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Research

Cerulli reports ESG demand is growing

Mon, 17/12/2018 - 09:38

Research firm Cerulli Associates reports that retail client channel awareness on the topic of environmental, social, and governance (ESG) investing is growing, but warns that asset managers should focus on converting interest into investment opportunities. »

Global ETF launches for week beginning 10.12.18

Mon, 17/12/2018 - 09:04

A new suite of China sector ETFs from Global X were among the most notable ETF launches this week, along with emerging markets-focused funds from JPMAM and BlackRock. Elsewhere, Ossiam debuted an ESG machine-learning ETF, while UniCredit launched a European green bond fund… »

Alasdair McKinnon, The Scottish Investment Trust

Scottish Investment Trust’s contrarian approach keeps bringing home the dividend

Sat, 15/12/2018 - 13:42

The Scottish Investment Trust recently reported its results to 31 October 2018 with the regular dividend increased by 6 per cent to 21.2p as well as it being the 35th consecutive year of a regular dividend increase. »

FundConnect launches free Year-End EMT ecosystem

Fri, 14/12/2018 - 10:49

FundConnect, through its PRIIPsHub division, has launched an EMT data exchange ecosystem in order for both asset managers and distributors to meet their regulatory needs for aggregated year-end reporting of ex-post cost and charges to retail investors.  »

PIMFA and TISA update MiFID II feedback template and guide

Fri, 14/12/2018 - 10:48

PIMFA, the trade association for investment managers and financial advisers, has published an updated version of its MiFID II feedback template and guide, originally issued for industry comment in June 2018. »

Two-thirds of European UHNWIs believe market still has room to grow

Thu, 13/12/2018 - 15:46

Nearly two thirds (59 per cent) of European ultra-high-net-worth clients remain optimistic about stock market valuations, believing that current conditions indicate the market still has room to grow, according to JP Morgan Private Bank’s Private Client Survey.  »

David Miller, Morgan Stanley

Morgan Stanley Investment Management raises over USD1.4bn for North Haven Tactical Value Fund

Thu, 13/12/2018 - 15:30

Morgan Stanley Investment Management has raised over USD1.4 billion for North Haven Tactical Value Fund LP and its related funds (collectively NHTV), significantly exceeding its original fundraising target.  »

Handshake

SYZ Asset Management appoints CEO

Thu, 13/12/2018 - 10:58

The SYZ Banking Group has appointed William Nott as CEO of SYZ Asset Management, effective 7 January 2019. »

Survey

Demand for chief technology officers in wealth management set to soar

Thu, 13/12/2018 - 10:56

Administrative service providers Intertrust have surveyed over 500 asset management professionals and found that 53 per cent predict a surge in demand for board-level chief technology officers (CTOs) in the sector over the next five years as the challenge to find senior talent to leverage disruptive technology increases. »

Martin Fotheringham, JTC

JTC secures additional funding from Santander

Thu, 13/12/2018 - 08:27

JTC, a provider of fund, corporate and private wealth services to institutional and private clients, has secured GBP15 million in senior debt facilities from Santander Corporate & Commercial to support strategic acquisitions and the expansion of its geographic spread, client base and service offering. »

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