June 2011

Crossing_the_AtlanticA number of fund managers that are less well known outside their American homeland have embarked on a push into the European institutional and wholesale funds business. Nick Fitzpatrick and Angele Spiteri Paris speak to some of them about their timing


Heart_monitorWith increased assets under management in the European fund and asset management business, Fiona Rintoul asks if the industry has recovered from the financial meltdown


KiidThe deadline for fund managers to produce Key Investor Information Documents looms large. Angele Spiteri Paris writes about the challenges and how this exercise compares with the one that spawned the simplified prospectus


Mouse_trapFund categorisation is anything but easy, yet it is more important now that Ucits products must produce a risk-reward indicator. Rudolf Siebel and Michael Pirl, of the German trade body BVI, discuss what action to take.

Yvnge-SlyngstadAs an after-effect of the financial crisis, an uncomplicated approach to investment is a good thing. Yvnge Slyngstad of NBIM tells Funds Europe how the Norwegian sovereign wealth fund is changing the way it invests.

Our head-to-head discussion with two prominent pension schemes in the UK reveals problems with investment benchmarks that came to light in the financial crisis. It also indicates that there is a desire for passive solutions that is not being satisfied by investment managers' product offerings. These, along with other issues considered here, set the scene for forward planning in the pensions industry. Chaired by Nick Fitzpatrick (part1)

Our head-to-head discussion with two prominent pension schemes in the UK reveals problems with investment benchmarks that came to light in the financial crisis. It also indicates that there is a desire for passive solutions that is not being satisfied by investment managers' product offerings. These, along with other issues considered here, set the scene for forward planning in the pensions industry. Chaired by Nick Fitzpatrick (part 2)

Roller-coasterLow-volatility equity strategies eschew growth to offer downside protection. But Nick Fitzpatrick finds the forfeit might not be so great after all


Umbrella-stormsOverheating emerging market economies are exporting inflation to the rest of the world. But as investors' inflation expectations rise, so does the cost of protection, finds George Mitton.

Simon_TortellThe regulatory emphasis that has been placed on the oversight of the manager since the beginning of the financial crisis, and even before that, cannot be overstated

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