Next March, Ucits V will entrench a more transparent, if more severe, environment for securities lending. The landscape for funds to benefit from lending is still difficult, but getting clearer, finds Hugo Cox.
More than €5 billion in unclaimed withholding tax is a greater drag on fund returns than fees. In 2013, the OECD approved a project to ease tax reclaims – but it has not been adopted, writes Alix Robertson.
As the Greek bailout crisis unfolded, it was hard at times not to wonder if the lunatics were running the asylum. Whose idea was this? How could it have gone so badly wrong? Fiona Rintoul hears fund managers’ views on the region as it emerges from crisis.
The Markets in Financial Instruments Directive II (MiFID II) has been credited with adding to regulatory burden but it has made progress in an area which was initially seen as controversial: access to EU markets by third-country managers and its harmonisation.
A chain is only as strong as its weakest link. Investors expect every step in the fund transaction processing life-cycle to be robust and transparent. Does this call for superhero powers or is there another way?
To outsource or not to outsource currency risk management? Marc Tuehl, Global Head of FX Overlay, explains the considerations and benefits of outsourcing currency risk management.
Global Funds Series − new frontiers & opportunities
The latest webinar in the series features Toby Cromwell, EVP Global Distribution and Mark Egan, CIO and lead portfolio manager at Reams Asset Management. They provide an in-depth insight into fixed income opportunities and on Scout’s fund range which is available to European and global investors.