manager – has seen its group-wide assets increase by 8 per cent, though its hedge fund capital fell slightly last year, despite positive performance amid “significantly less volatility than the broader markets”. The group, which runs a range of hedge fund, private equity, credit

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Global context: How cross-border fund domiciles are

Details: This four-part series begins with “Why Cross-Border Fund Domiciles are Transforming into Fund Management Hubs” as Daniel Forbes, Managing Director, Client Solutions, DMS Investment Management Services (Europe) Ltd, explores the post-Brexit regulatory landscape and how countries, both large and small, are jockeying for position to fill the void left by an increasingly isolated London.

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Crypto hedge fund Argentium unveils systematic multi

Details: The Argentium Chimera Fund is systematic multi-strategy arbitrage fund which combines three investment strategies borrowed from foreign exchange investing and adapted to tackle cryptocurrencies’ higher volatility and lower liquidity.

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CSSF issues circular on investor notification of material

Details: By Olivier Sciales, Chevalier & Sciales – Luxembourg’s Financial Sector Supervisory Authority According has published Circular 14/591 on July 22, addressed to all open-ended UCITS funds governed by the grand duchy’s legislation of December 17, 2010, regarding the protection of investors in the event of a material change to an open-ended undertaking for collective investment.

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Hedge funds lawyer joins Akin Gump in New York

Details: 22/04/2021 - 2:07pm. Brian T Daly, an adviser to hedge fund managers and private equity fund sponsors, has joined Akin Gump as a partner in the firm's investment management practice in New York. Daly comes to Akin Gump from Schulte Roth & Zabel, where he was a partner. Daly maintains a market-leading practice advising private investment funds

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MFS makes senior appointments in fixed income department

Details: MFS is also creating new positions to address client customisation needs and career development within its fixed income research team. "MFS has grown its fixed income franchise considerably over the last five years, adding investment professionals in the US, Canada and Europe,” says William J Adams (pictured), chief investment officer for global fixed income at MFS. “We believe …

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GWM unveils ESG merger arb hedge fund amid rising

Details: “The M&A investment universe is growing rapidly since Q3 2020 and new deals announced in the first quarter of this year could make 2021 a record year,” added Sartogo. GWM Asset Management’s parent company GWM Group has some EUR4.5 billion in assets across real estate and alternative investments.

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