In today’s globalised investment environment, fund managers can more accurately target their investor bases by establishing funds across borders. Establishing a cross-border fund also allows managers to select the specific jurisdiction that offers the most advantageous setting for their particular investment approach, taking into consideration proximity to market, specialism in particular sectors and available fund structures.
The Securities Industry and Financial Markets Association (SIFMA), the Investment Company Institute (ICI), and The Depository Trust & Clearing Corporation (DTCC) last year published a report targeting the first half of 2024 to shorten the US securities settlement cycle from trade date plus 2 days (T+2) to trade date plus one day (T+1).
For emerging managers – any firm newly launching into the asset management market – choosing partners is a crucial exercise, and that includes the fund domicile. Elliot Refson, head of funds at Jersey Finance, expands on the issue and introduces Funds Europe’s emerging managers survey.
Thomas Richter, the head of Germany’s main fund association, has criticised EU rules for increasing costs in asset management that result in firms finding it difficult to invest in their businesses.
Do you remember how Value at Risk (VaR) – the risk-management metric – came in for much criticism after the financial crisis of 2008? It was once compared to an airbag that works all the time except when you have a car accident.
Fund managers talk to Nicholas Pratt about the dangers of ESG metrics that boil complex risks down to a single number.
Amid heightened concerns about greenwashing, the funds industry’s stance on climate investing has come under increasing scrutiny. Pete Carvill looks at two studies in particular and asks how the landscape has changed since they were published.
Green finance rules are driving huge changes in ETF indexing but have not disrupted index providers - firms that the FCA is now monitoring, writes Peter Taberner.
Last year’s AGM season was meant to see a leap forward in the spread of shareholder democracy – but instead it exposed “alarming” new obstacles for individual investors, says Arnaud Houdmont of Better Finance.
Euroclear, MFEX and Greenomy are addressing sustainable finance challenges with innovative, scalable solutions.
