News Archives

• Alpha Theory
  • Quant funds must spot 'herding', diversify alpha to stop August repeat (Thomson)
  • A Timely Book About Alpha (HedgeWorld)
  • Experts argue the index question (Investment News)
  • 'Alpha Hunters' war with 'Beta Builders' (MarketWatch)
  • Active managers hindered by fund size - research (IPE)
  • Alpha and bets - an interview with Peter Bernstein (MarketWatch)
  • Fundamental indexing superiority disputed (P&I)
  • Fundamental indexing superiority disputed (P&I)
• Portable Alpha
  • Volatility is a boon to portable alpha (Investor Daily)
  • Alpha search going strong (P&I)
  • HK Jockey Club adopts portable alpha strategy (Asian Investor)
  • Q&A: Pushing Portable Alpha (FINalternatives)
  • Changing the rules of asset management (Global Pensions)
  • Implementing Portable Alpha Strategies (Strategic Investment Group)
  • TD Asset Management Inc. announces 1-year portable alpha returns (CNW)
  • Vermont Seeks Portable Alpha Managers (FINalternatives)
  • Portable Alpha Handbook (Euromoney)
  • PIMCO Offers Long Duration Portable Alpha (II)
  • New Mexico Jumpstarts Portable Alpha Program (FINalternatives)
  • Sheet Metal Workers Union Buys Hedge Funds (P&I)
  • INVESCO Launches GTAA Portable Alpha Strategy (Press Release)
  • Colorado Fire & Police Ups Portable Alpha; More To Come? (FINalternatives)
  • Easing into Alpha - Portable Alpha at the Colorado P&F Pension (Alpha)
  • Absolute returns: swap engineering (Global Pensions)
  • Portable alpha now part of everyday life (Tabb Group)
• Alpha/Beta Separation
  • Aegon splits alpha from beta (IPE)
  • Alpha-beta separation is 'future' as trustees alter focus (IPE)
  • Exotic beta is the new alpha (IPE.com)
  • AP2's new alpha-beta split has injected 'creativity' into management team (Thomson)
  • Fund management industry to divide into alpha managers and the rest - study (Thomson)
  • Swiss institutions move to core/satellite in pursuit of alpha (Thomson)
  • Norway fund pushes for more active management (IPE)
  • Alpha-beta split: Measuring up? (P&I)
  • AP7's pure alpha switch (Global Pensions)
  • The case for blending passive and active indexing (Globe & Mail)
  • How active is your fund manager? (NZ Herald)
  • Put your money on alpha bet (Sydney Morning Herald)
• Hedge Fund Industry
  • The activities of the "new shorts" (Schaeffer's)
  • Investors expect hedge funds to raise $200bn this year (Financial News)
  • The $3-billion prophet of doom (Maclean's)
  • Fund managers overmarket, underperform as competition hits (Thomson)
  • Hedge funds banking on IPO route (HedgeWeek)
  • Hedge Funds Get the Urge to Merge (WSJ)
  • U.S. hedge funds seen swelling (Thomson)
  • US hedge fund heads don't see industry assets drop (HedgeWorld)
  • Hedge funds need to be creative to keep investors (Reuters)
  • Hedge funds grew 14.5% in 2007 (Investment News)
  • Hedge funds' lure still hot but success uncertain (Reuters)
  • Back to the roots with a high-risk hedge fund (FT)
  • Hedge funds come unstuck on truth-twisting (The Age)
  • Many funds are doing just fine (FT)
  • Absolute return funds: Is this the best of all possible worlds? (The Independent)
  • HFs Profit from Bear Collapse (WSJ)
  • Rocky stocks to drive searches for alternative firms in 2008 (P&I)
  • It could be the hedgies that ride to the rescue (FinancialWeek)
  • Is This Bulldog’s Bark Worse Than Its Bite? (FINalternatives)
  • Hedge launches up, liquidations down (Investment News)
  • Hedge-fund figures suggest worse to come (WSJ)
  • Hedge Funds Attracting Pensions, College Endowments (Bloomberg)
  • Larger, established hedge funds may be the riskiest bets (Thomson)
  • Investors rank transparency, risk alongside returns in alternatives - PwC (Thomson)
  • Pension funds face disappointing returns from hedge funds in short term (Thomson)
  • Global Hedge Fund Assets Will Double by 2012, Man Group Says (Bloomberg)
  • Big US hedge funds expand assets by a third (FT)
  • Global growth in new hedge funds is slowing - study (Thomson)
  • Hedge fund launches slowed in 2007 from 2005-6 (Reuters)
  • Hedge funds call banks to account (FT)
  • Hedge fund launches are clipped back (FT)
  • Watson Wyatt reveals surge in scheme demand for alternative managers (Professional Pensions)
  • Funds of hedge funds soar 30% (Financial News)
  • Flush times are over for hedge funds (International Herald Tribune)
  • Big FOHFs Growing Faster, Up 32% (Hedge Fund Daily)
  • Funds need to raise the bar to attract institutional investors (Hedge Funds Review)
  • At least $52 billion in unallocated hedge fund cash sitting on launching pad, (P&I)
  • Investors punish hedge funds for poor returns (Reuters)
  • Predictions for Hedge Funds [WSJ.com]
  • Hedge Fund Wannabes [Business Week]
  • Hedge funds expect more institutional clients [Pensions & Investments]
  • FRM sets up vehicle for fund seed capital [FT.com]
  • ABP sees strong profit in alternatives [IPE]
  • UK funds shift to fixed income, alternatives [Pensions & Investments]
  • Hedge funds dying on the vine - InvestmentNews
  • HFs on course for best year since 2003 (Hedge Fund Manager)
  • Risk pays off for endowments (The Boston Globe)
  • North American Institutions Plan Big HF Push (HedgeWorld)
  • Ultrawealthy group to increase hedge fund investments (Investment News)
  • Breaking with convention (FT)
  • UK pension funds 'dramatically' increase allocation to hedge funds - Barings (Thomson)
  • Funds report lowest inflow since January (HFM Week)
  • Hidden beta at hedge funds will be unmasked by market crisis - BGI's Tomlinson (Thomson)
  • A Hedge Fund Index Fund? (Index Universe)
  • More hedge fund managers in rush to float (Financial News)
  • Hedge Fund Liquidations Outpace Inflows in Q2, Q3 (FINalternatives)
  • Recent failures make critics wary of hedge fund investments (Ohio.com)
  • European institutional investors to up hedge fund allocation to 8.4 pct by 2009 (Thomson)
  • Hedge funds don't deliver what they promise (St. Louis Today)
  • Where Have All the Hedge Funds Gone? To Renaissance. (Bloomberg)
  • Strong investor relations key to dealing with hedge fund activism - study (Thomson)
  • Redemptions hit hedge fund losers (Financial News)
  • Investors put $18.6 bln into hedge funds in Sept-data (Reuters)
  • Hedge funds now need a track record to attract investment (IHT)
  • Hedge Fund Returns Not Just About Leverage (HedgeWorld)
  • Tough climb ahead for manager of absolute-return funds (Investment News)
  • Hedge Fund Honcho Says Asset Growth Will Slow (FINalternatives)
  • IIs To Add $90B In HF Coffers (II)
  • Peter Warren: Hedge funds have become scape goats (HedgeNordic)
  • 2007 Fund of Funds 50 (Alpha)
  • Hedge funds and private equity 'have positive impact' (IPE)
  • Environment Agency pension eyes hedge funds but not firms seeking 'fast buck' (Thomson)
  • FUND MANAGEMENT: 'Hedge fund collapse is on the way' (FT)
  • Alternatives investments on the rise (Investment News)
  • New fund flows to reach $2.5 trillion (Financial News)
  • Managers may misreport returns, study says (MarketWatch)
  • Hedge-Fund Consolidation Intensifies (WSJ)
  • HFs May See Net Outflows? (II)
  • Dodge & Cox's Gunn blasts hedge funds (Investment News)
  • Singapore: Asia’s Hedge Fund Hub (II)
  • Taming the hedge funds (The Times of London)
  • Assets managed by hedge funds in Singapore jump (m&c)
  • What Happened to the Quants in August 2007? (Khandani & Lo)
  • Study: They're Just ‘Incidentally' Quants (HedgeWorld)
  • Hedge fund, private equity sectors seen at a peak (Reuters)
  • Asset Flows Move from Long-only Equities to Hedge Funds (HedgeCo)
  • Hedge Funds Not Cause of Aug turmoil: Regulators (HedgeWorld)
  • Awful Summer May Not Mean Big September Redemptions (HedgeWorld)
  • How institutions play their cards will be the key to the makeup of FoF managers in 5 years (P&I)
  • Funds of funds managers hope to avoid liquidity mismatch (Financial News)
  • Hedge funds, remote to many, lure business school professors (AP)
  • Edhec Finds Hedge Funds are Not the Subprime Villains (Hedge World)
  • Schemes move to alternatives (Global Pensions)
  • How to Catch a Falling Knife and Not Get Cut (Morrison & Foerster)
  • Pension funds want money back from hedge funds (The Independent)
  • Pension Managers Rethink Their Love of Hedge Funds (WSJ)
  • Pension funds still shun hedge funds in bid to match liabilities - study (Thomson)
  • Funds still dread alternatives (IPE)
  • Pension funds exploit the dislocation and stay faithful to HFs (HFM Week)
  • Warning Over Rush to Alternatives [Japan] (Global Pensions)
  • Long-Shorts Fall ... Short (WSJ)
  • Subprime - where are the winners? (FT Alphaville)
  • Are hedge fund collapse fears overblown? (The Age)
  • Man in Joint Venture to Seed Funds (HedgeWorld)
  • Hedge Funds Boost S&P 500 Short Sales, Merrill Says (Bloomberg)
  • Guess Who's Coming Up Short (Business Week)
  • Institutional Investors Still Heading For HFs (II)
  • Asset management M&As hit $32.3 billion (Investment News)
  • UBS charged with running 'hedge fund hotel' (CNN)
  • Pequot Capital Exec:No Hedge Fund Bubble (Forbes)
  • No crisis lurks in sub-prime woes: Deutsche Bank (Reuters)
  • 2006 Manager Search Trends (Mercer)
  • Pension fund alternatives reach €445bn (IPE)
  • Dissed at home, Canadian hedge funds are coveted abroad (Investment News)
  • Institutional Money Tops 25% Of Assets (Greenwich)
  • Pension Asset Shift to Benefit HFs (HedgeWorld)
  • Leverage, alternatives and public fund woes highlight 2007 Milken conference (P&I)
  • Pension schemes shift from fund of funds (IPE)
  • Hedge fund investors primarily seeking diversification (P&I)
  • Verizon on alternatives edge (P&I)
  • Finacial Times Special Report on Hedge Funds (FT)
  • 100 Hedge Funds to Watch (FT)
  • World's largest pension fund continues to sideline HFs (HFM Week)
  • Fortune to list markets’ first fund of managed accounts on LSE (HFM Week)
  • The Running of the Hedge Hogs (NY Magazine)
  • HF to Top Search Activity in '07: Casey Quirk (HedgeWorld)
  • Hedge fund liquidations on decline, says study (Investment News)
  • Hedge Funds Don’t Grow Better With Age (ii)
  • Another Sign Wealthy Losing Interest In Hedge Funds (ii)
  • Institutions Increase Hedge Fund Allocations (ii)
• Hedge Fund Replication
  • Rydex Launched Hedge/Mutual Fund (Rydex)
  • Hedge fund replication potential highlighted (Global Pensions)
  • Credit Suisse to set up hedge fund clones (FT)
  • Credit Suisse Announces Research Deal with Clone Profs (HedgeWorld)
  • HFs Not Threatened By Clones (Euromoney II)
  • Hedge fund clones slow to develop (FT)
  • Arrow Launches HF Replicator [Hedge World]
  • Institutional Investors Cynical About Cloning (HedgeWorld)
  • CS/Tremont Says New Investable Index a Better Tracker (HedgeWorld)
  • Limits of hedge fund indices (bfinance)
  • More Thoughts on Hedge Fund Replication (Grey's Thoughts Blog)
  • AQR's Asness Shows Interest in Cloning (HedgeWorld)
  • State Street Quietly Launches HF Clone (HedgeWorld)
  • A Beta Way To Boost HF Returns (ii)
  • New hedge fund clones for retail investors (IndexIQ)
  • New Approach To Hedge Fund Indexing (Index Universe)
  • SGAM alternative beta fund offers synthetic hedge funds exposure (HedgeWeek)
  • My hedge is better than yours (Financial Week)
  • Blue Sky rethinks hedge funds stance [looks at replication] (IPE)
  • The Hedge-Fund 'Clones' (WSJ)
  • Stonebrook says it will list replication fund as an ETF (HFM Week)
  • Spotlight on replication techniques (Global Pensions)
  • Deutsche Offers Portable Alpha to the Masses (HedgeWorld)
  • HF Clones Benefit From Headline Fears (II)
  • SGAM AI launches an “alternative beta” fund (Press Release)
  • SGAM AI’s new Ucits fund replicates hedge funds (Structured Products)
  • Morgan Stanley Launches First HF Clone (HedgeWorld)
  • An Analysis of Hedge Fund Strategies (Opalesque)
  • Curiosity Killed the Kat’s Conception of Hedge Funds (DealBreaker)
  • FT REPORT - FT FUND MANAGEMENT: Hedge fund sheep in wolves' clothing (FT)
  • Hedge funds face potential challenge (Investment News)
  • Hedge Clipping [ed: Harry Kat Story] (New Yorker)
  • Barclays to Debut Hedge Fund Clone (HedgeWorld)
  • Move to mimic hedge fund glory (FT)
  • Former Moore Research Head Tries To Replicate Industry Returns (CNN)
  • Funds of Funds Outperform HF Clones: Analysis (HedgeWorld)
  • Hedge clones 'jumped the gun' (FT)
  • Deutsche Bank launches new index to replicate hedge fund returns (DB)
  • Replication underperformance (Global Pensions)
  • Hedge Funds for All - hedge fund replication (Red Herring)
  • Hedge funds have lost alpha, Merrill director says (MarketWatch)
  • Hedge Fund Replication and Industry Initiatives: Clones or Hybrid Products? (Edhec)
  • Hedge Funds in Replication Fight Back (Global Pensions)
  • IceCapital launches first alternative beta fund in Finland (HedgeWeek)
  • Merrill Lynch Creates ``ML FX Clone'' (Business Wire)
  • Replicating hedge fund indices may weaken hedge fund justification
• Hedge/Long-Only Convergence
  • Pension worry from new accounting rules (Reuters)
  • Pension funds attracted to long/short strategies (Hedge Funds Review)
  • Investors desert the middle ground and pull $100bn out of equity funds (FT)
  • Alts Gains Pace PaSERS’ 17% Return (FINalternatives)
  • Alternatives oil Shell pension's success (IPE)
  • More pension funds embracing "alternative beta" (P&I)
  • Merrill Says Diversify With Bonds, Not Hedge Funds (HedgeWorld)
  • Pension funds cautious about GTAA (P&I)
  • Asset managers "too comfortable with core" (Edhec)
  • 'Long-Short' Funds Labor to Thrive [WSJ.com]
  • Pictet Launches Conservative HF-Like Mutual Fund (HedgeWorld)
  • Funds get traditional with long/short equity (P&I)
  • Ex-Morgan Stanley banker claims pension revolution (IPE)
  • Principal-protected strategies taking hold (P&I)
  • Fund firms beef up alternative offerings (Investment News)
  • Long-Short Funds Fail A Significant Early Test (Hartford Courant)
  • Four New Product Strategies for Investment Managers Will Be Key to Success (Merrill Lynch)
  • Mainstream Managers Moving into Alternative Investments (Financial News)
  • Volatile market a test of hedgelike strategies (Investment News)
  • Hedged Mutual Funds Gaining Popularity (CNN)
  • Vanguard Adopts Its First L/S Mutual Fund (HedgeWorld)
  • Hedge funds vs. mutual funds (CNN)
  • Relative Values: Private Equity vs. Hedge Funds (FT Alphaville)
  • Hedge and non-hedge collide (Financial Standard)
  • Wealthy Eschew Mutual Funds (Financial Planning)
  • New Pension Juice (FinancialWeek)
  • Mutual funds withstand hedge fund seige (Investment News)
  • Evaluating small-cap active funds (Vanguard)
  • ICI throws its weight behind advisers (Investment News)
  • Lines blur between old line, alternatives (P&I)
  • New products shake-up "traditional" institutional asset allocations
• Fees
  • Danish manager Jyske lines up hedge fund range shunning 'unfair' fees (Thomson)
  • Funds paying over 50% more investment fees than five years ago (Watson Wyatt)
  • Absolute returns needs lower fees - Watson Wyatt (IPE.com)
  • Only 1 pct of open-ended funds charge performance fees - Lipper (Thomson)
  • Investors shun alternatives on Hedgebay secondary market (HFM Week)
  • Investors Ready to Pay More for Safer Hedge Funds (HedgeWorld)
  • Hedge funds braced for fall in fees (FT)
  • Falling Fees Pressure Hedge Funds (WSJ)
  • No Alpha-No pay (Global Pensions)
  • "Poor" Hedgies Unhappy With Pay (II)
  • Mutual fund Q&A: Funds with big fees don't always justify cost with big returns (MarketWatch)
  • Hedge fund fees to stay high despite pressure (Reuters)
  • Study Finds Investors Oblivious to Fund Fees (HedgeWorld)
  • Why 2-and-20 is Here to Stay (Portfolio.com)
  • Trading costs have predictive power (Investment News)
  • ICI sounds off on 12(b)-1 fees (Investment News)
  • As the UMA evolves, a clear definition is needed (Investment News)
  • Multifamily offices rethink their pricing (Investment News)
  • Hedge Funds Seen Set For Firm Fees, Further IPOs (HedgeWorld)
  • Fund of Hedge Fund Fees Falling (ii)
  • Big money pushes, fees budge (P&I)
  • Advisers must face the facts of life (Investment News)
  • It is high noon for 12(b)-1 fees (Investment News)
  • Adviser fees a mystery to many clients (Investment News)
  • Time is right to recast 12(b)-1 fees (Investment News)
  • Hedge fund managers defend fees (Global Pensions)
  • Forget skill; fees drive bond fund returns (Investment News)
  • Suddenly, Hedge Fund Fees Seem High (Business Week)
  • SEC May Require Funds to Disclose Fees in Dollar Amounts (Financial Planning)
• Analytics & Metrics
  • Comas wants funds of hedge funds to drop the 'diversification' tag (Thomson)
  • 14.5% Increase in Hedge Fund Reporting to Databases (Pertrac)
  • Hedge funds go prime time (Investment News)
  • Morningstar to rate hedge funds (InvestmentNews)
  • Hedge funds make effort to shed light on holdings (South African Bus. Report)
  • New Hedge Fund Classifications Would Promote Transparency and Boost Investor Confidence (BONY M)
  • BoNY Mellon Wants Darwinian HF Classification (HedgeWorld)
  • New hedge fund performance labels suggested (IPE)
  • Mean or meaningless? (Economist)
  • At Odds With Style Boxes (On Wall Street)
  • High Information Ratios are Short-Term (IPE)
• Business Strategy
  • Fear of embarrassment fuels funds of funds expansion (Financial News)
  • Money managers target of ‘blank-check’ firms (Pensions & Investments)
  • Investors shift to direct strategies for Hedge Funds (Pensions & Investments)
  • BNY Mellon Buys $2.8B Hedge Fund (FINalternatives)
  • Launches, liquidations slow as investors favor bigger firms: HFR - MarketWatch
  • RMF opens next generation seeding vehicle (HFM Week)
  • Fund managers must develop clear strategies as competition intensifies - survey (Thomson)
  • Affiliated Fits Hedge Funds into Public Company Setup (HedgeWorld)
  • Investors intensify search for talented managers (Financial News)
  • More institutions target fewer managers – study (IPE)
  • IT set to be the biggest cost for hedge funds (HFM Week)
  • Permanent Capital May Make for a Temporary Fund Manager (WSJ)
  • Global hedge funds become industrialised as they focus on talent - Ernst & Young (Thomson)
  • Keeping Talent, Managing Growth Challenge HFs (HedgeWorld)
  • Trillions await those who use the concepts (P&I)
  • Mercer takes implemented consulting to Europe (IPE)
  • Hedge funds boost bottom line for managers-study (Reuters)
  • Australian Mega-Fund Appoints Alpha-Beta Investing Champion to Helm (Financial Standard)
  • Citigroup said to be in talks to acquire second pension scheme - report (CNN)
  • Citigroup buyout not a trend, says report (IPE)
  • Applying institutional tactics for your clients (Investment News)
  • New threat for active asset managers (MoneyWeb)
  • Alpha: Charge Clients Based On The Value You Add (Financial Advisor)
• 130/30
  • NACM launches three 130/30 funds (Professional Pensions)
  • South Africa's First 130/30 Fund (iti News)
  • Mellon launches global equity 130/30 Fund (HedgeWeek)
  • SIM launches SA’s first institutional 130/30 fund (itiNews, South Africa)
  • CalPERS on 130/30 (FT)
  • Taking the measure of 130/30 (Global Pensions)
  • Alpha to introduce 130-30 real estate fund (HFM Week)
  • Investment gimmick or genuine alternative? (Global Pensions)
  • Volatile markets spur interest in 130/30 (BenefitsCanada.com)
  • State Street Global Advisors Launches 130/30 Mutual Fund (PR Inside)
  • Verdict Still Out on 130/30 Leveraged Funds (TheStreet)
  • 130/30 Fund Managers Face Stiff Competition, Many Need Infrastructure Upgrades (WSJ)
  • Hedging Bets: exchange-traded-fund industry is about to launch a "130/30" ETF (WSJ)
  • New York Firm Preps Latin American 120/20 Fund (FINalternatives)
  • Robeco Launches 130/30 Emerging Markets Fund (FINalternatives)
  • First ever UK equity ‘130/30’ fund defies sceptics (Opalesque)
  • Last Atlantis creates new 130/30 strategy [Pensions & Investments]
  • Get tough on 130/30 [Pensions & Investments]
  • LACERA Issues RFI For 130/30 Strats (FINalternatives)
  • 130/30 investing requires applying certain principles to maximize its unique opportunities, Turner Investment Partners position paper says (Morningstar)
  • Race to support 130/30 funds begins (Financial News)
  • 130/30 funds not popular in HK (Global Pensions)
  • IPE Awards: 130/30 craze is "overplayed" (IPE)
  • Canadian Pension Plans are Keen on 130/30 (Benefits Canada)
  • 130/30 band wagon powers into europe (PWM)
  • BNY Mellon to enter 130/30 fray with global fund launch (CityWire)
  • Brummer unveils 130/30 fund in institutional bid (EPN)
  • Assets, managers in 130/30 strategies surge (Investment News)
  • LACERA Issues RFI For 130/30 Strats (FINalternatives)
  • Eight principles of effective 130/30 investing (Turner Investment Partners)
  • Threadneedle launches US 130/30 fund (Profesional Pensions)
  • UBS to launch Swiss, UK, Europe, Asia equity 130/30 products by Q1 2008 (Thomson)
  • Maintaining fixed short position may be a mistake in 130/30s (Investment News)
  • Treasure trove seen in 130/30 (P&I)
  • 130/30 Implementation risk and the benefits of quant (IPE)
  • 130/30 The hard road to a new world (IPE)
  • 130/30 A matter of experience (IPE)
  • BAA flies 130/30 (IPE)
  • 130/30 The prime broker view (IPE)
  • 130/30 Getting the research right (IPE)
  • 130/30 The great debate (IPE)
  • 130/30 Assessing the strategy (IPE)
  • 130/30 Taking off for new horizons (IPE)
  • Why 130/30? (IPE)
  • Counting the costs of extension (IPE)
  • RCM's global CIO predicts 130/30 will drive 'renaissance' in equity (Thomson)
  • JPMAM brings four 130/30 strategies to Europe (IPE)
  • Institutions’ 130/30 appetite tops €6bn (IPE)
  • FUND MANAGEMENT: 130/30 funds falling short of promise (FT)
  • Credit Suisse and AlphaSimplex Launch the Industry's First 130/30 Index (Original Press Release)
  • Credit Suisse, AlphaSimplex launch benchmark indices for 130/30 funds (Thomson)
  • Pyramis large-cap core 130/30 open to institutions (P&I)
  • Foreign & Colonial Investment Trust seeds 130/30 fund with £50m (CityWire)
  • BoNY Mellon Launches 130/30 Support Platform (HedgeWorld)
  • Quants Rule as 130/30 Strategies Evolve (HedgeWorld)
  • Merrill Sees $140 Billion in 130/30s by Year-End (HedgeWorld)
  • Mutual funds designed to protect investors backfire (International Herald Tribune)
  • 130/30 funds need to prove themselves (Financial News)
  • New hedge-lite quant funds held up in Aug-study (Reuters)
  • SLI to launch 130/30 funds in coming months as bear market looms (Thomson)
  • 130/30 tactics seen gaining steam (Investment News)
  • Kingfisher dives into 130/30 (Global Pensions)
  • 130/30 managers weather the storm (P&I)
  • Short-extension strategies reviewed [by Wilshire] (Global Pensions)
  • Why you should avoid the latest fund fad (Money Week)
  • Aegon tests 130/30 concept (CityWire)
  • UBS Launches U.S. Equities 130/30 Retail Fund (HedgeWorld)
  • DGHM planning 130/30 fund amid new doubts about the strategy’s merits (HFM Week)
  • Volatility shakes 130/30 funds (Financial News)
  • Robeco Unveils 130/30 For Retail Investors (FINalternatives)
  • Skandia says new Best Ideas fund not 130/30 (IFA Online)
  • Meet the 130/30 Fund (MSNBC)
  • Scepticism clouds 130/30 concept (FT)
  • Funds skeptical of 130/30 funds (Global Pensions)
  • The 130/30 Club: Experts Make The Case (FINalternatives)
  • CalPERS makes 130/30 allocations (Global Pensions)
  • Are 130/30 Funds Worth the Hype? (Morningstar)
  • [130/30] Poised for Liftoff? (Barron's)
  • Robeco beats F&C to 130/30 Europe (IPE)
  • Traditional managers look beyond 130/30 strategic vision (Financial News)
  • Why I'm A Long/Short Bull, 130/30 Bear (Information Arbitrage)
  • This Fund Concept Blurs Old Lines (New York Times)
  • State Street says 130/30 strategies hit 10 bln usd mark (Thomson)
  • The 130/30 debate: The top fund selectors speak out (CityWire)
  • 130/30 Funds – A New Middle Ground? (AIMA Journal)
  • 130/30 funds see surge in assets under management (EPN)
  • More fund companies to offer 130/30s (Investment News)
  • SSgA: $4 billion in 130/30 inflows in 2006 (P&I)
  • 130/30 strategy a hit with pension plans (Investment News)
  • Legg Mason Enters the 130/30 Club (HedgeWorld)
  • On the search for 130/30 consultant (HFM Week)
  • Caution needed over 130/30 launches (Reuters)
  • Managers scoring big with 130/30 returns (P&I)
  • 130/30 strategy payday (P&I)
  • State Street Makes U.K. 130/30 Offering (FINAlternatives)
  • JPMorgan 130/30 Q1 Update (JPM)
  • Blue Sky moves to 120/20, 130/30 (P&I)
  • Institutional push for 130/30 returns (IPE)
  • 130/30 "Hedge Funds": Asset Gathering, Not Alpha Generating (Information Arbitrage)
  • Managers respond to demand for 130/30 funds (HFM Week)
  • Hagin Capital preps 130/30 launch (HFMWeek)
  • 130/30 portfolios to come to the fore in 2007 (Reuters)
• Beta
  • Calif. Firm Preps ETF Hedge Fund (EMII)
  • Hedge funds’ use of ETFs rises by 36% (HFM Week)
  • "Chicago Beta"? (Chicago Business)
  • Warning on hedge fund managers (Global Pensions)
  • SSgA sweetens pay for wholesalers on ETFs (Investment News)
  • Exchange-traded funds: Evolution or Pollution? (Economist)
  • Funds of ETFs are the latest craze (Financial Advisor)
• Big Picture
  • No need seen to reinvent the [hedge fund strategy] wheel (FT)
  • Glutted [mutual] fund market is slimming down (Investment News)
  • CalPERS harbors hedge fund hope (Pensions & Investments)
  • RBC Capital Markets to invest in emerging manager hedge funds (HedgeWorld)
  • World Pension Assets Expand, Japan Embraces Alternatives (HedgeWorld)
  • GTAA gains popularity as schemes aim to diversify assets and cut deficits [Professional Pensions]
  • Hedge fund returns in '07 'disparate' [chicagotribune.com]
  • Need for alpha to drive business in '08, report says [Pensions & Investments]
  • Hedge fund investment nears $1.9 trillion [Financial News]
  • Economics Blog : Gross: Economy in Recession, Hedge Funds a 'Con'
  • Thomson Investment Management News
  • Correlated assets drag pensions back into deficit (IPE)
  • Barings Survey Shows Rising Investment in Asia, HFs (HedgeWorld)
  • Partners Group and JANA Investment Advisers launch new product in Australia (Ins. Bus. Review)
  • Overhyped pension buyout market falters – Aon (IPE)
  • Age can be a plus in running money (Investment News)
  • Hedge fund seeks more alpha investors (Asian Investor)
  • Chief Investment Officer Survey (Citigroup)
  • Market chaos testing pension managers (Financial Week)
  • Ingnatius on The Real Causes of the Financial Storm (Washington Post)
  • Credibility of financial blogs is questionable ;) (Investment News)
  • Citigroup signs first full pension buyout (IPE)
  • Surge in short-selling aids securities lenders (P&I)
  • Tower: More HF Power In Buy-Side Future (II)
  • First Trust places a wager on the alpha craze (Investment News)
  • There is no such things as absolute return investing (Business Report)
  • Bridgewater leads the drive for pure alpha (Money Management)
  • (Hedge & PE) firms’ evolution moves to next level
  • U.S. asset-management industry on verge of revolutionary change (Inv. Executive)
  • Trickle-Down Investment Advice (Barron's, subs. only)
• Diversions
  • Beware of the wacko blogger (Investment News) [Ed: Not us!]
• Regulation
  • Hedge funds do not need direct regulation - FSA (IPE)
  • Connecticut official blasts hedge fund proposal (Reuters)
  • It will take a 'good scam' to rein in hedge funds (Economic Times)
  • SEC Abandons Hedge-Fund Probe Tactic After Complaints (Bloomberg)
  • Irish UCITS rules now permit 130/30 funds (PWC)
  • Report warns of hedge fund risks (Business Week)
  • New Mexico council may face hedge fund ban (Pensions & Investments)
  • Man Group's Fink warns of 'unintended consequences' from hedge fund regulation (Thomson)
  • Move to register hedge funds could spur relocations (Investment News)
  • Solving the SEC net-worth ‘puzzlement’ (Investment News)
  • Patents Bending: The Supreme Court takes a swipe at "obvious" patents (CFO.com)
  • Hedge Funds Mystify Markets, Regulators (Washington Post)
  • Germany fights lonely battle to rein in hedge funds (IHT)
  • Canada Throws Cold Water on German Plans
• Overlay
  • WellsCap Promotes Alpha Overlay Strategy (II)
• LDI
  • Europe champions governance, risk and LDI – Mercer (IPE)
  • PBGC says goodbye to LDI (Pensions & Investments)
  • Asian institutional investors generally opt for a simple LDI solution (WatsonWyatt)
  • One-two punch making LDI a winner with funds (Pensions & Investments)
  • More funds taking LDI plunge (P&I)
  • P&I's Liability Driven Investing East Coast Conference - Sponsor Presentations (P&I)
  • Mercer backs LDI work with new funds (FT)
  • Volatile market doesn’t translate into more LDI business (P&I)
  • BGI says LDI business grows 50 pct in a year (Thomson)
  • Pension schemes to move to LDI but warned over long-term risks - Aon (Thomson)
  • Liability matching loses favour (Global Pensions)
  • LDI approach touted for target-date funds (P&I)
  • Fears for liability matching strategies (Global Pensions)
  • FedEx To See If LDI Can Deliver (II)
  • Survey: LDI seen as bonds by Asia (Global Pensions)
  • ING to guarantee plans’ funding levels (P&I)
  • Insight Investment sees strong pick-up in LDI as bond yields rise (Thomson IM)
  • Funds invest $10.5 billion as interest in LDI surges (P&I)
  • German managers "at disadvantage" in commodities and LDI - Fitch (IPE)
  • “We don’t believe in LDI” – Munsters (IPE)
  • Pension funds’ use of LDI to rise, says SEI (P&I)
  • Webcast: Liability-sensitive investing for defined benefit pension plans (Vanguard)
  • Watch out for LDI ‘nostrum’ – King (IPE)
  • ING blends LDI with portable alpha (P&I)
  • Term "LDI" Should be Scrapped (IPE)
  • Investors must approach LDI with caution (Global Pensions)
  • Fidelity looks to fiduciary and LDI (Global Pensions)
  • Henderson opts for LDI for own scheme (IPE)
  • Former Philips CIO attacks LDI strategies (bfinance)