Category Archives: hedge-fund-research
Morningstar: Hedge Funds Up 7.6% Over The Third Quarter
New York (HedgeCo.net) – September closed out a profitable quarter for hedge funds. The Morningstar 1000 Hedge Fund Index rose 5.2% in September and 7.6% over the third quarter, while the currency-hedged Morningstar MSCI Composite Index climbed 2.8% for the […]
UCITS Hedge Fund Report Q3 2010
New York (HedgeCo.net) – The number of UCITS hedge funds continued to grow during Q3 2010, reaching 525 single manager funds and 50 funds of hedge funds, according to the UCITS Alternative Index Quarterly Industry Report. This represents an increase […]
IRS Issues Massive Broker-Dealer Tax Reporting Rules – Starting Date January 1, 2011
By Steven M. Etkind and Roger D. Lorence – The 2008 Energy Act required the Internal Revenue Service (the “IRS”) to issue rules effective January 1, 2011 specifying how broker-dealers in securities that provide Form 1099-B (information return of broker-dealers to […]
Fed Survey: Hedge Funds and the Shadow Banking System
New York (HedgeCo.net) – The new Fed’s Senior Credit Officer Opinion survey (FSCOO), modeled after the better-known Senior Loan Officer Survey (SLOS), showed that hedge funds, private-equity firms, insurance companies and other big investors got better terms from lenders during the summer […]
HCN Hedge Fund Indices Inflows Through August 2010
New York, October 6th, 2010 (HedgeCo.net) – The HedgeCo.Net (HCN) Hedge Fund Aggregate Index showed an average annual return of +7.14%, through July 2010, compared to the S&P500 which showed an average of +4.08%. Some of the key findings include: The […]
Processing of Syndicated Bank Loans For Hedge Funds
New York (HedgeCo.net) – Hedge fund administration giant Northern Trust has made available the processing of syndicated bank loans in its automated solutions for clients with Markit WSO Services. Syndicated bank loans are a non-standard alternative asset class that is […]
Hedge Fund Survey: How the Wealthy are Redefining Retirement
New York (HedgeCo.net) – Barclays Wealth reports that retirement is being rejected by a new breed of wealthy workers – the ‘Nevertirees’ – who want to carry on working for as long as they are able. The report, the 12th […]
Hedge Fund Research: OTR Global Joins Forces With Assay Research
New York (HedgeCo.net) – Investment research team OTR Global LLC, announced a distribution agreement with Assay Research LLC, an independent research firm providing quality-of-earnings analysis to hedge funds and other professional money managers. “Assay’s financial expertise is a perfect fit […]
UCITS Hedge Fund Strategy Index Update
New York (HedgeCo.net) – The UCITS HFS Index neither lost nor gained in the third week of trading in September 2010 and is still up by 0.41% month to date (by business day 15, September 21st, 2010). Out of the […]
Hedge Fund Investing Report: Active Diversification
New York (HedgeCo.net) – Growing numbers of middle class consumers in developing economies seeking better quality goods and services are boosting the earnings of regional and multinational companies across a range of sectors, according to the latest investment outlook of […]