There is more to investing than financial instruments such as stocks, debentures and mutual funds. Gold and real estate have been the traditional investments. But now there are several alternate investment funds (AIFs) too, to choose from. Discussing these assets are industry leaders at the Mint conclave 2017-18.
In a casino, doubling down can be dangerous. But in private equity, it’s increasingly becoming the best way to eke out a profit on a bet turned bad. From Apollo Global Management LP to Bain Capital to Thomas H. Lee Partners, investors have bought hundreds of millions of dollars of debt in struggling businesses they took private, giving them positions as both stockholders and creditors.
According to leading independent research and consultancy firm in the ETF space, ETFGI, the ETF industry grew at a faster pace than the entire global hedge fund industry in 2016. The amount of money invested in exchange traded funds was a massive $530 billion.
As per ETFGI’s analysis, a record $3.548 trillion was invested in the 6,630 ETFs listed globally. This was compared to $3.018 trillion invested in 8,326 hedge funds at the end of 2016, according to a new report published by Hedge Fund Research (HFR).
The alternative assets industry is bigger than ever, with more than $7.7 trillion in hedge fund and private capital assets managed globally. The industry has cemented itself as an important facet of the investment portfolios of large institutional investors – pension funds, insurance companies and foundations – and our latest survey shows that they are becoming more sophisticated and diverse in their alternative asset allocations.
Mutual funds are required to provide daily liquidity to investors. While daily liquidity in a vacuum is valuable, this requirement, in the context of hedge fund strategies, severely limits a manager’s ability to execute many strategies effectively.
Because of daily liquidity requirements, only a portion of hedge fund strategies can be successfully implemented in a mutual fund structure. The strategies that in theory lend themselves best to a mutual fund format include: managed futures, global macro, and long/short equity strategies oriented towards long-biased, large-cap, and diversified.
In the first two months of 2017, hedge funds owned or managed by women returned 3.65%, significantly outperforming the overall hedge fund industry, which returned 2.23% over the same period, according to Hedge Fund Research (HFR).
US stocks have piled up $1.5 trillion in market value this year, but hedge funds are bracing for tough times ahead. Based on buying and selling in 2017, managers have stopped loading up on bullish positioning. They’ve also become less reliant on U.S. stocks by selling economically sensitive bank shares and materials like copper, data compiled by Credit Suisse Group AG show. What are they buying?
Please join Ashland Partners in the second of a three part series on Alternative Investments and their applicability in the market place. This webinar will be presented by Phil Fijal, who will explain typical Real Estate Investments and how they are handled within the Global Investment Performance Standards (GIPS). The presentation will cover various topics which include specific provisions in the GIPS Standards, marketing and performance considerations, as well as tips for achieving compliance with Real Estate Investments. In addition, we will go over the most common misconceptions and best practices about maintaining a firm’s GIPS compliance with Real Estate Investments.
Phil Fijal, CIPM – Senior Associate
Date and Time:
Tuesday, March 21, 2017 11:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Tuesday, March 21, 2017 12:00 pm, Mountain Daylight Time (Denver, GMT-06:00)
Tuesday, March 21, 2017 1:00 pm, Central Daylight Time (Chicago, GMT-05:00)
Tuesday, March 21, 2017 2:00 pm, Eastern Daylight Time (New York, GMT-04:00)
Event number: 661 401 680
Event password: 03212017
Event address for attendees: https://ashlandpartnersevents.webex.com/ashlandpartnersevents/onstage/g.php?MTID=e7b9374ece1b26e875421b4a565689cc5
The prospect of Brexit has instigated a great deal of uncertainty in a number of market sectors, but one country is attempting to capitalize upon the possibility that London will no longer be the leading European financial center. The Belgian legislature has created a new real estate investment vehicle that is intended to provide a model platform for asset managers serving investors with real estate investments throughout Europe. The new investment vehicle’s hallmarks include a flexible “light touch” regulatory framework and a competitive tax regime inviting international investment in physical and liquid real estate assets. Ultimately, it affords institutional and professional investors access to a real estate investment platform unburdened by stringent regulatory requirements, intended to promote portfolio risk-return customization.