September 2011

DisasterThe effect of a fund manager’s tenure on the performance of the fund they manage appears to be very real. Nick Fitzpatrick looks at Lipper data provided exclusively to Funds Europe that suggests tenure – and probably age and experience – should be a factor in fund manager selection.


Gold-barsWhich allocations will protect investors in these troubled times? George Mitton examines the outlook for key asset classes­.


BarometerBond managers have had a great deal thrown at them. The latest is the US downgrade. Fiona Rintoul asks investors what to expect – and finds few are in the mood for predictions.


AppleThere are signs that approaches to investing in alternatives are changing. Fiona Rintoul finds that some investors group long/short investment into a broader equity allocation. However, complexity dissuades other investors.


ButlerApproaches to equity investment have been shaped by the 2008 crisis. Mark McFee finds evidence of this in the August sell-off and looks at some of the current thinking surrounding investment for institutions, retail and wealthy clients.


STEEL-YENInvesting in commodities can protect against wars and supply shocks while cashing in on emerging market growth. But the asset class is blamed for worsening hunger in the Third World, finds George Mitton.


Question-markThe growing range of absolute return funds has been called a confusing jumble of strategies that risks misleading less savvy investors. George Mitton asks if regulators should move to discourage the term.


Fish---blueTotal European net fund sales yo-yoed their way through the first six months of 2011, but ETFs enjoyed much steadier flows. Mark McFee asks if this shows that ETFs are set apart from the rest of the industry.


Tax-burdenUS authorities have pushed back the date for compliance with its Fatca rule in recognition of the burden it will cause. Nick Matthews and Matt Haddow, of Kinetic Partners, explain the challenges for fund businesses.


Lady-TeaAssets under management in Islamic funds are stalling. Pierre Weimerskirch and Farabi Zakaria, of Ernst & Young, give a Luxembourg perspective on challenges to growth, which include product ‘lookalikes’ and the ‘myth’ that Islamic finance is for Muslims only.


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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.