May 2016

Fiona RintoulI recently bought something I have never bought before: a darning needle. With this exotic  contraption, I rescued from extinction an expensive lambswool cardigan, two hats, one pair of gloves and several pairs of hillwalking socks.

Deaprting trainThe fund platform market in the UK has seen major changes since the Retail Distribution Review. David Stevenson looks at how changes have affected the way platforms operating in the adviser market select funds.

Brexit flagsFunds Europe, in association with RBC Investor & Treasury Services, hosted an event to discuss how one of the biggest political decisions since the Maastricht Treaty will affect the asset management industry.

Graham Ray of Deutsche Bank explains about why the funds industry must collaborate to find a way to meet the growing demand for segregated accounts versus omnibus accounts.

Andrea RossiAxa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market presents.

Through the looking glassYou wouldn’t expect an oil company’s ESG rating to be higher than a green energy provider’s. Or would you? Fiona Rintoul finds the ESG ratings market that MSCI and Morningstar recently entered can be a bit topsy-turvy.

Green tea plantationEmerging market equities have experienced an extended period of lower returns compared to other asset classes. Despite this, the team at LGM believes that there is a strong long-term case for the asset class but argues that a selective approach is required.

Temples in BaganEconomic and political upheaval across Asia is opening up new opportunities in equities. Kit Klarenberg looks into some of the rewards and hazards.

Nearly a year on from the Ucits V survey conducted by Funds Europe and RBC Investor & Treasury Services, we gauge action taken by the funds industry as the updated Ucits rules progress. But the main focus of this 2016 survey is on the level of preparedness for the profound changes that MiFID II will bring.

As technology develops in leaps and bounds and millennials enter the market in force, asset management could be a very different industry five years from now. Our panel discussed how this disruption will pan out.

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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.