Alternative UCITS - expanding your investor universe

23 February 2015

The success of the UCITS brand is undeniable. The trademark characteristics of liquidity, transparency and copious regulation associated with it continue to prove seductive to European, Asian and South American institutional investors.

Consequently, in order to exploit this interest and to access a wider pool of investors, we are seeing an increasing appetite from hedge fund managers to adapt their strategies for use within a UCITS wrapper.

We consider here why a manager of a traditional offshore hedge fund might decide to establish a UCITS, techniques used by hedge fund managers to conform their strategies to become UCITS compliant and the options available to get a UCITS to market in the most agile and cost effective way.