February 2009

Pension funds use asset-liability management (ALM) to secure payments for retirees. Individual investors could make use of the same techniques, even for planning to buy a house, says Edhec’s David Schröder

New central counterparties in Europe have brought the costs of clearing down. But a relentless price war could lead to greater complexity and lower standards of risk protection. Nicholas Pratt reports...

Nadine Chakar (pictured), EMEA head of BNY Mellon Asset Servicing, talks to Nick Fitzpatrick about world domination and staying up late to rescue clients from Lehman Brothers...

In 2008 risk management failed. Nicholas Pratt talks to a fund management risk specialist and to consultants to find out what vendors must do to win back faith...

Banks are bound to get caught up in legal battles as fund managers try to claw back losses. Jonathan Brogden, partner at Davies Arnold Cooper, and Simon Hodgson, solicitor, discuss the possibility of court action...

Chinese medicine is now very visible in Europe, but medically still controversial. Believe it or not, though, it is part of the reason why more European managers invest in China’s healthcare sector, finds Angele Spiteri Paris...

If institutional investors continue to be unwilling to go with smaller, arguably more specialised, players, they help create an industry dominated by a select few. Niklas Tell reports...

The investment situation in Russia is far from rosy, so Fiona Rintoul asks fund managers why they are still there...

Natixis will not let the financial crisis distract it from a growth plan put in place in 2006. Angele Spiteri Paris talks to Pierre Servant, CEO (pictured) about adjusting to the new environment...

Financial firms have seen their brands reduced to tatters. Instead of hiding, asset managers must be courageous and visible and communicate their brands’ financial solidity – without being flashy. By Fiona Rintoul

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.