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From Fund Managers 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

Jim Jessee, MFS
From Fund Managers / Distribution May 12, 2015

Big-brand mindset has all of MFS playing same tune

MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Matt Shafer, Natixis
From Fund Managers / Distribution March 9, 2015

Durability of multi-affiliate model holds sway at Natixis

Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK

Yves Perrier, Amundi
From Fund Managers / Distribution March 3, 2014

Innovation adds sparkle to Perrier’s fund factory at Amundi

Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

Mark Mobius, Templeton
From Fund Managers / Profiles September 25, 2013

Templeton’s Mark Mobius focuses on bigger picture

Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China

Duncan Goodwin, Martin Currie
From Fund Managers / Profiles May 30, 2013

Widening the net to make commodities pay

Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index

Patrick Rivière, La Française
From Fund Managers / Distribution April 8, 2013

La Française strives to make equities more palatable

Nervous investors are wary of making the jump from bonds to equities, says La Française’s Patrick Rivière, but regular dividend payouts and exposure to emerging markets can help settle nerves

From Fund Managers / Distribution February 28, 2013

Building partnerships between fund houses and distributors

Private banks following the guided architecture approach face a number of challenges when selecting fund groups, but both sides must be fully transparent and work together if the relationship is to prosper

Kim Catechis, Martin Currie
From Fund Managers / Profiles June 29, 2012

Emerging markets well placed to weather storm

Emerging markets remain better placed to succeed in today’s volatile global economy, though they would benefit from a return to growth in the West

From Fund Managers / Distribution May 31, 2012

Italian fund houses struggling to cope with foreign invasion

Italian fund houses are used to having free rein in their domestic market, but international firms are now a growing presence in the country. Yet both sides stand to benefit if they partner together

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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