September 2013

Fiona RintoulIt’s that time of year known as Sommerloch (summer hole) in German and the silly season in English, when everyone is away, the newspapers are full of nonsense and lots of research is released into the stratosphere.

SwimmerGlobal equity managers who invest for growth can only stand and watch as the income theme dominates. Nick Fitzpatrick asks if good economic news means an end to their waiting.

Jim-McCaughanThe chief executive at Principal Global Investors, a multi-boutique asset manager, met George Mitton in Monaco to explain why big firms are bad at original thought.

Social mediaFears about regulation, or of just boring people, makes social media hazardous for asset managers. But some firms have found ways to free themselves on various internet channels, finds Fiona Rintoul.

LuxembourgOver the past quarter of a century, Luxembourg has risen to be the main fund centre for Ucits processing. Nick Fitzpatrick looks back over some key events.

In a quarter of a century of funds servicing, Luxembourg has had its ups and downs, but mainly its ups. Our panel of veterans looks back on the country’s rise as a fund domicile. Chaired by Nick Fitzpatrick.

What do Luxembourg professionals think about the global funds industry? Our panellists say fees are mostly justified, distribution costs still too high, and challenges still remain for the development of Ucits. Chaired by Nick Fitzpatrick and edited by George Mitton.

UFONicholas Pratt examines the effect that the Alternative Investment Fund Managers Directive is having on a custody bank’s use of sub-custodians. Plus, the challenge from new depositaries.

VaultFor a global custodian, assets have been shown to be at risk when they are out on loan with a prime broker. Among other questions – including about provider consolidation by asset managers – Funds Europe asked how banks deal with this risk.

DataWhen delegates arrive at the annual banking transactions conference, Sibos, which is held this year in Dubai, what will they discuss? Funds Europe asked senior executives at top firms to share their views.

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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.