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Funds

Christian Nauer, SwissAnalytics

The importance of ongoing due diligence

Mon, 27/03/2017 - 14:39

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

Achraf Goneid, Syz Asset Management

Syz Asset Management sees value in Asia hedge funds

Mon, 27/03/2017 - 14:36

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

Fiona Frick, Unigestion

Investing for the future: Alternatives 2.0

Mon, 27/03/2017 - 14:33

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

Mark Cecil, Jabre Capital Partners

The merits of the mid-market manager

Mon, 27/03/2017 - 14:30

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

James Williams, hedgeweek

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

Mon, 27/03/2017 - 14:24

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

SCM Direct publishes new research on anti-competitive behaviour in the UK fund industry

Mon, 06/03/2017 - 09:48

Gina Miller (pictured), founding partner of SCM Direct, writes that their latest research finds 70 per cent by number and 73 per cent by value of actively managed equity funds charge an identical Annual Management Charge (AMC) of 0.75 per cent, which she says indicates no genuine price competition.  »

Sunl Gopalan, Global Fund Media

Guide to Relocation 2017

Mon, 20/02/2017 - 14:48

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

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Research published earlier this year from GBP2.8 billion Heartwood Investment Management revealed that one in four IFAs has seen an increase in client demand for globally diversified ethical investing over the last few years, while just two in five were satisfied with the current range of ethical investment options on offer. »

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

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

Thu, 24/11/2016 - 09:00

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

Anthony Lawler

GAM launches fund based on Cantab process

Wed, 02/11/2016 - 10:36

Following the completion of its acquisition of Cantab Capital Partners in October, GAM has launched its first purely quantitative equities UCITS fund, GAM Systematic Global Equity Market Neutral.  »

Robert Vanden Assem, PineBridge

USDInvestment Grade Credit Fund from PineBridge

Wed, 02/11/2016 - 09:47

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

Retail investors withdraw GBP1bn from funds in July

Thu, 25/08/2016 - 15:14

Laith Khalaf, Senior Analyst, Hargreaves Lansdown has commented on the news from the Investment Association that retail investors withdrew GBP1 billion from investment funds in July.  »

Thumbs up

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

Thu, 04/08/2016 - 09:15

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

Brexit fund exodus eclipses 2008 crisis

Tue, 02/08/2016 - 15:11

New data from the Investment Association finds that retail investors withdrew GBP3.5 billion from UK investment funds in June. Hargreaves Lansdown draws the comparison that in the worst month of withdrawals during the financial crisis, January 2008, retail investors withdrew GBP561 million from UK investment funds.  »

Information

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

Mon, 01/08/2016 - 10:34

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

RMB Capital appointed interim investment adviser for Burnham Funds

Wed, 27/07/2016 - 07:33

RMB Capital, an independent financial services firm with more than USD5.2 billion in assets under management, has been appointed as the interim investment adviser for the Burnham Funds, effective 1 July 2016. »

Anthony Smouha

GAM marks fifth anniversary of Star Credit Opportunities funds

Thu, 21/07/2016 - 12:47

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

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

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

Wed, 13/07/2016 - 08:11

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

RBC Global Asset Management reduces mutual fund fees

RBC Global Asset Management reduces mutual fund fees

Tue, 05/07/2016 - 08:05

RBC Global Asset Management has implemented significant fee reductions across its line-up of mutual funds. »

Morgan Stanley Investment Management makes portfolio management changes for Latin American Discovery Fund

Morgan Stanley Investment Management makes portfolio management changes for Latin American Discovery Fund

Mon, 04/07/2016 - 09:44

Morgan Stanley Investment Management has announced portfolio management changes for The Latin American Discovery Fund. »

Alexander Friedman

GAM buys Cantab Capital partners for USD217m

Wed, 29/06/2016 - 11:55

GAM has bought USD4 billion Cantab Capital Partners for a USD217 million upfront cash payment. GAM is also to launch the GAM Systematic investment platform, focused on quantitative investing across long only and alternative strategies.   »

RIMES and leading industry figures call on buy-side compliance teams to prepare for major regulatory change

RIMES and leading industry figures call on buy-side compliance teams to prepare for major regulatory change

Tue, 28/06/2016 - 16:42

RIMES, together with the European Fund and Asset Management Association (EFAMA) and the Financial Markets Law Committee (FMLC), has cautioned compliance teams against overlooking important regulatory challenges during its first Regulatory Seminar. »

UK retail investors pull out of property funds

Tue, 28/06/2016 - 10:12

UK retail investors are pulling out of Property and UK Equity funds and switching into Global and Japan equities, according to analysis by rplan.co.uk, the online investment platform. »

James Ind

Baring Asset Management launches Dynamic Absolute Return Fund

Mon, 27/06/2016 - 09:42

Baring Asset Management (Barings) has launched the Baring Dynamic Absolute Return Fund, which will use long and short strategies to target a market neutral return. It will be managed by James Ind, supported by a multi asset investment team. »

DoubleLine Infrastructure Income Fund opens to investors

Wed, 22/06/2016 - 16:51

The DoubleLine Infrastructure Income Fund as opened to investors through the open-end mutual fund's I shares (BILDX) and N shares (BILTX). DoubleLine launched the fund with internal capital earlier this year. »

Morgan Stanley Investment Management’s AEA team launches three new equity funds

Tue, 21/06/2016 - 09:31

Morgan Stanley Investment Management has made its Applied Equity Advisor (AEA) team’s strategies available in mutual fund format for the first time with the launch of launch of three new funds – US Core Portfolio, Global Core Portfolio, and Global Concentrated Portfolio. »

Carl to co-manage Sterling Capital Diversified Income Fund

Wed, 15/06/2016 - 09:10

Brandon Carl, CFA, a member of Sterling Capital Management’s Advisory Solutions Team, is to join Shane Burke as co-portfolio manager of the fimr’s Diversified Income Fund following Will Gholston's departure.  »

Intelliflo has announced six fund groups for new automated advice service

Thu, 09/06/2016 - 09:47

Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).  »

Bramshill Investments launches Income Performance Fund

Tue, 07/06/2016 - 09:37

Bramshill Investments has launched a new mutual fund, the Bramshill Income Performance Fund (BRMSX), which will employ an absolute return strategy that invests across various fixed income asset classes.  »

Vanguard makes advisory changes for active equity fund

Tue, 07/06/2016 - 09:34

Vanguard has announced modifications to the investment advisory arrangements of the USD317 million Explorer Value Fund (VEVFX), with Sterling Capital Management no longer serving as an advisor to the fund.  »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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