Photo Gallery – Expert Investor Netherlands Q4 2016
Here you can see a selection of photos taken at Expert Investor Netherlands, held in Amsterdam on 1 November 2016.
Here you can see a selection of photos taken at Expert Investor Netherlands, held in Amsterdam on 1 November 2016.
Here you can see a selection of photos taken at the Expert Investor Alternative Ucits Congress, held in Noordwijk, the Netherlands, on 13-14 October 2016.
Is accepting a bit more volatility enough to sustain long-term fixed income returns, or should investors also make concessions on liquidity?
Everywhere in Europe, investors are having to rethink their strategic fixed income allocation as bond yields keep hitting new lows. When Expert Investor visited Amsterdam recently, we brought together three local wealth managers and an industry consultant to discuss how they take on this challenge.
Three quarters of pension funds in the Netherlands now have an ESG policy, up from just 45% in 2013, according to a study by pensions regulator DNB (De Nederlandsche Bank).
Freddy van Mulligen, who is in charge of external manager selection at Achmea Investment Management in the Netherlands, is a dedicated factor investor. For the quality bucket of his equity portfolio, he relies on the Schroder ISF QEP Global Quality fund.
Appetite for European equities among fund buyers in the Netherlands is lower than it ever has been. They believe the ECB has run out of ammunition to give equity markets another shot, while they see an autumn storm coming in from across the Atlantic.
The average net expense ratios of European-domiciled funds have come down across the board since 2013, according to a study by Morningstar.
Some 39% of institutional assets in Europe are invested in sustainable mandates, according to a study commissioned by Union Investment, the German asset manager. The Nordics and the Netherlands are the frontrunners, while Germany and Italy are lagging behind.
Bookmaker William Hill cut its odds for Britain to vote to remain in the EU to 1/5 yesterday, implying a probability of just 15% for Brexit to occur. Nevertheless, fund managers remain seriously worried it might well happen.
Here you can see a selection of photos taken at Expert Investor Netherlands, held in Amsterdam on the 12th of May 2016.
In part two of a video interview, Jaap Bouma tells which long/short managers he has added to his portfolios recently. He also reveals why liquidity is all-important to him.