February 2012

Star_managerThere are some fund managers who always appear to be in the spotlight. But, asks Stefanie Eschenbacher, who is really pulling their strings?.

SundaeIt is no longer all about market capitalisation when it comes to weighting stocks in indices. Stefanie Eschenbacher looks at trends in the customised index business.

MaskCrushingly low yields have left some fixed income investors questioning the value of their asset class. George Mitton asks if emerging market debt could be the answer.

FionaSo what’s special about Europe? Some years ago while living in New York, I found my answer: what brought me back was Europe’s enormous, vibrant, challenging variety. 

RoadOutsourcing would normally stop well before it reaches the dealing desk. But Nicholas Pratt finds that factors such as pressure to expand internationally are fuelling more discussions.

GentlemanIn the final of a two-part article, Felix Goltz and Lin Tang look at the future of indexing and ask if the industry is moving towards more purpose-built indices.

birdsThematic investment might seem like the preserve of active investors because it is based on holding convictions. But Fiona Rintoul asks if these beliefs could be put into indices to gain passive exposure to investment motifs.

PresentIt seems that many countries outside the eurozone had a materially better festive season than those in it by managing to stay out of the red.
Nick Fitzpatrick considers seasonal shopping data and the effects of underlying consumer trends, such as emerging markets and technology.


PunkFund managers with low-cost passive products may find a whole new vista open to them in the UK retail market less than a year from now, reports Nick Fitzpatrick.

SnakeA new class of hedge funds focuses on hedging against extreme market events, or tail hedging. However, there are uncertainties, says Lance Teitelbaum, meaning a diversified approach is critical.

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.