Category: Articles

Demand for Digital Transformation and Business Intelligence Drives Technology Innovation in the UK Wealth Sector

White paper challenges view that the two groups are far apart on rule benefits and effectiveness

Morningstar, Inc.a leading provider of independent investment research, has reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for October 2015.

Commission welcomes agreement on new rules to prevent manipulation

Zmarta Group will be the new corporate name of the company group including brands such as Zmarta and Freedom Finance, who have offered loan brokering services since 1999.

Capital and acquisition to expand Swrve’s leadership in the mobile marketing engagement space

More than Half Surveyed Think Short-Term Measures of Performance Are Most Important

Study suggests over £29bn of working capital currently trapped in UK economy

Paul E. Kacik Joins as Managing Director, Healthcare Investment Banking

Investors have regained some appetite for risk with a strong consensus over a U.S. rate rise next month, according to the BofA Merrill Lynch Fund Manager Survey for November.

Americans are fearful of outliving their money in retirement and feeling stressed about healthcare costs, according to a new survey from the American Institute of CPAs.

TSX NAVex to offer transacting, clearing and settlement services for mutual funds

Research explores adequacy and sustainability of pension systems in aging emerging markets

MEPs grilled eleven multinational companies on their corporate tax practices in a five-hour debate with the Special Committee on Tax Rulings on Monday.

Charlemagne Capital, the emerging markets equities specialist, has won two new segregated regional emerging market equity mandates together worth over US$100m.

U.S. Bank is expanding a small-business tool in order to begin helping consumers make smarter decisions about their personal finances with ScoreBoard, an online expense-reporting tool.

Move designed to help build a next generation multi-asset financial services platform.

Robust investment gains during October help counteract an otherwise disappointing third quarter; pension assets are up only 1.74% for the year.

Business action on climate seen as a route to innovation, growth and competitiveness

Canada Pension Plan Investment Board, OMERS and Ontario Teachers' Pension Plan to acquire Chicago Skyway Toll Road.

The EU has formally presented to the US its proposal for a reformed approach on investment protection and a new and more transparent system for resolving disputes between investors and states: the Investment Court System.

Nationwide is expanding product line capabilities in the global fixed-income space with the addition of two new mutual funds that will offer investors the opportunity to diversify their bond exposure into the international markets. Amundi Smith Breeden will subadvise the Nationwide Amundi Global High Yield and the Nationwide Amundi Strategic Income Funds. “We welcome Amundi […]

The European Commission has held an orientation debate about the next steps needed to complete the Banking Union.

Affiliated Managers Group, Inc., a global asset management company, has entered into a definitive agreement to acquire an equity interest in Ivory Investment Management, L.P.

Rakuten, Inc. has announced the official launch of the Rakuten FinTech Fund, a new US$100 million global investment fund focused on investments in disruptive early to mid-stage fintech startups that offer attractive return potential with strategic relevance. The fund will target investments in startups and growth companies primarily in the U.S. and Europe and build […]

Insight Report: Impact Investments 2015 - Global Opportunities is a market research analyzing the potential of impact investment in six regions covering North America, Europe, Asia-Pacific, Latin America, the Middle East, and Africa.

The survey reveals that a significant majority (68%) of employers favoured retaining at least some level of initial tax relief for pension contributions. Offering one level of tax relief for all savers was the most popular option (29%), with no changes to the current structure close behind (27%). The Chancellor’s proposal of levelling pension tax […]

These dynamics place additional pressure on margins and are leading managers to seek new growth strategies, according to The evolving dynamics of the hedge fund industry, EY’s 2015 Global Hedge Fund and Investor Survey. Regulations such as Basel III and Dodd-Frank have caused banks and their prime brokerage businesses to focus more closely on liquidity, […]

Improving Data and New Labor Department Guidance Address Two Big Hurdles for Investments Tied to Social and Environmental Issues; Merrill Lynch Wealth Institute Whitepaper and Investor Survey Examine the Evolution of Impact Investing

Assets managed by the world’s 500 largest fund managers rose by just over 2% in 2014 to reach a new high of $78.1trn, compared to $76.4trn the year before, according to research by global professional services company Towers Watson and Pensions and Investments, a leading U.S. investment newspaper. The Pensions & Investments/Towers Watson World 500 […]

unbiased.co.uk’s head of advice, Claire Walsh, has discussed the figures, which highlighted the increased need for advice following new reforms. The new data from unbiased.co.uk also shows that:•Pensions accounted for 49% of all search refinements on the site since the introduction of pension freedoms•Pension search queries increased 68% from April 2014 – April 2015•Pension searches […]

Developed Markets Ex-U.S. and U.S. Mid Cap Latest Introductions

New Members Increase Focus on Sustainability as the Council Celebrates a Decade of Engagement

New research from Grant Thornton’s International Business Report (IBR), a quarterly survey of 2,500+ business leaders in 36 economies, reveals the extent to which contagion caused by China’s economic slowdown is spreading to businesses around the world.

Scepter Partners, a standing syndicate of ultra-high net worth individuals and sovereign investors, confirms that on 20 October 2015 it made a non‐binding indicative proposal to acquire 100% of Santos Limited, a significant independent oil and gas company in Australia.

Long-Term Retirement Goals Lose Out to Short-Term Financial Pressures, Finds Natixis Retirement Savings Study