risk management

Mar 19, 2015

Stream cruiserGlobal equity funds have risen in popularity and managers in this sector have their eyes on diverging economies. Alix Robertson looks at different approaches to the US and Europe and finds that dividends remain a popular theme.

Mar 19, 2015

KAVITHA RAMACHANDRAFunds Europe talks to Maitland’s Kavitha Ramachandran about the firm’s AIFMD services and the post-implementation challenges of the new directive.

Mar 19, 2015

KAVITHA RAMACHANDRAFunds Europe talks to Maitland’s Kavitha Ramachandran about the firm’s AIFMD services and the post-implementation challenges of the new directive.

Mar 19, 2015

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

Mar 19, 2015

Gary DelanyWhen you think of funds, you do not necessarily think of options as well, but in the US the two instruments overlap. A new study – Highlights of Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs – looks at US investment companies regulated by the Securities and Exchange Commission that focus on the use of exchange-listed options for portfolio management.

Mar 19, 2015

Stressed outLiquidity in fixed income markets is a top concern for asset managers, according to a joint annual report from management consulting firm Oliver Wyman and financial services firm, Morgan Stanley.

Feb 20, 2015

Willaim YongeIn June 2013, the European Commission published a proposal for the creation of a new type of regulated EU fund product – the EU Long-Term Investment Fund (Eltif) – that will enable investors to invest in companies and projects that need long-term capital financing of tangible assets, such as energy, transport, industrial and climate change technologies, and intangible assets such as research and development.

Feb 20, 2015

MazeMulti-asset funds are helping investors deal with uncertainty. Alix Robertson talks to some in the industry about the popularity of these funds and hears investors may be flexible on fees. 

Feb 20, 2015

Anchor chainCentral counterparties that support the clearing of derivatives pose a systemic risk if they fail. Nicholas Pratt reports on the difficulties in finding a way to stabilise the system.

Feb 20, 2015

IndiaWe profile the most interesting fund launches in recent weeks and examine the performance of one product a year after it hit the market.

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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.