Can food waste reduction improve investor returns?
As the European Commission issues a delegated act, fund managers are looking to benefit
Rabobank
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ANALYSIS: Why professional investors buy multi-asset funds
Multi-asset, or asset allocation funds, have been an investor favourite for years. But why would a professional investor invest in these one-stop shop funds?
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Sustainable investing – is it time to consider ETFs?
Passive investing has made a rapid rise over the past couple of years. When it comes to sustainable investing, however, index-based funds are still relative newcomers.
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Is there a future for single country equity funds?
European equities have been the best-selling asset class with European investors in recent history. However, this hasn’t benefited those funds that invest exclusively in equities listed in one particular European country.
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Forget about active share – It’s active fee you should focus on
A poll conducted by Expert Investor last year among more than 60 European fund selectors showed that active share is an important fund selection metric for more than 80% of them. However, very few fund houses regularly update investors about the active share of their funds. Should they be more open?
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Fund selectors rediscover EM equities
Investors are often accused of buying into a trend too late, when markets have already gone up a fair bit. But Europe’s fund buyers are putting on a brave face, and are already planning to move back into emerging market equities before they bounce back.
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“There is no room for benchmark huggers,” – Rishma Moennasing, part 2 of 2
In part two of the interview, Rishma Moennasing, an equity fund analyst at Rabobank in the Netherlands, tells how she deals with managers she thinks are not active enough.
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Investors boost European equity holdings as Grexit fears fade
European investors appear to have shrugged off their worries about a Grexit, with the Euro Stoxx 50 index up 2.4% on Monday. Indeed, the consensus that European stocks are the place to be has returned, also among the continent’s fund buyers.
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ETFs – The path of least resistance
Index-tracking strategies have come of age in the past decade, with increasing numbers of portfolio managers using passive investments tactically.
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A core-satellite approach – the best way to run a portfolio, says Rishma Moennasing – part 1 of 2
Rishma Moennasing, a senior equity fund analyst for Rabobank in the Netherlands, explains to EIE’s Tjibbe Hoekstra why she is a fan of the core-satellite approach, and how she implements it in practice.
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screen idol
The person every fund manager wants to meet: Rishma Moennasing, Rabobank’s equity fund selector. By Will Jackson