June 2013

Village houseRecently, I received an announcement about some new research into the “top small towns and villages for millionaires in the UK” from a company called Wealth Insight.

Electric currentThree currents vital to success in asset management are reflected in a fund manager’s recently launched strategy for smaller pension schemes, argues Nick Fitzpatrick, after gauging views about the industry’s future.

Romain BoscherTheir liquidity benefits will earn equities a future within investment portfolios, finds Nick Fitzpatrick. But longer term investors will also be prepared to allocate to less liquid assets as they search for yield.

Data streamThe collection of data sets so large they are difficult to process by normal means has its own name: big data. Nicholas Pratt asks if new technology could generate alpha returns.

Heartbeat lineLow-vol strategies reflect how investors’ mentalities have changed since 2008. Fiona Rintoul looks at a fund market that is hard to uniformly categorise and finds good performance.

PadlockA number of newly launched funds hint at a risk-averse attitude among some investors. Meanwhile, data on domiciles shows Luxembourg is still dominant. George Mitton reports

Ball of woolNew rules by the Financial Conduct Authority may push platforms to compete on price, which they warn would be a ‘dangerous game’. Stefanie Eschenbacher reports.

Thumb upEuropean asset managers are not as active on social media as they should be, says Daniel Ganev at Karoll Capital Management.

Anna Maleva-OttoDistribution retrocessions embedded in fund management fees have been a feature of European fund distribution practices for many years.

GirlIn the current cycle, consumer goods have offered some of the best equity returns. Olly Russ at Argonaut Capital Partners 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.