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Bertrand Gacon, Lombard Odier
From Due Diligence January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Bernard Aybran, Invesco
From Due Diligence November 25, 2015

Is there any point in holding fixed income funds any more?

Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity 

From Due Diligence October 26, 2015

High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

From Due Diligence September 17, 2015

Senior secured loans can thrive in a low yield environment

Leveraged loans have many attractive characteristics and are well suited to the current economic climate but their complexity has traditionally put off investors. Is it time for a rethink?

From Due Diligence August 17, 2015

Past performance alone is not enough to assess European fund managers

Opportunities are opening up across Europe as the economy recovers, but how can investors make sure they pick the right fund manager for their needs?

From Due Diligence August 4, 2015

Alpha abounds in China despite significant headwinds

China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha  

From Due Diligence May 18, 2015

Dig deeper to unearth cream of funds crop

It is not always possible to carry out full in-depth due diligence on a portfolio manager, but it is essential that advisers go beyond merely screening past performance before recommending funds to clients

Farouk Saidji, Mirabaud Asset Management
From Due Diligence April 17, 2015

Assessing the operational risks of hedge fund investments

Hedge funds may be gradually opening themselves up to scrutiny but prospective investors must ensure their own rigorous due diligence process is in place before any decision to allocate capital is made

From Due Diligence March 16, 2015

Portfolio shake-up follows Italy’s move to voluntary disclosure

Italy’s voluntary disclosure regulation is likely to bring clients’ properties and companies, as well as financial assets, to the attention of authorities. Private banks must be ready to act as guides through the process while advising how best to protect portfolios

From Due Diligence February 16, 2015

Integrating liquid alternative investments into portfolios

In an environment of historically low but potentially rising yields and increased volatility, multi-asset portfolios face numerous challenges, hence the need for uncorrelated liquid alternative investments should rise

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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

Chart 9 cross-border

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