So how much is really needed to fund a family office? 20/11/2014 It used to the case, at least as far as those that make assertions on this particular subject, that a minimum of between $50 million to $100 million of assets was required to make the establishment of a family office a viable proposition.
ETFs more popular than ever – UBS 20/11/2014 ETFs are becoming increasingly popular, with issuers continually developing products and new launches becoming ever more frequent. According to research firm ETFGI, ETFs/ETPs listed in Europe gathered $8.7 billion in net new assets (NNA) in October 2014 and a record $56.2 billion in NNA year-to-date, which surpasses any full year NNA for the European-listed ETF/ETP industry. thewealthnet caught up with Andrew Walsh, head of UBS ETF sales for UK and Ireland to find out the latest news in the sector and at UBS in particular.
The active versus passive battleground 19/11/2014 Ten years ago, analyst Huw van Steenis predicted that investment management would polarise into commoditised beta and high alpha products. The middle ground – those active fund managers offering benchmark-led products, seeking to generate a few percent of annual outperformance – would be squeezed. Is this a fair interpretation of the market development over the past decade? Or has it held some surprises?
The smart approach to smart beta 13/11/2014 Just over a year ago, the Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel shone the spotlight on fund management as trio Eugene Fama, Lars Peter Hansen and Robert Shiller were recognised for their “empirical analysis of asset prices”.
Strategic bond managers versus absolute return bond managers 11/11/2014 Volatility has returned to the bond market with vigour. Since mid-October, bond markets have experienced savage moves, including a number of intra-day ‘flash crashes’. Many fund selectors have concluded that picking managers with greater flexibility to adjust to, and even benefit from, this volatility, is the right option. However, there remains a valid question as to whether absolute return bond or strategic bond fund managers are better equipped to deal with the new environment.