May 2017

Fiona_RintoulFor what feels like the gazillionth time, fund fees came under scrutiny last month. Like sky-high executive pay, tax-dodging and expenses fiddling, opaque and excessive fund fees are an issue that just will not die.

Nordics_viewThe Nordic funds industry claims that by working alongside regulators it has dealt head on with the controversy over alleged closet-tracking. Mark Latham reports.

Arrow_targetPortfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

With annual spending on regulatory technology thought to be €50 billion and growing, Funds Europe asks a selection of fund management firms, tech providers and professional advisers about their experience of implementing regtech solutions.

I will follow the rulesIn 2018, fund distributors will have to comply with Priips and MiFID II on top of existing Ucits rules. Nicholas Pratt looks for any common themes.

James_Gray-and-Imogen_GarnerIn February, the European Securities and Markets Authority (Esma) moved to address some of the inconsistencies between the Ucits Directive and the Alternative Investment Fund Managers Directive (AIFMD) through its 2017 Supervisory Convergence Work Programme.

Real-estateCompetition in the property sector and a shortage of available buildings are leading investors to more specialist real estate funds, writes Nicholas Pratt.

Real_estate2The role of CFO within real estate investment platforms is becoming increasingly complex. Michael Hornsby and Renaud Breyer of EY Luxembourg explain why.

Japanese_newspapersWhile some companies have been stymied by Japan’s low or no-growth environment, others have learnt to thrive, finds Fiona Rintoul.

Eric Lonergan of M&G Investments looks at various theories about why Japan wants to raise the inflation rate. Which of them is the most likely?


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.