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Global Investor Magazine

Investment strategies

  • December

    In the post 19 December 2008

    Replicating success?

  • October

    Calpers goes for private equity 01 October 2008

    The biggest US fund awarded the biggest mandate in August but Irish funds were also out in force as Irish National Pension and Northern Ireland Local Government Officers made significant investments in active equity, Caspar Hoare finds

  • August

    Hedge funds down in June 04 August 2008

  • The invisible prime broker 04 August 2008

    Isf's first ever Synthetic Prime Brokerage Survey garnered responses from over 200 individual hedge funds. But unlike traditional cash prime brokerage, biggest is not necessarily best in the synthetic world. Craig MacDonald investigates.

  • The model is forming 04 August 2008

  • Is three a crowd? 04 August 2008

    The introduction of a central counterparty to CDS and even CFD trading later this year, under an approving regulatory eye, is going to revolutionise the market. But people need to be careful that the complicated procedure of inserting a middleman into these traditionally bilateral over the counter markets doesn't add a risk of its own. Marek Sanders reports.

  • The balance of power 04 August 2008

    ?The synthetic prime brokerage market is increasingly being driven by institutions alongside hedge funds. Isf chairs a discussion on tapping this tremendous new potential, the hottest markets today, and the reshaping of relationships in our new credit environment.

  • July

    South carolina makes strategic partnerships 01 July 2008

    South Carolina is partnering with large managers to allocate funds across a broader array of asset classes, including alternatives. Meanwhile, RBC Dexia wins May's largest mandate, becoming Swisscanto's full service custodian and administrator, says Caspar Hoare

  • June

    The wheels come off 25 June 2008

    Are 130/30 products truly a way to harness a vast untapped potential of expertise, or just another fad that like all fads, may have just a kernel of truth embedded deep within? What is clear is that many long only fund managers as well as hedge funds are jumping onto the 130/30 bandwagon, which for many institutional funds, may not necessarily be driving them to anywhere sensible. Joseph Mariathasan reports.

  • News analysis 25 June 2008

  • News in brief 25 June 2008

  • Predicting the future? 25 June 2008

    Roy Martins believes a person's actions can determine his future. Ian Hall chats to him about why he left powerhouse prime broker, Morgan Stanley and why he thinks Credit Suisse is a top tier prime broker.

  • GCC centres pull investors in 01 June 2008

    Until now, Middle East regional institutions and wealthy individuals invested via third parties in financial centres elsewhere. Andrew Hawa, regional manager of Sophis Middle East, says this is no longer always the case

  • Swarming for alpha: the honey of alternatives 01 June 2008

    The buzz of interest in alternative asset classes has grown noticeably louder over the last year as mainstream markets disappoint. Caroline Allen looks at the GI/Watson Wyatt Global Alternatives survey findings

  • Bank ills visited on wealth managers 01 June 2008

    Investment banks affected by the subprime crisis are facing substantial reorganisation, and in some cases, divestment of some of their businesses. Capco consultants Richard Watrasiewicz and Mark Jenkinson examine how, for example, a wealth management entity might have to be hived off from an investment bank parent

  • Good business, but getting harder 01 June 2008

    CACEIS has evolved in the last few years to rank as one of the top asset servicing firms globally. Caroline Allen asks François Marion, chairman of the management board, how he sees the industry shaping up in coming years

  • Asset firms target cross-border capacity 01 June 2008

    Asia's buoyant savings have been increasingly flowing into funds, creating opportunities for more and more asset managers in the region. Meanwhile different service providers are seeking to accompany them across often complex and fragmented markets. How are asset managers designing and distributing their products? And how are the service providers responding to their requirements? Nick Parsons chaired a discussion among five investment funds experts at the Fortis headquarters in Hong Kong

  • Cayman Islands enjoy the sunshine 01 June 2008

    The subprime crisis has finally brought home to hedge funds that they have to manage their counterparty risk. As a result, hedge funds have been transferring spare assets from their prime brokers to custodians, writes James Norris

  • Volatility halts growth momentum 01 June 2008

    The global fund of hedge fund industry saw solid growth over 2007, the GI/ Watson Wyatt Global Alternative Survey reveals. But growth would not have looked so good if it had included first quarter 2008 numbers, finds Caspar Hoare

  • Adapting to survive 01 June 2008

    Private equity firms are quick to spot investment opportunities and to adapt to changing markets. With the end of the leveraged buyout market, distressed assets in the real estate sector are offering interesting investment opportunities, writes James Norris

  • Green turns to gold in real estate 01 June 2008

    Environmental issues have moved to the heart of property valuation, as managers calculate the cost of a turn in investor sentiment and more stringent regulation. PRUPIM's Paul McNamara, talks to Caroline Allen

  • Hard asset funds show their size 01 June 2008

    Real estate funds are the biggest in the Watson Wyatt/Global Investor survey and are set to grow. Meanwhile, infrastructure funds make their debut in this year's survey with impressive AUM results, finds Caspar Hoare

  • The many ways to play commodities 01 June 2008

    It must be appealing to own a shipload of aluminium, or a tanker of oil – as the recent increases in piracy off the Nigerian coast suggest – but there are easier ways to profit from commodities, says Vanya Dragomanovich

  • WestLB picks PIMCO to run 'risk shield' 01 June 2008

    WestLB has put over $30 billion of risky assets into an off-balance sheet investment vehicle to avoid taking related write downs, while Nebraska has rehired State Street, Caspar Hoare

  • Mercer remains top Australian manager 01 June 2008

    In spite of a vigorous shake up in the rankings, Mercer is top of Morningstar's Australian fund rankings for the second time in a row. Hong Kong rankings saw less change since March but AXA Rosenberg steals first place despite being unplaced in March, writes Caspar Hoare

  • Investors get comfortable with Alternatives 01 June 2008

    For the fifth year running, Watson Wyatt has conducted a comprehensive and dedicated survey for Global Investor on the use of alternative asset classes among institutional investors. Paul Trickett, European head of investment consulting at Watson Wyatt, explains the trends in the sector

  • May

    An evolving model 22 May 2008

    The recent market turbulence has caused a new phenomena to occur. The lack of liquidity and bank instability has caused the central banks of the world to reevaluate their role in the markets. Craig MacDonald investigates how central banks have become more proactive and creative in the markets, if their plans are working and how it will effect spreads.

  • News in brief 22 May 2008

  • People in brief 22 May 2008

  • A new tune in Russia 22 May 2008

    Russia is no longer just a market of commodities and misconceptions of unsafe investment. Its capital markets are growing. Craig MacDonald speaks to one of the beneficiaries of this improved Russia, Troika Dialog Asset Management, about their hedge fund and if Russia is really the new boom market.

  • Market analysis 22 May 2008

    Let it grow

  • Legal brief 22 May 2008

    The case heard round the world

  • In the post 22 May 2008

    ASLA fights back

  • The quest for a start-up 22 May 2008

    Hedge fund investment is down and it's almost impossible to launch a start-up. But that has little to do with the financial crisis. The credit crunch's biggest impact is political, says Maria McGrady.

  • The Canadian market roars 22 May 2008

    ?Canada has been called at times, insular, conservative, domestic. But the market is keen to demonstrate it is global. And recent regulatory changes will help. isf gathers some of the biggest securities lending players in the country together for the first in a series of local market forums.

  • Driving a new model 22 May 2008

    ?PASLA has a new man behind the wheel. Lawrence Komo was named chairman of PASLA at its annual conference earlier this year. He speaks to Craig MacDonald about his plans for the association, why he took the job, and his take on what happened at Opes Prime.

  • Colorado chooses northern trust 01 May 2008

    Mandate action focuses on Canada, consulting and custody, writes Caspar Hoare

  • April

    Florida pins hopes on Federated Investors 01 April 2008

    Most mandates were in Active Equity, writes Caspar Hoare

  • March

    If you don't ask you don't get 11 March 2008

    Beneficial owners can get more transparency than ever before about the price of different services. But they need to ask, and many smaller funds don't. Maria McGrady explains the murky world of pricing and how to ask the right questions.

  • Massachussetts to boost active equity 01 March 2008

    Active equity was the popular investment style in January, and the focus of the month's biggest mandate, finds Caspar Hoare

  • February

    US pension funds 01 February 2008

    CalSTRS and Arizona are preparing to step up real estate allocations, finds Caspar Hoare