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: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.