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FSA Approval of directors: a note from the friendly OWL
Regulatory Guidance for Non-Executive Directors Objective The objective of the service is to assist NEDs to obtain the necessary FSA approval for their role, to enable NEDs to fulfil their responsibilities with skill and confidence and to reduce the risk … Continue reading
αpollo liquidity – September update
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
Views on the Sovereign crisis
On Wednesday 21st at the Invest Forum in Geneva, Patrick Arthus shared with an audience of wealth managers his views on the current market situation and the sovereign crisis. These are some of the points that were discussed. Solvency cannot … Continue reading
Posted in Market Comments, wealth management
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Commercial Real Estate
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
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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
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ESMA ‘threat’ to Remuneration Code
ESMA ‘threat’ to Remuneration Code You may well have seen comments recently about the likely impact of the AIFMD on the implementation of the Remuneration Code for asset managers. This is a question that should be getting rather more attention … Continue reading
note from OWL fresh from the FSA meeting last week
Suitability: reaction from the FSA meeting As those who were present will have heard, at the FSA’s Annual Public Meeting this morning, Margaret Cole showed that she was unable to answer a straight forward question about Suitability. When I asked … Continue reading
Posted in Compliance, Markets and Regulations
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Our friends at OWL comment on Suitability
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
Europe, Regulations and Hedge Funds… It is time to make plans, the clocks are ticking
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 compliance, hedge funds, liquidity, regulators, UCITS
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the view of the CIC on Chinese help and Europe
Jin Liqun: Europe induces ‘sloth, indolence’ some hard to hear but quite to the point comments