December-January 2013

ThinkingI recently travelled deep into the countryside on a covert mission. I was to meet the semi-retired head of a hugely successful (in terms of long-term performance) fund management company. My brief was to scribble down his secrets for posterity.

WindmillCompetition between fund domiciles is intensifying as the Alternative Investment Fund Managers Directive approaches and hedge fund administrators are upping their game. The Netherlands has emerged as a challenger for alternative investment business, writes Stefanie Eschenbacher.

BooksFrom demographic data to farms and forests, the range of subjects sovereign bond managers must understand seems to be growing, writes George Mitton.

Mike-NiedermeyerCrossing the Atlantic is a challenge for asset managers, no matter on which side the home port is. Stefanie Eschenbacher talks to Mike Niedermeyer of Wells Fargo Asset Management, which strengthened its European product range this year with several new additions.

ShipInvestors are getting more open-minded about European equities, fund managers tell Fiona Rintoul.

Metal ringsThe soar-away price of gold has seen gold exchange-traded commodities leave other metals in the dirt. But India’s plan to spend $1.7 trillion on infrastructure over the next decade might help narrow the gap, writes Nick Fitzpatrick.

Emerging marketsIn the past three years a number of emerging market bond funds hit the market. Performance of this asset class has been good, but fund flows have yo-yoed between vehicles investing in local and hard currency debt. George Mitton reports.

RefiningThe Key Investor Information Document came into force in July and Duncan J Christie, of State Street, suggests ways to polish them.

YachtBonus practice for alternative fund managers are likely to change forever under new regulations, say Nick Robertson and Claire Holland at Mayer Brown.

Ingrid PierceHedge fund managers are grappling with the ever-rising cost of compliance, as the waves of regulation from Europe and the US which followed the global financial crisis are implemented.

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Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

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 & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.