Funds Management

China A share quant house Mingshi is turning its algorithms on the sustainable investing opportunity as government support for a greener economy grows.

Up to 90 per cent of fund managers globally are in danger of losing further market share over the next decade as organic growth grinds lower and competition ramps up, according to a new study by financial technology firm, Broadridge.

A Texas snowstorm holds hard lessons for Australian super funds. And as their nation-building rhetoric intensifies, they’ll have to remember that offshore funds will want a piece of the pie too.

The previously (relatively) low hurdle of a CPI+ return objective is going to be harder to leap in the future. It might be time to return to the old stalwart of cash.

The International Monetary Fund (IMF) has called for internationally coordinated mandatory measures including ‘swing pricing’ – equivalent to buy-sell spreads – to limit systemic risks posed by liquidity misalignment in open-ended funds.

Hedge funds are increasingly confident that investors will see the worth of their strategies. But they’ll likely experience further declines in FUM and performance before a global “bounce back”.

As consolidation gathers pace and big super funds move their investments offshore, it will likely be the biggest private markets managers that benefit. But Your Future Your Super presents a unique set of challenges that can’t be easily overcome.

After 47 years at the helm of the hedge fund he founded, Ray Dalio is giving up day-to-day investment management. But perhaps more surprising is his newfound appreciation for cash.

As a world of woe continues to roil markets, Australia’s top alternative investment managers gathered to celebrate their gains and raise money for a good cause.

The level of alpha that hedge funds generated in the age of quantitative easing was “lackluster”, but rising market volatility now offer “a richer opportunity set for skilled managers.”

With rising rates expected to enhance yield in an asset class characterized by floating rate loans, international private markets manager Northleaf will launch a new open-ended private credit fund Down Under.

As rates rise and the money fuelled tech bubble pops, private companies – and their investors – are buckling down. The hard question, for which there is no good answer, is about what happens next.