Sep 14, 2017

ReportingFund distributors are required to make their first ‘target market’ reports available for fund managers by April 30 next year.

Apr 07, 2017

Fergus_AllDuff & Phelps, a consultancy, has appointed three regulatory and compliance experts as part of an expansion in the area.

Apr 04, 2017

Calculating_feesA specialist Asian investment team within First State Investments is to pay future broker research costs itself rather than charge clients.

Mar 28, 2017

PopulismThe primary concerns of firms working in asset management – such as disruption from robo-advice and the challenge of managing alternatives – have all receded over the past year to make way for worries connected to political change.

Mar 23, 2017

Life_insurance_planAsset managers lack understanding about the needs of insurance firms, including the demand for data transparency, and this is holding up investment outsourcing, researchers said.

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.

Mar 21, 2017

Jersey’s fund administrators discuss the obstacles they faced in 2016 and how they were overcome.

Mar 21, 2017

Marting_Paul-Richard_Le_LiaIn the past year, the biggest developments for Jersey’s funds sector arose from the ongoing tripartite initiative between Jersey’s government, the Jersey Financial Services Commission (JFSC) and funds industry participants to streamline and enhance the Jersey funds regime.

Mar 17, 2017

broker researchFrench asset managers are “considering” displaying their broker research fees for Ucits funds separately to execution fees so they meet new rules on unbundling.

Mar 16, 2017

Apples_and_orangesDavid Stevenson looks at the progress of Priips and finds a directive that asset managers first pushed for has turned out to be a burden for them.