October 2007

While private equity investment has increased apace, methods for fund managers to value their holdings have had to evolve. A downturn in the market may reveal which of the competing methods are the best, finds Iain Morse

In the fourth of a series of articles on risk management techniques in asset management, we look at the benefits of hedging risks through non-linear beta management. By Noël Amenc and Lionel Martellini

"Back office investment can be justified on its own merits" - Gary Koche, Openlink

There is a widespread belief, especially on the institutional side, that SRI funds don’t do as well as conventional equity products. But with greater awareness of climate change, attitudes are changing, writes Angelique Ruzicka

"A 130/30 fund is simply a new packaging of an existing investment process. if a book is bad you should not expect it to improve by redesigning its cover" Niklas Tell / Tell Media Group

Dexion Capital, a fund of hedge funds manager, has made its mark evaluating hedge funds. CEO Robin Bowie tells Fionnuala Synnott where he believes future value lies

Do you feel that fund supermarkets offer adequate distribution opportunities to help asset managers grow their business in Europe?

A pan-European fund supermarket should be easier to set up than eBay’s global shopping centre. But platforms still lack the depth of coverage, finds Fiona Rintoul

With Asia an ever more important buyer of European Ucits 3 funds, administrators are increasingly using transfer agency platforms to meet the challenges of multiple languages and multiple compliance regulations. By Nick Fitzpatrick

Nicholas Pratt looks at how Schroders and Thames River use compliance technology to handle onerous regulation

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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.