Finadium’s Post

We’re seeing evidence of pension plans and sovereign wealth funds (SWF) around the world interacting with the market more like hedge funds than ever before. This has shown up as well in Finadium’s own client growth in 2024, which saw a sharp increase in new subscribers and conference attendees from this segment. When looking at a large pension or SWF today, it should be assumed that these entities already have a funding and financing desk set up or are considering how to get there. More on #finadium: https://lnkd.in/efjkkctt

I can see how the current interest rate dynamic is amplifying this issue. For long/short open-end hedge funds, are incentive fees on absolute returns (not net returns over a cash hurdle or other benchmark) really still the norm? I admit, the bulk of my experience accessing this exposure is through alternative structures. It will be interesting to see if performance fees of hedge funds react if interest rates reset at a higher norm.

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Always a great report that tracks the growth of leading hedge fund managers and the strategies that are winning investors.

16 years of mutual fund investing: My Journey and lessons learned

Tomorrow, Tuesday 26th of November, 10:55 AM from the Pension Bridge Hedge Europe Conference I will lead following exciting Breakout Session: ESG in Hedge Funds: Value Creator or Against Fiduciary Duty? I look forward to seeing you there! #Alternatives #HedgeFunds #ESG

Just getting started with investing? Do you know the difference between a Mutual Fund and an ETF? Here is a primer: https://lnkd.in/gUpSDz7

Self-Directed IRAs are known for their tax advantages and investment flexibility. SDIRAs allow access to alternative assets such as hedge funds. Investing in a hedge fund with your retirement funds can hold potential for higher returns and diversify your portfolio. To learn more about this exciting opportunity, read our blog: https://lnkd.in/eYPWuR4h #HedgeFund #SelfDirectedIRA #SDIRA #FInancialFlexibility #AlternativeAssets

"For years," writes Richard Ennis, "hedge fund investments have not only reduced the alpha of most institutional investors, but in many cases helped drive it negative. "They have also deprived long-term investors of their desired equity exposure. There is *no strategic benefit* to having a diversified hedge fund allocation." #Investing #HedgeFunds #Pensions #Endowments #Trustees Hat tip Mark Higgins, CFA, CFP® https://lnkd.in/ePg2PikK

Pension plans commonly invest in hedge funds. Managers that accept investments from pension plans, however, may need to comply with the ERISA requirements. For example, if a benefit plan investor owns more than 25 percent of any class of a fund’s equity securities, the fund could be deemed a “plan asset fund” subject to ERISA – including its prohibition against transactions with “parties in interest.” Thus, many managers of plan asset funds rely on an exemption from ERISA’s prohibited transaction rules for “qualified professional asset managers” (QPAM). On April 3, 2024, the U.S. Department of Labor made some fairly significant amendments to the QPAM exemption (Amendments), which take effect June 17, 2024. The Hedge Fund Law Report spoke to Bradley Fay, partner at Seward & Kissel LLP Kissel, about those changes. This article summarizes the Amendments and shares Fay’s perspective on them, as well as the steps fund managers impacted by the changes should take to comply with the new requirements. #HFLR #ERISA #QPAM https://lnkd.in/ecdeUTBg