Category Archives: Investors

Happy New Year

Posted on January 15, 2012 by admin

New Year 2012

Posted in AIFMD, Alternative Investments, Compliance, Hedge Fund Portfolio Construction, Hedge Funds, Investors, Market Comments, Markets and Regulations, Pension Funds, Risk Metrics, Risk Reporting, UCITS, wealth management | Leave a comment

Extracts on the need to establish proper Risk Management Governance and keeping it up to date

Posted on December 22, 2011 by admin

We continue the publication of extracts of the ESMA AIFMD level 2 document released late November. We are happy to discuss further the implications of that document. feel free to contact us! AIFMD level 2 on the need to establish … Continue reading →

Posted in AIFMD, Alternative Investments, Hedge Funds, Investors, Markets and Regulations, Risk Reporting | Leave a comment

Suitability at the heart of the wealth management reform

Posted on November 9, 2011 by admin

Coutts is fined on comments from the FSA on suitability reminds of the necessity to research on documents investments, not only at inception but throughout its life

Posted in Alternative Investments, Compliance, Hedge Fund Portfolio Construction, Investors, Markets and Regulations, wealth management | Leave a comment

the view of the CIC on Chinese help and Europe

Posted on November 9, 2011 by admin

Jin Liqun: Europe induces ‘sloth, indolence’ some  hard to hear but quite to the point comments

Posted in Investors, Market Comments | Leave a comment

αpollo liquidity – September update

Posted on October 14, 2011 by admin

as you may know, part of our activities cover the structuring of alternative investment portfolios. Attached to this post is the September fact sheet of a paper portfolio we run according to our investment philosophy. We will post its performance … Continue reading →

Posted in Alternative Investments, Hedge Fund Portfolio Construction, Investors, Pension Funds, wealth management | Leave a comment

Commercial Real Estate

Posted on September 23, 2011 by admin

Real Estate investing was also part of the strategies reviewed and more specifically commercial real Estate. Speakers reached a consensus that most of the capital gain potential are already in the prices. So commercial real estate investing is now mainly … Continue reading →

Posted in Investors, Pension Funds | Leave a comment

Posted on September 22, 2011 by admin

I attended on the 20th an NAPF conference in London on investments for Pension Funds. One of the topic touched upon was Infrastructure investing. The theoretical value of these investments need not be listed again. Let’s just mention their capacity … Continue reading →

Posted in Alternative Investments, Investors | Leave a comment

Our friends at OWL comment on Suitability

Posted on June 26, 2011 by admin

The Suitability Standard If you have not received the FSA’s Dear CEO letter on its wealth management review, you are either lucky or have an incompetent postman. Those who are not so fortunate would be unwise to ignore the obvious … Continue reading →

Posted in Compliance, Investors, Markets and Regulations, Risk Reporting | Leave a comment

Europe, Regulations and Hedge Funds… It is time to make plans, the clocks are ticking

Posted on March 28, 2011 by admin

Europe, Regulations and Hedge Funds… It is time to make plans, the clocks are ticking UCITS, AIFMD, Private Placement rules in Europe are very topical subject at the moment. And many people find it quite a daunting task to try … Continue reading →

Posted in Alternative Investments, Compliance, Hedge Funds, Investors, Markets and Regulations, UCITS | Tagged , , , , | Leave a comment

A quick view on Solvency 2

Posted on March 14, 2011 by admin

From really bad to a bit better but still…. Solvency 2 is about the regulatory capital Insurance companies have to put against their investments portfolio that back up their potential liabilities. Hedge Funds are classified as “Equities” as far as riskiness is … Continue reading →

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