Archive » 2010 » Issue 82 (July/August)
New kids challenge old way of thinking
04 July, 2010
The assent management landscape is being shaken up by a number of new players, putting increasing pressure on traditional business models.
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Shyam Kumar, Kotak |
Focusing on India’s ‘sweet spot’
04 July, 2010
Foreign investors looking to access the Indian growth story should consider targeting mid-cap companies, writes Yuri Bender.
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Families pushed down listed route by ‘reporting headaches’
04 July, 2010
Most family offices intend to maintain or increase allocations to private equity, and are using a wide range of investment vehicles to pick up assets at low prices, writes Karl von Bezing.
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Olivier de Givenchy, JP Morgan |
JP Morgan out to grab both ends of market
04 July, 2010
Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.
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Paul Boughton, Neptune |
Neptune’s ascent proves small can be beautiful
04 July, 2010
Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.
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Rebalancing for the new world order
04 July, 2010
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Dr Wolfgang Leoni, Sal Oppenheim |
Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato.
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Applying quant methodology to beat the bank
04 July, 2010
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Robert Haugen, Alfred Berg |
PWM hosted a discussion with Professor Robert Haugen, inventor of the Minimum Variance quantitative investment concept, at the end of June in London. Professor Haugen’s discoveries shook the world of portfolio management from the 1960s onwards, but were never popular with the investment and business school establishment.
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Uncertain outlook brings return to volatility
04 July, 2010
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Joanne Warner, First State |
As government stimulus packages draw to a close, commodity prices have fallen, and continued demand from the emerging markets, and China in particular, is of increasing importance to the sector. Ceri Jones reports.
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ESG principles move into the mainstream
04 July, 2010
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Burkhard Varnholt, Bank Sarasin |
As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.
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Looking at climate change from a broader perspective
04 July, 2010
Thematic or climate change funds can provide a wide range of opportunities across a number of industries, and are well suited to high net worth private clients.
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Providing a safe pair of hands
04 July, 2010
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John Bennett, Man Group |
Whether targeting traditional insitutional investors or private banks, hedge fund providers must be able to demonstrate high levels of transparency, liquidity and service, reports Yuri Bender.
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Bringing harmony to open architecture
04 July, 2010
Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.
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Panel investment
04 July, 2010
Each month in PWM, 12 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy.
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