Managers of active funds, including hedge funds, are under increasing pressure to back up their investment ideas and performance with qualitative data. By using data science, they can better justify the level of their fees. That's according to a survey …

A recently-introduced German initiative to make that country a more attractive domicile for investment funds through a new regime promoting the formation of development impact funds should not pose a challenge to Luxembourg’s fund industry, has argued …

Oddo BHF Asset Management and Métropole Gestion announce the acquisition by Oddo BHF Asset Management SAS of 100% of the share capital of Metropole Gestion, subject to approval by the French Autorité des Marchés Financiers (AMF). This was learned by …

Andrea Carzana of Columbia Threadneedle has said the firm believes that it is now necessary to be exposed to the leaders of the future in terms of a sustainable investment strategy, and to focus on groups that are in the process of making a sustainable …

Floods, the Shell verdict, EU climate plans: climate change is coming to you and is increasingly becoming a factor in investment decisions. How do you deal with it? Quantification is difficult, but that makes the opportunity for fundamental investors all …

Keith Ney of Carmignac has said stock markets are still in a favourable climate. China remains an interesting country in which to invest, both for equities and bonds. Ney joined the Strategic Investment Committee of Carmignac in April 2021. He has …

A worldwide increase in regulation on client reporting and the need to provide better service to clients are driving asset managers to look hard at their client reporting objectives, according to a recent opinion article by Dominique Tomassoni, product …

Index investing is a disruptive innovation from which private investors have fully benefited. They get more returns and at much lower costs. Moreover, academic studies and, of course, the annual surveys by Standard & Poors show time and again that simply …

There is no evidence that banks are shifting profits to Luxembourg to dodge tax, one of the authors of a recent controversial report by the EU Tax Observatory has said. Yet if this is so, why does the think-tank label Luxembourg a “tax haven” for banks? …

The bar for sustainability criteria is rapidly being raised. Article 8 under the new SFDR legislation will become the lower limit for a sustainable product, and the stricter Article 9 will become the standard for truly “green” products and investment …

Explosion of data both at gatekeeper and asset manager

No impact from new German impact fund regime

Oddo BHF Asset Management and Metropole Gestion to merge

Columbia Threadneedle: Europe has sustainability edge

Climate transition offers fundamental investors opportunities

Carmignac: growth companies still making a difference

Fund managers need to get reporting houses in order

Comment: the unease of index investing

“Not possible to say if there is profit shifting” to Luxembourg by banks: EU Tax Observatory

Article 8 SFDR is lower limit for sustainable products