July-August 2011

Beach-shedsSmaller pension funds could learn a lot from larger plans when it comes to taking control of commercial property investments. Senior executives talk to Angele Spiteri Paris about the new rules of engagement.


SandcastleReal estate investment managers have had to adapt to the exacting requests pension fund clients have been asking of them. Angele Spiteri Paris reports


CakeEurope’s pension schemes must transform their asset allocations if they are to balance de-risking with members’ needs, but George Mitton finds that they will struggle to manage the shift on their own.


TreeThe financial crisis revealed flaws in pension fund benchmarks. But until these tools evolve more, trustees need to consider how to best use them and avoid being led astray, finds Nick Fitzpatrick.


Braking-freeLord Hutton’s proposed changes to the state pension system could have considerable implications for the public and private sectors’ schemes, writes Dominic Wallington of RBC Asset Management.


weather-iconsSocially responsible investment funds sell the idea that we can actively help create a sustainable future. Nick Fitzpatrick asks if investors can really make a difference - and if SRI makes a difference to investor’s portfolios.


Chess-piecesEvent-driven strategies are popular with investors looking for alternatives. But Anne-Gaelle Pouille of Paamco says that the state of the world means these funds are taking on more macro risk, and not all managers are equipped to have strong views.


SubmarineManual processes to calculate fee rebates are not only outdated but prone to error. Chris John of Bonaire looks at how a regulated and centralised system can assist all parties involved.


Simon-TortellThe regulatory emphasis on the oversight of the “manager” since the beginning of the financial crisis, and even before that, cannot be overstated.

Baby-adultFund managers Artemis and F&C talk about how to make the second phase of outsourcing work. Nicholas Pratt reports


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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.