06/01/2022
New cost model floated to ensure longevity of manager ESG efforts
The rest of the management fee would be paid on fluctuating assets under management, as is the case currently.
Alternative Investments
05/31/2022
7IM coughs up £4m to compensate for losses in dual fund wind-up
£33m 7IM Absolute Return Portfolio and £20m Income Portfolio had hefty exposure to defunct Guernsey bond fund
05/31/2022
Market Pulse: a slowdown, not a recession
Brian Flavin is a highly experienced equities analyst with an eye for matching market trends to investment opportunities.
05/31/2022
Positive outlook for European bank bonds
European banks are entering the slowdown with healthy capital buffers. We would argue that they’re in a position to benefit from the rising rates environment.
05/31/2022
Zurich impact investment firm launches PE finance inclusion fund
It invests in companies active in microfinance, small and medium enterprise financing, micro-insurance and technology.
05/31/2022
Lumo intraday momentum strategy joins Falcon Investment Management multi-manager hedge fund platform
Providing access to full compliance and risk monitoring services, the platform provides a full turnkey solution to investors and investment managers alike.
05/31/2022
Progeny buys southern IFA Coll Perkins
Progeny chief executive Neil Moles said Coll Perkins will bring “new skills and expertise into the mix”.
05/31/2022
Small buy-to-let investors at risk of ‘inadequate’ insurance
Due to the high level of claims, Kandemir also noted that most buy-to-let building and content insurance policies tend to be more expensive than residential insurance policies.
05/31/2022
Nuveen gets initial €150m for pan-European real estate debt strategy
The retrenchment of traditional bank lenders and the impact of the coronavirus pandemic has created a significant opportunity for non-bank lenders to enter the European real estate debt market and grow its market share.
05/30/2022
Pension savers struggle to consolidate pots
Among the over-55s, only 17 per cent have consolidated funds while 5 per cent have tried and failed.
05/30/2022
‘Absolute transparency’ needed on private market fees, BlackRock says
Fund manager seeks to improve disclosures to pension clients as UK pushes for shift into unlisted assets
05/30/2022
Yealand Administration and Carvetian Capital Management consolidate to form Yealand Fund Services
The new approach was adopted following research among clients and sponsors
05/30/2022
Singapore’s sovereign wealth fund swoops for £3.3bn UK student housing deal
Transaction signals confidence in UK rental market despite gloomy economic outlook
05/26/2022
Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
05/26/2022
Swiss boutique launches credit fund for head of EM debt
Zurich-based asset manager launches fund focused on high yield issuers.
05/26/2022
AJ Bell Youinvest Reduces and Simplifies Charges for Customers
The bands for the annual platform charge on funds are being simplified and lowered as per the table below, meaning no platform charge will be levied on fund holdings above £500,000.
05/26/2022
Guest Post: The importance of ‘utility’ within distribution to meet investor needs
To achieve success, fund managers must understand the importance of ‘utility’ in investors’ decision-making.
05/25/2022
UK now third most attractive clean energy investment market
Several policy decisions and major moves in the private sector contributed to the UK’s increase in attractiveness, the report states.
05/25/2022
Advent International raises $25bn for latest buyout fund
It is one of the largest private equity funds ever raised.
05/25/2022
LPA Announces its US expansion plan
LPA expanded rapidly following its investment by New York and London based Motive Partners in 2018 a leading specialist private equity firm focused on financial technology.