Tag Archives: consulting

Delay for AIFMD third-country passport extension

It looks like the EU will hold off on AIFMD third-country passport extensions until Brexit develops a clearer path. Ugo Bassi, Director of Financial Markets, pointed towards the technical complexities and ongoing assessment period, also in light of Brexit, at … Continue reading

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China Investment Corporation – It pays to invest overseas… and in equities

The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading

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LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

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Focus on Volatility – ROVO, Smart Beta and “Seeyond”

In my recent research I have focused on risk management. More precisely, in the post-crisis “risk on risk off” approaches seen in the industry, there is an additional component that I would call “ROVO” – Return Optimization around VOlatility. Volatility … Continue reading

Posted in black swans, Brand, cash flows, consulting, distribution, Enskat Associates, information delivery, institutions, pension funds, professional fund buyers | Tagged , , , , , , , , , , , , , , , , , | 2 Comments

Enskat/Katie Koch Interview Fund Forum 2012: Jim O’Neill’s Growth Markets Beyond BRICs

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Global asset management regulation and investor protection – what the industry needs to do

Multi-Convergence in Global Asset Management – Regulation in the Spotlight For the last few years, the global asset management industry has seen increasingly blurry lines of demarcation in key business areas previously treated as silos. – On the product side, … Continue reading

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Asia Asset Management Trends 2012

After speeches in Milan (Il Salone del Risparmio) and Stockholm (Nordic Fund Selector Forum), I spent last week in Asia to see clients and present at the Asia Fund Forum in Hong Kong. As usual, I stayed at the Upper … Continue reading

Posted in asia, Brand, Enskat, information delivery, Latin America, pension funds, private banking, professional fund buyers | Tagged , , , , , , , , , , | 1 Comment