alternatives

Feb 24, 2016

Liquid alternativesLiquid alternatives in a Ucits format are attracting interest from a wider range of investors, as a cost-effective means of meeting the transparency requirements of Solvency ll.

Feb 24, 2016

US stockSince the introduction of the Alternative Investment Fund Managers Directive (AIFMD), a question mark has hung over whether US alternative managers would still bother marketing into Europe. Standish Management, a US alternatives administrator, is banking that they will.

Feb 18, 2016

Gold bars 1As equity markets falter and risk appetites wane, the price of gold reached a 12-month high this month, with Old Mutual Global Investors (OMGI) planning to launch its Gold and Silver Fund in March.

Feb 12, 2016

The Luxembourg funds industry association, Alfi, holds its spring conference on March 8-9. Funds Europe puts questions to some of those appearing, plus others who work in the local industry.

Feb 12, 2016

London Thames riverWe profile some of the most interesting fund launches in recent weeks and examine the performance of a product already on the market.

Feb 04, 2016

Luxembourg on mapLuxembourg funds saw assets under management increase by 13% last year to €3.5 trillion, figures out this week showed.

Jan 27, 2016

Liquidation increasesPioneer Investments saw €15.2 billion of net sales globally in 2015 – its best ever figure and an increase of 15% on the year before.

Jan 27, 2016

Asset allocation1Many institutional investors are “seriously struggling with traditional asset allocation” and are concerned about correlation between stocks and bonds.

Jan 25, 2016

Risk optionsInvestors are continuing to boost their portfolios with alternative investments – but BNY Mellon says they are doing so with a “false sense of security” around risk data assumptions.

Jan 20, 2016

real estateLuxembourg has grown in popularity as a domicile for real estate investment funds (Reifs), according to a survey released by the Association of the Luxembourg Fund Industry (Alfi) and conducted by Big Four accountancy firm EY Luxembourg.

Pages

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.