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By Nick Bayley (pictured), Duff & Phelps – Unsurprisingly, even a MiFID II geek like me prefers to spend time enjoying the Lions tour and Wimbledon than with the FCA’s second MiFID II Policy Statement which runs to over a thousand pages, including the Handbook text.
Much work is still to be done, decisions to be made, vendors to be selected, contracts to be updated. Hopefully, though, before people disappear for their summer holidays, the following mid-year checklist will help them to serve a few aces. Such that when everyone returns at the start of September, discussions can move along
- 14/07/2017
- 14/07/2017
The Saemor Europe Alpha Fund posted a modest decline of 0.4 per cent in June, bringing the year-to-date return to a positive 2.1 per cent.
Most factors in the firm’s multi factor model did reasonably well in June, but the outperformance of lower quality Banks and a drop in Energy and Materials stocks held the Fund back during the latter part of the month.
“With the market taking a step back since reaching highs in May, our defensive stance was on the mark, but style performances were less clear cut than the direction of the overall market. High beta
- 14/07/2017
Research from recruitment specialist, Robert Half Financial Services, has revealed that 52 per cent of financial services leaders have implemented blockchain due to the ability to facilitate transactions combined with the speed and cost benefits.
Nearly a third (30 per cent) are planning to invest in blockchain in the future and 14 per cent admit they should be considering investment despite having no plans for it at the moment.
As the appetite for blockchain grows, so is the demand for people with the right skills to maximise the technology. Organisations are seeking out financial services professionals with a deep understanding of the
- 14/07/2017
Captive Alternatives (CapAlt), an Atlanta based risk management consultancy that pioneered the Protected Captive, has hired operations and business development professional Emilie Gastley (pictured), as Director of Marketing.
In that capacity, Gastley will be charged with educating High Net Worth (HNW) financial professionals and business owners about the benefits of owning a Private Insurance Company.
“Captive Alternatives’ Private Insurance Company is so innovative, it will change the way HNW business owners and families approach risk management, asset protection, estate and tax planning and exit strategies,” says Gastley. “The structure and domicile of the CapAlt Private Insurance Company make it
- 14/07/2017
Michaël Malquarti (pictured), manager of Quaero Capital’s Argos European Equities Long Short Equity strategy, believes European equity markets continue to point to a mid-term bullish picture, from a technical standpoint.
The strategy aims to profit from pockets of market inefficiencies through the application of a systematic and objective investment decision process. By combining powerful value and momentum criteria, the model objectively preselects stocks that statistically offer an attractive performance potential.
“Up to May, out of the selected stocks held constituting the long leg of the portfolio, 53 per cent had a positive absolute price performance and 47 per cent
- 14/07/2017
The Lyxor Hedge Fund Index was down 0.9 per cent last month, with four out of 10 Lyxor indices in positive territory, according to the latest Lyxor Alternative Investment Industry Barometer.
Event Driven funds continued to extend their steady progress in June, supported by their exposures to healthcare and financials. Fixed Income Arbitrage manages outperformed, while CTAs suffered from the bond correction.
“Most micro strategies benefitted from an improving alpha environment since mid-2016. We expect more demanding conditions going forward,” says Jean-Baptiste Berthon (pictured), Senior Cross-asset Strategist, Lyxor Asset Management.” We focus on deep value L/S Equity and Special
- 14/07/2017
Members of defined contribution pension plans and schemes should carefully manage risk and volatility to create better predictability of investment outcomes. It is, in short, equally as important for those embarking on their retirement savings journey as it is for those reaching retirement age.
This is one of the key takeaways from new research that Standard Life Investments is preparing to publish in its latest white paper on DC investment strategies.
It is now more than two years since pension freedoms were launched. Chancellor of the Exchequer, George Osborne, announced in the 2014 budget that for the 2015/16 tax year
- 13/07/2017
- 13/07/2017
Imperial Capital has added senior high yield professionals; James Book, institutional sales professional, and Daniel Derman, senior distressed trader, to its team.
Book and Derman join Imperial Capital’s High Yield & Distressed Credit Group as Managing Directors based in New York. The two hires expand Imperial’s global high yield institutional coverage in the US.
“We are pleased to welcome Jim and Dan to our team as they bring with them a distinguished track record of success and key relationships to complement our fixed income franchise,” says Tom Corcoran (pictured), President of Imperial Capital. “The depth of their product knowledge
- 13/07/2017
NEX Optimisation, which helps clients reduce complexity and optimise resources across the transaction lifecycle, has appointed Paul Busby (pictured), as Global Head of Sales for ENSO, its portfolio finance and centralised treasury management solution for the buy-side.
Busby will be responsible for expanding sales and strategic partnerships across the US, EMEA and APAC regions, reporting to Matthew Bernard, CEO of ENSO. The business currently provides centralised treasury services to clients globally, most recently expanding into the APAC region in 2017.
Busby has over 25 years of senior experience in prime brokerage, equity finance and securities lending, and joins from
- 13/07/2017
Sentieo has launched a new cloud-based integrated Research Management System (RMS), which is aimed at helping analysts seamlessly organise research and collaborate with colleagues.
The RMS provides deep analytics for investment professionals to identify and analyse behaviour and processes that drive their performance and decision making process.
Sentieo provides investment professionals the most efficient platform to search through mountains of data with single-click access to search through a comprehensive database of global financial documents, along with their own notes and content. Since all notes are automatically tagged with the appropriate ticker, users can instantaneously recall – on mobile or
- 13/07/2017
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