Industry News

The Kerfoot Alternatives Update

The Kerfoot Alternatives Update

There's clearly a never ending stream of news and activity related to alternative investments, and Matthew Kerfoot, a leading attorney in the sector, periodically sends around an update of industry activity. We are pleased to publish his most recent update below: Happy 2017!  Neuberger celebrates with their 10 investment themes in 2017.  Of ... [read more]

Hedge Fund Flows and Performance Negative in October

October Hedge Fund Performance

Citi released its report on hedge fund activity for October highlighting flows, performance, leverage and short activity over the month. In a change of direction from September, both flows and performance were negative in October. Investors pulled more than $14 billion out of hedge funds in October, while aggregate performance of funds fell in the ... [read more]

Liquid Alternative Flows Negative in September

Liquid Alternative Flows September

While one-year flows into liquid alternatives nearly hit $5 billion, investors pulled assets from the category in September. Outflows from the category reached $711 million during the month with Long/Short Equity and Market Neutral funds leading the way. Meanwhile, commodity based funds continued to add to their coffers over the month, adding ... [read more]

EY Considers Top 10 Drivers Impacting Wealth Management

Top 10 Drivers Impacting Wealth Management

EY Global Wealth & Asset Management has published a white paper highlighting the top 10 drivers impacting global wealth and asset management. Those drivers, listed below, will be disruptive and bring change – they represent threats to the status quo, but savvy firms can capitalize by viewing these disruptions as opportunities to differentiate ... [read more]

RIAs Like Alts, But Not In Love With Current Products

RIAs Like Alts But Not In Love Current Products

Artivest, the technology-driven platform for alternative investments, conducted a survey of 163 financial advisors and registered investment advisors (“RIAs”) at the 2016 Morningstar Investment Conference, which was held June 13-14 in Chicago. Respondents said they considered alternative investments “key” to growing their business with ... [read more]

The DailyAlts Top 10 Articles of June

The 10 Most Read Articles

In June, alternative investments, how they are used and how they are packaged took the top three spots. The #1 article highlights how institutional investors are using alternative investments to boost returns, while #2 and #3 argue for and against the use of hedge fund strategies in mutual fund wrappers. While some strategies clearly don't belong ... [read more]

Balter Responds to the Critics of Liquid Alternatives

The gloves are off! Troy Gayeski, Senior Portfolio Manager of fund-of-hedge funds manager Skybridge Capital, came out swinging against liquid alts, warning investors of their risks during last month's SALT Conference in Las Vegas. However, this wasn't the first time Skybridge has voiced their concerns about alternative mutual funds. In June of ... [read more]

Institutional Investors Turn to Alts to Boost Returns

Institutional Investors Turn to Alts to Boost Returns

BNY Mellon has partnered with FT Remark to produce a white paper titled Split Decisions, based on the survey responses of 400 senior executives at institutional investment firms (conducted by BNY Mellon) and 50 hedge fund executives (conducted by FT Remark). The key takeaway: Institutional investors are allocating more of their capital to ... [read more]

Citi Reviews Hedge Fund Performance for April

Citi Reviews Hedge Fund Performance for April

Hedge funds posted gains in April, with aggregate returns ranging from +0.41% to +0.93%, according to two different measures used in Citi Prime Finance’s Hedge Fund Industry Snapshot for May 2016. But year-to-date through April 30, only one of Citi’s aggregate measures had pulled out of the red, and total returns ranged from -1.47% on the low end ... [read more]

The DailyAlts Top 10 Articles of May

The 10 Most Read Articles

In May, readers displayed their concern about potential regulatory changes by the Securities and Exchange Commission that would potentially place a serious limit on the investment operations of many alternative mutual funds (#1), but also showed a keen interest in one of Morningstar's newest fund categories, Option Writing Funds (#2). Virtus, ... [read more]