European ambitions to boost capital flow through increased retail investment, exemplified by the European Long-Term Investment Fund (Eltif), hinge on tax incentives to encourage widespread savings, essential for success. European hopes to increase the …

Research by Ludovic Phalippou of Oxford University reveals that Benelux pension funds are the third largest sponsors of performance bonuses for US private equity firms. Phalippou, a professor of finance and author of the bestseller ‘ Private Equity Laid …

Financial markets and economies often present an inscrutable visage. As investors, we must endure this opacity. Yet, dissatisfaction with this reality spawns a myriad of "curious" (I exercise restraint here) arguments. One such perplexing assertion is …

Global equities have been performing exceptionally well this year, continuing the trend of robust returns seen in 2023. However, this surge is primarily driven by large-cap stocks. Smaller companies have not fared as well, and this disparity has persisted …

BlackRock's ETF provider, iShares, topped the list of asset-gatherers last month, while Swiss bank Credit Suisse led the firms facing significant redemptions, according to data compiled by Morningstar. In terms of net fund inflows, iShares, which manages …

Riccardo Lamanna has been appointed by State Street Corporation as head of products for State Street Bank International (SSBI), reporting to Andreas Przewloka, CEO of SSBI. Riccardo also has a dual reporting line into Chris Rowland, head of Custody, Cash …

Foreign investors, notably those from the US, Hong Kong and Singapore, have become the most significant buyers of EU investment funds, according to fresh industry data released by Brussels-based fund and asset management industry association Efama. …

This week’s overview of transfers, appointments, promotions and other career news includes updates from Ostrum Asset Management, the Federation of European Stock Exchanges, and the European Securities and Markets Authority, Esma. Rosa Armesto Rosa Armesto …

Ultra-rich families are increasingly casting their eye on sports as an asset class. According to Goldman Sachs, interest is fuelled by rising valuations and lucrative media contracts. Bankers at Apex, the family office arm of Goldman Sachs, argue that …

A recent survey conducted by the CFA Institute unveils diverse opinions among investment professionals regarding the need for additional regulation in private markets. While there is clear support for enhanced governance and disclosure practices, …

Tax breaks seen as essential for Eltif success in European markets

Benelux pension funds are major contributors to US private equity bonuses

High interest rates as an explanation for strong economy? Nonsense!

Fund Radar: Why investors bet big on underdog funds despite odds

Fund flows: iShares leads in May, CS biggest laggard

State Street puts Lamanna in charge of depositary banking

Efama: Vigilance needed as funds thrive on non-EU investors

Transfer Thursday: Ostrum AM, Fese, Esma

Sport is the new eye candy for family offices and private equity

CFA analysts support better governance in private markets