Erik Rubingh, head of systematic strategies at BMO Global Asset Management, discusses the benefits of style-based investing and its potential application for absolute returns.
Paul North, head of product management EMEA at BNY Mellon, looks at how custodians and service providers are responding to margining rules set to come into force this year.
Ligia Torres, head of emerging markets at BNP Paribas Investment Partners, discusses her firm’s core philosophy and investment strategies.
Adeline Ng, head of Asia fixed income at BNP Paribas Investment Partners, sees positive fundamentals in the region’s bond markets.
As we move towards 2016, firms across the financial industry will be setting out their budgets and plans for the year ahead – and it seems clear that market infrastructure, new regulations and tax changes will play a bigger role than ever in influencing and shaping that planning process.
In a recent webinar, Funds Europe spoke to Chris Hart, portfolio manager of the Robeco Boston Partners Global Premium Equities Fund, about how he seeks to tap into global opportunities from a value and growth perspective.
The ‘look through’ structure generally recognises tax at investor level, rather than the fund level, enabling investors to access the appropriate tax rate on their investment income. However, the model’s transparency advantages transcend tax outcomes to encompass a suite of fund rationalisation, regulatory and reporting, and distribution benefits.
The funds industry faces intense operational pressure from proposed regulatory and other changes. Euroclear’s Scott Caine says firms must do more to embrace automation if they are to keep their business agenda on track.
Along with leading institutional investors and key partners, Amundi has developed innovative investment strategies that allow long-term passive investors to hedge climate risk without sacrificing financial returns.
Funds Europe talks to Arnaud Llinas, head of ETFs & Indexing at Lyxor Asset Management, about building balanced ETF portfolios.