March 2011

eyeAt the end of 2010, fund managers were optimistic about the 2011 outlook for public equities and emerging markets, despite potentially higher volatility.

voteThe challenges facing the funds industry place an extra importance on the election of the next Efama president this year, says Nick Fitzpatrick

ETFBut the growth of alternative strategies that are being sold as ETFs is a challenge for the industry and for investors, says Debbie Fuhr of BlackRock

Clarity_in_retailChanges to financial services are underfoot. Tony Collins of Opal gives the lowdown on what the RDR means and its effect on consumers and the industry

ticks_all_boxesLuxembourg will become a centre of choice for alternative fund managers under the Aifm directive, claim Michael Hornsby, Kerry Nichol and Olivier Coekelbergs of Ernst & Young

ImpactThe knock-on effects of the European debt crisis continue to exert pressure on the fixed income market, says Céline Fernandez of Standard & Poor’s Valuation & Risk Strategies

Define_your_liabilitiesLiability-hedging portfolios are poorly defined at nearly half of pension funds, and many have not defined their liabilities precisely, finds Samuel Sender of the Edhec-Risk Institute

IndecisiveRegulatory uncertainty is leaving many buy-side firms undecided on whether to participate in a reformed OTC derivatives market. Nicholas Pratt examines what the potential cost of this indecision could be

Falling_into_lineThe growth of alternative Ucits funds has thrust some asset managers into an unfamiliar world of compulsory checks and limits. Nicholas Pratt looks at how compliance management systems are helping them meet regulatory requirements

Food_for_thoughtBlame the political uprisings in the Mena region for a drop in emerging market local currency debt yields at your peril, writes Fiona Rintoul. This asset class is more resilient than you think

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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.