September 2013

Fiona RintoulIt’s that time of year known as Sommerloch (summer hole) in German and the silly season in English, when everyone is away, the newspapers are full of nonsense and lots of research is released into the stratosphere.

SwimmerGlobal equity managers who invest for growth can only stand and watch as the income theme dominates. Nick Fitzpatrick asks if good economic news means an end to their waiting.

Jim-McCaughanThe chief executive at Principal Global Investors, a multi-boutique asset manager, met George Mitton in Monaco to explain why big firms are bad at original thought.

Social mediaFears about regulation, or of just boring people, makes social media hazardous for asset managers. But some firms have found ways to free themselves on various internet channels, finds Fiona Rintoul.

LuxembourgOver the past quarter of a century, Luxembourg has risen to be the main fund centre for Ucits processing. Nick Fitzpatrick looks back over some key events.

In a quarter of a century of funds servicing, Luxembourg has had its ups and downs, but mainly its ups. Our panel of veterans looks back on the country’s rise as a fund domicile. Chaired by Nick Fitzpatrick.

What do Luxembourg professionals think about the global funds industry? Our panellists say fees are mostly justified, distribution costs still too high, and challenges still remain for the development of Ucits. Chaired by Nick Fitzpatrick and edited by George Mitton.

UFONicholas Pratt examines the effect that the Alternative Investment Fund Managers Directive is having on a custody bank’s use of sub-custodians. Plus, the challenge from new depositaries.

VaultFor a global custodian, assets have been shown to be at risk when they are out on loan with a prime broker. Among other questions – including about provider consolidation by asset managers – Funds Europe asked how banks deal with this risk.

DataWhen delegates arrive at the annual banking transactions conference, Sibos, which is held this year in Dubai, what will they discuss? Funds Europe asked senior executives at top firms to share their views.

Pages

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.