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: 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.