|
Paul Sarosy |
Hurricane-proofing your hedge funds
01 November, 2008
Private clients became re-acquainted with every type of hedge fund risk in September – market, liquidity, operational, counterparty, even legal risk. Allocators need to ask the right questions to stand the best chance of weathering the storm, writes Martin Steward
|
Ensuring transparency and liquidity
01 October, 2008
A structuring team that can negotiate with the banks and advise the clients is vital if fund managers are not to be restricted in their asset management, writes Martin Steward
|
Variations on a theme
01 September, 2008
Thematic investing builds upon intuitive ways of thinking about the world and its economies, but it takes allocators out of the traditional CAPM and efficient-portfolio models. What are the advantages of investing in this way, and how do practitioners manage risk? Martin Steward reports
|
|
Ben Funk, Liongate Capital Management |
Systematising your satellite hedge funds
01 July, 2008
Investors looking to diversify their satellite hedge fund allocation do not have to take on unsustainable single-manager risk. High-octane returns, single-strategy exposure and de-correlation can be achieved with funds of funds that are a little way off the beaten track, writes Martin Steward
|
Balancing profit with religion
01 June, 2008
Middle-Eastern oil wealth has been pushing demand for sharia-compliant investment products, but can investors be certain that products will meet their religious requirements in what is still a non-standardised market? And is there any scope for demand outside the Arabic heartland? Martin Steward reports
|
Exploring trends in the ETF market
01 May, 2008
Nick Shellard, head of UK & Switzerland sales at iShares, explains the trends that are driving the continued growth in the European ETF market, and predicts that it is set to continue
|
Huge demand for private investment
01 May, 2008
Both emerging markets and the developed world offer massive oppurtunities for investment in infrastructure, but this can carry considerable risk. Martin Steward looks at some of the ways to gain exposure
|
|
Neil Staines, 3DCM |
A simple way into currency for hnws
01 May, 2008
High net worth individuals suffering from portfolio losses on their UK property investments can reduce their liabilities by taking positions in the currency market. Nat Mankelow reports on a new product which claims to offer a widely accessible solution
|
RAW INVESTMENT PLUS PROTECTION
01 May, 2008
Commodities are seeing record prices, and are being used in a variety of ways, but can be notoriously volatile. Martin Steward reports on how this makes structured products attractive
|
Operating models struggling to cope
01 May, 2008
With clients become more sophisticated and calling for more complex products, concerns are emerging from wealth managers about inadequate systems and operating models. Nat Mankelow reports
|
The new etf generation
01 March, 2008
Thibaud de Cherisey of Invesco explains why, as Europe’s appetite for ETFs grows, intelligent indicies look set for a bright future
|
Public access to private equity
01 March, 2008
Listed private equity funds offer efficient exposure to a great long-term investment opportunity that is otherwise tough to access for private investors and their intermediaries – and yet the sector is little known in the wider investment community. Martin Steward takes a look at how they work, and the pros and cons which the structure presents
|
Deutsche bank pushes into fx wealth space
01 March, 2008
Deutsche Bank has combined its global market and private wealth teams, providing foreign exchange products to a new breed of high net worth client. Nat Mankelow reports
|
|
Simon Shapland |
New model for fund distribution in asia
01 February, 2008
Simon Shapland of RBC Dexia Investor Services explains why global asset managers need to take a fresh approach to fund sales if they want to win in Asia
|
|
Appreciation: available waterfront property in the Caribbean is becoming scarce |
The diversification of high-end dwellings
01 February, 2008
Luxury homes have not always been regarded as an asset class, but upwardly mobile, middle-class investors have changed all that – which is perhaps why these properties have been outperforming non-luxury dwellings for the past five years. Martin Steward investigates
|
Eastern buyers boost caribbean market
01 February, 2008
“For a long time nobody regarded luxury homes as an asset class – they were just a luxury,” says Vere Bruce-Gardyne, managing director of the estate agency division of Letterstone, a property developer and fund manager with projects in Central Europe and the Caribbean. “That has changed over the last five years as the market has opened up to the expanding global middle class and their increasing ability to travel.”
|
|
Chris Taylor, Blue Sky |
UK market charges up to continental leaders
01 February, 2008
Nat Mankelow talks to a rising UK boutique provider of structured products in a market that is showing increasing enthusiasm for the type of investments already popular elsewhere in Europe
|
Private emotions running high
01 December, 2007
Private individual and family office investors stress the importance of the qualitative – even the ‘emotional’ – when it comes to identifying investment needs. Martin Steward investigates
|
Opportunity knocks for BBVA’s overseas units
01 December, 2007
Structured entrepreneurial products, offering diversification across several asset classes, are among innovations introduced by the team reporting to José Barréiro in the Spanish bank’s new look funds and wholesale banking division, writes Nat Mankelow
|
|
‘The outlook has improved somewhat for attractive
opportunities in 2008’ - Eleonore Dachicourt, CSPB |
Portfolios to lessen sub-prime worries
01 November, 2007
Martin Steward speaks to fund selectors and hedge fund managers about how they can best shape their investments to reduce volatility and improve returns following the financial crises of summer 2007
|
Treating volatility as an asset class
01 November, 2007
Nat Mankelow assesses whether ‘hidden’ assets such as volatility could provide a source of spice for risk-neutral structured product investors
|
|
Sotheby’s offers loans regardless of clients’ creditworthiness and also offers advice to financial institutions |
freeing up money while keeping your monet
01 October, 2007
The niche for collateralising artworks has barely changed in 25 years. Will a new generation of collectors – and artists – open things up for new kinds of lending? Martin Steward reports
|
|
Rodley: it is a small and distinguished band |
Family offices searching for high sea returns
01 September, 2007
Investors have had access to funds trading shipping equities and derivatives for some time. Now they can push that diversification further with a fund that trades the vessels themselves. Martin Steward reports
|
|
Khezri: you have to believe in the artists |
Painting a pretty picture
01 September, 2007
APT pools the work of young artists to help them prepare for retirement. Now it is leveraging its expertise to provide an investment advisory service in this volatile and under-researched sector, writes artin Steward
|
Asset class popularity shows it’s as easy as etc
01 July, 2007
So-called exchange-traded commodities have hit the headlines of late, not always for the right reasons. However, with massive new inflows over the last year, how will it cope with the new demands? Martin Steward reports
|
|
Lewis: next year could be dangerous |
HNWIs sniffing out new investment opportunities
01 June, 2007
With an increasing trend for high-net-worth individuals to eschew institutionalised funds of hedge funds, how are private clients constructing their hedge fund portfolios – and managing the new risks? Martin Steward reports
|
|
Eleonore Dachicourt, Credit Suisse‘Some fund of hedge fund managers have developed strategic relationships with commercial banks in Spain’ |
Hedge funds for the rank and file
01 May, 2007
European regulators may be about to lift restrictions on access to hedge funds, thereby opening the doors to retail investors, writes Martin Steward
|
|
Juchault: equity strategies are simpler |
Systeia’s driving force
01 February, 2007
Boutique chief executive Jean-Louis Juchault is confident his financial future is brighter than his rally prospects. Yuri Bender reports
|
|
Lewis: next year could be dangerous |
New alternative as oil’s slick and gold shines
01 November, 2005
The outlook is bullish for the energy sector, while gold is performing strongly. Are commodities now a viable alternative? Elisa Trovato asks the questions
|
|
Vorndran: commodities not all about oil |
‘The perfect time’ to invest in commodities
01 October, 2005
The notoriously volatile commodities market now looks stable. Elizabeth Cripps and Roxane McMeeken offer a guide to breaking into the asset class
|
|
Demand for property in affluent areas of London seldom flags |
London still safe as houses
01 October, 2005
London central property posts returns above other assets in a balanced portfolio, is immune to economic and political factors and, with the successful Olympic bid, its value is set to increase even further, writes Naomi Heaton
|
|
Herm: scandal is good for the market |
Desperate times call for forward thinking
01 June, 2005
Despite the real estate market glut in Germany, a handful of innovative managers are starting to buy up assets, writes Roxane McMeeken
|
Nordea hopes brand and low volatility will sway clients
01 May, 2005
For a number of years several Scandinavian hedge fund managers have been quietly securing good performance – but now the secret’s out. Roxane McMeeken reports on Nordea’s new product offerings
|
|
‘Because the rules are now quite flexible for these new collective investment schemes, the market should develop’ - Jerome Sutour, Simmons & Simmons |
France finally opens door to hedge fund investment
01 April, 2005
With high net worth individuals in mind the French regulator has introduced rules to provide for structures that are allowed to invest in hedge funds. Henry Smith reports
|
|
Campanella: cynical view of open architecture in Italy |
ULTRA RICH PICKINGS
01 March, 2005
State Street’s Italian private equity head is set to use ultra high net worth products as a first step to unlocking institutional bounty. Yuri Bender reports
|
|
Maxit: hedge fund managers in developed markets complain of overcrowding |
Tapping into the latin beat
01 February, 2005
In a world of ever diminishing openings Ricardo Maxit highlights the attractions of Latin America
|