Alpha Finance Advisors http://www.alphafinanceadvisors.net/blog Independent portfolio analysis to better understand, manage and articulate risk Mon, 30 Apr 2012 08:18:30 +0000 en hourly 1 http://wordpress.org/?v=3.0.1 Apollo liquidity Jan 2012 http://www.alphafinanceadvisors.net/blog/apollo-liquidity-jan-2012/ http://www.alphafinanceadvisors.net/blog/apollo-liquidity-jan-2012/#comments Mon, 30 Apr 2012 08:18:30 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=291 Apollo_Liquidity_Jan_2012

]]> http://www.alphafinanceadvisors.net/blog/apollo-liquidity-jan-2012/feed/ 0 Apollo liquidity 2011 analysis http://www.alphafinanceadvisors.net/blog/apollo-liquidity-2011-analysis/ http://www.alphafinanceadvisors.net/blog/apollo-liquidity-2011-analysis/#comments Fri, 10 Feb 2012 16:59:05 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=286 through a very difficult year for active managers, αpolloTM liquidity, our hedge fund model portfolio exhibited slightly disappointing performances, experiencing its first negative year ever… Apollo Liquidity 2011

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]]> http://www.alphafinanceadvisors.net/blog/apollo-liquidity-december-update/feed/ 0 Happy New Year http://www.alphafinanceadvisors.net/blog/happy-new-year/ http://www.alphafinanceadvisors.net/blog/happy-new-year/#comments Sun, 15 Jan 2012 10:00:19 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=274 New Year 2012

]]> http://www.alphafinanceadvisors.net/blog/happy-new-year/feed/ 0 Extracts on the need to establish proper Risk Management Governance and keeping it up to date http://www.alphafinanceadvisors.net/blog/extracts-on-the-need-to-establish-proper/ http://www.alphafinanceadvisors.net/blog/extracts-on-the-need-to-establish-proper/#comments Thu, 22 Dec 2011 12:47:22 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=254 Continue reading →]]> We continue the publication of extracts of the ESMA AIFMD level 2 document released late November.

We are happy to discuss further the implications of that document. feel free to contact us!

AIFMD level 2 on the need to establish proper Risk Management Governance and keeping it up to date

]]> http://www.alphafinanceadvisors.net/blog/extracts-on-the-need-to-establish-proper/feed/ 0 Apollo Liquidity October update http://www.alphafinanceadvisors.net/blog/apollo-liquidity-october-update/ http://www.alphafinanceadvisors.net/blog/apollo-liquidity-october-update/#comments Mon, 19 Dec 2011 12:59:39 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=247 Apollo Liquidity weather the storm even if YtD performances are slightly negative.

Apollo Factsheet-October

]]> http://www.alphafinanceadvisors.net/blog/apollo-liquidity-october-update/feed/ 0 AIFMD Level 2 – permanent risk management function http://www.alphafinanceadvisors.net/blog/236/ http://www.alphafinanceadvisors.net/blog/236/#comments Fri, 02 Dec 2011 10:42:32 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=236 Continue reading →]]>

ESMA has released their comments on the AIFMD and we continue to release extracts that we find important and relevant to our area of focus: risk.

as you will see, the AIFMD gives an important place to an independent permanent risk management function, with direct reporting line to the governing/supervisory body of the AIF; the attach documents goes into high level principles on the roles and responsibilities of this function.

Needless to say we would be delighted to assist you in putting in place a suitable organisation!

AIFMD level 2 – extracts on the necessity and importance of a permanent risk mangement function

]]> http://www.alphafinanceadvisors.net/blog/236/feed/ 0 AIFMD – level 2- some high level principles http://www.alphafinanceadvisors.net/blog/228/ http://www.alphafinanceadvisors.net/blog/228/#comments Tue, 22 Nov 2011 20:31:30 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=228 Continue reading →]]> As some of you might probably be aware Level 2 for AIFMD has been released. We intend to publish extract we believe are the more relevant to our business and to the themes we have been promoting since we were created: risk governance, risk reporting to investors, congruence between prospects, marketing documents ad transparency/risk reports… and the value of a robust risk monitoring process. So bear with us, in the coming weeks we will cut and comment and hopefully make it easier for you to digest the bigger part of those 500 pages… AIFMD level 2 – some high level principals

]]> http://www.alphafinanceadvisors.net/blog/228/feed/ 0 Suitability at the heart of the wealth management reform http://www.alphafinanceadvisors.net/blog/suitability-at-the-heart-of-the-wealth-management-reform/ http://www.alphafinanceadvisors.net/blog/suitability-at-the-heart-of-the-wealth-management-reform/#comments Wed, 09 Nov 2011 09:50:26 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=225 Coutts is fined on comments from the FSA on suitability reminds of the necessity to research on documents investments, not only at inception but throughout its life

]]> http://www.alphafinanceadvisors.net/blog/suitability-at-the-heart-of-the-wealth-management-reform/feed/ 0 the view of the CIC on Chinese help and Europe http://www.alphafinanceadvisors.net/blog/the-view-of-the-cic-on-chinese-help-and-europe/ http://www.alphafinanceadvisors.net/blog/the-view-of-the-cic-on-chinese-help-and-europe/#comments Wed, 09 Nov 2011 09:45:47 +0000 admin http://www.alphafinanceadvisors.net/blog/?p=222 Jin Liqun: Europe induces ‘sloth, indolence’

some  hard to hear but quite to the point comments

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