June 2016

Every UK citizen should perhaps be made to write an article on the German asset management industry in the run-up to the referendum on UK membership of the European Union on 23 June.

Sitting at the heart of the European project, it’s only natürlich that German firms want to leverage Ucits regulations as fully as possible.

Redundancies at some of fund management’s biggest firms come at a time of general industry health, so what factors are behind them? Kit Klarenberg finds technology and expired business strategies are part of the cause.

Global financial markets that seem to move together in one direction or another based on the decision of central bankers or the latest shift in macroeconomic trends make it difficult to find sources of real diversification.

Marketing and advertising have seen big changes, with digital growing ever more dominant. Our panel talked about the standout campaigns of recent years, reaching the retail market, the RDR and future trends.

The ‘Manager Led Product’ – a solution for alternative managers inside and outside the EU – was warmly received by a London audience when unveiled at the Guernsey Funds Forum recently.

Rarely has the publication of an EU financial text been so keenly anticipated as Delegated Acts under MiFID II. Nicholas Pratt looks at one of the main issues, the unbundling of broker research costs.

The more than 60 fixed income electronic trading platforms that have sprung up in the past two years are changing the landscape. Nicholas Pratt looks at how asset managers, such as Axa Investment Managers, are adapting.

Paul North, head of product management EMEA at BNY Mellon, looks at how requirements for the new PRIIPS Key Investor Documents and MiFID 2 may overlap.

Funds that mimic index returns may be cheap, but they are not simple to run. Kit Klarenberg considers some of the difficulties for index fund providers, whose business is booming.

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Sponsored Profiles

SPONSORED FEATURE: Smarter than beta

Jun 14, 2017

‘Smart beta’ investing is rapidly becoming a popular alternative to both conventional passive management and traditional active management.

SPONSORED FEATURE: Smart beta: Unlocking key drivers of return

Jun 14, 2017

Manuela Sperandeo, iShares Head of Specialist Sales EMEA, tells Funds Europe how investors can leverage smart beta strategies to target numerous outcomes.

SPONSORED FEATURE: Minimum variance indices: Rewriting the rules

Jun 14, 2017

The FTSE Russell indices tracked by lyxor lead to fewer specific risks, fewer valuation and crowding issues and more consistent performance.

SPONSORED FEATURE: The reflationary environment

Jun 06, 2017

Funds Europe talks to Andreas Wosol about the implications of a return to reflation and why the value part of the European equity market could support investors in such an environment.

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 & Panels

TRENDING: Smart beta indices continue onward march

Jun 14, 2017

We asked five investment experts how smart beta indices have performed against cap-weighted indices over the past year and what the investment outlook suggests about the prospect for different investment factors.

SMART MONEY: Following the smart money

Jun 14, 2017

We asked six investment professionals about the emphasis they are placing on smart beta and active ETFs and how platforms are adopting these products.