November 2015

Fiona RintoulIt’s been a rough old time for the fund industry. First, the Volkswagen emissions scandal put a question mark over the utility of environmental, social and governance (ESG) research.

MacaroonsFrench fund investors have been returning to the market after seven years away. The nation’s asset managers are relieved and in expansion mode. David Stevenson reports.

Kid planeAs the barrage of new regulations keeps coming, asset servicers must innovate to stay competitive, finds David Stevenson.

Bruno PrigentBruno Prigent, head of Société Générale Securities Services, outlines his firm’s plan to become more integrated and competitive.

ConfusionThe European Commission has demanded that payments for research must be unbundled from execution payments – but as Nicholas Pratt discovers, nobody yet knows how it will be done.

VW engineThe VW emissions scandal took many environmental investors by surprise. Fiona Rintoul finds that ‘governance’ was the key part of the ESG formula that would have provided an early warning.

Crowded beachFederal Reserve policy is confusing global equity investors, who ditched emerging markets in the summer but are also uncertain about the US, writes Hugo Cox. Meanwhile, Europe may still hold value.

Davide CataldoFor investors looking for uncorrelated returns, liquid alternatives can present alpha-generating opportunities. 

Richard GarlandShouldn’t pressure to be more fee-transparent influence advisors to lower their charges? Richard Garland, a distribution leader at Investec Asset Management, offers an insight into why this does not always happen.

ShanghaiDespite the volatility of the summer, China remains a great opportunity for investors that can take a long-term view.

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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.