White papers

Citi | Jan 16, 2014

The European derivatives industry has rallied remarkably of late, rising above the confusion and delay surrounding ESMA’s looming trade repository reporting regulations. At the same time, it is a significant challenge to put in place the right solutions to comply with the new data reporting regulations.

Some industry participants are meeting this confidently with in-house resources while others look to outsourced solutions. But how?

Pioneer Investments | Sep 28, 2013

Turning Conventional Wisdom On Its Head
Why fixed income could be regarded as a risky investment.

Choosing the Right Strategy
We believe investors need to start considering strategies, which not only protect their capital from losses, but can also aim to create positive returns.

Pioneer Investments Absolute Return Bond Strategy
The strategy has delivered positive returns in changing market conditions. The strategy is uncorrelated to duration and has the potential to generate returns in periods when the market has no defined trend.

Deutsche Bank | Jul 5, 2013

Designed to establish a harmonised regime across the EU for various forms of alternative investment fund (AIF) management, including hedge funds, fund of funds and private equity, the Alternative Investment Fund Managers Directive (AIFMD) is scheduled to come into effect on 22 July 2013. AIFMD will certainly impact responsibilities, liabilities and risk for EU AIF managers and their prime brokers, depositaries, administrators, and custodians, but with the right approach, implementing its provisions need not be as disruptive as some fear.

Capita | May 10, 2013

The release of the FCA's second consultation paper on Alternative Investment Fund Managers Directive (AIFMD) highlights the deadline for making decisions regarding compliance. Full implementation of the Directive takes place in July 2013.

To help you with your plans Capita has prepared a paper on Alternative Investment Fund Manager (AIFM) options including Capita's independent AIFM solution.

Russell Indexes | May 9, 2013

As reported in the 2012 Russell Institutional Benchmark Survey, the market share of the Russell Index series continues to increase. Russell now captures 72% of the market share for all U.S. institutional equity products reporting a benchmark, up from 68% in 2011.

Pioneer Investments | Mar 3, 2013

Over the last decade, the equity markets have experienced a dramatic increase in volatility. In the medium to long-term Pioneer believes that certain issues, such as Central Banks exit strategies, public debt deleveraging and the transformation of emerging economies could still lead to episodes of high volatility. Find out more in this white paper.

Pioneer Investments | Nov 28, 2012

The Shift in Risk
The rise in volatilities, changes in correlations, the reduction in safe assets and negative real rates are challenging investors in the European Fixed Income market.

New active management opportunities
Active Managers can benefit from new opportunities arising from the debt crisis and from the development of liquid derivative instruments.


Portfolio construction and risk budgeting
Risk Budgeting enables the optimal mix of portfolio strategies based on a quantitative assessment of their contribution to overall portfolio risk.

World Gold Council | Jul 15, 2012

For many investors in the UK these are unprecedented times. Turmoil in Europe, a return to negative growth in the UK, a potential slowdown in some emerging markets and the spectre of higher inflation are at the forefront of investors’ minds.

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