Fund Strategy

White Paper

Charting the economic impact of climate change

As temperatures continue to rise, more pressure will be placed on everyone, particularly investors and other financial professionals, to factor climate change into their decision-making.

The charts in this white paper focus on environmental data. Financial professionals including economists, analysts, quants, strategists, portfolio managers and asset allocators use these data sets to inform macroeconomic and financial analysis.

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Roundtable: Understanding context to make sense of ESG data

Pension funds, asset managers and servicers discuss the lack of interesting sustainable investment opportunities, the SFDR’s impact on UK investors and managers, and why contextualising data is key. Chaired by Romil Patel.

Executive interview: Nicolas Moreau’s orderly transition

Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon transition, he tells Nick Fitzpatrick.

ETFs for vegans

Food security, loss of biodiversity, and veganism are some of the newer themes in ETF product development – but approaches to the themes are complex, so investors must be careful what they eat. Alex Rolandi reports.

Fund administration: More promise for the unloved ELTIF

The SFDR regulation and the administration of withholding tax have been challenges for third-party fund administrators over the past year. But in our poll of leading figures in the admin industry, we also hear there’s a better future for the ELTIF.

Fund administration: Third-party admin directory

Funds Europe presents the basic facts and figures of third-party fund administrators who took part in our survey and report.

Digital Features & Sponsored Profiles

A new outsourcing model is helping buy-side rise above competition

Leonard_Ollier The increasingly complex marketplace is pressuring asset managers to reduce costs and improve efficiencies. Léonard Ollier of Societe Generale Securities Services (SGSS) explains...

Driving a digital transformation

Simon_Keefe Funds Europe talks to Calastone’s Simon Keefe about asset managers’ digital transformation journeys and how their service providers can support them.

Third-party solutions: Alter Domus’ big plans

Outsourced service provider and alternative investment fund manager, Alter Domus, explains why it is looking to Ireland and what makes outsourcing so attractive.

By the people, for the people: Why investors should care about human rights

Human_rights_image Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic...

Executive Interviews

Fisch: “A special kind of animal”

Juerg Sturzenegger, chief executive officer of Fisch Asset Management, talks to Alex Rolandi about the challenges of the pandemic, the pros and cons of being a niche player – and how the remote...

Executive interview: Nicolas Moreau’s orderly transition

Roundtables & Panels

Emerging markets roundtable: An uneven recovery

Our expert panel discusses what the uneven recovery across emerging markets means for investors, whether there is a crisis looming, China as an asset class, ESG challenges and more. Chaired by Alex Rolandi.

Roundtable: Understanding context to make sense of ESG data

Asset managers to outsource more services

Fund managers will be more reliant on their asset servicing and technology partners in the future as they look to outsource more of their operations, according to a recent Funds Europe research report.

Lack of confidence prevents Europeans putting one-third of savings into markets

European workers want to invest a large part of their savings but lack the confidence to take the plunge, JP Morgan’s asset management business said.

Pandemic spurs intergenerational sustainable investing

The Covid-19 pandemic has prompted just over half of advised UK adults to move into the sustainable investing space, according to a report by Prudential.

Why bitcoin is almost certainly a bubble and possibly manipulated

Alex Pickard of Research Affiliates warns that alleged market manipulation that could be linked to recent climbs in bitcoin’s value could be disastrous if proven true.