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Steve Foresti, Wilshire Consulting

US small cap stocks significantly underperformed large cap stocks in 2017, says Wilshire’s annual review of active management

Tue, 13/03/2018 - 09:43

US small cap stocks significantly underperformed large cap stocks by -8.4 per cent in 2017, generally hampering strategies that incorporate more of an equal weighting of securities versus their capitalisation-weighted indexes, and US value stocks notably underperformed growth by -11.4 per cent. »

Dominic Wheatley, Guernsey Finance

Guernsey sees three straight years of funds growth

Tue, 13/03/2018 - 09:32

The total value of funds business in Guernsey has risen again with the latest figures from the Guernsey Financial Services Commission confirming a growth of GBP1 billion in the three months to the end of 2017. »

Net assets of UCITS and AIFs surpassed USD15 trillion in 2017, says EFAMA

Mon, 12/03/2018 - 16:19

2017 was an exceptional year for the European investment fund industry, with net assets of UCITS and AIF surpassing the EUR15 trillion mark, according to the European Fund and Asset Management Association (EFAMA) latest Quarterly Statistical Release. »

James Wang, ARK Invest

ARK Invest celebrates power of artificial intelligence

Fri, 09/03/2018 - 10:58

US ETF provider ARK Invest, with over USD4 billion under management, operates in the disruptive innovation space, offering investments through various wrappers including two actively managed ETF funds that both achieved returns of over 87 per cent in 2017. »

Chris Knight, Legal and General

L&G Retirement delivers 54 per cent increase in operational profit in 2017

Thu, 08/03/2018 - 10:32

Figures released by Legal & General show an increase in operating profit of 54 per cent across its Retirement Division to GBP1,247m in 2017, driven by strong business performance in both its Institutional and Retail divisions, and a GBP332m mortality assumption update. »

Peter Harrison, Schroders

Schroders reports ‘strong’ performance in 2017

Thu, 01/03/2018 - 10:11

Schroders says it has again delivered strong results in 2017, with the company reporting a 24 per cent increase in pre-exceptional profit to GBP800.3 million (2016: GBP644.7 million) and a 23 per cent increase in profit before tax to GBP760.2 million (2016: GBP618.1 million).  »

Peter de Proft, EFAMA

EFAMA reports ‘exceptional’ year for European funds industry

Mon, 26/02/2018 - 09:24

2017 was an exceptional year for the European investment fund industry, with net assets of UCITS and AIF surpassing the EUR15 trillion mark and net sales breaking the prior record set in 2015 by more than EUR200 billion. »

Ben Lofthouse, Janus Henderson

Global dividends break new record in 2017, with more to come for the year ahead

Mon, 26/02/2018 - 09:17

A strengthening world economy and rising corporate confidence pushed global dividends to a new high in 2017, according to the Janus Henderson Global Dividend Index. They rose 7.7 per cent on a headline basis, the fastest rate of growth since 2014, and reached a total of USD1.252 trillion. »

Kim Fournais, Saxo Bank

Saxo Bank reports 33 per cent increase in profits in 2017

Fri, 23/02/2018 - 10:15

Online multi-asset trading and investment specialist Saxo Bank has reported a positive net profit of DKK401 million for 2017, an increase of 33 per cent compared to 2016. »

Michael Sanders, LRI Invest

FERI OptoFlex Fund exceeds EUR1bn AuM on LRI UCITS platform

Wed, 21/02/2018 - 10:23

LRI Group’s FERI OptoFlex fund has exceeded EUR1 billion in Assets under Management (AuM), five years after the Fund was launched in December 2012 on the LRI UCITS Platform. The capital invested in the fund is raised from both institutional and private investors. »

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