Headlines
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BofA Tallies Costs of Form PF Filing (PDF) Hedge Fund Alert, March 28, 2012 BofA Tallies Costs of Form PF Filing (PDF)
Hedge Fund Alert, March 28, 2012 A $5 billion hedge fund firm can expect to spend more than $500,000 on technology, consultants and staffing in order to comply with the new Form PF requirements.That's among the findings of Bank of America's hedge fund consulting unit, which surveyed 14 fund operators about their experiences collating huge amounts of data in preparation for the filing. The results are outlined in a report the bank's Merrill Lynch unit distributed to its hedge fund clients this month. Download PDF (258.3 KB) More
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20-20 with Stu Hendel (PDF) FTSE Global Markets, Dec. 2011/Jan. 2012 20-20 with Stu Hendel (PDF)
FTSE Global Markets, Dec. 2011/Jan. 2012 Expanding Bank of America Merrill Lynch's hedge-fund business ranks high on global head of prime brokerage Stuart Hendel's agenda. Download PDF (128.6 KB) -
The Evolution of the Prime Brokerage Model (PDF) Hedge Week Special Report, Dec. 2011 The Evolution of the Prime Brokerage Model (PDF)
Hedge Week Special Report, Dec. 2011 Fresh challenges for prime brokers in the low leverage area
Risk concerns target strong balance sheets
Competition focuses attention on profit margins Download PDF (1 MB)
Overview
Bank of America Merrill Lynch offers its clients market leading prime brokerage & clearing services. We deliver a global coverage model and access to 70 exchanges around the world as well as timely market color, valuable trading opportunities and insight into market trends to clients of all sizes, from start-ups to multibillion dollar funds. And with access to one of the largest sources of lendable equity assets through global securities lending, we help our clients achieve multi-asset operational efficiency.
We differentiate ourselves by integrating all aspects of equities, fixed income and derivatives and putting our client's needs first.
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White Paper
UPDATED: Overview of the Form PF Service Provider Landscape
Completing a Form PF filing can be a daunting task. As a result, a niche industry is rapidly emerging within the hedge fund services community to provide assistance. If you are in the market for a Form PF management solution please read BofAML's latest white paper "Overview of the Form PF Service Provider Landscape".
Download PDF (497 KB) MoreWhite Paper
Bank of America Merrill Lynch Hedge Fund Consulting: Overview of Registration, Form ADV, Form PF, and Key Implications
The SEC registration process may be complex and time consuming. And being an SEC registered firm brings with it a number of regulatory and filing requirements to be met by the manager on a recurring basis.
Download PDF (783.3 KB) MoreWebinar
OTC Derivatives Webinar
To help you prepare for the new regulations and how they will impact our market, we are pleased to introduce a new webinar focusing on the new world of OTC derivatives clearing. This easy-to-access webinar provides a high-level overview of the changes to our markets, details specific areas of client interest and highlights our robust clearing capabilities and services.
MoreSurveys
Institutional Investors intend to increase allocations to hedge funds, according to survey conducted by BofA Merrill Lynch's Capital Introductions team
The Bank of America Merrill Lynch (BofA Merrill Lynch) Capital Introductions Group recently conducted an institutional investor survey in conjunction with the Alternative Investment Institute at Quinnipiac University and the Connecticut Hedge Fund Association.The purpose of the survey was to better understand the views of major institutional investors on a range of topics including allocation intentions, various asset class trends and alternative investments.
Download PDF (1 MB) More- UPDATED: Overview of the Form PF Service Provider Landscape White Paper
Nov., 2012 -
- OTC Derivatives Webinar Webinar
Aug., 2011
