Dec 2009-Jan 2010

As the crisis in Greece escalates, emerging markets are again in the spotlight. Against the backdrop of the confidence-shattering Greek sell-off, it falls to Fidelity’s Tom Stevenson, one of many commenting on the topic of emerging markets this week, to ask the crucial question for European investors: what is the right allocation to these markets?

The client’s specific objectives, constraints, and associated risk factors are simply not taken into account in the design of the optimal allocation. By Professor Lionel Martellini, PhD, scientific director, Edhec-Risk Institute.

It is worrying that but for the current economic climate, the Bernie Madoff and Stanford frauds may not have been discovered. Jacqui Hatfield (pictured) and Gil Gohen comment...

Nicholas Pratt talks to fund managers and asset servicers to see what changes to complex OTC derivatives will have been made by the time they come back into fashion...

As a niche asset class, art investment can provide a good inflation hedge, without having to be speculative, writes Angele Spiteri Paris...

2008 marked a coming of age for trend following. Keith Balmer, at AHL, part of Man Investments, looks at what trend followers have achieved since then...

The private equity markets in emerging economies are following a similar path as those in the West. But experts believe the danger of over-leveraging is still far off as more controlling stakes are transacted. Angele Spiteri Paris report...

Expected M&A in fund management has been tempered by availability of cash. Fiona Rintoul finds views about activity for 2010 are divided...

There are numerous small consultancy ‘shops’ in asset management. Fiona Rintoul asks if they are just unemployed professionals, or if they really add value to asset management...

If distributors and advisors to a larger extent use ETFs and other passive alternatives, fund groups also need to ask how to position their traditional, active long-only product. Niklas Tell comments...

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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.