How prepared is the industry for Mifid II?
After months of talking and planning, Mifid II is finally here, but is the asset management industry ready for the bombshell to land?
Latest news
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Difficulty for fund managers if ESG not considered
It will become difficult for fund managers in the future to sell their products if they do not take into account environmental, social, and governance (ESG) factors, Aktia Asset Management believes.
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Fund selectors who don’t create ESG portfolios to lose clients
When it comes to investors demanding ESG, the speed of change may vary based on the type of investor and the country in which they live, but the direction of travel will not: the future will not be about offering a few ethical or green funds here or there but about moving to a full…
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Reputation seen at risk if ESG factors avoided
It is important to be in the environmental, social, and governance (ESG) community to avoid reputational risk, according to VZ VermögensZentrum’s senior financial analyst Michael Ausfelder.
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Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
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Happy Holidays from Last Word
Merry Christmas and Happy New Year from Last Word. We will take a holiday break.
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Fangs or Bats? Deutsche AM looks at tech in Asia
While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
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Italy seen attractive for 2018 despite election worries
While Italy faces election and non-performing loan (NPL) challenges, Aviva Investors believe that its market is looking attractive for investors in 2018 but fund selectors warn the country should not be a core part of a global portfolio.
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Long haul or short stay? Duration uncovered
Duration is more than an expression of interest rate risk, rather than simply a measure of risk, it should also be considered for its both potential to generate capital return
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Year in review: Europe
Despite concerns about heightened political volatility, 2017 proved a strong year for funds investing in Europe with no funds in the IA Europe ex UK sector losing money.
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Adviser interest in Jupiter European fund rockets
Alexander Darwall’s Jupiter European fund has piqued the most interest from advisers as its performance details were viewed almost 50% more times than second-most viewed fund Fundsmith – Equity in 2017, according to FE Analytics.
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Wells Fargo AM launches two global Ucits
Wells Fargo Asset Management (WFAM) has launched two Ucits, the Global Low Volatility Equity fund and the Global Long/Short Equity Fund, which will be sub-advised by Analytic Investors.