Mutual Funds


October 31, 2014 | Permalink
Recently Formed Public Alternative Funds and Key Terms (based on public filings) for October 2014 read more
September 15, 2014 | Permalink
Recently Formed Public Alternative Funds and Key Terms (based on public filings) for September 2014 read more
July 31, 2014 | Permalink
Recently Formed Public Alternative Funds and Key Terms (based on public filings) for July 2014 read more
June 1, 2014 | Permalink
Recently Formed Public Alternative Funds and Key Terms (based on public filings) for May 2014 read more
April 30, 2014 | Permalink
Recently Formed Public Alternative Funds and Key Terms (based on public filings) for April 2014 read more
March 30, 2014 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for March 2014 with live links to the individual filings. read more
February 28, 2014 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for February 2014 with live links to the individual filings. read more
February 28, 2014 | Permalink

A recent IGNITES article discusses AllianceBernstein's new multi-manager public alternative fund*.

Click here for the article.

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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February 10, 2014 | Permalink

A recent IGNITES article discusses Legg Mason's new multi-manager public alternative fund*.

Click here for the article. 

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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February 7, 2014 | Permalink

A recent IGNITES article discusses Kramer Levin's TurnkeyPLUS product, which is designed for alternative maangers looking to enter the public alternative fund space*.

Click here for the article.  

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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January 31, 2014 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for January 2014 with live links to the individual filings. read more
January 17, 2014 | Permalink

A recent IGNITES article discusses John Hancock's new public alternative funds*: http://www.ignites.com/c/638084/72184/hancock_adds_first_their_kind_funds?referrer_module=emailMorningNews&module_order=7&code=UjFOcGJHWmxia0JyY21GdFpYSnNaWFpwYmk1amIyMHNJREk0TkRNek5USXNJREV6TWpJd01UVXdPQT09

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 31, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for December 2013 with live links to the individual filings. read more
December 31, 2013 | Permalink

A recent IGNITES article discusses Gottex's new public alternative fund*: http://www.ignites.com/c/629434/71134/gottex_launching_retail_fund?referrer_module=emailMorningNews&module_order=6&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 30, 2013 | Permalink

A recent IGNITES article discusses the expected growth of public alternative funds for the year ahead*: http://www.ignites.com/c/628624/71124/demand_alts_expected_grow?referrer_module=emailMorningNews&module_order=4&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 27, 2013 | Permalink

A recent IGNITES article discusses inflows into public alternative funds for 2013*: http://www.ignites.com/c/628194/71024/alts_attract_assets_performance_mixed?referrer_module=emailMorningNews&module_order=1&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 23, 2013 | Permalink

A recent IGNITES article discusses Neuberger Berman increasing its public alternative fund offerings*: http://www.ignites.com/c/627384/70934/neuberger_berman_rolls_second_alts_fund?referrer_module=emailMorningNews&module_order=5&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 13, 2013 | Permalink

A recent IGNITES article discusses Dreyfus' expansion into the public alternative fund space*: http://www.ignites.com/c/622774/70384/dreyfus_announces_alts_lineup_boost?referrer_module=emailMorningNews&module_order=3&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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December 12, 2013 | Permalink

A recent IGNITES article discusses JP Morgan's launch of a multi-manager public alternative fund*: http://www.ignites.com/c/622104/70264/morgan_latest_multi_alts_push?referrer_module=emailMorningNews&module_order=2&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTVRrMk5USXhOelE0

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

read more
November 30, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for November 2013 with live links to the individual filings. read more
November 15, 2013 | Permalink
Please click on link to access a sample mutual fund launch timeline in a PDF file. read more
October 31, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for October 2013 with live links to the individual filings. read more
October 8, 2013 | Permalink

According to a recent IGNITES article, separate studies by Cerulli Associates and Strategic Insight point to significant asset growth for Public Alternative Funds going forward*: http://www.ignites.com/c/589744/66434/retail_assets_double_five_years_studies?referrer_module=emailMorningNews&module_order=0&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTmpVMU1EazVOemN6

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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October 2, 2013 | Permalink

According to a recent IGNITES article, Invesco is increasing its presence in the public alternative fund space*: http://www.ignites.com/c/587144/66084/invesco_queues_alts_suite?referrer_module=emailMorningNews&module_order=5&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnT0RRMk5UYzNNVFEw

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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September 30, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for September 2013 with live links to the individual filings. read more
September 30, 2013 | Permalink

According to mutual fund industry tracker Lipper, absolute return funds were the most popular product category to launch for the first half of 2013, continuing a trend from 2012.  A recent IGNITES article discusses Lipper's findings*: http://www.ignites.com/c/585664/65964/absolute_return_funds_continue_flood_market?referrer_module=emailMorningNews&module_order=5&code=UjFOcGJHWmxia0JyY21GdFpYSnNaWFpwYmk1amIyMHNJREk0TkRNek5USXNJREl3TlRNNU5EUTFOVGM9

 *Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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August 30, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for August 2013 with live links to the individual filings. read more
August 30, 2013 | Permalink

According to a recent Wall Street Journal interview, asset manager PIMCO is looking to increase its public alternative fund presence. A recent IGNITES article discusses the WSJ's interview*: http://www.ignites.com/c/571401/64251/more_alts_store_pimco?referrer_module=emailMorningNews&module_order=4&code=UjFOcGJHWmxia0JyY21GdFpYSnNaWFpwYmk1amIyMHNJREk0TkRNek5USXNJREUzTXpVNU9UUXhNalk9

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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August 5, 2013 | Permalink

According to a report by Cerulli Associates, a majority of fund firms are planning to increase their public alternative fund offerings over the next 12 months and fund managers expect assets in public alternative funds to "skyrocket" over the next decade.  A recent IGNITES article discusses the Cerulli report*:  http://www.ignites.com/c/555491/62181/fund_launches_explode_over_next_year_report?referrer_module=emailMorningNews&module_order=0&code=Y0hOb1pYSnBaR0Z1UUV0eVlXMWxjbXhsZG1sdUxtTnZiU3dnTWprME9ESXpNU3dnTWpFeU1UY3lORE0wTWc9PQ

*Please note that IGNITES is a paid subscription site and unless you are a subscriber, the above link will not work.

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July 31, 2013 | Permalink

Please click below for a list of recently formed public alternative funds (and key terms) for July 2013 with live links to the individual filings.

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July 3, 2013 | Permalink

According to CNBC, major investment banks are considering launching their own public alternative funds to meet investor demand and react to industry changes:  http://www.cnbc.com/id/100858768

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June 30, 2013 | Permalink

Please click below for a list of recently formed public alternative funds (and key terms) for June 2013 with live links to the individual filings. 

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June 25, 2013 | Permalink

Morningstar, Inc. recently released the results of its annual alternative investments survey which shows that public alternative funds are gaining market share over hedge funds.  Public alternative funds saw inflows of $19.7 billion in 2012, while $7.6 billion flowed out of single-strategy hedge funds. Further, more than 45% of institutions reported that they used public alternative funds to access long-short strategies in 2012 (up from 38% in 2010), while only 26% reported using hedge funds to access long-short strategies in 2012 (down from 61% in 2010).  Morningstar’s full report can be found at:  http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=174.xml&filter=PR4966

 

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June 14, 2013 | Permalink
Please click below for a list of recently formed public alternative funds (and key terms) for May 2013 with live links to the individual filings. read more
June 13, 2013 | Permalink

Please click below for a list of recently formed public alternative funds (and key terms) for the six months ending April 30, 2013 with live links to the individual filings.

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June 12, 2013 | Permalink
FINRA issued an Investor Alert on public alternative funds yesterday, describing what they are and some considerations investors should bear in mind before investing: http://www.finra.org/Investors/ProtectYourself/InvestorAlerts/MutualFunds/P278033?utm_source=MM&utm_medium=email&utm_campaign=NewsRelease_061113_FINAL read more
April 26, 2013 | Permalink

Please click the link below to view relevant Kramer Levin memos.

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April 25, 2013 | Permalink

Please click below to view current articles of interest.

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