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?

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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.