Trusted Insighthttp://thetrustedinsight.com/2022-06-20T10:04:28.200110-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Roller-Coaster Market Takes Alternatives Investors For A Ride
2022-06-20T10:04:28.200110-04:00https://www.thetrustedinsight.com/investment-news/roller-coaster-market-takes-alternatives-investors-for-a-ride-pensions-investments-20220620763/
Private market managers' fundraising is slowing, hit by the roller-coaster ride investors have been on since the first of the year. The drop in both equities and fixed-income markets is pushing some institutional investors' private market assets above their target allocations.
Fast Recovery After Pandemic Boosts Private Equity Performance
2021-09-17T11:39:04.908958-04:00https://www.thetrustedinsight.com/investment-news/fast-recovery-after-pandemic-boosts-private-equity-performance-20210917547/
A strong exit market since the height of the pandemic last year has translated into high returns for alternatives funds. For private equity and venture capital funds that started investing in 2018, the median net internal rate of returns stand at 22%.
Positioning Alternatives Strategies For The Road Ahead
2021-08-19T10:39:03.676565-04:00https://www.thetrustedinsight.com/investment-news/positioning-alternatives-strategies-for-the-road-ahead-20210819709/
The role of alternative investments in a portfolio has become more and more critical than ever before. In fact, the market for these products is only getting bigger.
Why Private Alternatives Are The Future Of Asset Allocation
2021-03-23T10:01:48.717007-04:00https://www.thetrustedinsight.com/investment-news/why-private-alternatives-are-the-future-of-asset-allocation-20210323829/
For the past two decades, there has been a fundamental shift in prudent capital investment philosophies. Investors have been told for years that diversification enhances portfolio stability, but diversification itself has taken on a new meaning.
How To Invest In Alternative Funds In Private Markets
2020-01-24T11:36:29.862524-05:00https://www.thetrustedinsight.com/investment-news/how-to-invest-in-alternative-funds-in-private-markets-20200124965/
As Mitesh Agrawal was setting up the best-in-class teams and processes from sourcing to due-diligence and from execution to data management for the newly formed alternatives area, he was challenged by an age-old question. Who to choose from amongst the universe of fund managers with everyone claiming stellar returns?
Hedge Funds, Other Alts Crucial To Endowment, Foundation Portfolios: Survey
2017-08-16T11:03:12.522450-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-other-alts-crucial-to-endowment-foundation-portfolios-survey-20170816488/
Marketable alternatives are a substantial and important component of many endowment and foundations’ portfolios, according to the Q2 2017 NEPC Endowment and Foundation Poll, a measure of endowment and foundation views on the economy, investing, and key market trends.
The Impact Of Pensions Favoring Alts Over Equities: Research
2017-08-15T09:56:36.673249-04:00https://www.thetrustedinsight.com/investment-news/boston-colleges-crr-on-alternatives-in-pension-portfolios-20170815456/
The Center for Retirement Research at Boston College has put out a white paper about public pensions and alternative investments. It asks two questions: which plans have made the largest shift into alternatives? And, how has that shift mattered to their returns and risk?
Hedge Funds Among Marketable Alternatives Gaining Popularity In Endowment, Foundation Portfolios
2017-08-15T09:54:13.861536-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-among-marketable-alternatives-gaining-popularity-in-endowment-foundation-portfolios-20170815454/
A survey from NEPC revealed 68% of respondents have more than 10% of their portfolios allocated to marketable alternatives, which includes hedge funds. This marks a notable increase from last year, when NEPC’s July 2016 survey found only 45% of respondents had at least 10% allocated to hedge funds.
US Pension Fund Commits $100M To Asian PE Partners Including Asia Alternatives
2017-08-01T10:59:38.533578-04:00https://www.thetrustedinsight.com/investment-news/us-pension-fund-commits-100m-to-asian-pe-partners-including-asia-alternatives-20170801289/
The Pennsylvania State Employees’ Retirement System (SERS), a US-based retirement plan for public employees, has committed $50 million each to Asia Alternatives Capital Partners V LP, and Penn Asia Investors LP, as follow-on investments within the private equity asset class.
Fast-Growing Canadian Pension Funds Cite Returns From Alternatives For Solid Performance In 2016
2017-07-18T10:28:46.683360-04:00https://www.thetrustedinsight.com/investment-news/fast-growing-canaian-pension-funds-cite-returns-from-alternatives-for-solid-performance-in-2016-20170718043/
<p>Alternative investments have been the name of the game for many of the leaders on Benefit Canada‘s list of the <a href="http://www.benefitscanada.com/news/2017-top-100-pension-funds-report-the-evolution-of-db-pensions-100081">fastest-growing pension funds for 2016</a>.</p>
<p>Both the Ontario Municipal Employees Retirement System, ranked third on the list of fastest-growing plans at 10.65 per cent growth, and Alberta Teachers’ Retirement Fund Board, ranked fourth at 10.6 per cent, saw robust performances from most of their alternative assets classes, including their real estate, infrastructure and private equity portfolios.</p>
<p>At OMERS, private equity returned 12.6 per cent, with real estate following closely at 12.4 per cent and infrastructure at 11 per cent. The Alberta fund saw a 16 per cent return for infrastructure, 10 per cent for real estate and five per cent for private equity.</p>
Wilshire Liquid Alternative Index Returns Flat -0.02% In June
2017-07-12T11:26:04.247455-04:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-returns-flat-002-in-june-20170712970/
Liquid alternatives were essentially flat in June, according to new data from Wilshire Associates, as gains in equity hedge and event-driven funds were overshadowed by a steep decline in global macro managers. read more
New York Common Invests In Landmark's Real Estate Secondaries Fund
2017-07-06T11:15:07.441584-04:00https://www.thetrustedinsight.com/investment-news/new-york-common-invests-in-landmarks-real-estate-secondaries-fund-20170706837/
<p>New York State Common Retirement Fund has made a $150m (€133m) commitment to Landmark Partners’ latest real estate secondaries fund.</p>
<p>The pension fund told IPE Real Estate that it is investing in Landmark Real Estate Partners VIII as part of its $4.5bn opportunistic alternatives portfolio, held separately to its real estate allocation.</p>
Clariant Said To Be Targeted By Activist Hedge Fund Corvex
2017-07-05T12:46:04.442493-04:00https://www.thetrustedinsight.com/investment-news/clariant-said-to-be-targeted-by-activist-hedge-fund-corvex-20170705822/
Activist hedge fund Corvex Management has built a stake in Clariant AG in a move designed to undo the Swiss chemicals maker’s $6.4 billion planned takeover of Huntsman Corp., according to people with knowledge of the situation. Corvex, which has built a stake in Clariant that exceeds the disclosure threshold of 3 percent, plans to push the company to explore alternatives to the deal including a potential sale, said the people, who asked not to be named because the situation is private. The activist investor believes the Huntsman acquisition, which was championed by Clariant Chief Executive Officer Hariolf Kottmann, lacks strategic rationale,...
UK And US Pension Funds Back £220m Real Estate Impact Fund
2017-06-30T10:11:36.360243-04:00https://www.thetrustedinsight.com/investment-news/uk-and-us-pension-funds-back-220m-real-estate-impact-fund-20170630743/
<p>A number of UK local authority pension funds are among investors in a new £220m (€250m) impact-investment real estate fund.</p>
<p>Funds from Greater Manchester, West Midlands, East Riding and West Yorkshire have committed capital to Bridges Property Alternatives Fund IV, which aims to benefit society as well as generate financial returns.</p>
Basel Pension Fund Reveals Details Of Alternatives Strategy
2017-06-29T11:13:17.866564-04:00https://www.thetrustedinsight.com/investment-news/basel-pension-fund-reveals-details-of-alternatives-strategy-20170629708/
PKBS hired Goldman Sachs, BioMed Partners, and IFR, and has invested directly in gold
Blackstone Establishing Major Alternatives Presence With Advisors
2017-06-26T13:56:15.603238-04:00https://www.thetrustedinsight.com/investment-news/blackstone-establishing-major-alternatives-presence-with-advisors-20170626620/
Blackstone, the nation's largest provider of alternative investments, has quietly established a major presence in the financial advisor space by working with private banks, wirehouses, RIAs and independent brokerage firms. Executives at the firm now estimate that 15 to 20 percent or more of assets flowing into the firm's various alternative platforms are coming through these sources.
Blackstone Goes All In On Private Wealth
2017-06-23T13:55:21.716109-04:00https://www.thetrustedinsight.com/investment-news/blackstone-goes-all-in-on-private-wealth-20170623580/
The alternatives manager has been quietly building its private wealth business over the last five years to where 15-20 percent of its assets under management now come from retail channels.
Balter Partners With Invenomic For Long/Short Liquid Alternative Fund
2017-06-23T11:26:09.373172-04:00https://www.thetrustedinsight.com/investment-news/balter-partners-with-invenomic-for-longshort-liquid-alternative-fund-20170623579/
The liquid alternatives affiliate of Balter Capital Management has launched a new all-capitalization long/short equity fund in partnership with Invenomic Capital Management. read more
Sovereign Wealth Funds Scaling Down Exposure To Fossil Fuels
2017-06-19T17:33:52.239455-04:00https://www.thetrustedinsight.com/investment-news/sovereign-wealth-funds-scaling-down-exposure-to-fossil-fuels-20170619426/
Some sovereign investors are reducing their exposure to fossil fuels or seeking clean alternatives to protect their portfolios from rising environmental risk.
Sovereign Investors Tweak Portfolios For Environmental Risk
2017-06-19T16:05:16.315638-04:00https://www.thetrustedinsight.com/investment-news/sovereign-investors-tweak-portfolios-for-environmental-risk-20170619412/
Some sovereign investors are reducing their exposure to fossil fuels or seeking clean alternatives to protect their portfolios from rising environmental risk.
Hedge Fund Managers Pour SALT On U.S. Stocks, Look To Europe
2017-05-25T15:01:05.284793-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-managers-pour-salt-on-us-stocks-look-to-europe-1-20170525850/
Europe is back on the map. That was one of the main takeaways last week from the SkyBridge Alternatives (SALT) hedge fund conference in Las Vegas, where $3 trillion in assets was represented.
Hedge Fund Managers Pour SALT On U.S. Stocks, Look To Europe
2017-05-23T16:46:03.927946-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-managers-pour-salt-on-us-stocks-look-to-europe-20170523800/
Europe is back on the map. That was one of the main takeaways last week from the SkyBridge Alternatives (SALT) hedge fund conference in Las Vegas, where $3 trillion in assets was represented.
This Year’s Hedge-fund Shindig ‘low Energy’ As Industry Swoons
2017-05-22T18:31:04.627881-04:00https://www.thetrustedinsight.com/investment-news/this-years-hedge-fund-shindig-low-energy-as-industry-swoons-20170522777/
LAS VEGAS â Working at a hedge fund isnât the party it used to be. The annual Skybridge Alternatives Conference for hedge funds, known as SALT, was lavish as ever, with free-flowing booze, a roster of guests like Joe Biden, David Cameron and Mike Tyson, and a late-night concert from Duran Duran. Nevertheless, several attendees...
Ultra-Wealthy Investors Are Heavy On Alternatives
2017-05-22T17:23:02.516906-04:00https://www.thetrustedinsight.com/investment-news/ultra-wealthy-investors-are-heavy-on-alternatives-20170522756/
KKR, an investment firm, released a report on Wednesday that outlines trends in the ultra-high-net-worth market, which it considers a unique subset of individual investor clients it serves globally.
Ackman: 2-and-20 Doesn’t Work Anymore For Hedge Funds
2017-05-19T17:05:56.051559-04:00https://www.thetrustedinsight.com/investment-news/ackman-2-and-20-doesnt-work-anymore-for-hedge-funds-20170519721/
After two years of double-digit losses, Bill Ackman is hoping for a comeback. "I got something to prove," Ackman, the billionaire behind hedge fund Pershing Square, said at an afternoon session at the Skybridge Alternatives Conference in Las Vegas, noting that the humility kicked it when the fund was down 30 percent. Beyond his own...
Gresham House Expands In Real Assets With Hazel Capital Purchase
2017-05-19T16:56:04.001748-04:00https://www.thetrustedinsight.com/investment-news/gresham-house-expands-in-real-assets-with-hazel-capital-purchase-20170519719/
<p>Gresham House, the alternatives fund manager part-owned by the Berkshire Pension Fund, is buying an infrastructure manager.</p>
CPPIB Says It's Losing Out On Infrastructure Deals
2017-05-19T16:49:06.182407-04:00https://www.thetrustedinsight.com/investment-news/cppib-says-its-losing-out-on-infrastructure-deals-20170519716/
Canada Pension Plan Investment Board (CPPIB), one of the world’s biggest infrastructure investors, is regularly losing out in bidding wars for such assets, its chief executive said, as investors seek alternatives to low-yielding government bonds. CPPIB is one of the world’s biggest investors in infrastructure such as roads, bridges and tunnels but its CEO Mark Machin said high valuations were making it harder to do deals in the current environment. “We are consistently outbid for assets around the world because they are really priced almost to perfection and there’s an enormous amount of capital chasing infrastructure, particularly in developed markets,”...
Elliott Sues Energy Future For Chance To Offer Bankruptcy Alternatives
2017-05-12T14:24:42.933915-04:00https://www.thetrustedinsight.com/investment-news/elliott-sues-energy-future-for-chance-to-offer-bankruptcy-alternatives-20170512450/
Hedge fund Elliott Management Corp filed a lawsuit against Energy Future Holdings Corp on Thursday, claiming that the bankrupt power company has prevented it from pursuing better options for it as its $18.7 billion deal
Maciej Wisniewski, Macromoney FM, will be a speaker tomorrow 10/05/17 at the Hedge Fund Emerging & Startup Manager Forum
2017-05-09T09:57:04.046529-04:00https://www.thetrustedinsight.com/investment-news/maciej-wisniewski-macromoney-fm-will-be-a-speaker-tomorrow-100517-at-the-hedge-fund-emerging-startup-manager-forum-20170509294/
https://finance.knect365.com/hedge-fund-emerging-startup-manager-forum/agenda/1#key-points-when-raising-your-first-fund
Alternative Beta Strategies: Alpha/Beta Separation Comes To Hedge Funds
2017-05-01T17:56:04.609069-04:00https://www.thetrustedinsight.com/investment-news/alternative-beta-strategies-alphabeta-separation-comes-to-hedge-funds-20170501036/
By Yazann Romahi via Iris.xyz A quiet revolution is taking place in the alternatives world. The idea of alpha/beta separation has finally made its way from traditional to alternative investing. This development brings with it a more transparent, liquid and cost-effective approach to accessing the “alternative beta” component of hedge fund return and a new means for…
GSAM's Papagiannis: Liquid Alternatives For The Long Run
2017-04-25T18:11:04.487918-04:00https://www.thetrustedinsight.com/investment-news/gsams-papagiannis-liquid-alternatives-for-the-long-run-20170425891/
Nadia Papagiannis Interest in liquid alternatives cooled a bit last year amid a broad shift in investor perceptions around alternative investments in general and hedge funds in particular, but their core attraction – access to sophisticated investment strategies in liquid form and for low cost & minimums – remains relevant as scrutiny on hedge fund fees mounts. In this contributed article, Goldman Sachs Asset Management’s Nadia Papagiannis provides a review of the segment’s performance last year and her latest thinking on how liquid alternative investments can fit inside broader portfolios.
Schroders Agrees to Buy $7B Swiss Private Equity Firm
2017-04-21T11:19:29.795028-04:00https://www.thetrustedinsight.com/investment-news/schroders-agrees-to-buy-7b-swiss-private-equity-firm-20170421795/
Schroders, the UK's biggest listed fund manager, has agreed to buy a $7 billion Swiss private equity firm, Adveq, plugging a gap in its alternatives and private markets offering.
Seven New Liquid Alts Funds Launched In Q1
2017-04-18T16:26:04.387261-04:00https://www.thetrustedinsight.com/investment-news/seven-new-liquid-alts-funds-launched-in-q1-20170418692/
Seven new liquid alternative funds were launched in Q1 2017, including three equity hedge funds, two relative value funds, one global macro fund and one multi-strategy fund, according to the Wilshire Funds Management Q1 Liquid Alternatives Industry Monitor. There were also 18 liquidations during the quarter.
American Century Investments Launches New Long/Short Liquid Alternative Fund
2017-04-14T15:56:05.890888-04:00https://www.thetrustedinsight.com/investment-news/american-century-investments-launches-new-longshort-liquid-alternative-fund-20170414595/
Kansas City-based mutual fund giant American Century Investments has expanded its suite of liquid alternative investment strategies with the launch of a new long/short equity fund. The new fund, named the AC Alternatives Disciplined Long Short Fund, is aimed at clients and investors who are seeking equities with potentially lower volatility, the company said in a release. The new fund is the sixth in the AC Alternatives family of funds that launched in 2015 to provide investors with access to sophisticated alternative investment strategies in more liquid and cost-effective forms. It was formally known as Disciplined Growth Plus and launched...
Wilshire Liquid Alternative Index Gains +0.06% In March
2017-04-13T16:18:07.083375-04:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-gains-006-in-march-20170413546/
Liquid alternatives rose in March along with their traditional hedge fund brethren, according to new research from Wilshire Associates, as the company's Wilshire Liquid Alternative Index slightly outperformed its comparable hedge fund industry benchmark during the period.read more
‘Diversity Of Views’ To Benefit Hedge Funds
2017-04-11T17:51:06.302384-04:00https://www.thetrustedinsight.com/investment-news/diversity-of-views-to-benefit-hedge-funds-20170411468/
The current shift away from a single macroeconomic narrative is beneficial for hedge funds, says Man FRM – but a victory for Marine Le Pen in the French presidential election could derail things. New market commentary by hedge fund manager Man FRM blamed the poor performance of the alternatives sector throughout 2016 on a single pervasive narrative, namely, the Trump reflation trade. The victory of Donald Trump and Britain’s decision to exit the European Union conspired to cause markets to correlate around one common thesis, it said. But Man FRM is hopeful about the remainder of 2017 because hedge funds should...
Activist Investor May Push For Whole Foods To Sell
2017-04-10T16:01:06.103812-04:00https://www.thetrustedinsight.com/investment-news/activist-investor-may-push-for-whole-foods-to-sell-20170410386/
Activist investor Jana Partners disclosed in an SEC filing that it has acquired a 9% stake in grocery retailer Whole Foods, with an eye toward possibly pushing for a sale process. The move makes Jana the second-largest outside shareholder in Whole Foods, which saw its stock spike more than 9% on the news ― giving it a market cap of nearly $11 billion, and an enterprise value of around $12 billion. Key line from filing: Jana plans on speaking to company management and directors about "initiating a review of strategic alternatives particularly in light of the Issuer's apparent unwillingness to...
EM Specialist Arqaam Capital Launches Global Macro Hedge Fund
2017-03-28T15:31:59.514689-04:00https://www.thetrustedinsight.com/investment-news/em-specialist-arqaam-capital-launches-global-macro-hedge-fund-20170328918/
Dubai-based emerging markets specialist Arqaam Capital has launched a new global macro multi-asset fund as part of a broader strategy aimed at diversifying into the alternatives space. read more
Interview with Maciej Wisniewski, Founder and Portfolio Manager at Macromoney
2017-03-28T06:59:39.585094-04:00https://www.thetrustedinsight.com/investment-news/interview-with-maciej-wisniewski-founder-and-portfolio-manager-at-macromoney-20170328874/
Maciej Wisniewski is the Founder and Fund Manager of Macromoney and has full oversight of all company operations. Maciej has 20 years of experience in investments management and in successfully setting up investment funds.
He is the Founder of Investors Investment Fund Company (IIFC), one of Poland's first privately owned investment fund management companies, which was established in 2005. Prior to founding IIFC, he was the Director of Trading at BZ WBK AIB Asset Management in Poznan, Poland, and was a highly successful Proprietary Trader for LG Bank in Warsaw, Poland. He began his career as a stock broker at Raiffeisen Capital, then later moved to Bank Millenium Securities, both in Warsaw. Maciej holds a Master's degree in Finance from the London Business School and a second Master's in Finance and Banking from the Warsaw School of Economics. View Fund Profile
This video may not be disseminated, distributed or used without the prior written consent of Macromoney UK Ltd and Sapia Partners LLP (the “Companies”). This video is a summary and is not an offering or a solicitation of an offer to purchase an interest. Any such offer or solicitation will be made to qualified investors only by means of a confidential private offering memorandum and related offering materials, and only in those jurisdictions where permitted by law. Such offer or solicitation may only be made by means of delivery of that document which contains important information (including investment objective, policies, risk factors, fees, tax implications, and accredited investor qualifications) relating to such investment product or fund. There is no guarantee that the investment objective will be achieved. Moreover, the past performance of the investment team should not be construed as an indicator of future performance. Without limitation, this video does not constitute a recommendation to enter into any proposed transaction or investment. You should not construe the contents of this video as legal, tax, investment or other advice. By accepting this video, you acknowledge that the Companies are not acting as your broker, financial advisor, in any other fiduciary capacity or otherwise as your advisor or agent with respect to transaction or investment. The information contained in this video is based on material that Companies believe to be reliable. Assumptions, estimates and opinions contained in this video constitute information we received from reliable sources as of the date of the document and are subject to change without notice. Neither the Companies or any of their respective officers, directors, employees, agents, controlling persons or affiliates makes any representation or warranty, expressed or implied, as to the accuracy or completeness of the information contained in this video, and nothing contained herein is, or shall be relied upon as, a promise or representation, whether as to past or future facts or results. The market analysis, projections, targeted returns, estimates and similar information, including all statements of opinion and/or belief contained in this video (collectively, “forward-looking information”), are subject to inherent uncertainties, contingencies and qualifications and are based on a number of assumptions. Forward-looking information involves significant elements of subjective judgment and analysis that may or may not be correct. Macromoney UK Ltd is an Appointed Representative of Sapia Partners LLP, an entity which is authorised and regulated by the Financial Conduct Authority.
On 21/03/17 Simone Dalle Nogare, Macromoney director, took part in the 9th annual Family Office Investment Summit in London
2017-03-28T06:55:21.846318-04:00https://www.thetrustedinsight.com/investment-news/on-210317-simone-dalle-nogare-macromoney-director-took-part-in-the-9th-annual-family-office-investment-summit-in-london-20170328873/
Implementing an asset allocation strategy that not only conserves wealth, but augments and grows the family wealth is of the highest importance to family offices. At this summit it was explored the best ways to map out Family Offices portfolios with a wide variety of investment topics including property investing, private equity, and impact investing as well as risk management and mitigation.
UK Public Funds Pump Money Into Alternatives
2017-03-23T11:22:57.432499-04:00https://www.thetrustedinsight.com/investment-news/uk-public-funds-pump-money-into-alternatives-20170323796/
<p>At the end of the year the 105 public pension funds in England, Scotland, Wales, and Northern Ireland had collectively invested £16.6 billion (€19.1 billion) in asset classes including infrastructure, real estate, and private equity, according to State Street’s research. This amounts to roughly 6.6% of the total assets in the local government pension scheme (LGPS).</p>
<p>Andy Todd, head of UK pensions and banks at State Street, said the rise was “significant”, although the starting point was low.</p>
<p>“Pension funds do want to investigate these asset classes – some of them, maybe, for the first time,” he said.</p>
Investor Reporting Could Become A Key Differentiator In The Battle For Raising Assets
2017-03-15T11:08:05.918753-04:00https://www.thetrustedinsight.com/investment-news/investor-reporting-could-become-a-key-differentiator-in-the-battle-for-raising-assets-20170315486/
The constantly evolving regulatory landscape has become a challenge for a large number of alternative fund managers, with respect to their reporting obligations at the same time as alternatives have become a more mature option for institutional allocators.seihide from minis-ite news feed:display on news feedread more
Institutional Investors Embrace Risk in Pursuit of Better Returns And Yield, Finds Survey
2017-03-14T11:03:37.758957-04:00https://www.thetrustedinsight.com/investment-news/institutional-investors-embrace-risk-in-pursuit-of-better-returns-and-yield-finds-survey-20170314447/
Faced with volatility, greater risks and still-low yields, institutional investors are raising their exposure to higher-risk assets in pursuit of better returns, according to an international survey of institutional investors published today by Natixis Global Asset Management. At the same time, they are doubling down on risk management to better balance long-term growth objectives and liquidity needs, but say they need better ways of identifying risk across their portfolios.
Sixty-two percent of institutional managers feel they can handle near-term market risk despite greater volatility, which they say poses the biggest risk to their performance. Their top organizational concern, however, is low yield. Given the prospect for greater volatility and persistence of low interest rates, few institutions are relying on traditional portfolio strategies to meet their performance goals. Instead they are increasing their exposure to equities and alternatives and turning to illiquid assets and the private markets for risk-managed return generation and yield replacement.
Big Investors Keep Faith With Private Equity In 2017
2017-03-10T15:57:01.939742-05:00https://www.thetrustedinsight.com/investment-news/big-investors-keep-faith-with-private-equity-in-2017-20170310384/
Institutional investors in private equity have been increasingly satisfied with the asset class over recent years, and a big majority has a positive perception of the industry, alternatives data provider Preqin reported Thursday.
Nasdaq Courts Advisers With New Private Equity Trading Platform
2017-03-09T11:24:58.674375-05:00https://www.thetrustedinsight.com/investment-news/nasdaq-courts-advisers-with-new-private-equity-trading-platform-20170309286/
Private-equity managers are poised to start targeting financial advisers and their wealthier clients, thanks to an expanded alternatives platform by Nasdaq Private Markets.
Hedge Fund Investor Disaffection Continues In 2017: Preqin
2017-03-08T10:46:04.098377-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-investor-disaffection-continues-in-2017-preqin-20170308243/
Hedge Fund Investor Disaffection Continues in 2017: Preqin Investor redemptions may be a key theme in the hedge fund sector this year, as twice as many investors intend to reduce their exposure as are looking to increase it, alternatives data [âŚ]
Evestment: Hedge Fund Redemptions Total $5.2B In January 2017
2017-02-27T15:43:03.338675-05:00https://www.thetrustedinsight.com/investment-news/evestment-hedge-fund-redemptions-total-52b-in-january-2017-20170227912/
Hedge fund investors continued heading for the exits in January despite buoyant markets and generally positive returns, according to the latest data from eVestment, resulting in the fifth consecutive month of outflows and the longest such streak since December 2011. However, there are signs that investors have entered the new year with a more positive view of the alternatives class.
Gresham House To Launch Infrastructure Alternatives Fund
2017-02-21T15:20:33.172180-05:00https://www.thetrustedinsight.com/investment-news/gresham-house-to-launch-infrastructure-alternatives-fund-20170221690/
<p>Specialist asset manager Gresham House is planning to launch an alternatives fund focusing on infrastructure.</p>
<p>The Gresham House British Strategic Investment fund (BSIF) will be available for family offices as well as institutional investors.</p>
<p>The board of Gresham House says illiquid investments can generate “sustainable and attractive returns” while alternative asset management is a “structural growth area”.</p>
<p>“Attractive alternative investments in niche asset classes are often overlooked and difficult to access by larger funds,” the firm adds.</p>
<p>GHAM, an FCA regulated subsidiary of Gresham House, will manage the fund with the Royal County of Berkshire Pension fund – a strategic shareholder – a cornerstone investor. The fund will have a target size of £300m and will focus on the three themes of innovation, housing and infrastructure.</p>
<p>Investors will be invited to be involved in the investment process, allowing them discretionary co-investment rights.</p>
<div> </div>
<p>Tony Dalwood, CEO of Gresham House, says: “[This] represents a further significant step in delivering the growth strategy that we set out when repositioning the group two years ago. We welcome our new strategic shareholder in Gresham House and the long term capital investment platform we are now proposing is expected to grow our third party assets under management significantly, accelerating our path to profitability”.</p>
Berkshire Pension Fund To Buy 20% Of Gresham House For Alternatives Push
2017-02-21T10:09:44.007880-05:00https://www.thetrustedinsight.com/investment-news/berkshire-pension-fund-to-buy-20-of-gresham-house-for-alternatives-push-20170221650/
<p>The Royal County of Berkshire Pension Fund is to take a 20% stake in specialist asset manager Gresham House, backing a new alternative investment platform for other local government pension schemes.</p>
<p>The Berkshire fund will provide the cornerstone investment for a new £300m (€353m) fund Gresham House plans to launch on the platform, called the British Strategic Investment Fund (BSIF).</p>
<p>The BSIF is targeting investment in housing, infrastructure and “innovation” – three themes identified by the UK’s chancellor Philip Hammond in his <a href="https://realestate.ipe.com/news/infrastructure/uk-government-moves-to-stimulate-infrastructure-housing-investment/10016340.article" title="UK government moves to stimulate infrastructure, housing investment">2016 Autumn Statement</a> as being of strategic importance to the UK, said Gresham House.</p>
<p>John Lenton, chairman of Berkshire Pension Fund, said the platform would enable the pension fund “to reduce costs and obtain diversity in our investments”.</p>
Biggest Private Equity Participants Increase Their Market Clout
2017-02-16T15:35:42.082335-05:00https://www.thetrustedinsight.com/investment-news/biggest-private-equity-participants-increase-their-market-clout-20170216557/
The 100 largest private equity fund managers and investors are playing an increasingly prominent role in the industry, alternatives data provider Preqin reported this week.
Wilshire Liquid Alternative Index Gains +0.59% In January
2017-02-14T17:40:11.538198-05:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-gains-059-in-january-20170214467/
Liquid alternatives mirrored the generally positive returns experienced by their hedge fund brethren in January, according to new research from Wilshire Associates. read more
On 1-2/02/17 Macromoney's directors took part in the European Family Office Winter Symposium in London organised by Opal
2017-02-13T05:12:47.785299-05:00https://www.thetrustedinsight.com/investment-news/on-1-20217-macromoneys-directors-took-part-in-the-european-family-office-winter-symposium-in-london-organised-by-opal-20170213381/
This conference was attended by High Net-Worth Individuals,
Family Offices, and Investment Industry Professionals from around the world. Opal
mission is to provide an intimate setting for the free exchange of ideas along
with purposeful connections. The European Family Office winter symposium included
a blend of educational discussion panels, workshops, presentations, and
pre-arranged one-to-one meetings.
KKR To Combine Prisma With Paamco To Create $34B Firm
2017-02-07T17:16:12.784211-05:00https://www.thetrustedinsight.com/investment-news/kkr-to-combine-prisma-with-paamco-to-create-34b-firm-20170207246/
KKR & Co. agreed to combine its Prisma hedge-fund unit with Pacific Alternative Asset Management Co. to create one of the world’s largest investors in hedge funds. KKR will have a 40 percent stake in Paamco Prisma Holdings, which will manage about $34 billion, according to a statement Monday from the companies. KKR Prisma manages about $10 billion and Irvine, California-based Paamco oversees $24 billion. “We are bringing together two leading names to create an even stronger liquid alternatives firm,” Henry Kravis and George Roberts, New York-based KKR’s billionaire co-founders, said in the statement. Paamco and Prisma are firms that...
Switzerland: All-time High In Alternatives Allocation
2017-01-26T16:45:10.885622-05:00https://www.thetrustedinsight.com/investment-news/switzerland-all-time-high-in-alternatives-allocation-20170126867/
Statistics show larger funds produced better returns in 2016
Liquid Alts End So-So Year Up 2.3%
2017-01-23T15:00:16.892707-05:00https://www.thetrustedinsight.com/investment-news/liquid-alts-end-so-so-year-up-23-20170123697/
Liquid alternatives finished the fourth quarter flat after gaining 0.2% in December to conclude a lackluster year. The Wilshire Liquid Alternatives Index posted a 2.3% return for 2016, compared with 12% for the S&P 500 and 2.7% for the Bloomberg Barclays Agg. The index performed roughly in line with the HFRX Global Hedge Fund Index, but…
Hedge Fund Shift From Reviled 2-and-20 Fees Spreads To Asia
2017-01-19T13:52:55.929275-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-shift-from-reviled-2-and-20-fees-spreads-to-asia-20170119584/
The hedge fund industry’s shift away from the much-maligned 2-and-20 fee model is gathering steam in Asia. As investors worldwide are balking at hefty fees, Hong Kong hedge funds Myriad Asset Management and Ortus Capital Management are crafting alternatives that mark a radical departure from the industry practice of charging 2 percent of assets in management fees and 20 percent of profits.
The Year In Alternative Investments: What Happened; What’s Coming
2016-12-28T14:35:41.218942-05:00https://www.thetrustedinsight.com/investment-news/the-year-in-alternative-investments-what-happened-whats-coming-20161228934/
<p>Private equity managers and investors this year were focused on high entry prices for assets and how these could affect future returns, according the Preqin, the alternatives data provider.</p>
<p>Forty-eight percent of fund managers polled at midyear said pricing was the biggest challenge they faced in the next 12 months, and two-thirds of investors said high valuations were their top concern in operating an effective private equity program. At the same time, distributions continued to drive private equity investor satisfaction and activity, Preqin reported. In 2015, a record $443 billion was distributed from private equity vehicles, compared with $226 billion in capital calls.</p>
VCs Invest $5.8B In Bio-Based Chemicals, Shifting Focus To Disruptive Synthetic Biology
2016-12-20T12:49:48.456825-05:00https://www.thetrustedinsight.com/investment-news/vcs-invest-58b-in-bio-based-chemicals-shifting-focus-to-disruptive-synthetic-biology-20161220708/
Venture capitalists have pumped in $5.8 billion into bio-based materials and chemicals (BBMC) startups since 2010, reflecting the drive for sustainability, performance, and alternatives to petroleum feedstocks. While from 2010 to 2015, the investment focus was on drop-in replacements for established chemicals, in 2016 VCs' focus has shifted to disruptive synthetic biology (synbio) and conversion technologies, according to Lux Research.
Investors Shifting From Traditional Hedge Funds To Other Alternatives
2016-12-19T15:17:47.131584-05:00https://www.thetrustedinsight.com/investment-news/investors-shifting-from-traditional-hedge-funds-to-other-alternatives-20161219668/
Hedge fund managers are feeling the pressure from changing investor demands, with 48 per cent of investors globally expecting to shift their investments from traditional hedge funds to other alternative products over the next three to five years, according to an EY survey.
48% Of Investors To Shift From Traditional Hedge Funds To Other Alternative Products: EY
2016-12-16T12:18:43.564839-05:00https://www.thetrustedinsight.com/investment-news/48-of-investors-to-shift-from-traditional-hedge-funds-to-other-alternative-products-ey-20161216593/
<p>Hedge fund managers are feeling the pressure from changing investor demands. According to a new <a href="http://www.ey.com/gl/en/industries/financial-services/asset-management/ey-2016-global-hedge-fund-and-investor-survey" onclick="linkOnClick(this)" rel="nofollow" target="_blank">EY survey</a>, 48% of investors globally expect to shift their investments from traditional hedge funds to other alternative products over the next three to five years.</p>
<p>"Hedge funds are experiencing slow growth globally," says Fraser Whale, EY's Canadian Alternative Funds Leader. "With an abundance of low-fee investment options and savvy investors pushing for fee transparency, we're seeing a bit of a fight for growth, in Canada, too. Investors have more options than ever in the alternatives marketplace, and fund managers really need to deliver on their investors' concerns to stay competitive."</p>
AI Is The Future Of Alternative Asset Management
2016-12-14T01:29:23.350509-05:00https://www.thetrustedinsight.com/investment-news/ai-is-the-future-of-alternative-asset-management-20161214450/
Artificial Intelligence in the context of Alternative Asset management will manifest itself across a number of dimensions; the need to understand the vast quantities of data being generated by economic activity moving online, the ubiquity of networks for conducting these online transactions, and the emergence of algorithms for seeking investment opportunities and making investment decisions.
Institutions Aim To Boost Bets On Private Equity, Other Risky Assets: Survey
2016-12-01T16:06:54.707815-05:00https://www.thetrustedinsight.com/investment-news/institutions-aim-to-boost-bets-on-private-equity-other-risky-assets-survey-20161201929/
The Fidelity Global Institutional Investor Survey showed that 72 percent of institutional investors, from public pension funds to insurance companies and endowments, said they would increase their exposure to these so-called illiquid alternatives in 2017 and 2018.
Hedge Funds Will Prove Worth In High Volatility
2016-11-23T11:08:33.557254-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-will-prove-worth-in-high-volatility-20161123666/
Andrew McCaffery, global head of alternatives at Aberdeen Asset Management, talks about how institutional investors see 2017 as rife with political volatility....
Carnage At Hedge Funds As 566 Close: Investors Turning To Cheaper And More Predictable Alternatives
2016-11-14T17:55:06.441501-05:00https://www.thetrustedinsight.com/investment-news/carnage-at-hedge-funds-as-566-close-investors-turning-to-cheaper-and-more-predictable-alternatives-20161114216/
A study by Singapore firm Eurekahedge revealed that fund closures around the world were on track to outpace openings for the first time in more than 16 years.
Lombard Odier Investment Managers Lifts Out $1B Alternatives Team From AlphaGen Capital
2016-11-03T15:15:11.082602-04:00https://www.thetrustedinsight.com/investment-news/lombard-odier-investment-managers-lifts-out-1b-alternatives-team-from-alphagen-capital-1-20161103777/
Lombard Odier's asset managment division has expanded its 1798 hedge fund platform through a liftout of AlphaGen Capital’s Volantis investment management team. The Volantis unit manages more than $1 billion in assets in UK equity long/short and long-only strategies. The team of eight will join Lombard Odier Investment Management's operations in London, manage a niche strategy focused on UK small-caps, and benefit from full access to the firm’s asset management platform. AlphaGen Capital manages approximately $15 billion in alternatives and is a unit of Henderson Global Investors. Terms of liftout were not disclosed. Subject to fund board approvals, applicable regulatory...
Lombard Odier Investment Managers Lifts Out $1B Alternatives Team From AlphaGen Capital
2016-11-03T14:50:09.562014-04:00https://www.thetrustedinsight.com/investment-news/lombard-odier-investment-managers-lifts-out-1b-alternatives-team-from-alphagen-capital-20161103767/
Lombard Odier Investment Managers has expanded its 1798 hedge fund platform through a liftout of AlphaGen Capital’s Volantis investment management team.read more
Linear Talk: Macromoney - The equities oriented Hedge Fund
2016-11-02T05:11:52.487038-04:00https://www.thetrustedinsight.com/investment-news/linear-talk-macromoney-the-equities-oriented-hedge-fund-20161102634/
Simone Dalle Nogare - Director at Macromoney Global Investments, joins Colin Lloyd, Author of Macro Investment Letter Service ‘In the Long run’, in the Tip TV - Linear Talk Hedge Show, and details why they run a Hedge Fund which bets only on equities, and how their macroeconomic model helps them identify the best bet in equities in this era of uncertainty. Nogare also offers inputs on their team, and their strategy for investing using derivatives.
Activist Hedge Fund JANA Partners Takes 8.1% Stake In HD Supply
2016-10-28T13:50:09.813158-04:00https://www.thetrustedinsight.com/investment-news/activist-hedge-fund-jana-partners-takes-81-stake-in-hd-supply-1-20161028435/
Barry Rosenstein's activist hedge fund JANA Partners has disclosed an 8.1% stake in industrial distributor HD Supply, noting in a regulatory filing that it believes the company to be undervalued and discussions have been held with members of the company’s management team about “strategic alternatives and financial and operational means of maximizing value for shareholders.”
Activist Hedge Fund JANA Partners Takes 8.1% Stake In HD Supply
2016-10-28T11:45:11.323078-04:00https://www.thetrustedinsight.com/investment-news/activist-hedge-fund-jana-partners-takes-81-stake-in-hd-supply-20161028410/
Barry Rosenstein's activist hedge fund JANA Partners has disclosed an 8.1% stake in industrial distributor HD Supply, noting in a regulatory filing that it believes the company to be undervalued and discussions have been held with members of the company’s management team about “strategic alternatives and financial and operational means of maximizing value for shareholders.”read more
Piotr Kawala best young analyst by Parkiet and ZMiD
2016-10-27T06:42:09.693378-04:00https://www.thetrustedinsight.com/investment-news/piotr-kawala-best-young-analyst-by-parkiet-and-zmid-20161027326/
Piotr Kawala, Macromoney macroeconomic analyst, was awarded as Young Star of the Polish financial market in the category best analyst by Parkiet, the most popular Polish financial newspaper, and ZMiD, the Polish association of brokers and investment advisors.
Business As Usual: U.K. Alternative Managers Unfazed By Brexit Concerns
2016-10-14T16:25:08.666897-04:00https://www.thetrustedinsight.com/investment-news/business-as-usual-uk-alternative-managers-unfazed-by-brexit-concerns-20161014661/
The U.K’s alternative asset management industry is mostly playing a waiting game regarding Britain’s decision to exit the European Union earlier this year, according to a recent symposium of industry participants hosted by SuMi Trust Global Asset Services, Asset TV and alternatives law firm MJ Hudson. Entitled “The Impact of Brexit on Fund Management Firms,” the panel consisted of SuMi Trust’s Charles Bathurst, Societe Generale global head of hedge fund sales Duncan Crawford, and MJ Hudson partner Martin Cornish. “Business as usual” was the clear and primary conclusion of the debate, according to information seen by FINalternatives. Other key highlights: SuMi...
Green Energy Boom Picks Up Speed Even As Investment Stagnates
2016-10-13T15:02:06.579461-04:00https://www.thetrustedinsight.com/investment-news/green-energy-boom-picks-up-speed-even-as-investment-stagnates-20161013585/
Investors in wind and solar power are getting more capacity for their money as the cost of the technology tumbles, making alternatives to fossil fuel more competitive.
Wilshire Liquid Alternative Index Returns +0.11% In September
2016-10-13T14:55:06.749464-04:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-returns-011-in-september-20161013583/
Liquid alternatives booked a slight gain but underperformed their hedge fund counterparts again in September, according to new data from Wilshire Associates, as four of the company's five substrategy indices were positive in the month. read more
Nashville Pension Fund Leads U.S. In Risky Investments
2016-10-13T11:38:40.767476-04:00https://www.thetrustedinsight.com/investment-news/nashville-pension-fund-leads-us-in-risky-investments-20161013525/
Strategy shows promise, but it’s not clear if it’s worth the risk to retirees, or the millions paid to Wall Street managers...
Macromoney is featured as a Macro Strategies "Fund to Watch" by the 2016 Preqin Alternative Assets Performance Monitor
2016-10-05T09:31:27.773230-04:00https://www.thetrustedinsight.com/investment-news/macromoney-is-featured-as-a-macro-strategies-fund-to-watch-by-the-2016-preqin-alternative-assets-performance-monitor-20161005168/
Macromoney is featured as a Macro Strategies "Fund to Watch" by the 2016 Preqin Alternative Assets Performance Monitor.
Preqin is the alternative assets industry’s leading source of data and intelligence. Their products and services are utilized by more than 40,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research.
Claraphi's UMA Combines Managers, Funds And Alternatives For Endowment-Style Investing
2016-10-03T11:25:57.837277-04:00https://www.thetrustedinsight.com/investment-news/claraphis-uma-combines-managers-funds-and-alternatives-for-endowment-style-investing-20161003041/
Claraphi Advisory Network is gaining ground in the managed accounts arena by offering a unified managed account (UMA) that can blend separate account managers, ETFs, and alternative investments.
Are Harvard And Yale Endowments Still Elite Investment Clubs?
2016-09-29T17:23:48.793773-04:00https://www.thetrustedinsight.com/investment-news/are-harvard-and-yale-endowments-still-elite-investment-clubs-20160929963/
It’s that time of year again, time to count with envy all the money made by elite university endowments. Well actually, no, not this year.
Hedging On Liquid Alternatives
2016-09-29T11:30:54.561780-04:00https://www.thetrustedinsight.com/investment-news/hedging-on-liquid-alternatives-20160929907/
Can liquid alts provide the same benefits as a traditional hedge fund—or are they just a cheap knock-off?
King's College London Diverts Fossil Fuel Endowments To Clean Energy
2016-09-29T10:31:03.184845-04:00https://www.thetrustedinsight.com/investment-news/kings-college-london-diverts-fossil-fuel-endowments-to-clean-energy-20160929897/
King’s College London has endorsed a plan that would sink millions of its £179m endowment into clean energy, and drop investments in the most polluting fossil fuels.
Archbishop Desmond Tutu, a King’s alumni, has previously intervened in the university’s refusal to divest from fossil fuels after a campaign by students.
But on Wednesday a senior decision-making body of the university bowed to campaigners’ demands, and endorsed a new ethical investment policy that will end the fund’s exposure to tar sands and coal for producing electricity.
King’s has an estimated £14.3-17.9m in fossil fuels, although it is not clear how much of that is in tar sands and thermal coal, which are extremely carbon intensive. The move is similar to one made by the Church of England last year.
Investors Stick With Assets That Mimic Hedge Funds
2016-09-26T14:02:57.561349-04:00https://www.thetrustedinsight.com/investment-news/investors-stick-with-assets-that-mimic-hedge-funds-1-20160926725/
Mutual funds that mimic hedge fund strategies — the so-called liquid alternatives sector — were among the hottest investments just a few years ago. Despite lagging returns and setbacks at several noteworthy funds, retail investors until recently have stuck with them even as they have pulled billions of dollars out of other funds.
Wilshire Liquid Alternative Index Gains 0.11% In August
2016-09-14T13:10:24.438480-04:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-gains-011-in-august-20160914148/
Liquid alternatives narrowly underperformed their hedge fund brethren during August, according to new data from Wilshire Associates, with the company's Wilshire Liquid Alternative Index trailing its benchmark by five basis points. read more
Alternatives Driving US State Pension Returns
2016-09-13T14:58:12.927488-04:00https://www.thetrustedinsight.com/investment-news/alternatives-driving-us-state-pension-returns-20160913062/
Higher exposure to private equity and hedge funds has been "most pronounced" change
Q&A: TCA Fund Management's Bob Press On Small-Cap Private Equity
2016-08-29T11:12:13.685929-04:00https://www.thetrustedinsight.com/investment-news/qa-tca-fund-managements-bob-press-on-small-cap-private-equity-20160829337/
<span style="line-height: 20.8px;">The emergence of private credit as an adjunct to, and in many cases replacement for, traditional bank financing since the financial crisis has led to a wide range of innovative strategies, platforms and products in the alternatives space. </span>
Jon Grabel Viewpoint - Paradigm Shift
2016-08-23T16:14:36.456198-04:00https://www.thetrustedinsight.com/investment-news/chief-investment-officer-jon-grabel-viewpoint-paradigm-shift-20160823127/
Asset management is a harder business today than it was a generation ago. While different types of institutions have different investment goals, they are all facing a paradigm shift.
Local Hedge Funds Fighting For Insto Attention
2016-08-22T15:45:10.664870-04:00https://www.thetrustedinsight.com/investment-news/local-hedge-funds-fighting-for-insto-attention-20160822044/
Local hedge funds are still battling super funds' preference to look offshore for alternatives exposure, according to Hedge Funds Rock and The Australian Hedge Fund Awards co-founder Kim Ivey.
Yale, MIT, NYU Sued Over DC Fees
2016-08-11T11:43:16.530463-04:00https://www.thetrustedinsight.com/investment-news/yale-mit-nyu-sued-over-dc-fees-20160811439/
Each of the three universities is facing litigation over “excessive” fees in their employee retirement plans....
A Hedge Fund Manager's View On Liquid Alternatives
2016-08-05T15:55:06.639870-04:00https://www.thetrustedinsight.com/investment-news/a-hedge-fund-managers-view-on-liquid-alternatives-20160805164/
After years of stellar growth, adoption of liquid alternatives at wirehouses ground to a halt last year. From our perspective, "generation one" liquid alts had three major issues: hype versus reality, asset allocation versus returns chasing, and fees. After years of stellar growth, adoption of liquid alternatives at wirehouses ground to a halt last year, according to a recent study by the Money Management Institute and Dover Financial Research called Distribution of Alternative Investments Through Wirehouses (2016). Consequently, despite growing risks in 60/40 portfolios, most retail investors are significantly under-invested relative to target allocations. On top of this, some big...
Franklin Templeton Launches Global Macro Fund For Retail Investors
2016-08-04T14:40:10.170410-04:00https://www.thetrustedinsight.com/investment-news/franklin-templeton-launches-global-macro-fund-for-retail-investors-20160804106/
BOSTON, Aug 3 (Reuters) - Mutual fund group Franklin Resources Inc said on Wednesday it will begin offering retail clients access to hedge funds that invest in currencies, interest rates, commodities and other securities in a new so-called liquid alternatives fund. Its Franklin Templeton unit launched the Franklin K2 Global Macro Opportunities Fund this week and tapped hedge funds Aspect Capital Ltd, Emso Asset Management Ltd and Graham Capital Management to invest its assets, which currently stand at $25 million. Unlike traditional hedge funds, which can require a minimum investment of $1 million or more, liquid alternative funds are cheaper,...
Interest In ESG Rising Among Alternative Asset Managers
2016-07-26T15:00:15.869174-04:00https://www.thetrustedinsight.com/investment-news/interest-in-esg-rising-among-alternative-asset-managers-20160726572/
A new survey from Swiss asset manager Unigestion suggests alternatives managers are split on the benefits of ESG, although hedge fund and private equity managers are showing an increasing interest in the investment style. read more
Poor Returns Hasten Pension Reckoning
2016-07-26T11:11:43.548573-04:00https://www.thetrustedinsight.com/investment-news/poor-returns-hasten-pension-reckoning-20160726545/
Officials with the San Diego County Employees Retirement Association reported a 0.5 percent investment return for fiscal 2016, well below the pension fund's target....
Alternatives Managers Split On The Benefits Of ESG, Finds Unigestion
2016-07-25T18:40:10.253089-04:00https://www.thetrustedinsight.com/investment-news/alternatives-managers-split-on-the-benefits-of-esg-finds-unigestion-20160725513/
Hedge fund and private equity managers are split on whether considering environmental, social and governance (ESG) is beneficial to their businesses, according to a survey by boutique asset manager Unigestion. read more
Brazil Pension Giant Said to Shop $606 Million Of Bad Home Loans
2016-07-14T11:27:28.725583-04:00https://www.thetrustedinsight.com/investment-news/brazil-pension-giant-said-to-shop-606-million-of-bad-home-loans-20160714958/
<p class="bb-that-category__text" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; border: 0px; font-stretch: inherit; font-family: open_sansregular, HelveticaNeue, Helvetica, Arial, sans-serif; vertical-align: baseline; color: rgb(67, 71, 75); margin-bottom: 12px !important; line-height: 21px !important;"><span style="margin: 0px; padding: 0px; border: 0px; font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: inherit; font-family: inherit; vertical-align: baseline;">Previ</span><span style="margin: 0px; padding: 0px; border: 0px; font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.6; font-family: inherit; vertical-align: baseline;">, Brazil’s biggest pension fund, is seeking to sell as much as 2 billion reais ($606.7 million) of distressed real-estate loans, according to three people familiar with the plan.</span></p>
<p style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; border: 0px; font-stretch: inherit; font-family: open_sansregular, HelveticaNeue, Helvetica, Arial, sans-serif; vertical-align: baseline; color: rgb(67, 71, 75); margin-bottom: 12px !important; line-height: 21px !important;">The fund, which manages the retirement savings of workers from state-controlled Banco do Brasil SA, has approached investors to gauge their interest in the non-performing loans, according to the people, who asked not to be identified because the information is private. Rio de Janeiro-based Previ offers mortgages at subsidized rates to its members.</p>
India: IDFC Alternatives Prepares For Exits Of Up To $600M From First Fund
2016-07-13T12:55:05.832503-04:00https://www.thetrustedinsight.com/investment-news/india-idfc-alternatives-prepares-for-exits-of-up-to-600m-from-first-fund-20160713923/
In 2009, IDFC Alternatives raised the India Infrastructure Fund, which had a corpus of $927 million. The fund invested across infrastructure assets such as roads, thermal energy plants, ports and hospitals. “We are at the front-end of our exits in our first infrastructure fund,” said CEO M.K. Sinha.
Wilshire Liquid Alternative Index Gains 0.36% In June
2016-07-13T12:10:08.291558-04:00https://www.thetrustedinsight.com/investment-news/wilshire-liquid-alternative-index-gains-036-in-june-20160713914/
Liquid alternatives kept pace with their hedge fund brethren during June, according to new data from Wilshire Associates, with CTAs driving the best macro performance since January 2015. read more
Something Strange Is Happening In The Hedge Fund Industry
2016-07-12T15:35:09.772938-04:00https://www.thetrustedinsight.com/investment-news/something-strange-is-happening-in-the-hedge-fund-industry-20160712861/
Hedge funds have produced ice-cold returns in recent years. That doesn't seem to be deterring investors. Banks and "wealth managers" — which includes high net worth investors, family offices, and investment companies, boosted their allocations to hedge funds last year — according to the latest annual Towers Watson/Financial Times Global Alternatives Survey. The increases were small — 1% or 2 % — but they went directly into new funds and also into funds of hedge funds, the one-stop shops that vet and select portfolios of hedge funds.All of this begs the question of how to square data on steady or slightly increasing allocations to hedge...
Some Emerging Hedge Fund Managers Reactions To Brexit - Mr. Simone Dalle Nogare
2016-06-30T04:44:40.895052-04:00https://www.thetrustedinsight.com/investment-news/some-emerging-hedge-fund-managers-reactions-to-brexit-mr-simone-dalle-nogare-20160630302/
"Some emerging hedge fund managers’ reactions to Brexit" Opalesque interviews Macromoney Director, Simone Dalle Nogare Mr. Simone Dalle Nogare, director at MacroMoney, said his global macro fund does not forecast but rather reacts to the speed of change (acceleration, deceleration, contraction) of the macroeconomic indicators. "Taking into consideration our approach," he told Opalesque, "I can tell you that at the moment our proprietary macroeconomic model is showing a deceleration of the macroeconomic indicators since one year ago. This deceleration, together with a strong event like Brexit, could push the world economy into recession. We will be closely following the economic indicators in the next two to three months to see if this scenario materializes. If this is the case, then we expect in the medium term a downtrend in the equity markets.” Macromoney Global Investments is a global macrofund with an equity bias domiciled in the BVIs, with $9m in assets under management (AuM). It is up 5.9% YTD (to end May), and the cumulative return since its January 2013 inception is 108% (compared to 47% for the S&P 500). The HFRX Macro Index, which includes both fundamental and quant CTA strategies, posted a decline of -0.55% on Friday (-2% YTD), with contribution from the positioning in the pound, yen, euro, gold, global equities and fixed income.
OMERS Loses Equities, Alternatives Chief
2016-06-23T11:23:32.915943-04:00https://www.thetrustedinsight.com/investment-news/omers-loses-equities-alternatives-chief-20160623922/
Jack Mahler—a senior managing director and executive vice president—departed after seven years with the C$77 billion (US$60 billion) fund....
Macromoney fund manager, Maciej Wisniewski, was pitching the fund at GAIM 2016 in Amsterdam
2016-06-23T06:44:18.641860-04:00https://www.thetrustedinsight.com/investment-news/macromoney-fund-manager-maciej-wisniewski-was-pitching-the-fund-at-gaim-2016-in-amsterdam-20160623920/
I Squared Capital, TRIL In Talks To Buy Durg Road Project From IDFC Alternatives, SMS
2016-06-21T17:15:10.372234-04:00https://www.thetrustedinsight.com/investment-news/i-squared-capital-tril-in-talks-to-buy-durg-road-project-from-idfc-alternatives-sms-20160621866/
US-based infrastructure investment manager I Squared Capital and India’s Tata Realty and Infrastructure Ltd (TRIL) are among the buyers in race for acquiring the 18.4-km two-lane bypass road project at Durg, Chhattisgarh, from IDFC Alternatives and Nagpur-based infrastructure company SMS Ltd, according to two people aware of the discussions.
India: IDFC Alternatives Fund May Buy 275MW Solar Assets From ACME
2016-06-16T18:05:09.894156-04:00https://www.thetrustedinsight.com/investment-news/india-idfc-alternatives-fund-may-buy-275mw-solar-assets-from-acme-20160616678/
ACME Solar will sell about 275 megawatts (MW) of its operational solar assets to an infrastructure fund of asset manager IDFC Alternatives, two people with direct knowledge of the deal said. The deal is likely to close in the next two months, the people said.