November 2015

Fiona RintoulIt’s been a rough old time for the fund industry. First, the Volkswagen emissions scandal put a question mark over the utility of environmental, social and governance (ESG) research.

MacaroonsFrench fund investors have been returning to the market after seven years away. The nation’s asset managers are relieved and in expansion mode. David Stevenson reports.

Kid planeAs the barrage of new regulations keeps coming, asset servicers must innovate to stay competitive, finds David Stevenson.

Bruno PrigentBruno Prigent, head of Société Générale Securities Services, outlines his firm’s plan to become more integrated and competitive.

ConfusionThe European Commission has demanded that payments for research must be unbundled from execution payments – but as Nicholas Pratt discovers, nobody yet knows how it will be done.

VW engineThe VW emissions scandal took many environmental investors by surprise. Fiona Rintoul finds that ‘governance’ was the key part of the ESG formula that would have provided an early warning.

Crowded beachFederal Reserve policy is confusing global equity investors, who ditched emerging markets in the summer but are also uncertain about the US, writes Hugo Cox. Meanwhile, Europe may still hold value.

Davide CataldoFor investors looking for uncorrelated returns, liquid alternatives can present alpha-generating opportunities. 

Richard GarlandShouldn’t pressure to be more fee-transparent influence advisors to lower their charges? Richard Garland, a distribution leader at Investec Asset Management, offers an insight into why this does not always happen.

ShanghaiDespite the volatility of the summer, China remains a great opportunity for investors that can take a long-term view.

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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.