November 2007

by Sabrina Macaire of EuroPerformance and Peter O’Kelly of the EDHEC Risk and Asset Management Research Centre

With the arrival of MiFID, it is important for managers to be clear as to the basis on which their brokers are dealing with them, explains Richard Frase and Jessica Brescia

Central and eastern European securities markets have attracted massive overseas investment – but their infrastructure isn’t quite ready. Christine Senior reports

As assets under management have grown – and become more complex – it has emerged that there is now a dearth of skilled fund administrators in cross-border centres. Fiona Rintoul tries to uncover a solution

Zurich’s Sustainable Asset Management stole a lead on environmental issues, but it now faces more competition in the sector. Fionnuala Synnott interviews Reto Ringger, CEO

As fund managers use ever more complex instruments, some are now selecting prime brokers instead of custodians to service their portfolios. Angelique Ruzicka analyses this emerging trend

A number of hedge funds didn’t survive by the market instability caused by the sub-prime crisis, begging the question: are they as robust as is commonly thought? By Kristen Paech

Despite recent credit woes, securities lending hasn’t taken a nosedive. Sarah Coles finds that it’s a low risk strategy, which generates reasonable returns if your portfolio is managed well

Industry research shows that buy-side trading is undergoing significant changes that warrant comprehensive overhauls of fund managers’ technology infrastructure. Nicholas Pratt talks to DnB NOR’s Johan Erikson, head of global trading, about the changes he has made

Lucy Macdonald, CIO, global equities of RCM, tells Angelique Ruzicka that the firm’s successful search for alpha did not come down to luck

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.