transfer agency

Apr 15, 2016

Alternative funds are increasingly en vogue with institutional investors thanks to tighter regulation and greater oversight. Nicholas Pratt looks at how fund administrators are adjusting.

Feb 12, 2016

Race horsesOutsourcing providers are ramping up their offerings but take-up among large managers is still rare. Nicholas Pratt asks if all the competition will be in vain.

Feb 12, 2016

Colin WilsonAsset managers and distributors, like other operators in the service industry, are in the business of creating a shared value in the relationships they establish with their customers and there is an increasing understanding of the role of digital technology as a means of achieving this. 

Dec 23, 2015

Nicholas Pratt examines whether the service providers will be able to keep up with the demand for liquid alternatives.

Liquid alternative funds, a tag for regulated alternative funds that includes alternative Ucits and alternative investment vehicles, are divisive instruments. Perhaps it should be expected of a tag that suggests investors can get the best of both worlds – the reassuring liquidity of mutual funds and the racy returns of alternative asset classes that are sometimes illiquid.

What cannot be denied is the...

Dec 23, 2015

Alan Dundon and Gautier Despret of Alter Domus give their opinion on Luxembourg’s newest innovative investment vehicle. 

There has been much talk and excitement in the Luxembourg marketplace in recent months with the anticipated launch of the Reserved Alternative Investment Fund (Raif), managed by an authorised alternative investment fund manager (AIFM), moving quickly from idea to reality. 

This culminated on November 27, 2015, with the adoption of the Raif Bill of Law by the Luxembourg government, and the expected...

Nov 23, 2015

Handshake contractFullgoal Asset Management has appointed Deutsche Bank as custodian and service provider for one of the first Ucits fixed income funds to have a renminbi quota.

Nov 06, 2015

Kid planeAs the barrage of new regulations keeps coming, asset servicers must innovate to stay competitive, finds David Stevenson.

Nov 06, 2015

TechnologyA new working group intends to bring automation to the alternative funds market. But why should this plan be successful, asks Nicholas Pratt, when others have failed?

Oct 16, 2015

Process automationTechnology is at the heart of the Sibos conference and has the power to transform the funds industry. But are firms throwing their weight behind automation? What use can they make of ‘big data’? We asked a number of experts.

Oct 08, 2015

Global handshakeLynx Asset Management, a Swedish asset management firm, has awarded a $1 billion (€888.5 million) fund administration mandate to HSBC Securities Services (HSBC SS) for two onshore funds.

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Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

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.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.