OECD introduces further investor reporting

Financial institutions including fund managers will need to up the ante on client due diligence and bolster investor reporting following the Organisation for Economic Cooperation and Development's (OECD) agreement on the automatic exchange of info

Posted on: 30 Oct, 2014
Posted in: Investors

Asset owners taking holistic approach to collateral management

Asset owners are increasingly taking a holistic approach to their collateral management processes as a result of their growing retreat from securities lending coupled with the migration of over-the-counter (OTC) derivatives instruments into centra

Posted on: 29 Oct, 2014
Posted in: Investors

Neil Woodford on how he invests

At the Duff & Phelps annual alternative investments conference in London this week, Neil Woodford, the head of investment at CF Woodward Equity Income, was interviewed by Mathias Schumacher, the managing director of the London office of Duff &

Posted on: 29 Oct, 2014
Posted in: Investors

Stock Connect delays should not alarm asset managers and investors

Delays to the much-awaited Shanghai-Hong Kong Stock Connect scheme should not alarm asset managers and investors hoping to transact in mainland Chinese A-shares amid concerns the adjournment is attributable to regulators and market participants st

Posted on: 28 Oct, 2014
Posted in: Investors

Hedge fund managers to increasingly defer performance fee pay-outs

The decision by California Public Employees’ Retirement System (CALPERS) to exit hedge fund investing coupled with the Internal Revenue Service’s (IRS) ruling that now permits managers to charge performance fees cumulatively without falling foul o

Posted on: 01 Oct, 2014
Posted in: Investors

Private equity warned on data leakage

Private equity managers ought to impose side letters on investors whereby the latter is prohibited through non-disclosure agreements from divulging highly sensitive, confidential information should they receive Freedom of Information (FOI) request

Posted on: 30 Sep, 2014
Posted in: Investors

Pension funds to continue hedge fund allocations despite CALPERS withdrawal

Pension funds will continue to increase their exposures to hedge funds although fees are likely to face more scrutiny going forward following the high-profile exit from hedge fund investing by California Public Employees’ Retirement System (CALPER

Posted on: 23 Sep, 2014
Posted in: Investors

Private equity fees are fairest of any asset class despite SEC scrutiny

Private equity fees are among the fairest in the asset management industry and wholly transparent, and it is unlikely the Securities and Exchange Commission (SEC) will find any transgressions with the fee struct

Posted on: 15 Sep, 2014
Posted in: Investors

FATCA responsible officer function obsolete for Cayman funds

Outsourcing the responsible officer (RO) function under the Foreign Account Tax Compliance Act (FATCA) offers limited value to Cayman-Islands’ domiciled fund managers.

Posted on: 11 Sep, 2014
Posted in: Investors

AltX platform to move beyond hedge funds into other asset classes

Imatchative’s AltX platform, an online service that facilitates introductions between institutional investors and hedge funds is likely to move into other asset classes including traditional mutual funds, private equity and real-estate in due cour

Posted on: 27 Aug, 2014
Posted in: Investors


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