March 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.

Cotton flowersIt is difficult to invest in commodities using the ever-popular Ucits framework. David Stevenson finds out how investors can access the asset class and whether there’s an appetite for it.

Letzler and PenhallFund investors and the US Securities and Exchange Commission (SEC) are taking an increasingly tough stance on performance advertising and fee disclosure in 2015. 

PolandA growing level of sophistication about financial instruments in Poland has seen investment and insurance funds grow as a proportion of household savings. There is also an appetite for risk, says Grzegorz Kaliszuk, a manager at Allianz Bancassurance.

RobotData is both an asset and a liability for fund managers. Nicholas Pratt looks at whether managed data services might be a solution.

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

LuxembourgThe Association of the Luxembourg Funds Industry’s Spring Conference takes place this month. Funds Europe talks to Luxembourg players about depositary banking and Annexe IV reporting.

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

LevelLiability solutions can be enhanced by designing performance-seeking equity benchmarks with improved liability-hedging properties, Edhec-Risk Institute research for the Ontario Teachers’ Pension Plan shows.

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.

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