FSA discussion paper on AIFMD: how will non-EU fund managers be affected?
In January 2012, the FSA issued a discussion paper on the implementation of the Alternative Investment Fund Managers Directive. This briefing from Bingham McCutchen sets out a summary of the principal...
View Article2012 Global Survey on Alternative Investing
The Russell Investments’ 2012 Global Survey on Alternative Investing was developed to assess the primary factors that influence institutional investors as they evaluate and make decisions about...
View ArticleRussell Investments’ 2012 Global Survey on Alternative Investing
In this year’s Survey, questions were developed around the following perspectives: assessing the demand for alternative investments, defining barriers to investing in alternatives, understanding key...
View ArticleMontlake’s Skyline UCITS Fund
In this paper Geoff Bamber and Vernon West of Skyline Capital Management discuss 2012’s strong showing and ask themselves how they will continue to keep their portfolios’ fresh into 2013?
View ArticleML Capital's Alternative UCITS Barometer
ML Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform, is delighted to present the 9th edition of the quarterly ML Capital Alternative UCITS Barometer...
View ArticleA guide to Lyxor Exchange Traded Funds
Exchange Traded Funds (ETFs) are open-ended investment funds that track the performance of a diversified Benchmark Index containing at least 5 different assets. This whitepaper provides an in-depth...
View ArticleAn inflation-linked bond with rising coupons
This paper explores how assets can provide a contractual inflation link in cash flows, stable returns through economic cycles, a low risk of capital loss, “rising coupons” through real earnings growth,...
View ArticleThinking green, finding gold
Environmentally aware investing used to be about avoiding ‘bad’ companies on ethical grounds; today however, according to Jupiter fund manager Charlie Thomas, it is more about finding profitable...
View ArticleEfficient exposure to low volatility, momentum, quality and value in portfolios
A survey on smart beta conducted by Russell in January 2014 amongst institutional investors in N America and EMEA, uncovered an unmet need in the market place for a series of factor indices that either...
View ArticleAIFMD: The dawn of a new investment brand
In the new EU alternative funds regime, managers that have successfully secured authorization from their local regulators under Alternative Investment Fund Manager Directive (AIFMD) will now be able to...
View ArticleHow DC schemes can use unconstrained bond strategies in a post-budget world
Louise Potgieter speaks to BNY Mellon head of DC Catherine Doyle about the role unconstrained bond investing can play in both the accumulation and decumulation phases of DC schemes.
View ArticleFSA discussion paper on AIFMD: how will non-EU fund managers be affected?
In January 2012, the FSA issued a discussion paper on the implementation of the Alternative Investment Fund Managers Directive. This briefing from Bingham McCutchen sets out a summary of the principal...
View ArticleAn overview of Cayman trusts
Trusts are created when assets are placed under the control of a trustee for beneficiaries or a specific purpose. This guide provides a general overview of Cayman trusts including the types of trust...
View ArticleCharlie Thomas: From green to mainstream
“Mainstreaming” may not trip off the tongue like “roaring 20s” but Charlie Thomas, Head of Environmental Investing, believes it is an apt description for the current decade in environmental investing.
View ArticleRetirement Planner Roundtable - Freedom and choice: Initial reactions
Get the latest industry insight on the impact of the Pension Freedoms and Choice reforms in this Scottish Widows and Retirement Planner panel discussion. Learn about how the changes are impacting...
View ArticleThinking ‘Alternative-ly’ about income generation
In this video Caspar Rock, Architas’ Chief Investment Officer, takes a look at the alternatives asset class and the potential diversification benefits they can bring to a portfolio whilst generating a...
View ArticleArchitas Diversified Global Income Fund
Caspar Rock, Architas' Chief Investment Officer, explores the potential diversification benefits that can be achieved by adding an allocation to alternatives to portfolios and how alternatives feature...
View ArticleDemocratising alternative assets
In the second video of the series, Lawrence Gosling and Caspar Rock discuss where the Architas research team look to generate income from within the Alternatives asset class, and explain their aim to...
View ArticleAn alternative approach
In this first of a series of three videos, Lawrence Gosling discusses the benefits of using Alternative assets with Architas Chief Investment Officer, Caspar Rock. Caspar delves into the world of...
View ArticleWho should be thinking 'alternatively'?
In the final video in the series, Caspar Rock, CIO at Architas, discusses how the Architas investment team research and select Alternative funds to make up their multi-asset portfolios, where in-depth...
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