Q4 – 2015 Swiss-Asia diversifies further into Liquid Alternatives and Private Equity – Expects growth to continue in 2016
January 22, 2016
Swiss-Asia diversifies further into Liquid Alternatives and Private Equity – Expects growth to continue in 2016
The addition of these new Liquid Alternatives and Private Equity funds mark a milestone achievement for Swiss-Asia in the current volatile and competitive market for quality income generating funds that are not correlated to the broad stock markets. Furthermore, these funds fall perfectly in-line with Swiss-Asia’s platform ongoing strategy of further diversification in order to capitalize on more opportunities in the Asian region.
LIQUID ALTERNATIVES PLATFORM
FOOTBALL FINANCE NOTE is a transparent and compliant football finance investment. It is a first of its kind under a structured liquid alternative which is exchange traded. Providing investors with a listed, asset backed security, it will finance the purchase of future TV rights income by one of the world’s most watched football leagues. After months of negotiations, we have finally signed off all agreements with Ecotonian AG, a Zurich based sports Management Company specializing in the origination of football financing deals for top tier English football clubs. Anthony S. Casey, Advisor to Ecotonian AG, will ensure the Advisory for this investment as well as the good governance. The official launch is expected to take place at the end of January 2016.
We are proud to say that this is the second securitized investment vehicle on the Swiss-Asia platform. We are looking forward to growing this interesting segment of liquid alternatives. Stay tuned, it’s going to be a hot issue !
PRIVATE EQUITY FUNDS
Insitor Impact Fund. First close with USD20 million in commitments on 4 December 2015.
The Insitor Impact Fund finances companies that offer low-income families options for increased access to healthcare, education, affordable housing, water sanitation, and clean energy. The Fund will also invest in companies whose business models increase the earning potential of vulnerable communities. A minor percentage of the portfolio may be invested in financial institutions specialized in providing banking solutions to these sectors. At present, it is focused on operations in the Mekong Region and Indian subcontinent. Micaela Ratini heads the Insitor Management Team and is a Director of the Fund’s General Partner. Prior to co-founding the Insitor General Partner, Micaela worked at the strategy consulting firm Bain and Company in Milan, where she led start-up, turnaround, M&A engagements for leading European financial groups. Before joining Bain in 1998, Micaela was part of the Finance group of Arthur Andersen Business Advisory. The broader team with Swiss-Asia includes Valerian Fauvel and Nicholas Lazos.
Nara Japan Hotel Fund. Launched fundraising activities on 1 November 2015. NARA Japan Hotel Fund is a real estate fund investing in mid-market hotel assets catering business and tourist customers in Tokyo and other major cities in Japan. It is targeting a return of 10% to 15% p.a., supported by a robust economy and significant growth in tourist figures. NARA Japan Hotel Fund is managed by a team with significant and successful experience in investing and managing real estate assets in Japan. The General Partner is led by Ian Hally who has a stellar track record of investing in Japanese real estate over the last eight years. The broader team with Swiss-Asia includes Fredrik Johansson who brings deal sourcing and asset management skills in the Real Estate private equity space.
TGCC M3 Momentum Fund. Launched on 23 November 2015 with USD10 million, started trading on 1 December 2015. TGCC M3 Momentum Fund, led by Tan Sze Meng, former senior vice president in the MD’s Office of Malaysia’s sovereign wealth fund Khazanah Nasional Berhad, is a systematic, quantitative long/short futures fund that invests in over 25 future markets related to the commodities, bond currencies and stock indices. The fund aims to offer superior risk adjusted return independent of global economic outlook or cycle and to diversify away from traditional asset class. This is co-managed by Chua Kim Kian, former futures broker and ex-investment banker/advisor in Malaysia. Stay tuned for their monthly newsletters.
NEW OFFICES: In Q4 2015, we saw office expansion and investment in the future growth of the company. Swiss-Asia had no choice but to add 1,700 sq ft to the Singapore office and sign a new lease for a larger office in Hong Kong as well. This will comfortably cater to the growth perspectives over the next 2 to 3 years.
WEALTH MANAGEMENT SOFTWARE: Swiss-Asia has recently contracted with an Australian software group, IRESS, to integrate their Wealth and Risk Management modules on our platform. Phase One of the integration is expected to take place in June 2016. Meanwhile, we are building a middleware solution to integrate all 26 private banks we work with onto the system. For more information on the middleware, please read: https://www.linkedin.com/pulse/21st-century-technology-economies-scale-steve-knabl