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- Capital Markets, Derivatives & Risk
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Alternative Investment
Articles
Alternative Diversification and Risk
Author: Noel Amenc, Professor of Finance at Edhec, Director of Research and Development at Misys Asset Management
Hedge Fund Companies to Urge for Transparency After Beacon Hill
Author: Alistair Barr, Bloomberg Newsroom Publisher: Bloomberg
How to run and sell your hedge fund
Author: Angus Rodger, Editor, AFSR
Smart hedge fund managers have realised that as well as great trading talent, a successful business requires the right operational and managerial structure. And a thriving M&A environment for alternatives makes these factors absolutely essential if you want to sell your business.
Tribridge Sees $20 Billion of Asia Credit Defaults
Author: Bei Hu, Bloomberg
HK Stocks Surge As Worries Over Subprime Crisis Ease
Author: Nick Westra, South China Morning Post
Why Invest in Hedge Funds Anyway?
Author: LJH Global Investments, LLC
How to run and sell your hedge fund
Author: Angus Rodger, Editor, AFSR
Smart hedge fund managers have realised that as well as great trading talent, a successful business requires the right operational and managerial structure. And a thriving M&A environment for alternatives makes these factors absolutely essential if you want to sell your business.
Presentations
New directions in asset allocation
Author :Omar Kodmani, Permal Group
Presentation is available as Power Point presentation (.ppt)
Decision Factors, Asset Allocation, and Hedge Funds
Author :Mark Anson, CIO, CalPERS
Download List Of Registered Asset Manager Companies
Download List Of Registered Asset Manager Companies
Download List Of Registered Allocator Companies
Download List Of Registered Allocator Companies
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Energy
Articles
TRADITIONALIST VS THE NEW ECONOMY: COMPETING AGENDAS FOR EUROPEAN GAS MARKETS TO 2020
Author: By Jonathan Stern, Associate Fellow Sustaible Development (And Speaker at FLAME 2003) Publisher: Royal Institute of International Affairs (copyrighted)
100 gm3 extra UK gas storage planned within 5 years
Author: European Gas Markets
Compromise deal proposes German Regulator by July 2004
Author: European Gas Markets
Author: European Gas Markets
Gazprom and Turkmenistan sign 25 year supply deal
Author: European Gas Markets
Germany faces comprehensive regulation of grid access
Author: European Gas Markets
Irelands new tariff regime opens door to competition
Author: European Gas Markets
Russian Lukoil sells Gazprom 8 GM3 of gas for 2006
Author: European Gas Markets
Will higher gas prices lead to more plant mothballing
Author: European Gas Markets
The forward curve dynamic and market transition forecasts
Author: Svetlana Borovkova, Delft University of Technology
AFROIL - Africa oil & gas monitor
Publisher: NewsBase
Published on 14 March 2006
Security of European Gas Supplied Survey Results from FLAME 2008
Author: Jonathan Stern Publisher: Oxford Institute for Energy Studies
Security of European Gas Supplies – a survey of gas industry opinion from the FLAME Conference, Amsterdam, March 4, 2008
Presentations
Author :Jeremy Gillam, Tractebel
Risks and Rewards of Symphony Pipeline
Author :Guy Dayvault, CFA, Marathon
Author :DR RIA KEMPER, SECRETARY GENERAL, ENERGY CHARTER SECRETARIAT
European Horizons: What Impact Will The Future Shape Of The German Gas Market Have Within Europe
Author :Dr. Manfred Scholle
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Private Equity
Articles
Buyout Chiefs Try To Dispel 'Amoral Asset Strippers' Tag
By Marietta Cauchi
Private equity moguls face German scepticism
Author: PATRICK JENKINS, RICHARD MILNE and PETER SMITH Publisher: FT
The world's leading private equity fair which kicks off on German soil today has put the industry spotlight on one of the world's fastestgrowing private equitymarkets.
'Locusts' swarm to Germany in effort to improve poor image
Author: PETER SMITH Publisher: FT
The heads of the world's largest buy-out groups will arrive in Frankfurt this week amid lingering concerns about the industry's poor image in Germany after it was attacked last year by a leading politician.
Buy-out industry warned on prices
Author: PETER SMITH Publisher: FT
Stephen Schwarzman, head of Blackstone, yesterday warned the buy-out industry that prices being paid for assets were in "nose bleed territory" and "seeds of excess" were being sown.
Asia Buyout Managers Lack Experience
Author: Cathy Chan
Asia buyout firms lack sufficient experience, raising concerns among investors in their funds, said Koh Lye Thiam, head of private equity at Singapore-based NTUC Income Insurance Cooperative Ltd.
Presentations
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Infrastructure Finance
Articles
R-R Capital seeks to offer new finance safety net
Publisher: Flight International (14 Mar 2006)
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SkyNews.ch - Comment on Geneva Forum, April 2008
Author: Hansjorg Burgi Publisher: SkyNews.ch
SkyNews.ch - Comment on Geneva Forum, April 2008
Decision-Making on Mega-Projects
Curbing Optimism Bias and Strategic Misrepresentation in Planning: Reference Class Forecasting in Practice. Edited by Bent Flyvbjerg, Aalborg University, Denmark and Delft University of Technology et al
Private-investment opportunities in public transport
Private Investment Opportunities In Public Transport – Waltern Oblin and Benjamin Cheatham
Infrastructure development in Vietnam
Infrastructure development in Vietnam
Infrastructure: stronger restrictions on foreign investments in Germany
Infrastructure: stronger restrictions on foreign investments in Germany
Constructing new routes for project finance
Constructing new routes for project finance
Looking for Value in Airport Deals
Author: By Moira Goulmy, Regis Huc, Armin Lohr and Paul Schreier
Looking for Value in Airport Deals
Development grants into the complexity of Public-Private Partnerships
Author: Roberto Ridolfi
Airports: Industry Trends & Key Privatisation Issues, October 2003
Publisher: Aviation Strategy
Presentations
Guaranteeing local currency Financing for infrastructure projects
Author :Marie-Laure Mazaud, COFACE
Attracting Debt in a Capital-Constricted Market, What Structures Help to Attract Debt?
Author :Terry Newendorp, Taylor DeJongh
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Fund Management
Articles
Author: Hedge Fund Administration Report
More administrators and more assets than ever before, but will it last?
Die Zukunft liegt in der Altersvorsorge
Author: WIRTSCHAFT & FINANZEN
Publisher: Funds Europe Magazine, June 2006
On the eve of the conference, funds europe asked some industry experts to look into their crystal balls to gauge the challenges that may face the industry over the coming years
Publisher: Funds Europe Magazine, June 2006
Sophia Grene talks to Gabriel Herrera at UBS Global Management about the prospects for European asset management
Publisher: Funds Europe Magazine, June 2006
Fionnuala Synnott asks Adam Fairhead of JPMorgan Asset Management what he believes biggest challenges currently facing the industry to be
With 90 pct of European fund management companies owned by banks and insurance companies,
Publisher: Thompson IM
the trend towards consolidation in the asset management industry is set to continue as the focus on core business intensifies, according to leading fund managers.
Polarisation of 'cheap and cheerful' and 'spicy' investment strategies
Publisher: Thompson IM
A huge "churn" is taking place in investor activity which has resulted in fund managers positioning themselves in an increasingly polarised market of the "cheap and cheerful" indexed strategies at one end, and the "spicy" absolute return strategies at the other end, according to Huw van Steenis, a managing director at Morgan Stanley.
New European rules allowing fund managers to use the same tools as hedge funds...
Publisher: Financial Times
could spell the end of traditional long-only funds, it was claimed at the investment industry’s leading conference last week.
The fund management industry is spawning new products at breakneck speed...
Publisher: Financial Times
but there is little sign of true innovation to meet customer needs
Standard Life se concentre sur la croissance interne
Publisher: La Tribune, 11th July 2006
Bon début en Bourse pour Standard Life. Au premier jour de cotation sur le London Stock Exchange, celle qui était jusqu’à dimanche la plus grande mutuelle d’assurance en Europe a vu son titre gagner 5,43 %, à 242,50 pence par action, contre un prix d’introduction de 230 pence.
Pioneer Investments voit ses encours grimper a plus de 250 milliards d'euros
Author: La Tribune, 11th July 2006
Pioneer Investments, l’une des toutes dernières sociétés de gestion battant pavillon italien depuis le rachat l’an dernier de Nextra par le Crédit Agricole, se hisse dans le peloton des quinze premiers gestionnaires d’actifs européens.
Where will your fortune take you?
Publisher: Funds Europe, August 2006
Sophia Grene takes a taste of the future and discovers that while many pundits agree in their forecasts, there are plenty of disputes, not just about direction, but whether some roads could lead either to riches or ruin
With the changing demographic profile of Europe,
Author: Thompson IM
asset managers that can innovate and develop products that provide individuals with asteady stream of income post-retirement will be the most successful, accordingto industry experts.
Fund industry to mull emerging mkts after falls
Publisher: Reuters
Fund managers are likely to debate whether the emerging markets party is over
Hedge fund career allure is still strong-executives
Publisher: Reuters
Fund management companies face a tough fight to hold onto talented employees against the lure of hedge funds, a research executive said on Tuesday.
UBS fund chief says no need to part with parent
Publisher: Reuters
The fund arm of Swiss-owned UBS does not accept it must choose between managing money and distributing funds to clients as has happened with rivals in the United States, the unit's chief executive said on Wednesday.
State Street warns of private equity risks
Publisher: Reuters
A senior State Street investment chief warned on Thursday that private equity funds could suffer from a "crunch" in borrowing costs after a period of heavy debt-fuelled company buyouts.
FUND VIEW - Legg Mason's Miller smiles on large-cap stocks
Publisher: Reuters
Bill Miller, leading U.S. fund manager at Legg Mason, says he is bullish towards large-cap stocks as he expects them to benefit if, as he expects, U.S. interest rates have hit a plateau after a long run of increases.
Publisher: Funds Europe, August 2006
Stefan Bichsel, president of the European Fund and Asset Management Association, tells Sophia Grene it is time to untangle and remould the UCITS Directive
Where will your fortune take you?
Publisher: Funds Europe, August 2006
Sophia Grene takes a taste of the future and discovers that while many pundits agree in their forecasts, there are plenty of disputes, not just about direction, but whether some roads could lead either to riches or ruin
Standard Life se concentre sur la croissance interne
Publisher: La Tribune, 11th July 2006
Bon début en Bourse pour Standard Life. Au premier jour de cotation sur le London Stock Exchange, celle qui était jusqu’à dimanche la plus grande mutuelle d’assurance en Europe a vu son titre gagner , 43 %, à 242,50 pence par action, contre un prix d’introduction de 230 pence.
The fund management industry is spawning new products at breakneck speed...
Publisher: Financial Times
but there is little sign of true innovation to meet customer needs
New European rules allowing fund managers to use the same tools as hedge funds...
Publisher: Financial Times
could spell the end of traditional long-only funds
Polarisation of 'cheap and cheerful' and 'spicy' investment strategies
Publisher: Thompson IM
A huge "churn" is taking place in investor activity which has resulted in fund managers positioning themselves in an increasingly polarised market of the "cheap and cheerful" indexed strategies at one end, and the "spicy" absolute return strategies at the other end, according to Huw van Steenis, a managing director at Morgan Stanley.
With 90 pct of European fund management companies owned bybanks and insurance companies,
Publisher: Thompson IM
the trend towards consolidation in the asset management industry is set to continue as the focus on core business intensifies, according to leading fund managers.
Fidelity Clients Withdrew 3 Billion After Manager ClappQuits
Author: David Clarke Publisher: Bloomberg, 4th July 2007
Author: Jason Conway Publisher: ICFA, December 2007
With a growing number of offshore jurisdictions jockeying for position to win new business, the Isle of Man has moved to reassert its position as a world class funds centre.
Author: KRIS DEVASABAI Publisher: ICFA, October 2007
The special advantages of doing business in Jersey and Guernsey are creating a huge groundswell of support for funds activity in the Channel Islands.
Author: KRIS DEVASABAI Publisher: ICFA, October 2007
The special advantages of doing business in Jersey and Guernsey are creating a huge groundswell of support for funds activity in the Channel Islands.
Author: Jason Conway Publisher: ICFA, December 2007
With a growing number of offshore jurisdictions jockeying for position to win new business, the Isle of Man has moved to reassert its position as a world class funds centre.
Bolton of Fidelity Sees Brain Drain Created by Private Equity
Author: David Clarke Publisher: Bloomberg, 3rd July 2007
Fidelity Clients Withdrew 3 Billion After Manager ClappQuits
Author: David Clarke Publisher: Bloomberg, 4th July 2007
First State Investments Says It Plans fund for Song Rights
Author: David Clarke Publisher: Bloomberg, 4th July 2007
Author: Jason Conway Publisher: ICFA, August 2007
Over 1700 delegates made the annual pilgrimage to the Fund Forum event in Monaco this Spring. And, as Jaso n Conway reports, the conference did not fight shy of tackling some key issues facing the investment business
Author: Jason Conway Publisher: ICFA, August 2007
Despite its undoubted growth, the hedge fund industry has faced mixed fortunes within the past 12 months. Here, Jason Conway reports on the likely road ahead for a market facing significant new threats and opportunities
Author: Jason Conway Publisher: ICFA, August 2007
As the battle for supremacy between hedge fund servicing jurisdictions hots up, Jason Conway reports on the prospects facing the key servicing centres competing for business in an ever more complex global environment
Putnam Expects Stocks Slowdown
Author: David Clarke Publisher: Bloomberg, 6th July 2007
Subprime Declines May Signal Market Turn, Bolton Says
Author: David Clarke Publisher: Bloomberg, 3rd July 2007
Author: Virginie O’Shea Publisher: Investor Services Journal, January 2008
The creation of the Banco del Sur and the initiative by the Brazilian and Mexican exchanges both represent an ideological and economic declaration of independence by the Latin American markets, but how will this affect the custody market in the region?
What Do Sovereign Wealth Funds Mean For Fund Managers?
Author: FundForum Editors Publisher: ICBI FundForum Global Series
Editor's Forum: Leading industry editors & experts share their views. Exclusive to the FundForum Global Series of Events
The Future of Asian Markets: Do the Rewards Justify the Risks?
Author: Leading Industry Editors Publisher: FundForum International 2008 & ICBI
FundForum International - Editor's Forum
FundForum 2008 Voices - Credit Crunch
Author: Funds Europe Publisher: Funds Europe, June 2008
Executives talk about short term priorities for the credit crunch
Author: Angel Spiteri Paris Publisher: Funds Europe, June 2008
Following Generali Investment's huge internal restructure, CEO Gianluigi Costanzo talks about how the unification programme will drive the company forward
The Debt Recoverer: Jean-Baptiste de Franssu
Author: Angele Spiteri Paris Publisher: Funds Europe, June 2008
Regaining lost assets is a piority after the sub-prime damage. But stunted open architecture, churning by fund of funds and a lack of DC take-up are major challenges.
Sources of Alpha - Trade Secrets
Author: Angele Spiteri Paris Publisher: Funds Europe, June 2008
Alpha investors seek returns that are uncorrelated to indices. Ironically, a new range of index products could imitate this cheaply. But will disclosure scupper them?
Aberdeen CEO says benign hedge funds have no urge to take reins
Author: Raji Menon Publisher: Thompson IM News
From the FundForum International 2008, Barcelona
Aberdeen changes tack on hedge fund strategy
Author: Raji Menon Publisher: Thompson IM News
From FundForum International 2008
Aviva Investors build towards fidiciary management
Author: Raji Menon Publisher: Thompson IM News
From FundForum International 2008
Jupiter Asset Management seeks growth opportunites through tie-ups
Author: Raji Menon Publisher: Thompson IM News
From FundForum International 2008
Schroders lines up farming fund for institutions
Author: Raji Menon Publisher: Thompson IM News
From FundForum International 2008
Author: Jason Conway Publisher: ICFA, June 2008
ICFA preview of the FundForum International 2008
Presentations
Next Generation Asset Management: From Investment Management to Business Management
Author :Shahin Shojai, CAPCO
Building a European Asset Management Business
Author :Robert Hegt, Schroder Investment Management Limited
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Capital Markets, Derivatives & Risk
Articles
Presentations
The Future Of Energy Regulation In Europe
Author :Graham Shuttleworth, Director, NERA
Identifying the Key Attributes of Tomorrow's Successful Trading Company.
Author :Jeremy Hall, Vice President, TXU Europe Energy Trading
Effective computational techniques for capital allocation
Author :Sandro Merino, UBS AG
Understanding the Mysteries and Challenges of Conduits
Author :Jonathan E. Keighley, Managing Director,Structured Finance Management Ltd.
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Leadership
Articles
Presentations
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Banking Operations
Articles
Can PSD and SEPA be made mutually supportive
Publisher: Logica
Workers' Remittances Competiton Form - Closes 9th June 2008
Workers' Remittances Competiton Form - Closes 9th June 2008
Presentations
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Customer Management
Articles
Why your innovations will fail without customers' intimacy
Author: Jim Clemmer
Why your innovations will fail without customers' intimacy
Getting people to deliver the customer experience
Author: Shaun Smith
Getting people to deliver the customer experience
How To Create A Customer Experience That Is “A Living Comic Book”
Author: Phil Dourado
Author: Phil Dourado
New to You: Innovating for Customers
Author: Phil Dourado
Ten Lessons From Harley-Davidson
Re-thinking globalism and customers
Spirals: Innovating for Customers
Customer-focussed leaders need to craft an EVP, an Employee Value Proposition
URGs: The Way We Really Do Things Around Here
Author: Steve Simpson
Griffin on Customer Trust: A Vital Commodity In Tough Times
Author: Jill Griffin
Author: Shaun Smith
Presentations
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