From Lyxor Asset Management* Hello, Please find attached this week’s Lyxor Weekly Brief. This is a weekly report from Lyxor’s Cross Asset Research team, focused on hedge fund flows, performance and positioning. It aims at identifying trends in hedge fund investing every week, while leveraging on the proprietary information accessible through the Managed Account Platform. […] Read more »
Hedge Fund Investment Due Diligence – Sample Report From Consultant
Investment Due Diligence Report Halcyon Asset Management, LLC Master Custodial Account Report written by the A Consultant Hedge Fund Research Team March 27, 2015 Executive Summary This review has been requested by The Client. The scope of this review and the rating is limited to the general investment capabilities of Halcyon Asset management, LLC (the […] Read more »
Ramp Up Your CRM’s Effectiveness With These 10 Steps
By Alan Underdown, Managing Director – Europe, Satuit Technologies OVERVIEW: In today’s intense capital raising landscape the majority of hedge funds and alternative asset managers now recognise that CRM is a key investment. It supports not just day-to-day investor relations, sales, marketing, relationship management and compliance processes but it is also a strategic investment […] Read more »
Emerging Market Hedge Fund Demand – The Six Month Rule in Action
By Simon Kerr, Publisher of Hedge Fund Insight The “2017 Credit Suisse Global Survey of Hedge Fund Investor Appetite and Activity” contains the latest example of the six-month rule in action. Regular readers will know the rule and it’s workings (given below). If you haven’t heard of the rule and you have to do some marketing […] Read more »
Hedge Fund Reports But Not Subscriptions By Mobile Phone
By Hedge Fund Insight staff Hedge Fund Insight has given attention to digital commerce and communication as they relate to hedge funds. The latest summation of internet trends captured in the infographic below from vpnMentor raises a few prompts for hedge fund marketers. Manager letters are quite likely to be read via a smartphone – […] Read more »
KKR Addresses Its Mis-Step In Acquiring Prisma Through PAAMCO Deal
By Hedge Fund Insight staff It was announced today that PAAMCO and KKR Prisma are to form a Strategic Partnership to create a new liquid alternatives investment firm. As PAAMCO has been fiercely independent and Prisma was acquired by Private Equity giant KKR in 2012 to give growth to its’ liquid alternatives business this has […] Read more »
Hedge Fund Outlook – Greater Dispersion To Aid Equity Strategies, Credit? Not So Much
by 50 South Capital Advisors, LLC. INTRODUCTION After a volatile first quarter of 2016, global equity and bond markets regained their footing and finished in positive territory for the year. European equities were the regional exception, with the MSCI European Index posting negative returns through November. Although markets overall generated positive returns for investors in […] Read more »
Consultant Verus Negative on Outlook for Event Driven Hedge Funds
By Hedge Fund Insight staff In a recent report Verus, the investment consultant created out of the combination of Wurts and Strategic Investment Solutions, was constructive on the outlook for three out of five hedge fund strategies. The consultant gave forward-looking views across the broad hedge fund investment strategies as shown in the table below. […] Read more »
Canadian Perspectives on Hedge Funds in 2016
From CFA Montreal Association A Q&A on hedge funds in Canada with: Marc Amirault, MBA, President and CEO, Director of Investments, Crystalline Management (single manager hedge fund business) Jean-François Papillon, MBA, CFA, Portfolio Manager and Wealth Advisor, BMO Nesbitt Burns Yves Caron, MBA, CFA, Vice-President, Research, iNFiNi-t Wealth Management Advisers Inc. To begin, perhaps each […] Read more »
The Hartford 3Q Income Report Positive on Hedge Fund Contribution
By Hedge Fund Insight staff Today The Hartford reported its’ Third Quarter 2016 Net Income. Included in the press release was this paragraph: “Third quarter 2016 net investment income totaled $772 million, before tax, a 6% increase from third quarter 2015, principally due to higher investment income from LPs. Investment income from LPs totaled […] Read more »