The current amendments to Form PF were adopted in February 2024. The compliance date for these amendments was originally March 12, 2025, but was then extended to June 12, 2025. According to UMB, this ...

The Family Office Operational Excellence Report 2025, produced by Campden Wealth alongside AITi Tiedemann Global revealed that cross-border wealth is on the rise as a significant and growing ...

Meanwhile, the hedge fund industry's assets under management have hit an all-time high of about $5.7 trillion through the end of the first quarter, according to a new report from Nasdaq eVestment.

BMO GAM's Alpha Managers Hedge Fund portfolio was designed in collaboration with Goldman Sachs Asset Management (GSAM) and draws upon the combined expertise of the two firms to deliver a ...

A new survey of 500 institutional investors and wealth advisors from the U.S., the United Kingdom, Germany, Switzerland, and Japan revealed that 91% of institutional investors and wealth advisors plan ...

Opalesque Industry Update - Amid economic volatility and uncertainty, advisors are making noticeable adjustments to their portfolio strategies-particularly in their use of alternative investments ...

• UCITS and AIFs attracted EUR 217 billion in net inflows, down slightly from EUR 238 billion in Q4 2024. UCITS accounted for EUR 213 billion of these inflows, while AIFs registered EUR 4 billion, a ...

Global alternative investment manager Ares Management Corporation has closed its inaugural Japanese data center fund at $2.4 billion. The new fund, Japan DC Partners I (JDC I), will focus on the ...

61% of hedge funds say they now invest in private equity, 45% in private real estate, 39% in private credit/debt and 38% in infrastructure.

The proposed partnership will combine FTSE Russell's expertise in design, development, calculation and management of category defining indices across asset classes, with StepStone's leading private ...

Survey responses revealed double-digit year-over-year growth in the share of advisors utilizing alternative assets, ranging from publicly traded REITs to private debt and precious metals. These shifts ...

Section 899 would dramatically increase U.S. tax rates on foreign investors from "discriminatory foreign countries" (DFCs). A country becomes a DFC if it imposes "unfair foreign taxes," including ...