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Investment strategies

  • December

    LGIM clears swaps ahead of deadline 18 December 2012

    LGIM has cleared interest rate swaps for its LDI funds range ahead of regulatory deadline

  • GCS Capital to buy Dexia AM 17 December 2012

    GCS Capital has signed an agreement to acquire the asset management business from Dexia

  • SSgA adds senior strategist 17 December 2012

    State Street Global Advisors (SSgA) boosts liability-driven investment strategies capability

  • Ucits funds receive inflows in October 17 December 2012

    Net inflows into Ucits funds surged in October to €41bn on reduced euro area uncertainty, says Efama

  • Standard Life wins Cumbria Council mandate 11 December 2012

    Standard Life will provide fixed income solution to Cumbria Council after winning a £130m mandate

  • Esma publishes repo guidelines for Ucits 04 December 2012

    Esma’s final guidelines on repo and reverse repo state that the full amount of assets or cash must be able to be recalled at any time

  • JPMorgan wins Warwickshire Council mandate 04 December 2012

    JPMorgan Asset Management appointed to manage global fixed income for pension fund

  • Natixis follows SocGen and BlackRock 03 December 2012

    Natixis follows in the steps of SocGen and BlackRock by targeting project finance to secure higher performing investments

  • November

    JPMorgan wins Warwickshire Council mandate 29 November 2012

    JPMorgan Asset Management appointed to manage global fixed income for pension fund

  • Equities were top selling assets in October 27 November 2012

    Equities recorded net retail sales of £550m in October as compared to average outflow of £9m over the last 12 months, according to the Investment Management Association (IMA)

  • EM Asian bond markets mature 20 November 2012

    Interest in emerging Asia fixed-income markets has advanced beyond currency considerations, said Schroders’ head of Asian fixed income Rajeev De Mello

  • Emad Mansour, CEO of Qatar First Investment Bank 09 November 2012

    Emad Mansour, CEO of Qatar First Investment Bank, talks to Alastair O’Dell about creating an asset management business to balance out principal investing over the economic cycle

  • Passive aggression 09 November 2012

    Opinion: Index providers are going head-to head in a lucrative business, says Luke Clancy

  • UK could ease pension infrastructure limits 06 November 2012

    The British government has started a consultation on allowing local pension funds to make allocations to infrastructure

  • Alan Pace, head of Americas prime finance, Citi 01 November 2012

    Citi’s Alan Pace believes hedge funds in the US are reaching an ever wider pool of investors while Brazil’s recent success is being constrained by barriers to international investment. He talks to Stephanie Baxter

  • October

    Lyxor ditches MSCI for FTSE 30 October 2012

    MSCI has lost market share to FTSE yet again, this time to Lyxor Asset Management

  • Saudi could overshadow GCC financial centres 30 October 2012

    Middle Eastern financial centres must establish themselves before Riyadh opens up to international investors, according to a director of Al Rayan Investment, at the Global Investor/ISF Middle East Summit in Qatar

  • Top managers’ assets decline in 2011 30 October 2012

    Investments managed by the 500 top asset managers fell below 2006 levels on weak fundamentals

  • Middle East Awards photos 26 October 2012

    Global Investor/ISF honoured the firms that have contributed the most to Middle Eastern capital markets in the past year, at a gala ceremony in Doha, Qatar, on 17 October

  • Demand rises for GCC bonds 19 October 2012

    ADS Securities’ Nouveau-Nikolajsen believes the region’s corporate fixed income market is set for strong growth

  • RMA: US rebounds on housing and rates 11 October 2012

    The United States is gaining momentum now as real estate has become a contributor to growth, according to BNY Mellon's chief economist at the RMA Conference on Securities Lending in Miami

  • Investors look to project finance 08 October 2012

    Despite the recent slowdown in the project finance market, SocGen CIB says institutional investors are looking to get involved in this niche asset class. Stephanie Baxter reports

  • SPDR launches European ETF on Xetra 04 October 2012

    SPDR ETFs is first to market by being the first ETF provider to launch a European ETF on the Xetra index

  • MSCI loses US market share to FTSE 02 October 2012

    Vanguard has chosen to ditch MSCI indices for 22 of its funds, replacing them with FTSE and CRSP benchmarks. Stephanie Baxter reports

  • September

    International investors pull out of Mena 30 September 2012

    International investors are focusing on problems in their home markets, leaving locals to drive the region’s capital markets, finds Bob Campion

  • Fund managers' eurozone concern reduces 18 September 2012

    Asset allocators have taken an overweight position in eurozone equities for the first time since February 2011, said fund managers in BofA Merrill Lynch survey for September

  • Mike Hankin, Brown Advisory, interview 18 September 2012

    Mike Hankin, president and CEO of Brown Advisory, tells Bob Campion that taking a bottom-up approach to investment is now more valid than ever in today's volatile markets

  • Ucits inflows drop 92% in Q2 14 September 2012

    Ucits recorded net inflows of €7bn in the second quarter of 2012 down from €91bn year-on-year as investors searched for yield in a low interest rate environment, according to Efama

  • Emerging equities to pick up in Q4 06 September 2012

    LGIM expects emerging markets to re-accelerate towards the end of 2012 after they have continued to disappoint throughout the third quarter

  • August

    Barbell asset allocation 31 August 2012

    The trend for barbell asset allocation strategies, combining index-tracking funds and alternatives at the expense of mainstream funds, is shaping the asset management industry. Paul Golden reports

  • $60bn Brazil package to fuel 5% growth 30 August 2012

    The Brazilian government's infrastructure plan will alleviate bottlenecks and increase its potential for sustainable growth, says Invesco EM head

  • Synthetics attract institutional investors 16 August 2012

    Institutional investors are utilising synthetics to achieve their aims but retail investors and regulators are less enthusiastic. Blake Evans-Pritchard reports

  • Dumbell asset allocation 01 August 2012

    Trend in asset management

  • July

    Invest AD launches Africa Ucits 30 July 2012

    Invest AD’s two new Ucits funds invest in Africa and the Arabian Gulf

  • Lower Brazilian rates to boost OTC derivatives 16 July 2012

    Reduced rates may lead to shift from fixed income to equities, with a positive knock on effect for structured products. Alastair O'Dell reports

  • Macro factors shaping Brazil investment 16 July 2012

    Declining growth favours hedge funds over long-only asset management - and is leading the authorities to revisit plans for reform. Alastair O'Dell reports

  • Fixed income ETF market to exceed $2trn 10 July 2012

    Fixed income ETFs are growing increasingly popular, says iShares

  • June

    Evercore launches new offering for pensions 13 June 2012

    Evercore Pan-Asset Capital Management has created a low cost portfolio structure based on diversified growth

  • 14% of European ETFs on “death list” 12 June 2012

    New Lipper research suggests 241 European ETFs are under review by fund promoters

  • Middle East SWFs focus on national economies 06 June 2012

    A recent report shows that Middle East sovereign wealth funds are focusing on markets closer to home in response to the euro crisis and unrest in the region. Analysis by Alastair O’Dell

  • Euro decision time 05 June 2012

    The flaws in the euro project can no longer managed with piecemeal bailouts. Leaders must now determine the future of the European project. Stephanie Baxter investigates the options

  • May

    London property market: shaky foundations? 29 May 2012

    The London property market is weighed down with debt but some see an opportunity, says Anthony Hilton

  • More UK pensions diversify assets 22 May 2012

    UK pensions are looking more closely at diversification to manage volatility, according to Barings

  • Rising thirst for European bank debt 21 May 2012

    European loan portfolios are attracting interest from new investors such as pension funds, insurance firms and sovereign wealth funds

  • iShares expands EU fixed income ETFs 09 May 2012

    iShares is keen to meet expanding interest in fixed income ETFs

  • Saudi Arabia: Waiting on the King 07 May 2012

    Saudi Arabia is a highly attractive proposition for international investors. Whether hopes turn into reality will depend on the monarch’s willingness to open up the country’s markets, writes Paul Golden

  • Big debate: Gold 04 May 2012

    Luke Clancy quizzes Marcus Grubb, managing director, investment at the World Gold Council and Mark Williams, former senior commodities trading floor executive who teaches finance at Boston University, on the future for the gold price

  • The challenge for active managers 04 May 2012

    Active managers need to combat growing skepticism about their products, says Anthony Hilton

  • April

    Asia popular but challenging Ucits destination 30 April 2012

    While the take-up of Ucits in Asia has been successful, BNP Paribas Securities Services and Knadel conclude that key challenges remain

  • Hedge funds outperformed equities and bonds 27 April 2012

    Hedge funds outperformed traditional asset classes over the last 17 years according research commissioned by KPMG and AIMA

  • BNY Mellon Teams with Investor Analytics 24 April 2012

    BNY Mellon has announced a strategic alliance

  • MSCI adds to risk indices 19 April 2012

    New indices target specific levels of risk

  • Pensions look to export credit agencies 19 April 2012

    With banks constrained in their ability to lend money, institutional investors are spying an investment opportunity, says Bob Campion

  • Investor concerns rise over France 17 April 2012

    The French elections are causing more worry for investors than Portugal or Italy, according to Bank of America Merrill Lynch

  • MSCI launches frontier markets 100 index 12 April 2012

    Forthcoming iShares ETF to be based on new index

  • Still bullish about China? 12 April 2012

    Slower growth in China means the next phase of its economic development will be the toughest yet, with reform essential to future growth, says Bob Campion

  • Equity hedge funds in best quarter since 09 10 April 2012

    Despite a strong quarter for many strategies, March itself was filled with mixed returns across various regional investment mandates

  • Gamma sees interest in illiquid hedge funds 04 April 2012

    Gamma Finance is seeing return of specialist players building up dedicated portfolios of illiquid hedge funds

  • UK tax transparent fund to go live in summer 03 April 2012

    Northern Trust says it is ready for the launch of the new UK tax transparent pooled fund

  • March

    CIO profile: Plamen Monovski, Renaissance 28 March 2012

    Renaissance Asset Managers CIO and president Plamen Monovski knows exactly what he is looking for in emerging and frontier investments. Stephanie Baxter caught up with him at celebrations for the firm exceeding $3bn in AuM

  • Asia: active vs passive investment 27 March 2012

    ETFs are gaining traction with Asian investors, but core holdings will remain in active management for quite some time due to regulation and impressive performance. Paul Golden reports

  • Emerging markets to attract more flows 26 March 2012

    Investor confidence is rising in emerging market debt and equities, according to a survey

  • Lebanon: Difficult neighbourhood 26 March 2012

    Lebanon is in a historically rare state of stability while neighbouring Arab countries suffer violent upheavals. It remains a tough environment for the investment industry, says Hugo Cox

  • Northern Trust enhances reporting tool 22 March 2012

    The tool assesses the impact of derivatives on asset manager and investment programme returns

  • Japanese pension opts for ESG investing 16 March 2012

    A large Japanese pension fund has selected the MSCI Japan ESG Index

  • CEO profile: Roger Yates, Pioneer Investments 13 March 2012

    Pioneer Investments seeks to diversify its geographical footprint away from proprietary channels such as Italy. CEO Roger Yates speaks to Luke Clancy

  • Industry considers new risk model 13 March 2012

    Annabelle Palmer considers whether the time is right for a wholesale reconsideration of the way risk is evaluated across the globe

  • Hedge funds to invest in Europe-listed ETFs 07 March 2012

    Global hedge funds will start to embrace more European-listed ETFs in 2012, Deborah Fuhr of ETF Global Insight tells Data Explorers

  • Investors look to customised beta strategies 06 March 2012

    A new study by Northern Trust shows that institutional investors have access to a wider range of indexing options across the beta spectrum

  • Pensions overlook sponsor exposure risk 06 March 2012

    JPMorgan’s new paper looks at how structural links can exist between pension investments and their sponsors’ economic exposures

  • Global Investor/ISF award nominations open 05 March 2012

    Investment management firms are invited to put themselves forward for the annual awards ceremony in June

  • February

    Nomura offers access to Saudi stock market 29 February 2012

    The investment bank has been authorised to offer international institutional investors access to the Tadawul

  • Fuhr launches ETF Global Insight 23 February 2012

    Deborah Fuhr and others to provide independent research and consultancy to the global ETF industry

  • ACM platform offers sec lenders opportunities 17 February 2012

    The new Agency Cash Management platform jointly launched by Newedge and MTS, will benefit lenders of securities as well as providing a solution to challenges faced by the buy- and sell-side of cash investment

  • UK bodies slam EU pensions reform 14 February 2012

    Trade associations including the National Association of Pension Funds have expressed concerns about EU plans for new pension rules modelled on Solvency II

  • Strategic indices boost performance 06 February 2012

    MSCI says there is growing evidence that strategic indices add more value than active manager selection over the long term. Stephanie Baxter reports

  • BRICs “powerhouses” of emerging markets 03 February 2012

    The BRIC markets will have a big impact across the globe over the next decade, according to Legal & General Investment Management's Brian Coulton

  • Arden selects HedgeMark's managed account 02 February 2012

    The asset manager has also selected HedgeMark Risk Analytics to provide position level risk reporting and data aggregation

  • January

    CIO profile: Marino Valensise, Baring Asset Management 31 January 2012

    Baring Asset Management has maintained its identity by constantly reshaping its business over the past 250 years. Chief investment officer Mario Valensise discusses the latest restructuring of the firm’s portfolio of funds

  • MSCI launches ESG sovereign ratings 31 January 2012

    New tool assesses a country’s exposure to ESG risk factors

  • Otkritie offers access to Ukraine’s UX index 30 January 2012

    Ukrainian index futures have rapidly become a very liquid investment

  • Davos Forum wrong on CEE 26 January 2012

    Renaissance AM hits back at negative World Economic Forum assessment, reports Stephanie Baxter

  • Nikko AM makes key hire 26 January 2012

    Nikko Asset Management has appointed former Coutts’ wealth manager

  • Bahrain: one year on 25 January 2012

    When the Arab Spring reached Bahrain a year ago the asset management and asset servicing sectors felt immediate pain. The central bank and local banks are optimistic but much depends on the actions of the authorities, finds Stephanie Baxter

  • 25 years, 25 CEOs: Dominique Carrel-Billiard, CEO, AXA Investment Managers 18 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Market fundamentals may have changed but in Dominique Carrel-Billiard’s view the continued consumer need for the asset management industry’s services will ensure its success

  • 25 years, 25 CEOs: Pierre Servant, CEO, Natixis Global Asset Management 17 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Innovation is core to success in the classic long-only asset management sector, otherwise firms will fall victim to churn, says the Natixis Global Asset Management chief

  • UK pensions look to alternative investments 17 January 2012

    UK pension funds can use alternative investment strategies to meet their key objectives in 2012 in spite of what will be a challenging year, according to Morgan Stanley Investment Management

  • 25 years, 25 CEOs: Yves Perrier, CEO, Amundi 16 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Market and regulatory drivers will converge to create an asset management industry in two halves – large-scale providers versus niche firms – according to Yves Perrier

  • Fidelity appoints Flaherty as fixed income CIO 16 January 2012

    Fidelity Investments has promoted Mark Flaherty, managing director of research for municipals

  • 25 years, 25 CEOs: Rob Shafir, CEO, Credit Suisse Asset Management 15 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. The Volcker rule – and crucially a lack of clarity over how it will be implemented – is the top concern for the Credit Suisse Asset Management chief

  • 25 years, 25 CEOs: Kevin Parker, global head, Deutsche Asset Management 14 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Market conditions may be challenging at present but Kevin Parker is confident that the dark days of 2008 are way behind the industry

  • 25 years, 25 CEOs: Philippe Marchessaux, CEO, BNP Paribas Investment Partners 13 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Philippe Marchessaux explains how performance has become more important than scale, and why absolute return strategies are only one part of an investment manager’s arsenal

  • Schlumberger moves to VTB Capital 13 January 2012

    VTB Capital has hired Ulrich Schlumberger to head its global delta one business

  • 25 years, 25 CEOs: Gregory Fleming, president, Morgan Stanley Investment Management 12 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Despite the increasing cross-pollination between alternative and traditional asset managers, Greg Fleming is sure there is still a place for long-only investment platforms

  • ING IM hires new France MD 11 January 2012

    ING Investment Management makes hire from HSBC Global Asset Management

  • Lack of demand and regulation to shape 2012 11 January 2012

    A raft of industry surveys suggest that this year will be even tougher than 2011, as investment managers and securities traders face a lack of demand and looming regulation. Stephanie Baxter reports

  • 25 years, 25 CEOs: Mary Callahan Erdoes, CEO, JPMorgan Asset Management 10 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. Increasing globalisation means greater challenges for the asset management industry but it also presents increased opportunities, according to the JPMorgan Asset Management head

  • Seeding managed account platform launches 10 January 2012

    Investors can now utilise the managed account platform to invest in a seeding fund or to invest directly into emerging hedge funds

  • 25 years, 25 CEOs: John Flint, CEO, HSBC Global Asset Management 09 January 2012

    To celebrate its 25th anniversary, Global Investor/ISF interviewed 25 CEOs. John Flint says the potential of emerging markets is a bright spot for a chief executive who fears that a savings gap and an increasing regulatory burden spell problems for the asset management industry

  • BNY Mellon hires new research manager 09 January 2012

    BNY Mellon Investment Management appoints former Russell Investments managing director

  • LGIM moves into ETF market 09 January 2012

    Legal & General Investment Management has launched a commodity exchange traded fund with Source

  • MSCI opens office in Seoul 09 January 2012

    MSCI has increased its presence in the South Korean market

  • CEO profile: Shwan Taha, Rabee Securities 05 January 2012

    Twenty five years of war and sanctions have devastated the Iraq economy – but for Shwan Taha, chairman of Baghdad-based Rabee Securities, now is the perfect time to invest in a nation that is rebuilding from scratch. Aaron Woolner reports

  • Finding the future in thematic investing 05 January 2012

    Opinion may be divided on whether thematic investing is a new concept, but there is little doubt that it will exercise the minds of investors for the foreseeable future. Paul Golden reports

  • Eurozone recession "inevitable" in 2012 04 January 2012

    Economists predict a eurozone recession this year while US growth could be rocked by politicians’ failures to reach agreements on budget cuts. Stephanie Baxter reports

  • India boosts investor sentiment 04 January 2012

    Following the Indian government’s move to allow foreign investors to allocate directly to its equity market, Jupiter India Fund’s Avinash Vazirani says the decision is good news for the country’s markets after a difficult year in 2011

  • Middle East Awards 2011: the winners 03 January 2012

    The second Global Investor Middle East Awards took place in Dubai, following our annual investment conference

  • Signia Wealth hires SocGen’s CIO 03 January 2012

    Signia Wealth has appointed a new head of investment solutions as part of a series of recent key hires across the firm