June 2008

BRAND NEW

FundForum Latin America 2008

Main Conference: 3 – 4 September 2008
Product Innovation Masterclass: 2 September 2008
InterContinental, Sao Paulo, Brazil
http://www.icbi-events.com/fundseurope

FACT:
Speaker faculty of 60+ Asset Management and Investors makes this event...

Compliance monitoring was easy enough when domestic equities dominated fund managers’ portfolios, but now it has to cope with unconstrained mandates and cross-asset funds that cover multiple jurisdictions. Nicholas Pratt examines how compliance technology is evolving ...

Following Generali Investments’ huge internal restructure, CEO Gianluigi Costanzo (pictured) tells Angele Spiteri Paris how the unification programme will drive the company forward ...

Jean-Baptiste de Franssu (pictured, and interviewed before FundForum Barcelona) tells Angele Spiteri Paris that regaining lost assets is a priority after the sub-prime damage. But stunted open architecture, churning by funds of funds and a lack of DC take-up are major challenges ...

The recent correction in the Polish stock market puts the country at a new stage in its financial evolution, bringing it closer to open architecture and diversification into foreign products. Fiona Rintoul reports ...

Fear about owning asset-backed securities following the sub-prime crisis has created opportunities for buyers with stronger stomachs and a better understanding of the sector, finds Angele Spiteri Paris ...

Capital guarantees are a common feature in structured products today. But with confidence in the banks that underwrite these guarantees at an all-time low, Nick Fitzpatrick asks if a default is on the horizon ...

The Italian pensions market is potentially one of the largest markets for fund managers in Europe. But it’s also one of the most difficult. Nick Fitzpatrick assesses the risks ...

Considering Eclectica’s background as an opportunistic hedge fund manager, the agriculture business is a nice fit ... Niklas Tell comments

Alpha investors seek returns that are uncorrelated to indices. Ironically, a new range of index products could imitate this cheaply. But will disclosure scupper them? Angele Spiteri Paris investigates 

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.