Magazine Issues»March 2015

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.