March 2017

Fiona_RintoulSo, after years of gobbling up other funds, Aberdeen Asset Management is to be gobbled up itself – well, merged with Standard Life.

Apples_and_orangesDavid Stevenson looks at the progress of Priips and finds a directive that asset managers first pushed for has turned out to be a burden for them.

Euan-MunroAviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

TangoFund platforms, which could provide a route for cross-border distribution, face hurdles when MiFID II comes into effect. Fiona Rintoul looks at the challenges ahead, including data-sharing.

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

Laurence_TerrynLaurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

VotersWhile they weigh up the chances of ECB tapering, investors in sovereign bonds are keeping a wary eye on French, Dutch, German and Italian elections. Lynn Strongin Dodds reports.

StartGrzegorz Kaliszuk of Allianz Poland explains how the Polish insurance market is approaching the implementation of Priips following the regulation’s postponement.

Indians have traditionally invested in gold and property, but the country now has 50.6 million mutual fund investors, and they can expect a good return from equities, says Praveen Jagwani, CEO of UTI International Private Limited.

Shop_counterHeightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging models.

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Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

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 & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.