Sentences with phrase «alternative asset fund»

Van Zyl, previously with SJ Berwin, advises private equity and other alternative asset fund managers, institutional investors, and investment advisers.

Queen's School of Business is so far the only one to get into hedge funds with the Queen's University Alternative Assets Fund.

The Company invests in private equity, private debt, private real estate investments, early and late - stage technology investments, special situation investments, alternative asset funds managed by the Company and structured finance investments.»

You might also start branching out into different types of investments, like alternative asset funds.

Not exact matches

When it comes to diversifying with alternative asset classes, Bennyhoff also thinks investors should be wary of buying into the latest alternative mutual funds or ETFs tracking different assets.

Assets rose mainly in «alternative risk premia», an automated investment style, but also thanks to the launch of a $ 400 million European credit product and modest flows into computer - driven and discretionary long - only funds.

From the entire spectrum of fixed income and securitized loans to the so - called liquid alternatives and venture funds, strategies and asset classes that had never been so readily and seamlessly accessed may soon be tested like never before should capital flows reverse from in to out.

• Star Mountain Partners, a New York - based alternative asset manager, raised $ 13.94 million toward its second fund.

• TPG Growth, a San Francisco - based middle market and growth equity platform of alternative asset firm TPG, raised $ 3.7 billion for its fourth fund, TPG Growth IV.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

To try to close the gap, many states have shifted pension fund assets into stocks and alternative investments like hedge funds.

If you're seeking alternatives because you expect low returns from traditional asset classes, you have to understand that a lot of these funds are fishing in the same low - return pond.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

In addition to these traditional competitors within the global alternative asset management industry, we have increasingly faced competition from local and regional firms, financial institutions and sovereign wealth funds, in the various countries in which we invest.

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue reading →

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

During initial conversations with the director of alternative asset investments, it became clear that the family office was burdened with tax needs that created a unique value proposition for selling a number if its limited partnership interests in venture capital funds.

Your pension fund that at least 50 % bonds and illiquid «alternative» assets?

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

The Fund may also invest up to 30 % of assets in alternatives to the U.S. fixed income market, including foreign government bonds, utility stocks, and precious metals shares.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Equity hedge fund returns have been disappointing over the last 14 years An exposure analysis shows no structural factor exposure, but frequent factor rotation Multi-factor long - short products are an interesting alternative, depending on the fee level INTRODUCTION Hedge fund assets reached an

Using daily levels of alternative gold assets and the S&P 500 Total Return Index as a reference asset during July 1987 through June 2010 (for bullion and gold mutual funds) and February 2005 through June 2010 (for all gold alternatives), they find that: Keep Reading

In their September 2011 paper entitled «A Comparative Analysis of the Investment Characteristics of Alternative Gold Assets», Tim Pullen, Karen Benson and Robert Faff examine the diversification, hedging and safe haven properties of gold bullion, ten gold stocks, 11 gold mutual funds and two gold exchange traded funds (ETFs).

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Franklin Square is a manager of alternative investment funds designed to enhance investors» portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors.

Specialising in alternative investments as well as in quantitative fields, Ludovic has worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.

The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.

For its new global fund, Sequoia is already trying to attract investors in China, where fund managers are looking to gain from growing sources of capital at wealth management firms, insurers and other large domestic institutional investors that aim to boost returns in alternative assets, the people said.

It is also expected to account for an even greater share of the total industry revenue, this is because they require higher fees than those charged by hedge funds and declining popularity of other alternative asset vehicles in the aftermath of the subprime mortgage crisis.

He has over 27 years experience working with hedge funds, private equity firms and traditional asset managers and has previously held similar roles at Bloomberg, Citco and other technology and alternative fund service providers.

The ETFMG Alternative Harvest exchange traded fund went from essentially zero to $ 400 million in net assets within a month, Vahan Ajamian, research analyst at Beacon Securities, said in a note on Monday.

If you are a Data - centric, Quant, quantamental, fundamental or long only asset management firm interested in alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the Hong alternative data or a VC looking to fund Alternative Data companies or use alternative data to improve your investment process, you should attend the Hong Alternative Data companies or use alternative data to improve your investment process, you should attend the Hong alternative data to improve your investment process, you should attend the Hong Kong event.

As a result, the architecture underlying many of the investment ideas they've heavily marketed — wide asset allocation and «alternative» investments (commodities as an «asset class», hedge funds)-- generally continue to flounder.

A self - directed 401 (k) lets you take control of your money, so instead of just being limited or forced to pick from a long list of stocks, bonds and or mutual funds you can easily invest in alternative assets like real estate.

Alternative ETFs — an asset category that includes hedge fund replication, long / short ETFs and similar strategies — had 10 of 49 ETFs paying distributions, or 20 percent of those funds.

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The majority of my assets are in low - fee index funds but I've recently begun diversifying into real estate and am considering several other alternative investments including an investment in a couple Search Ffunds but I've recently begun diversifying into real estate and am considering several other alternative investments including an investment in a couple Search FundsFunds.

for super funds who have to report their earnings quarterly; but as they seek further investments in the alternative asset class agriculture has to be part of that.»

A bill expanding the share of New York public pension funds that can be invested in complex, high - risk alternative assets such as private equity and hedge funds has been vetoed by Governor Andrew Cuomo.

New York's existing «basket clause» limits to 25 percent the share of pension fund money that can be invested in alternative assets.

The New York City Employee Retirement System, largest of the city funds, had 17.2 percent of its assets invested in alternatives as of 2013.

With nearly 12 percent of the city's pension funds invested in riskier «alternative assets,» management fees ballooned to $ 472.5 million, Liu revealed last month.

As an alternative, we recommend that districts, private funders, and the state consider area - wide strategies that capitalize on the assets of an entire community, including multiple schools and external partners, to help turn around struggling schools.

September turned out to be a month when investors decided that it was time to pull money from actively managed mutual funds and ETFs, regardless of asset class, style or strategy — except for alternatives.

As an alternative, some banks offer mutual fund «wraps» (also known as «funds of funds»), which combine individual mutual funds into a portfolio that gets periodically rebalanced so it keeps a consistent asset mix.

All Canadian - listed ETFs in this asset class are quite costly, but there is no good mutual fund alternative, so these are as good as you can get without using US - listed ETFs.