December-January 2015

Fiona RintoulThe best kind of research is the kind that confirms what you already believe. Thus, I was delighted to stumble across some new research from Kathleen D Vohs, professor of

BallerinaIn the march towards financial stability, attention is turning towards the funds industry. Asset management denies it poses a systemic risk. But Fiona Rintoul finds this view may be too shallow. 

Litmus paperIn theory, absolute return bond funds should make money in all market scenarios. But when they are tested, such as during the 2013 taper tantrum, not all succeed. George Mitton reports.

Xavier GuillonScrapping rebates could hurt less well-known fund houses and stifle consumer choice, Xavier Guillon, the head of Oyster Funds from Switzerland’s Syz Asset Management, tells Nick Fitzpatrick

Fasion modelBreaking up conglomerates is challenging, but investment banks often pitch the concept that value in individual businesses will be set free. Stefanie Eschenbacher explores the investment case for conglomerates.

ContactlessHow expensive will the AIFMD be for hedge funds and their administrators? Stefanie Eschenbacher seeks numbers and asks if costs will be passed down the chain.

Assorted sweetsFrom multi-asset strategies to funds of funds, there has always been demand for products that can spread risk across portfolios. George Mitton talks first to a top-down, multi-asset investor, and then to a fund of hedge funds provider who prefers a bottom-up approach.

LionIn many cases investment banks have brought their custody and  capital markets businesses closer together. But is this a good mix? Nick Fitzpatrick talks to a number of custody heads about the implications.

BarometerLow interest rates and quantitative easing are there to foster growth. But the custodians see another side of the story. Nick Fitzpatrick talks to custody heads about countering revenue pressure.

GlassesTransparency of advisor fees – an aim of regulators everywhere – is increasing professionalism in retail financial advice. But the shift is a painful one. A panel of advisors met to discuss why.

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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.