Regular article type.

Templeton’s succession planning gains Morningstar approval

Thumbs_upMorningstar said the Templeton Emerging Markets Group was “heading in the right direction” with its succession planning in the wake of Mark Mobius’s reduced focus on day-to-day investing.

Mercer to offer asset allocation to financial adviser platform

Asset_allocationMercer, a well-known investment consultant for pension funds, is to start offering asset allocation advice to a financial adviser platform.

Quaero sees future in infrastructure

MotorwayA Swiss investment boutique, Quaero Capital, has refocused its Real Assets fund to focus on infrastructure.

Advisers stuck for ISA transfer options as millions switch

family_savingsFive million people may switch their individual savings accounts (ISAs) because of worries over performance, MetLife research estimates.

Solvency II: Asset managers “must understand insurers better”

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.

SPDJI leads equity smart beta index providers

Smart_betaStandard & Poor’s Dow Jones Indices (SPDJI) is the index provider that has recently gained the most from the increase in smart beta equity investing, market data shows.

Tobam expands fixed income smart beta business with hires

HandshakeTobam, an “anti-benchmark” fund manager based in Paris, has added two members to its fixed income team and is increasing its product range, which includes smart beta bonds.

Prudential finds evidence of more women saving for pensions

BusinesswomenMore women in the UK are retiring with pensions savings, though the number without provision is still high.

Fund manager confidence in Europe equities rises

European_parliamentConfidence among European and global fund managers is increasing, with many seeing European equities as undervalued as the macro landscape improves.

Public sector demand trends upwards for alternatives and EM

Pensioner-with-caneUK public sector pension funds have significantly increased their exposure to alternative investments and emerging markets over the past three years.


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.



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.