Regulators to decide over UCITS split

European regulators will decide early this year whether UCITS funds should be reclassified as “complex” and “non-complex” products in order to improve transparency of information about investment strategies.

 

Investing 101 – Setting the parameters

I recently participated in an investment panel as part of the 2011 Cayman Captive Forum. The intent was to give the owners of captive insurance companies an insight into the factors they ought to be considering in establishing and monitoring an investment programme for their company.

Unit trusts: Forget-me-not

Read our article in the Cayman Financial Review Magazine, eversion The structuring of investment funds as unit trusts has been and continues to be the...

Sticking it to the family, Swedish style

Based on a “slam dunk” set of facts, the Cayman Islands Grand Court recently delivered a very strong message to directors of Cayman Islands companies – at your peril do you deliberately ignore your fundamental legal obligations.

Taking the softly softly approach

During the course of the fund industry’s slow yet sure recovery from the fallout of the global credit crisis, it has become increasingly apparent that prudently structured investment funds of all types should strongly consider including provisions in their constitutional documentation contemplating a “soft wind down”.

Know your score and get to the “sweet spot”: The importance of business...

This article discusses the importance of business process automation within an asset management firm at all stages of development and how these organisations can measure their current processes versus investor expectations.

Be careful what you wish for…

The recent decision of the Financial Services Division of the Grand Court of the Cayman Islands in the matter of the Weavering Macro Fixed Income Fund Limited was met with a wall of noise from the industry in the Cayman Islands. Although that of itself was no surprise, the particular tone of that noise was surprising to me at least.

The trend “investment fund” within the trend “family office”

While family office structures seemed to be restricted for a long time to the classic single family office and only a handful of families in the US and in a number of European countries, today’s family office market is not only experiencing a “boom” in newly-established structures, but is also more diverse than ever before.

The Financial Services Legislative Committee

Over the years, in fact for the whole period leading up to Cayman achieving its position as a leading offshore jurisdiction for institutional clients, one of our strongest selling points was that our private and public sectors worked together to draft bespoke legislation to meet the ever-changing needs of the financial market.

Hedge fund due diligence: The last line of defence

Investors expend substantial time and resources on due diligence. However, much of their efforts are front loaded, focused on quantitative measures with a bias towards initial due diligence, ie spotting the “bad apples” before they are included in a portfolio

Private equity investment into Africa: The Cayman and Mauritius route

The invitation in December 2010 by China to South Africa to join the BRIC group of major emerging economies, to create the ‘BRICS’ acronym, has heralded a new dawn, not only for the nation of South Africa, but arguably for the continent of Africa as a whole.

AIFMD: Taking stock and next steps


On 11 November 2010, after nearly two years of lobbying and debate, the European Parliament adopted the final text of the Alternative Investment Fund Managers Directive.
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