Alternative
Daily News Analysis
Goldman Sachs AM Launches Alternatives Mutual Fund
17 May 2013
Goldman Sachs Asset Management is launching a multi-manager fund offering access to a range of alternative strategies within a mutual fund. The Goldman Sachs Multi-Manager Alternatives Fund will invest in long-short equity, dynamic equity, event-driven and credit, relative value, tactical-trading, and opportunistic fixed income strategies . Co-managing the fund are Jason Gottlieb and Ryan Roderick, who sit within GSAM’s alternative investments and manager selection group, which manages around $120 billion of client assets.
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Morgan Stanley Unveils Alternative Strategies Mutual Fund
14 May 2013
Morgan Stanley Alternative Investment Partners has launched the AIP Dynamic Alternative Strategies Fund, an open-ended mutual fund which the firm said addresses challenges associated with investing in alternatives. The fund provides daily liquidity and offers a range of alternative strategies that may complement traditional equity and fixed income investments, Morgan Stanley said . The fund uses AIP’s proprietary hedge fund replication strategy that seeks to generate returns based on underlying hedge fund strategies.
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Global Alternatives Firm To Buy New York-Based AREA Property Partners
13 May 2013
Los Angeles, CA-based Ares Management, the global alternative asset manager and SEC-registered investment advisor, is acquiring AREA Property Partners, a New York-based real estate management firm investing across North America, Europe and India. The transaction includes the acquisition of the minority stake in AREA held by National Australia Bank . Terms of the transaction were not disclosed a.
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Natixis Unveils Multi-Strategy Alternatives Mutual Fund
28 March 2013
Natixis Global Asset Management has launched the Aurora Horizons Fund - a multi-strategy mutual fund allocated across multiple hedge fund managers. The firm said the fund may help investors achieve additional risk diversification within a traditional long-only portfolio of stocks and bonds by providing diversified exposure to alternative strategies . The fund is managed by Chicago, IL-headquartered Aurora Investment Management and allocates across sub-advisors that use alternative strategies including long/short equity, long/short credit, event-driv.
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The PrivateBank Selects Alternatives Platform
7 March 2013
The PrivateBank has chosen Guggenheim Investment Advisory’s alternatives platform as its primary hedge fund platform provider. Guggenheim will provide the bank with information and tools to invest in hedge funds on behalf of its clients . The platform provides access to a group of hedge funds which has been selected by the firm, alongside portfolio construction tools and streamlined implementation.
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Features
FEATURE: Many Generation Y Donors Are "Taking The Reins" In Philanthropy
4 March 2013
A rising number of young individuals are “taking the reins” on their families’ philanthropic efforts, says Rebecca Eastmond, head of philanthropic services for EMEA at JP Morgan Private Bank.
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Big Versus Small In Social Media - Part 1
13 February 2013
In the first of a two-part feature, this publication explores how small and large wealth managers alike are making use of social media channels in advertising and marketing.
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INTERVIEW: Fidelity's Stance On What UHNW Clients Really Want
30 January 2013
As scores of industry players attempt to capitalize on the multi-family office market, one firm which has grown from zero to $13 billion assets under administration in two years recently told Family Wealth Report that it is looking beyond investment services.
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Setting Up A Wealth Advisory Arm At A CPA Firm: Dedication Required - Part Two
6 December 2012
Setting up a wealth advisory arm within a CPA firm can provide promising opportunities for both parties, but is not without its challenges, says Jack Thurman, president of BKD Wealth Advisors.
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New Study Unveils The World Of Small, Mid-Size Private Foundations
8 November 2012
The majority of foundations may behave very differently than previously thought due to a heavy bias toward large foundations in study samples, a new report from Foundation Source reveals.
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News and Features
Latest News
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Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
Tom Burroughes
24 May 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
