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Mar 20, 2012 - Anna Fedorova

ALFI Conference Recap: Delegates Talk Regulation

At the Association of the Luxembourg Fund Industry’s (ALFI) Spring Conference in Luxembourg this week, the impact of upcoming regulations on the fund industry took center stage. The European Fund and Asset Management Association (EFAMA) set out its agenda for the coming year, identifying three regulations it plans to focus on: the Volcker rule, the Foreign Account Tax Compliance Act (FATCA) and the financial transaction tax (FTT).

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Mar 15, 2012 - Cathy Scott

Indie Managers Outperform Subsidiaries

Independent, publicly listed U.S. asset managers outperformed the asset management subsidiaries of listed U.S. financial conglomerates last year, according to Casey, Quirk & Associates.

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Mar 16, 2012 - Anna Fedorova

Europe’s Fund Industry Weary Of Regulatory Avalanche

The delegates and speakers at the ALFI Spring Conference in Luxembourg may not be against regulation per se, there is also some dissatisfaction with the proposed rules and regulations as they stand at the moment.

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Mar 14, 2012 - Stan Wilson

Hill Hawk: GAO, DOL Duck On Small Biz Retirement Issue

Very small employers—say, ones with four employees or even 10—exasperate well-meaning planners who would like to see everybody saving for their old age.

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ALFI Conference Recap: Delegates Talk Regulation
Indie Managers Outperform Subsidiaries
Europe’s Fund Industry Weary Of Regulatory Avalanche
Hill Hawk: GAO, DOL Duck On Small Biz Retirement Issue

Current

  • Small Image
    Features - Apr 26, 2012 -
    Alpha’s Alford Talks Alts, Origin

    Brad Alford, chief investment officer of alternative specialist Alpha Capital Management, discusses his firm’s origins, offerings and place in the industry. Alford was named a Rising Star Of Mutual Funds.

  • Small Image
    Features - Apr 26, 2012 -
    Morningstar’s Dolan Talks Ratings, Reports

    Karen Dolan, director of mutual fund analysis at Morningstar, talks about Morningstar’s new fund ratings system and global fund reports.

  • Small Image
    Features - Apr 26, 2012 -
    MSSB’s Kokenos Speaks About Strategy, GPS Tool

    Peter Kokenos, ETF product manager at Morgan Stanley Smith Barney, discusses the firm’s Liquid Alternative Portfolios, the strategies behind them and the Global Product Screener advisor tool. Kokenos was named a Rising Star Of Mutual Funds.

  • Small Image
    Features - Apr 26, 2012 -
    BNY’s Farrelly Discusses Creation Of His Position

    Rashaan Farrelly, client services officer at BNY Mellon, discusses the creation of a position specifically for him to service the exchange-traded fund authorized participants and clients. Farrelly was named a Rising Star Of Mutual Funds.

  • Features - Apr 17, 2012 - Stan Wilson
    ICI’s Stevens Paints Grim Future

    Include the head of the Investment Company Institute among those who see the country’s fiscal outlook as very, very bleak.

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    Blogs - Apr 03, 2012 - Nick Jardine
    Clear Alternatives Looks To Challenge The Big Boys

    Clear Alternatives, an asset management firm owned entirely by women, is close to winning its first big client after opening at the beginning of the year. Company officials told FII that they expect to secure the custom of a large public pension fund within the next 30 days and are looking to grow assets under management to $250 million by the end of the year.

  • Small Image
    Top Stories - Mar 20, 2012 - Anna Fedorova
    ALFI Conference Recap: Delegates Talk Regulation

    At the Association of the Luxembourg Fund Industry’s (ALFI) Spring Conference in Luxembourg this week, the impact of upcoming regulations on the fund industry took center stage. The European Fund and Asset Management Association (EFAMA) set out its agenda for the coming year, identifying three regulations it plans to focus on: the Volcker rule, the Foreign Account Tax Compliance Act (FATCA) and the financial transaction tax (FTT).

  • Small Image
    Top Stories - Mar 16, 2012 - Anna Fedorova
    Europe’s Fund Industry Weary Of Regulatory Avalanche

    The delegates and speakers at the ALFI Spring Conference in Luxembourg may not be against regulation per se, there is also some dissatisfaction with the proposed rules and regulations as they stand at the moment.

  • News - Mar 15, 2012 - Cathy Scott
    Indie Managers Outperform Subsidiaries

    Independent, publicly listed U.S. asset managers outperformed the asset management subsidiaries of listed U.S. financial conglomerates last year, according to Casey, Quirk & Associates.

  • Small Image
    North America - Mar 14, 2012 - Stan Wilson
    Hill Hawk: GAO, DOL Duck On Small Biz Retirement Issue

    Very small employers—say, ones with four employees or even 10—exasperate well-meaning planners who would like to see everybody saving for their old age.

  • Blogs - Apr 17, 2012 - Stan Wilson
    ICI’s Stevens Paints Grim Future

    Include the head of the Investment Company Institute among those who see the country’s fiscal outlook as very, very bleak.

  • Small Image
    Blogs - Apr 03, 2012 - Nick Jardine
    Clear Alternatives Looks To Challenge The Big Boys

    Clear Alternatives, an asset management firm owned entirely by women, is close to winning its first big client after opening at the beginning of the year. Company officials told FII that they expect to secure the custom of a large public pension fund within the next 30 days and are looking to grow assets under management to $250 million by the end of the year.

  • Small Image
    Blogs - Mar 20, 2012 - Anna Fedorova
    ALFI Conference Recap: Delegates Talk Regulation

    At the Association of the Luxembourg Fund Industry’s (ALFI) Spring Conference in Luxembourg this week, the impact of upcoming regulations on the fund industry took center stage. The European Fund and Asset Management Association (EFAMA) set out its agenda for the coming year, identifying three regulations it plans to focus on: the Volcker rule, the Foreign Account Tax Compliance Act (FATCA) and the financial transaction tax (FTT).

  • Small Image
    Blogs - Mar 16, 2012 - Anna Fedorova
    Europe’s Fund Industry Weary Of Regulatory Avalanche

    The delegates and speakers at the ALFI Spring Conference in Luxembourg may not be against regulation per se, there is also some dissatisfaction with the proposed rules and regulations as they stand at the moment.

  • Small Image
    Blogs - Mar 14, 2012 - Stan Wilson
    Hill Hawk: GAO, DOL Duck On Small Biz Retirement Issue

    Very small employers—say, ones with four employees or even 10—exasperate well-meaning planners who would like to see everybody saving for their old age.

  • Blogs - Mar 07, 2012 - Nick Jardine
    Pioneer Plans New Income-Focused App

    Pioneer Investments is planning to introduce a new marketing app aimed at providing advisors and investors with advice on generating income in any given investment environment.

  • Blogs - Mar 07, 2012 - Nick Jardine
    Squeezed By Distributors? Reevaluate Your Relationship

    Broker-dealers are ramping up their fees for asset managers to access their platforms. Analysts at kasina told FII that this development means asset managers should carefully evaluate relationships with distributors in order to maintain operating margins.

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    Blogs - Feb 27, 2012 - Nick Jardine
    Advisors Lean Toward Equity In 2012

    A recent survey conducted by Putnam Investments showed that advisors are planning on increasing their exposure to equities in 2012 despite concerns over volatility and security.

  • Events - Jun 20-22, 2012 -
    The Morningstar® Investment Conference

    Every year, the Morningstar Investment Conference brings together leaders from across the investment industry including financial advisors, academics, financial professionals, and asset managers, to share insight and discuss sound investing principles that endure in good times and bad. This year's conference will be held June 20-22 at McCormick Place in Chicago.

  • Events - Oct 10-12, 2012 -
    The 4th Annual FundForum USA

    FundForum USA 2012 provides a vital meeting point & a great learning opportunity for the US & the global asset management community. Here are a few of the features that makes this event unique:


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