December-January 2013

ThinkingI recently travelled deep into the countryside on a covert mission. I was to meet the semi-retired head of a hugely successful (in terms of long-term performance) fund management company. My brief was to scribble down his secrets for posterity.

WindmillCompetition between fund domiciles is intensifying as the Alternative Investment Fund Managers Directive approaches and hedge fund administrators are upping their game. The Netherlands has emerged as a challenger for alternative investment business, writes Stefanie Eschenbacher.

BooksFrom demographic data to farms and forests, the range of subjects sovereign bond managers must understand seems to be growing, writes George Mitton.

Mike-NiedermeyerCrossing the Atlantic is a challenge for asset managers, no matter on which side the home port is. Stefanie Eschenbacher talks to Mike Niedermeyer of Wells Fargo Asset Management, which strengthened its European product range this year with several new additions.

ShipInvestors are getting more open-minded about European equities, fund managers tell Fiona Rintoul.

Metal ringsThe soar-away price of gold has seen gold exchange-traded commodities leave other metals in the dirt. But India’s plan to spend $1.7 trillion on infrastructure over the next decade might help narrow the gap, writes Nick Fitzpatrick.

Emerging marketsIn the past three years a number of emerging market bond funds hit the market. Performance of this asset class has been good, but fund flows have yo-yoed between vehicles investing in local and hard currency debt. George Mitton reports.

RefiningThe Key Investor Information Document came into force in July and Duncan J Christie, of State Street, suggests ways to polish them.

YachtBonus practice for alternative fund managers are likely to change forever under new regulations, say Nick Robertson and Claire Holland at Mayer Brown.

Ingrid PierceHedge fund managers are grappling with the ever-rising cost of compliance, as the waves of regulation from Europe and the US which followed the global financial crisis are implemented.

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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.