Presentations (2872)
ALTERNATIVE INVESTMENT SOLUTIONS hedge fund ELEMENTS Private Equity and Venture Capital Funds Private Equity and Venture Capital funds (abbreviated “PE” and “VC” in this discussion) operate much differently from “normal” hedge funds. Those significant structural differences arise primarily because of the nature of their portfolios,...
ALTERNATIVE INVESTMENT SOLUTIONS hedge fund ELEMENTS Compensation Variables The principals of ALPS have been actively engaged in the hedge fund industry since 1982 - the fledgling days of the new era of hedge funds. Having managed funds, invested in them, kicked the tires on hundreds and administered hundreds more, you might expect that we have some opinions. That is doubly true when it comes...
ALTERNATIVE INVESTMENT SOLUTIONS hedge fund ELEMENTS ALPS’ Monthly Review Package It is not enough for an investment manager to find an administrator and trust their work alone. With current due diligence practices, it is important for fund management to be able to understand the reporting process an administrator is providing for the fund. For this reason, ALPS has created a Month...
FUND SERVICES US EAST COAST 2012 DUE DILIGENCE – WINNING OVER THE INVESTOR CAPITAL IS INCREASINGLY HARD TO COME BY FOR FUNDS, ESPECIALLY WITH THE UNCERTAINTY SURROUNDING HEDGE FUNDS STILL RESTING HEAVY ON INVESTORS’ MINDS. JASON CHOLEWA, OF ALPS, DISCUSSES THE QUALIFICATIONS A FUND NEEDS TO MEET TO PASS THE ALL-IMPORTANT DUE DILIGENCE STAGE A Jason Cholewa heads East...
FUND SERVICES H O W T O S TA R T A H E D G E F U N D I N T H E U S 2 0 1 3 ORIGINAL STRATEGIES AS INCREASING INVESTOR SCRUTINY AND TIGHTER REGULATION BECOME A PART OF THE HEDGE FUND INDUSTRY’S OPERATING ENVIRONMENT, PAUL GARVEY OF ALPS DISCUSSES THE STRATEGIES THAT NEED TO BE TOP OF THE AGENDA FOR FUND MANAGERS A Paul Garvey is senior vice-president and director of hedge...
S P O N S O R E D F E AT U R E focus on Hedge fund marketing Jason Cholewa of ALPS discusses hedge fund marketing and what constitutes broker-dealer status O Jason Cholewa heads East Coast business development for ALPS’ Alternative Investment Services division. Prior to this, he was instrumental in opening ALPS’ Boston office and was responsible for building the staff...
alternative investment ADMINISTRATION OUR COMPANY ALPS administers more than 275 hedge funds, fund of funds §§ §§ and private equity funds across the United States, the British Virgin Islands and the Cayman Islands. ALPS is led by a senior management team with an average of 20 years’ experience in the hedge fund industry, with operations in...
October 31, 2015 annual REPORT ALPS | Alerian MLP Infrastructure Index Fund ALPS | CoreCommodity Management CompleteCommodities® Strategy Fund ALPS | Kotak India Growth Fund ALPS | Red Rocks Listed Private Equity Fund ALPS | Sterling ETF Tactical Rotation Fund ALPS | Westport Resources Hedged High Income Fund ALPS | WMC Research Value Fund Clough China Fund RiverFront Global Allocation...
Alerian MLP ETF Fund Update | December 31, 2015 AMLP Description ETF Stats ƒƒ The Alerian MLP Exchange Traded Fund (NYSE: AMLP) delivers exposure to the Alerian MLP Infrastructure Index (NYSE: AMZI), a capped, float-adjusted, capitalization-weighted composite of energy infrastructure Master Limited Partnerships that earn the majority of their cash flow from the transportation,...
Alerian Energy Infrastructure ETF Fund Update | December 31, 2015 ENFR Description ETF Stats ƒƒ The Alerian Energy Infrastructure ETF (NYSE: ENFR) delivers exposure to the Alerian Energy Infrastructure Index (CME: AMEI), a composite of North American energy infrastructure companies engaged in the pipeline transportation, storage, and processing of energy commodities. Index constituents...
Class I Portfolio Update | December 31, 2015 Description Portfolio Stats ƒƒ ALPS | Alerian Energy Infrastructure Portfolio delivers exposure to the Alerian Energy Infrastructure Index (CME: AMEI), a composite of North American energy infrastructure companies engaged in the pipeline transportation, storage, and processing of energy commodities. Index constituents belong to one of four...
Fund Update | December 31, 2015 Description Fund Facts ƒƒ ALPS | Alerian MLP Infrastructure Index Fund (NYSE: ALERX) delivers exposure Symbols & CUSIPS A Shares C Shares I Shares to the Alerian MLP Infrastructure Index (NYSE: AMZI), a capped, float-adjusted, capitalization-weighted composite of energy infrastructure Master Limited Partnerships that earn the majority of their...
Class A, C & I Fund Update | December 31, 2015 Description Fund Facts ƒƒ Symbols & CUSIPS The ALPS | Red Rocks Listed Private Equity Fund is an open-end mutual fund that provides investors with exposure to private businesses by investing in publicly-traded private equity companies that trade on global exchanges. These listed private equity companies have direct...
SDOG ALPS Sector Dividend Dogs ETF Update | December 31, 2015 YIELD – DOGS THEORY – S&P 500® The ALPS Sector Dividend Dogs ETF [SDOG] is an Exchange Traded Fund that applies the ‘Dogs of the Dow Theory’ on a sector-by-sector basis using the S&P 500® as its starting universe of eligible securities. This strategy provides...
IDOG ALPS International Sector Dividend Dogs ETF Update | December 31, 2015 YIELD – DOGS THEORY – INTERNATIONAL The ALPS International Sector Dividend Dogs ETF [IDOG] is an Exchange Traded Fund that applies the ‘Dogs of the Dow Theory’ on a sector-by-sector basis using the S-Net Developed Markets (ex-Americas) Index as its starting universe of eligible...
