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From PWM Research / Sub-Advisory April 5, 2011

Combined pressures driving the decision to outsource

As private banks increasingly seek the expertise of third parties for advice on portfolio construction, there are opportunities for consulting firms to step into the picture

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From PWM Research / Asset Allocation April 5, 2011

A proactive approach to maximising returns

Institutional investors across Europe are grappling with how best to turn volatility from risk into opportunity. Ceri Jones reveals the results of our investor survey

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From PWM Research / Sub-Advisory March 3, 2011

Combined pressures driving the outsourcing of fund manager selection

Mercer has traditionally focused on institutional investors but the consulting firm believes private banks will increasingly seek the expertise of third parties for advice on portfolio construction. Elisa Trovato reports

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From PWM Research / Sub-Advisory February 3, 2011

Evolution and innovation in the ousourcing arena

PWM’s second annual European Sub-Advisory Summit, held in Paris in November, invited many of the leading players in the industry to discuss what is driving the growth of the business. Elisa Trovato reports

From PWM Research / Sub-Advisory September 10, 2010

Finding the best talent at an acceptable price

Elisa Trovato directs a discussion on the developing issues in the sub-advisory arena. Eight leading players reveal the factors driving outsourcing, the importance of cost in the decison to sub-advise and opportunities in the Ucits III hedge fund space.

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From PWM Research / Sub-Advisory September 10, 2010

Private banks seek help as they follow alternative path

 
Nick Phillips, Goldman Sachs Asset Management

Goldman Sachs Asset Management’s Nick Phillips tells Elisa Trovato why private banks moving into hedge funds are looking to form partnerships with companies armed with well-resourced research teams

From PWM Research / Sub-Advisory September 10, 2010

The search for specialist partners

Investec: finding bespoke solutions

The desire for greater transparency, control over investments and bespoke solutions in the hedge fund space drove private bank Investec to sign sub-advisory agreements with two large firms, Goldman Sachs Asset Management and JP Morgan Asset Management, explains Andrew Summers, global head of product and research at Investec private bank in London. The two firms will each run a hedge fund multi-strategy mandate.

From PWM Research / Sub-Advisory September 10, 2010

New mandates hint at a bright future

In this seventh annual PWM sub-advisory survey, 50 decision makers at private banks, life insurers, wealth managers and asset management companies were asked to give their insights into the European sub-advisory business.

From PWM Research / Sub-Advisory September 10, 2010

Risk management gains even more prominence

The impact of the financial crisis on the criteria employed to select external fund management companies is one of the key themes emerging from the seventh annual sub-advisory study conducted by PWM.

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From PWM Research / Asset Allocation February 7, 2010

Investors to rebalance portfolios

European institutional investors share common concerns, although country-specific differences may drive investment strategies. Ceri Jones reveals the results of our investor survey

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