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Quantitative Easing has destabilised the finances of pension plans and heightened the role of liquidity management

Mon, 02/12/2019 - 09:48

As a crisis-era measure, Quantitative Easing (QE) has worked, but its unintended side effects have undermined the financial viability of pension investors, according to a new report published by CREATE-Research and the largest European asset manager, Amundi. »

Accelerate appoints Vice President, Investment Management

Fri, 29/11/2019 - 11:20

Accelerate Financial Technologies (Accelerate), a provider of institutional-caliber hedge fund and private equity ETFs for investors seeking long-term performance, has appointed Fred H Mannix, CIM, as Vice President, Investment Management. »

Harneys Fiduciary makes non-exec appointment

Fri, 29/11/2019 - 10:03

Harneys Fiduciary has appointed Arjan Schaapman as a non-executive director. Arja Schaapman will also be joining the Harneys Group Audit Committee. »

Quilter Investors appoints Director of Investments

Thu, 28/11/2019 - 16:23

Quilter Investors has promoted Dean Bowden to managing director of the multi-asset business. »

The art of balancing tech with the personal touch

Thu, 28/11/2019 - 12:58

Interviews this week bring you two different takes on managing the small to medium sized adviser business with Wealthinity offering a support service that fits in with adviser’s existing infrastructure. Taras Rybak, one of the Founders of Wealthinity, says: “Digitalisation is not just about process automation. It is really about the democratisation of the industry.” »

For Old Blue Eyes, these are his ‘kind of ETFs’

Thu, 28/11/2019 - 12:07

While many commentators still think Passive Investing, is indeed just that, nothing could be further from the truth. To see why, consider the observation that the current churn rate of the S&P 500 is at around 5 per cent per year, which suggests that 50 per cent or more of the companies in the index will be replaced over the next 10 years. »

Global ETF launches 21-28.11.19

Thu, 28/11/2019 - 12:03

This week’s ETF launches include two new income-focused funds from Pacific Global ETFs which are designed to complement the firm’s flagship offering, the Pacific Global US Equity Income ETF. Elsewhere, BlackRock launched a new iShares ETF on Xetra offering access to the performance of fixed and floating rate US dollar-denominated government or quasi-government emerging market bonds. Also new on Xetra this week is a Japanese equities ETF from Lyxor, while AgioFunds TFI debuted a new fund based on the WIG20shiort index on the Warsaw Stock Exchange… »

Robeco launches multi-factor strategy for global fixed income

Thu, 28/11/2019 - 11:25

Robeco has launched Robeco QI Global Multi-Factor Bonds, a new strategy that builds on the company’s long history of factor investing in credits, in combination with its factor investing philosophy in the government bond market. »

Advisers want to spend more time with their clients says Wealth Wizards

Thu, 28/11/2019 - 09:21

Digital is not the future of financial advice, but it gives customers the choice to engage the way they want to. So says Nick Hall, account development director, Wealth Wizards, a financial advice technology provider that also offers guidance and regulated financial advice through its Turo product. »