June 2016

Every UK citizen should perhaps be made to write an article on the German asset management industry in the run-up to the referendum on UK membership of the European Union on 23 June.

Sitting at the heart of the European project, it’s only natürlich that German firms want to leverage Ucits regulations as fully as possible.

Redundancies at some of fund management’s biggest firms come at a time of general industry health, so what factors are behind them? Kit Klarenberg finds technology and expired business strategies are part of the cause.

Global financial markets that seem to move together in one direction or another based on the decision of central bankers or the latest shift in macroeconomic trends make it difficult to find sources of real diversification.

Marketing and advertising have seen big changes, with digital growing ever more dominant. Our panel talked about the standout campaigns of recent years, reaching the retail market, the RDR and future trends.

The ‘Manager Led Product’ – a solution for alternative managers inside and outside the EU – was warmly received by a London audience when unveiled at the Guernsey Funds Forum recently.

Rarely has the publication of an EU financial text been so keenly anticipated as Delegated Acts under MiFID II. Nicholas Pratt looks at one of the main issues, the unbundling of broker research costs.

The more than 60 fixed income electronic trading platforms that have sprung up in the past two years are changing the landscape. Nicholas Pratt looks at how asset managers, such as Axa Investment Managers, are adapting.

Paul North, head of product management EMEA at BNY Mellon, looks at how requirements for the new PRIIPS Key Investor Documents and MiFID 2 may overlap.

Funds that mimic index returns may be cheap, but they are not simple to run. Kit Klarenberg considers some of the difficulties for index fund providers, whose business is booming.

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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.