March 2013

CallcentreThe words client service always send a chill through me. We know that client service departments are not there to give clients service; they are there to stop irritated clients bothering important people.

ElephantHas the worst of the financial crisis in the eurozone passed? Fiona Rintoul looks at whether investing in European equities is a risk worth taking.

cupcakeIt is a year since Bill Gross, co-CIO at Pimco, stunned the fund management industry with an exchange-traded fund based on his Total Return Mutual fund. Nick Fitzpatrick looks at how each has performed.

Risk2In recognition of the AIFMD, Nicholas Pratt reviews the major risk systems available to alternative managers and the ways they can help firms to meet the directive’s risk management requirements.

Alain DuboisNicholas Pratt talks to Alain Dubois, chairman at Lyxor Asset Mangement, about the firm’s approach to risk management and the impact of the Alternative Investment Fund Managers Directive on its risk processes.

RiskWith the Alternative Investment Fund Managers Directive to be implemented this July, the Funds Europe survey of some of the leading providers in third-party risk management services has a focus on alternative investments.

GavelThe Isle of Man recently moved to deter distressed-debt investors from pursuing claims against poor nations in its courts. These so-called ‘vulture funds’ are a small but growing business. Stefanie Eschenbacher reports.

AlchemyPension funds with liability-driven investment strategies may have to consider turning lower quality assets into higher grade stuff as central clearing for OTC derivatives takes hold, writes Nick Fitzpatrick.

BankThe absence of federalism in the eurozone is hindering its post-crisis recovery. Patrick Artus, of Natixis, compares the economic policies of the US and the eurozone, to see why America is now in a favourable economic position.

Gawain HughesIn December 2012, after much debate, agreement was reached by the European Council and Parliament to introduce a new regulation for European Venture Capital Funds positioned outside the scope of the Alternative Investment Fund Managers Directive (AIFMD).

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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.