Overcoming the diversification challenge. 10 rules for constructing a robust premia portfolio with stable performance.
=
- Home
- News
- Analysis
- Investments
- Asset servicing
- Regulation
- Reports
- Events
- Media
- Funds Global
- About us
Overcoming the diversification challenge. 10 rules for constructing a robust premia portfolio with stable performance.
In this paper BNY Mellon are offering insight into fund purchase decisions taken by investors in key cross-border fund markets in Asia.
Logic might suggest that all ETFs replicating the same market index are themselves the same. And yet, you do not have to be an experienced ETF investor to know that this is clearly a misconception. In practice, performance can vary. It is necessary to know which objective criteria to use when selecting an ETF.
For global asset managers, choosing the right fund domicile is a key strategic decision. Whether seeking to establish UCITS or alternative investment funds or both, how do asset managers evaluate the best domicile for their needs among the various European financial centres available? And what are the key decision‑making criteria that influence their preference?
As reported in the 2012 Russell Institutional Benchmark Survey, the market share of the Russell Index series continues to increase. Russell now captures 72% of the market share for all U.S. institutional equity products reporting a benchmark, up from 68% in 2011.
|
|
|
|
Why fund admin tech is a key competitive advantage Cian Hyland, Strategic Client Relationship Director at Deep Pool Financial Solutions spoke to us about how technology enables efficient data management, reporting automation and secure data access. | Insights from State Street Cuan Coulter, Global Head of Asset Managers and Head of UK and Ireland at State Street, discusses how fund managers decide between the two cross-border fund domiciles, namely Ireland and Luxembourg, and why asset managers find managing data so difficult. |
Unlocking access to private markets Vincent Clause, who heads the global funds strategy at Euroclear and David Genn, CEO of Goji, sit down with Funds Europe to explain how technological innovation, bolstered by operational experience and global reach, can provide solutions that unlock access to private markets. | Sustainable investing in the DC world Claire Felgate, a specialist in UK defined contribution pension schemes at asset manager BlackRock, talks with Funds Europe editor Nick Fitzpatrick about how - and the pace at which - DC pension schemes are adapting to the requirements of sustainable investment. |
|
Watch our webinar for a deep dive into the findings of the fresh-off-the-press EU Taxonomy 2023 Insights Report, based on Clarity AI's best-in-class coverage of EU Taxonomy reported data and CDP industry-leading environmental datasets.
In this webinar, we discuss tools for optimising fund data management and distribution, the role of global fund classifications and ratings, and how technology and automation enhance data integrity and insights.
 | |
2024 will be a year of multiple transitions in the global economy and markets. Find out how to seize the opportunities and manage risks. | |
|
 | |
Tradeweb’s iNAV Calculation service provides robust, real-time pricing data for European ETF issuers. The bottom-up calculation provides each user with accurate intraday prices enabling confident trading. | |
|
 | |
Invest in the pillars of the digital economy – finance, technology, and digital assets. | |
| |
 |
 |
 |
 |
 |
Join our mailing list to receive our latest news updates, magazine features, thought leadership and market research & analysis. |
| SUBSCRIBE NOW » |
Anup Kumar, EVP & global head of services at Linedata, discusses the integration of Generative AI in fund management and its transformative impact.
Exploring Europe's position as a spacetech leader, Bogdan Gogulan, CEO and managing director of NewSpace Capital, highlights the continent's diversity as a driver of innovation while underscoring the need for investment and unity to scale businesses in this crucial sector.
Private markets assets have shown price resilience against a wider backdrop of capital market turmoil. This makes the FCA concerned. Tony Alfonso, of Apex Group, explains why and offers thoughts on how the regulator will respond.
Maxime Aerts of FE fundinfo delves into ESMA's ambitious data strategy, outlining its potential to reshape EU finance.
Nicolas Thomas, principal thematics – private equity at Pictet, delves into the essential role of technological innovation and investment in propelling the global initiative against climate change, with a focus on the expanding opportunities in private markets.
Elliot Refson, head of funds at Jersey Finance, explains the importance of choosing the right domicile for emerging fund managers to ensure long-term success.
Fund finance helps alternative asset investors, including private equity, private credit, real estate and infrastructure managers meet operational needs. But a reduction in providers and – lately – higher interest rates mean managers are finding finance is getting harder and harder to come by, Ben Griffiths, global head of fund financing at MUFG Investor Services tells Funds Europe.
Laurent Marochini, head of innovation at Societe Generale Securities Services Luxembourg, delves into the revolutionary world of AI and its profound impact on the financial sector, highlighting SGSS's leading-edge adoption and value creation through AI technologies.
Mamdouh Medhat, senior researcher and vice president at Dimensional Fund Advisors, explains how to systematically assess systematic managers and their strategies.
Claire Felgate, UK DC pension schemes expert at BlackRock, discusses with Nick Fitzpatrick, editor at Funds Europe, how modern DC pension schemes are adapting to sustainable investment requirements.
