October 2007

While private equity investment has increased apace, methods for fund managers to value their holdings have had to evolve. A downturn in the market may reveal which of the competing methods are the best, finds Iain Morse

In the fourth of a series of articles on risk management techniques in asset management, we look at the benefits of hedging risks through non-linear beta management. By Noël Amenc and Lionel Martellini

"Back office investment can be justified on its own merits" - Gary Koche, Openlink

There is a widespread belief, especially on the institutional side, that SRI funds don’t do as well as conventional equity products. But with greater awareness of climate change, attitudes are changing, writes Angelique Ruzicka

"A 130/30 fund is simply a new packaging of an existing investment process. if a book is bad you should not expect it to improve by redesigning its cover" Niklas Tell / Tell Media Group

Dexion Capital, a fund of hedge funds manager, has made its mark evaluating hedge funds. CEO Robin Bowie tells Fionnuala Synnott where he believes future value lies

Do you feel that fund supermarkets offer adequate distribution opportunities to help asset managers grow their business in Europe?

A pan-European fund supermarket should be easier to set up than eBay’s global shopping centre. But platforms still lack the depth of coverage, finds Fiona Rintoul

With Asia an ever more important buyer of European Ucits 3 funds, administrators are increasingly using transfer agency platforms to meet the challenges of multiple languages and multiple compliance regulations. By Nick Fitzpatrick

Nicholas Pratt looks at how Schroders and Thames River use compliance technology to handle onerous regulation


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

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.



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.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.