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Aggregate funded ratio of US corporate pension plans drops to 74.3 per cent in January

Thu, 05/02/2015 - 12:00

The aggregate funded ratio for US corporate pension plans declined to 74.3 per cent for the month of January 2015, according to Wilshire Consulting. The decrease in funding was the result of a greater increase in liability value versus a smaller increase in asset value.  »

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Alt UCITS AuM at record level in 2014

Wed, 04/02/2015 - 06:00

The strength of alternative UCITS sector continued to grow with assets under management (AuM) increasing 41% to EUR 224.3 billion in 2014, according to the latest Alceda UCITS Review. »

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State Street Global ICI down 5.5 points in January

Tue, 03/02/2015 - 19:30

The State Street Global Investor Confidence Index (ICI) decreased to 106.7 in January, down 5.5 points from December’s revised reading of 112.2.  Investors in Europe recorded the largest decline in sentiment, with the European ICI falling 5.7 points to 113.9, from December’s revised reading of 119.6. In North America, the ICI fell by 1.1 points to 101.8, while in Asia the ICI also fell by 1.1 points to 99.6. »

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More than 50% of asset managers received institutional client requests for SRI/ESG mandates

Tue, 03/02/2015 - 06:00

More than 50% of asset managers received requests for socially responsible investing (SRI) and environmental, social, governance (ESG) mandates from institutional clients, according to Cerulli Associates. "Many executives we spoke with during our research interviews told us that they are getting more client inquiries regarding responsible investing strategies," states Susana Schroeder, senior analyst at Cerulli. "Most managers deal with requests that involve restrictions against holding securities, which are often tied to responsible investing."  »

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January was a month for the central banks, says S&P DJI’s Silverblatt

Mon, 02/02/2015 - 15:15

Global market returns were mixed in January, as the US declined and non-US markets mostly broke even, at least on a weighted basis, according to Howard Silverblatt, Senior Index Analyst, S&P Dow Jones Indices. On a country level, 20 of the 48 markets gained, as central banks took a leading role. »

Debbie Anthony

Guernsey positions itself on the front foot to meet regulatory demands

Mon, 02/02/2015 - 14:30

Panellists at a Guernsey funds technical masterclass in London have praised the jurisdiction for its progressive nature in tackling international regulatory developments. Delegates were told that Guernsey’s response to initiatives such as the Alternative Investment Fund Managers Directive (AIFMD), Markets in Financial Instruments Directive (MiFID) II, the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) had set it apart from many of its competitor jurisdictions. »

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Record inflows for Europe and India equity funds as yield hunger reasserts itself

Mon, 02/02/2015 - 14:00

Yield hungry investors pumped record setting amounts into EPFR Global-tracked Europe, India and Dividend Equity Funds, snapped Emerging Markets Equity Funds' 10 week outflow streak and steered over USD3 billion into junk bond funds during the fourth week of January as they digested the European Central Bank's pledge to buy up to 60 billion euros worth of sovereign bonds a month starting in March.  »

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Robeco Group AuM and net profit at all-time high

Mon, 02/02/2015 - 06:00

Robeco Group’s assets under management increased by EUR40.8 billion during 2014, resulting in an all-time high of EUR246 billion of which 48% was institutional business.  »

Geoff Cook

Jersey maintains leading position for high value corporate listing

Fri, 30/01/2015 - 14:30

Jersey has affirmed its position as a leading centre for companies looking to list, with the volume and value of Jersey companies listed on exchanges around the world rising significantly in the past 12 months, according to figures collated by Jersey Finance. The latest figures show that there are now a total of 110 Jersey companies listed on exchanges around the world, reflecting growth of 13% on 2013 figures, whilst the total market capitalisation of those companies rose by around 62% year-on-year to GBP269 billion in 2014.  »

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BNP Paribas L1 Multi-Asset Income exceeds EUR600 million of assets

Wed, 28/01/2015 - 20:00

The BNP Paribas L1 Multi-Asset Income fund, which is rated four stars by Morningstar and targets an income of 4% per annum has surpassed EUR600 million in assets.  The fund offers an all-in-one solution targeting income generation through a flexible and diversified multi-asset portfolio. The fund is managed using a fundamental approach and dynamically invests across various income-generating global asset classes, including high income equities, high income listed real estate, investment grade corporate bonds, high yield bonds and government bonds.  »

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