Tag: Hedge funds

A lawsuit filed by the Massachusetts Bay Transportation Authority (MBTA) pension fund claims New York investment manager Alphonse Fletcher Jr. defrauded investors of $50 million.

The Financial Industry Regulatory Authority (FINRA) imposed a $950,000 fine on LPL Financial LLC for supervisory deficiencies related to the sale of various alternative investment products.

A strong recovery in asset values and pension funding levels hasn’t slowed the pace of change in institutional investment portfolio strategies, according to an analysis from Greenwich Associates.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Investment service provider BNY Mellon released a liquidity administration service as part of its fund-of-hedge-funds (FoHF) offering.

The number of hedge funds employing lockup periods during which investors must wait to reclaim assets shrunk in recent years, according to research from eVestment.

Hennion & Walsh Asset Management, an investment services provider, has released its SmartTrust, Rising Interest Rates Hedge Trust, Series 1.

Hedge funds can provide both diversification and returns – without significantly changing the risk profile of the portfolio – as interest rates rise from historic lows.

A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.

Frank Frecentese has joined Lyxor Asset Management’s New York office as the deputy head of hedge fund research. 

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

BNY Mellon announced the launch of BNY Mellon Risk View.

Institutional investors continue to diversify their investment portfolios into alternative assets, according to Towers Watson.

A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.

Paladyne Systems Inc. updated its Reference Data Suite, a reference data management solution, to address increasing hedge fund and private equity regulations, and Form PF filing.

There’s been an uptick in global demand for diversification and alpha generation, according to the 2012 Global Survey on Alternative Investing by Russell Investments.

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.   

The Greenwich Roundtable released a white paper discussing how investors can manage complexity of alternative investments to improve their returns.