ETFs Report 2012

SweetsChina and Brazil exchange-traded funds are reaching critical mass, driven by increasing investor sophistication. Muriel Oatham finds that emerging markets have become a bigger part of people’s portfolios in recent years, but Bric funds may provide limited diversification benefits.

Regulatory scrutiny has put the focus on stock lending. Funds Europe asked a range of exchange-traded fund providers for reaction to this issue and others raised by the European Securities and Markets Authority.

Waving flagThe number of fixed income exchange-traded funds has grown, helped by investors seeking lower risk investments and diversification away from active funds. Muriel Oatham asks whether products are really new and innovative if providers are using ideas from America.

The growth of exchange-traded funds has been steady for the past three years. But according to our panel, new products are being launched with a closer eye on risk and perfomance components. Chaired by Nick Fitzpatrick.

BetaIn the last few years smart indexing has grown in popularity with fund managers. Barney Hatt looks at what the concept means, what providers are doing with it and what use investors can make of it.

LabNoël Amenc of the Edhec-Risk Institute examines risk in smart beta indices and argues that not enough information is made available for investors to assess products.

MakeupNicholas Pratt looks at the role asset services can play to help struggling exchange-traded funds reach sufficient liquidity.

WheatDividends are becoming central to equity investment strategies in the low-growth environment. Barney Hatt looks at how the ETF world is responding.

Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

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

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.

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.