ETFs Report 2015

BlocksDevelopment of fixed income ETFs has been slower than for equities. David Stevenson looks at how the sector is trying to catch up, with a greater focus on duration and maturities looming.

CurrenciesThe ETF industry looks set for a record year of inflows, despite market volatility in global equities. David Stevenson looks at which parts of the ETF industry are benefiting most from investor sentiment.

Along with leading institutional investors and key partners, Amundi has developed innovative investment strategies that allow long-term passive investors to hedge climate risk without sacrificing financial returns.

With the rise of robo-advice and trend towards passive investing, our panel of experts sees a bright future for the ETF market, way beyond its US birthplace. But are we in a mania phase? Is there a liquidity risk? And will ETF products keep up with investors’ demands?

Arnaud LlinasFunds Europe talks to Arnaud Llinas, head of ETFs & Indexing at Lyxor Asset Management, about building balanced ETF portfolios.

ScalesWhile the active-versus-passive debate rumbles on, Nicholas Pratt discovers how enhanced indexing is helping to boost the returns of passive investors.

ShanghaiETFs targeting A-shares bring investors closer to China’s economic story, a story that was not so compelling this summer. Nick Fitzpatrick looks at asset levels in some of Europe’s main physical China ETFs.

YuansAfter the turmoil in China’s markets this summer, Nick Fitzpatrick finds reasons to be optimistic, including good news for A-share ETFs – although their large holdings in the bank sector could hold them back.

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.