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hedge funds

December 11, 2015

Real estate, private equity and hedge funds were three asset categories that defined family office investment in 2014, but what other areas should family offices prioritise as they move into the next financial year? 

The multi-year trend of family offices taking on more risk continued in 2015, both in investment intentions and portfolio allocations, according to the second annual Global Family Office Report. Yet one unintended consequence of their ‘risk on’ approach is that many offices are excessively focused on investments, which in turn means they are failing to address several key areas of concern. 

November 27, 2015

Low interest rates and lacklustre returns in equities helped the hedge fund asset category gain the largest growth in allocations this year, but a diverse investment strategy from external managers meant that returns were a mixed bag.

The multi-year trend of family offices taking on more risk continued in 2015, triggering a two percentage point increase in allocations to hedge funds, according to the second annual Global Family Office Report.

Data revealed that the average family office portfolio allocated approximately 9% to hedge funds in 2015, up from 7% the year before, making it the fastest growing asset class for the year.

July 24, 2015

Volatility in the US Treasury market at the end of 2014 could be a taste of the next financial panic. And risk parity, a hedge fund strategy that made hay through leveraged exposure to bonds over the last 20 years, may be part of the problem rather than the solution.

Volatility in the US Treasury market at the end of 2014 could be a taste of the next financial panic.

And risk parity, a hedge fund strategy that made hay through leveraged exposure to bonds over the last 20 years, may be part of the problem rather than the solution.

Risk parity strategies create specific risk levels across an investment portfolio in contrast to traditional allocation models that are based on holding a certain percentage of investment class, such as 60% equities and 40% bonds, within a portfolio.

August 21, 2014

US women are showing a greater interest in alternative investments than men, according to new research, challenging traditional stereotypes that female investors are risk averse.

US women are showing a greater interest in alternative investments than men, according to new research, challenging traditional stereotypes that female investors are risk averse.

According to research by US investment firm MainStay Investments, 60% of women surveyed expect alternatives to become a core part of their portfolio over the next five to 10 years.

By comparison, only 47% of men expect the likes of commodities, private equity, and hedge funds to become a “mainstream” part of their investment holdings over that same period.

March 18, 2014

A court in Stuttgart, Germany, has dismissed a lawsuit brought against Porsche SE – the investment company that controls the eponymous German carmaker – by a group of hedge funds seeking €1.4 billion in damages. 

A court in Stuttgart, Germany, has dismissed a lawsuit brought against Porsche SE – the investment company that controls the eponymous German carmaker – by a group of hedge funds seeking €1.4 billion in damages.

The hedge funds claimed Porsche mislead the markets back in 2008 over its takeover plans for rival German car brand Volkswagen.

The Piech and Porsche families, who are descendants of Ferdinand Porsche, the carmaker's founder, control Porsche SE.

January 17, 2014

Hedge funds managed by women consistently outperform their male-led counterparts, but investors have been slow to allocate to them, according to new research.

Hedge funds managed by women consistently outperform their male-led counterparts, but investors have been slow to allocate to them, according to new research.

In Women in alternative investment: A marathon not a sprint, the New York-based financial advisory and research firm Rothstein Kass examined performance of women in the alternative investment industry.

January 14, 2014

New York-based family office Summer Road has put $100 million (€73.1 million) into an alternative mutual fund, following a trend of ultra high net worth families shifting away from traditional hedge funds.

New York-based family office Summer Road has put $100 million (€73.1 million) into an alternative mutual fund, following a trend of ultra high net worth families shifting away from traditional hedge funds.

According to media reports, Summer Road, headed by David Sackler, the grandson of Raymond Sackler who bought Purdue Pharma in 1952, has provided the seed funding for the Balter Long/Short Equity Fund.

November 5, 2013

US hedge fund SAC Capital has reached an agreement to plead guilty to criminal insider trading charges, in a move that will likely end the trading career of its founder Steve Cohen and potentially see the fund transformed into a family office.

US hedge fund SAC Capital has reached an agreement to plead guilty to criminal insider trading charges, in a move that will likely end the trading career of its founder Steve Cohen and potentially see the fund transformed into a family office.

Prosecutors announced on Monday that the firm, headquartered in Connecticut, faced $1.2 billion in fines for the charges, in addition to a $616 million settlement with the US Securities and Exchange Commission (SEC).

November 1, 2013

The multi-billion dollar family office Ziff Brothers Investment is reportedly set to close its US hedge fund.

The multi-billion dollar family office Ziff Brothers Investment is reportedly set to close its US hedge fund.

According to the Wall St Journal, the changes were announced in an internal email to employees earlier this week. The family office’s private equity arm reportedly won’t be affected, a source told the newspaper.

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