April 2010

Juan Alcaraz: "Key challenges include the need to empower consumers further to make the right financial decisions..."

It may not be possible for theory to predict an efficient market portfolio, says Felix Goltz of Edhec...

Convergence between traditional and alternative investment management strategies means transfer agents have to consider how to combine the two onto a single platform. Nicholas Pratt looks at the challenges...

A reduction in the number of European funds would lead to greater efficiencies, yet the Ucits IV pooling facility may not bring this about, finds Angele Spiteri Paris

Hedge funds are still taking up a lot of administrators’ time. Hopefully it will all be worth it in the end, says Nick Fitzpatrick

Acquisitions of specialist administration firms by BNY Mellon and State Street  reflect that the appetite for alternatives will not abate just because of the crisis, says Nick Fitzpatrick...

Lehman and Madoff show that the provisions concerning the depositary’s role can vary depending on where in Europe the depositary is based. Harold Parize comments...

There are bargains to be had in French small and medium-sized companies as the government tries to attract foreign investment, say Gaël Saint Olive and Olivier de Taffin, of law firm Jones Day...

Emerging markets can still offer good investment opportunities, in spite of their strong rally last year, writes Mark Pearce of Threadneedle... 

With currencies set for a tumultuous time, Nick Fitzpatrick looks at how currency transactions can be made more efficient through hedging exchange rate risk and a tighter focus on dealing...

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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.