Managed Accounts | Wealth Adviser

Beam Capital Management launches blockchain-focused investment strategy in a separately managed account

Tue, 02/01/2018 - 17:31

Beam Capital Management has launched the Blockchain Leaders SMA, a separately managed account strategy focused on investing in the publicly traded securities of companies utilising, developing, facilitating or investing in Blockchain technology. »

Dumas Capital Co-founder named strategic adviser to Kettera Strategies

Fri, 16/06/2017 - 07:26

Dr Nicola Meaden Grenham (pictured), co-founder of Dumas Capital, has been named Strategic Adviser to Kettera Strategies and its Hydra marketplace, a global platform providing investors with access, daily transparency, intra-month liquidity and notional funding to established and emerging alternative asset managers. »

The evolution of alternative investment strategies

Mon, 12/12/2016 - 11:35

By David Young (pictured), President, Gemini Alternative Funds – Allocations to alternative investment strategies have continued to evolve as asset owners – in particular pensions, endowments and family offices – have become more knowledgeable about, and comfortable with, these strategies. »

Peter Sanchez, Northern Trust Hedge Fund Services

Consolidated IBORs deliver MAP transparency

Mon, 12/12/2016 - 11:27

Managed account platforms (MAPs) vary in size and sophistication. At one end of the spectrum, the simplest MAP provides a separate ownership structure whereby a single investor invested in a MAP is required to manage each counterparty relationship with the administrator, the prime broker(s), OTC counterparties, FX counterparties, repo counterparties and so on. »

MAPs offer springboard for emerging managers

Mon, 12/12/2016 - 11:16

Managed account platforms allow institutions to broaden out their hedge fund allocations and invest in emerging managers with confidence, thanks to the strong operational controls they provide. At a time when some of the larger established names have suffered performance issues, diversifying into a wider mix of unknown managers is becoming of strategic import to institutions. »

MAP provides full operational support

Mon, 12/12/2016 - 11:10

Linear Investments allows emerging managers to leverage its managed account platform, enabling them to utilise multiple managed accounts, and avoid having to go down the costly route of setting up a hedge fund on day one. »

Dedicated managed accounts can overcome allocation concerns

Mon, 12/12/2016 - 11:01

Large institutions face a Catch 22 when it comes to investing in hedge funds. On the one hand, despite performance having been muted for the last few years, institutions still broadly appreciate their importance as part of a diversified portfolio. On the other hand, negative media coverage that continuously compares hedge fund performance to the broader markets, not to mention continued questioning over exorbitant fees, means that institutions face external pressures to justify their allocations. »

Using a MAP benefits emerging managers

Mon, 12/12/2016 - 10:54

Lyxor Asset Management runs one of the most well established MAPs in the hedge fund industry, having established it in 1998. It has seen a lot of hedge fund talent come and go over that time. »

Managed accounts prove their worth to institutional investors

Mon, 12/12/2016 - 10:38

Managed accounts are proving to be an effective tool for institutions to better control fee structures in hedge funds. What’s more, by building customised mandates using carve-outs of managers’ strategies, investors are able to enjoy a better investment experience that fits their individual risk appetite. »