Dec 2008-Jan 2009

What does 2009 hold for asset managers? How will the crisis shape the industry? And how can retail investors be better served? Funds Europe meets with seven top asset management executive:

Let’s talk about
President-elect Obama. As well as rock concerts and the world’s biggest
ever security operation, Mr Obama’s arrival at the White House will
bring positive developments in infrastructure investment, according to
Scottish Widows Investment Partnership (SWIP).

Fund selectors must focus more on the operational risk of their providers, due mainly to recent events, writes Niklas Tell...

In what the European Fund and Asset Management Association (Efama) has described as “a new  milestone in the creation of an effective single market for investment funds”, the UCITS IV Directive has today been passed by the European Parliament.

Happy New Year from everyone at funds europe and welcome to our first newsletter of 2009.

The
New Year has started off, if not with a surge of enthusiasm, at least
with a trickle of cautious optimism. After the confidence-shattering
events of last year, and the crushing outflows experienced by the
industry, many firms are calling the bottom.

A survey by
consultants Watson Wyatt shows that: “Fund managers globally have a
generally optimistic outlook for 2009 and predict that markets in most
regions will begin to...

Industry efforts to bring more automation to hedge fund processing are gaining momentum. Nicholas Pratt charts the progress of the Sharp initiative and what it means for the alternatives industry

Multi-asset classes and funds of funds have made performance attribution more difficult. Lynn Strongin Dodds finds that advances have been made...

Brokers and asset managers may argue that clients’ wishes for best execution are better served without the complication of commission recapture. Nicholas Pratt asks what this would mean for pension funds...

In November 2008 FE looked at the tax treatment of fund managers in the UK.. Heini Rudishuli, partner at Lenz & Staffelin (Zurich), now focuses on Switzerland, trying to attract more investment professionals ...

Pages

Sponsored Profiles

SPONSORED FEATURE: Investing for income

May 17, 2017

Portfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

SPONSORED ARTICLE: A radical solution to KYC concerns

May 17, 2017

The 1MDB affair shows that lax know-your-customer and due-diligence procedures are a major risk, says Paolo Brignardello, head of product management and marketing, Fundsquare. New solutions are...

SPONSORED FEATURE: AIFMD - What does Brexit mean?

Apr 18, 2017

An open discussion between funds industry experts and initiated by SGG Luxembourg took place in London to examine  the implications of Brexit for UK fund managers marketing to the EU.

SPONSORED FEATURE: Luxembourg fund reporting – CRS vs FATCA

Apr 18, 2017

Luxembourg funds need clear procedures for CRS compliance, writes Andrew Knight, Partner at M Partners, a member of the Maitland network of law firms.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

MARKETING & BRANDING ROUNDTABLE: It’s about aspiration

May 17, 2017

With such an intangible product, it can be hard for asset managers to communicate what they do. Having personality and connecting with customer aspirations may be the key, our branding roundtable hears.

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.