09/28/2018
International advisers showing increased confidence about fee transparency
Just eight percent of advisers remain ‘very concerned’ about full fee transparency, with 29 percent ‘slightly concerned’ and three percent remaining ‘unsure’.
Comment, Analysis & Research
09/27/2018
Moody’s: asset managers beware the Apple and Facebook fund
In a central scenario forecasted by the ratings agency, finance firms will cede a portion of control over financial services to the big tech firms, with many finance companies developing digital platforms or niche services as a result.
09/27/2018
Family Offices Show Best Investment Performance Since 2012, UBS Says
The study looked at 311 single-family and multifamily offices across the globe with average AUMs of $808 million.
09/27/2018
'No-deal' Brexit could cost food retail industry $12 billion: Barclays study
“Some products would avoid tariffs, even in a no-deal scenario, but for most goods the effect of an increased tariff burden would be extremely damaging, and cheaper goods would be the hardest hit,”
09/27/2018
Barclays apologises after incorrectly telling some customers they didn't have PPI
A Barclays spokesman added: “Our complaints service and customer direct PPI checking services are not affected by this matter.”
09/27/2018
PRA review finds that 70% of banks recognise that climate change poses financial risks
In its review published today, the PRA examines how climate change poses financial risks to banks and how banks are responding.
09/27/2018
FSB and IMF publish the 2018 progress report on G20 Data Gaps Initiative
The progress report will be submitted to the G20 Finance Ministers and Central Bank Governors in October.
09/27/2018
ESMA issues working paper on fixed income liquidity
De Renzis, Guagliano and Loiacono noted that market liquidity is important to ensure the efficient functioning of financial markets.
09/27/2018
Task Force report shows momentum building for climate-related financial disclosures
The FSB has asked the Task Force to publish a further status report in June 2019 which will allow for analysis of disclosures made in 2018 financial reports.
09/27/2018
Hedge fund fees hindering investment by pension schemes
High management fees are a key hindrance preventing pension schemes from investing in hedge funds, followed closely by a lack of transparency regarding additional costs, according to the latest survey by AMX.
09/27/2018
How the structure of target date funds helps performance
The growth phase TDF, with a target date of 2040, has an allocation of 7.3 per cent in global emerging market equities, and 34 per cent in global developed equities.
09/27/2018
Coutts: Just how much of a threat is the trade war?
A key factor is how damaging it could all be for the US which continues to be the powerhouse of global economic growth.
09/27/2018
Hansard Global profits slip on litigation costs, lower fee income growth
Total fee income was reduced by £1m as Hansard Europe continued to wind down its business, the company said.
09/27/2018
Philanthropy is more than an end-of-life donation: the nature of donors is changing
This wealth creation has happened as governments cut back on spending on social causes, especially since the global financial crisis a decade ago.
09/27/2018
Over a third of schemes see high fees as an obstacle to hedge fund investing
Some 41% said they expected additional analysis on fees paid, 40% said costs incurred, 36% said the security of assets, and 30% wanted this for net returns generated.
09/26/2018
Engagement: a fund manager's secret weapon
Some lobby company managers on environmental, social and governance issues.
09/26/2018
1.3m more people taking financial advice in 2018: FCA
Although one in ten adults are now taking regular advice, 91%, or 46.5 million people, have not had regulated financial advice in the last 12 months.
09/26/2018
Global Financial Stability Report - IMF
The April 2018 Global Financial Stability Report (GFSR) finds that short-term risks to financial stability have increased somewhat since the previous GFSR.
09/26/2018
Deutsche Bank had internal talks about a merger with Swiss giant UBS
The discussions were part of a meeting in which the bank's supervisory board also discussed a long-vaunted merger with Commerzbank, Germany's second-biggest bank and one of Deutsche Bank's key domestic rivals.
09/26/2018
Nuveen outlines financial link between climate and asset classes
Climate change represents a defining issue for the investor community.