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Investment returns are set to be lower during the next two decades - with severe consequences for asset owners and managers. McKinsey outlines those for different types of institutional investors.
Despite extraordinary highs and lows, returns were continually strong within the last 30 years, says McKinsey. However, US and European equity and bond returns are becoming weaker within the next two decades.
Financial technologies have a massive impact on investment advisory. The Zurich University of Applied Sciences and the Zurich Banking Association have developed possible development scenarios.
With the Digital Advisor, ifund and fundinfo launch a cloud-based tool for the selection of active and passive funds based on scientific criteria as well as investor preferences to reduce research and compliance costs.
During the past five years, venture capital has seen a rise in investment funds focussing on specific themes. Justin Caldbeck, the co-founder of Binary Capital, explains why this is beneficial for start-ups and funds.
Worldwide, more than 500 billion US-Dollar are invested in factor strategies. To investigate the motives behind the recently high inflows into the strategies, Invesco has surveyed institutional investors.
Combining valuable content with a corporate message to differentiate a brand is a tough task but can have an enormous effect on customers. In a webinar, Yahoo shows best practice of making use of the innovative ad format.
To have an impact, news and editorial coverage needs to be seen. Watch the recording of Business Wire’s webinar with Reddit on leveraging the 240 million active users and 45,000 communities on the social media platform.
Impact investing, generating social and environmental benefits while achieving financial returns, has attracted more than $77 billion in AuM. However, some changes are needed to allow further expansion, says McKinsey.
The British financial regulator FCA has examined the costs of investment funds. Due to high fees and lacking performance of active management, the regulator plans on enhancing transparency of investment goals and costs.
For 30 years, Raiffeisen Capital Management manages sustainability funds. Now, their product portfolio is expanded by a sustainability momentum fund that considers improvements in ESG factors when selecting shares.
After four years of growth, the AuM of the world’s 500 largest asset managers decrease by 1.7%. While investors’ portfolios remain similarly structured, alternative investments are on the rise.
After a most bitter and divisive U.S Presidential election, Donald Trump has won the U.S. Presidency. altii has composed a collection of market statements of numerous asset managers on the less predictable candidate.
Technology entrepreneurs that get funded by venture capitalist go public sooner and have more impactful innovations than start-ups that partner with angel investors, shows research from the University at Buffalo.
A study from PwC shows that many asset and wealth manager are not considering FinTechs in their strategic decisions. However, neglecting innovative start-ups could lead to the loss of market shares.
The market for solar power is growing faster than ever but continues to lack profitability. Besides operational efficiency, an improved capital allocation is a key to success.
Germany’s biggest events on future projects will take place in Frankfurt am Main. The Future Convention on November 28 is an exciting day for the interdisciplinary exchange of future ideas and new business models.
According to EY, technology, demographics and globalisation are the three forces disrupting the real estate industry. While they threaten traditional business models, they also embed significant opportunities.
The focus of PRIIP KIDs are future-oriented scenarios intended to give an impression of the opportunities and risks of a fund. fundinfo provides a user-friendly service to distribute the new document efficiently.
Business Wire’s invites you to their next MEDIAmeeting (MEDIAtreff) embedded in the Future Convention. Experts discuss in German, how startups can increase their publicity.
The Family Office Forum Zurich is the annual meeting of Family Offices and UHNWI from all over the world, a truly global gathering of Family Offices held in English. It is held by Prestel & Partner on 8-9 November 2016.
As a social news aggregator, Reddit reaches more than 500 million visitors every month. In Business Wire’s webinar, Mark Luckie from Rabbit illustrates best practice in reaching the Reddit community.
FinTechs are approaching complex front-, middle, and back-office tasks. Based on technological trends, EY and Innovate Finance categorise affected functions and identify grounds for collaboration.
REITs have become a popular vehicle to invest in real estate. Global market capitalisation grew to about $1.5 trillion with US REITs growing by almost 150% since 2010 and non-US REITs doubling their market cap.
State Street Global Exchange publishes the latest Investor Confidence Index results. Despite a more optimistic economic outlook, especially US investors remain risk averse.
Tools and frameworks for the management of credit and market risks are well established. For financial institutions, McKinsey identifies a shifting focus towards non-financial risks that requires changes in banks’ practices.
Since 2014, the fund subsidiaries of banks and insurance companies recorded high inflows while independent asset managers had to cope with lower inflows or even net outflows.
Private investors are too confident of their knowledge and are thus making mistakes when investing money. A new study from Schroders shows that global demand for financial advisory still exists.
Only 18 percent of CFA charter-holders worldwide are female. In Germany, this share drops to just 12.4 percent, shows a survey of the CFA Institute among more than 5,000 members.
Entrepreneurship can be a source of economic growth. With their Digital Entrepreneurship Barometer, EY assesses the G20 countries’ ecosystems and identifies best practice to enhance entrepreneurship.
Family offices have reduced their allocation to hedge funds by 10 percent within the last 12 months before May. A new study shows how family offices invest in illiquid assets and plan to cooperate.
Venture capitalists raise funds from investors that expect to realise returns within eight to twelve years. But having a specific deadline may force VCs to rush into projects and exit prematurely, especially in emerging markets.
In an Axa Investment Managers study, institutional investors certify themselves, at best, only a satisfactory knowledge about alternative debt. Asset managers should explain the topic with their years of experience.
The career portal efinancialcareers has analysed German asset manager and the German subsidiaries of internationally operating asset management companies. The ranking was completed by a survey among headhunters.
On September 14, ETF Securities invites you to their outlook webinar on the implications of political populism and debt for the economy and their effect on various assets.
Analysing a new data set, UBS finds SRI portfolios delivering insignificantly different returns from conventional portfolios. However, investors can expect SRI portfolios to have lower risks.
The better an insurer’s enterprise risk management, the better he performed during the financial crisis. McKinsey shows the elements of an effective framework that reduces volatility and improves capital performance.
Key stakeholders are requiring deeper insights into a company’s performance, strategy, governance, and risks. Surveying more than 120 executives, EY investigates, how corporations are improving their financial reports.
Asset allocation decision account to about 35 to 40 percent for the performance differences between funds. McKinsey finds that institutional investors are increasingly willing to rethinking their approaches and processes.
2015 was not an easy year for asset managers. Their performance was as bad as 2008, says the Boston Consulting Group in its annual study. Many asset managers must revise their business models accordingly.
Shares of small and medium-sized companies outperform those of large corporations. But higher returns can generally only be achieved by taking on an increased risk. A new study confirms the opposite for small companies.
Ownership by large institutional investors can cause an increase in volatility. Research finds that through large trades, every 1% ownership by large asset managers causes an increase in volatility by 12 to 18 basis points.
The asset and wealth management industry is being disrupted by FinTech start-ups. EY finds that this is just another challenge among regulation, technology, changing client demands and fiscal issues.
Increasing costs for infrastructure, tighter regulation and relentless competition erode profits from high frequency trading. The growth momentum seems to have reached its limits.
79 percent of German journalists use social media on a daily basis, says the latest Social Journalism study from Cision and the Canterbury Christ Church. This presents chances and challenges for public relations.
Despite recent market volatility, venture capital investments appear healthy. However, investments flow less into early-stage companies and more into unicorns, reveals the latest MoneyTree Report.
ETF assets could reach $7 trillion by the end of 2021. A new report published by PwC reveals that ETF assets will grow rapidly through entering new markets, expanding distribution channels and entering new asset classes.
The European Commission aims at increasing investments in small, medium and entrepreneurial companies. Doing so, the Commission proposes a change to venture capital regulations.
Investors face lower returns and higher volatility. However, the current RiskMonitor survey from Allianz Global Investors shows: Investors have not changed their risk management since the financial crisis.
Despite lower economic growth and high volatility, the Chinese market remains attractive for asset managers. A strong economy, deregulation as well as product innovation drive the market’s expansion.
Simply put, blockchains are distributed databases build with open-source code. However, they could disrupt the financial services industry - or transform it, depending how the technology is approached.
Many financial service providers could move their London activities abroad. Based on objective criteria, there should be a preference for Frankfurt am Main, says BCG.
Most institutional investors have realised that ESG criteria drive risks and returns and integrated them into their investment process. However, three problems seem prominent in integrating ESG integration.
Every year, the world invests $2.5 trillion in infrastructure. However, investments of about $3.3 trillion annually are needed to support the currently expected levels of economic growth.
A study from EY reveals that four of ten clients are willing to switch their asset manager and investment advisor. Thereby, revenues of 200 billion USD could be moved to asset managers that position themselves best - especially regarding digital services.
Budgets and human resource dedicated to social media are increasing in the asset management industry, says the Social Media Study from PwC and Caceis. By now, they are an integral part of the asset manager’s marketing mix.
Besides emerging markets, only few assets offer attractive returns. ETF Securities invites to a joint webinar with Fredrik Nerband, HSBC, on the opportunities of emerging markets on June 28 at 3pm.
Asset managers can benefit from the Registered Customer status for listed Eurex derivatives. With a straightforward implementation process, investors and traders can avoid the counterparty risk of their chosen clearing broker.
CAIA Germany and the BAI join to host an educational workshop for institutional investors on infrastructure investments. The event will be held in Munich and Frankfurt on July 5 and July 6 respectively.
Automated financial advisory is disrupting the asset management landscape - especially the retail segment. For institutional investors and UHNW clients, investment managers expect only minor changes.
The share of executives that perceive geopolitical instability as a major trend affecting their business has doubled within the last two years and have direct negative implication for corporate performance.
The first quarter was the worst for hedge funds since the financial crisis. Many see the reasons for the bad performance in the funds’ structure. Fees have to be transformed and liquidity is a bigger issue for investors.
While nearly 150 private tech companies have achieved a valuation of more than one billion, their public counterparts have performed poorly. The landscape for investors has changed with firms staying private longer.
The demand for a professional management of real estate is higher than ever, says a study from EY Real Estate and Triuva. However, many expect a further consolidation of the industry as complexity and costs rise.
Gold has performed better in times of negative real interest rates than in times of not-negative rates. For other, more industrially used precious metals, ETF Securities sees positive price signals too.
Industrial metals are enjoying a renaissance. ETF Securities invites together with Bloomberg Intelligence to join their webinar on May 25 about the improved outlook as well as the drivers and implications of it.
UK start-ups profit from an abundance of tech talents, regulation and London’s financial infrastructure. While they received more money than all continental European FinTechs, London’s role as a hub is threatened.
Many quote that markets are too volatile for some investors in order to make a case for their products. However, while short-term measures of volatile fluctuate, long-term volatility has been very stable.
Emerging markets have proven their economic and financial resilience. Attractive spreads and a lower volatility than US high yields make emerging market debt attractive. Further support comes from global trends.
After three decades of exceptionally high returns, performance drivers are likely to weaken or even reverse, says McKinsey. Investors should prepare themselves for decreasing returns over the next 20 years.
In their yearly study, Oekom-Reserach has analysed 1600 internationally active companies in regards to their sustainability. Only 16.3 percent of companies achieve the “prime status” in the evaluation.
After the US central bank has increased interest rates for the first time in nine years, further rate raises during the year have been postponed. With increasing inflation, this might require more aggressive intervention, says ETF Securities.
Due to high fees and weak performance, many investors are withdrawing their money from hedge funds. Assets under management have decreased by 15 billion to 2.68 trillion Dollar during the first quarter.
Based on financing activity, 2015 was a successful year for the cyber security industry. Due to diversified and increasing revenues as well as low volatility, cyber security stocks become attractive for investors.
Insurance companies suffer under cost extensive regulation, low interest rates and demographic changes. Due to increasing cost pressure, insurers want to expand their asset management to boost group profits.
Asset Managers that administrate public buildings on behalf of governments can influence politics and help governments to reduce their expenditure on assets. A new report indicates key trends in the industry.
Real estate prices are booming and in times of volatile share markets and low to negative bond returns, real estate funds are increasingly in demand. The run for real assets forces some asset managers to stop accepting new investments.
In a survey, the asset management firm Source examines that smart beta strategies are increasingly used by institutional investors. 27 percent are already invested in these products and 31 percent of the remaining are planning to do so.
Investors don’t want to be patronised with moral arguments but are to be convinced of sustainable investing by improved returns. Algorithms such as those used at Arabesque know, how to use ESG-factors profitable.
ETF Securities invites you to the outlook webinar on the macroeconomic implications of negative rates and the Fed’s policy. Taking for about 45 minutes, the webinar takes place on 20th April at 3pm.
Global executives are more reserved regarding the global economic outlook, while they still expect their companies to perform strongly and increase their profits. Some common risk and threads remain in the businessmen’s minds.
Hedge fund managers need to distinguish themselves from the rest of the market to attract investors that become increasingly concerned about clear investment processes and tighter control over assets managed.
In today’s multimedia world, information is no longer just published in texts but much more often using additional visual elements. Presenting financial data graphically increases engagement, entertainment and retention, shows a new study.
The world fights climate change and reduces greenhouse gas emissions. Renewables could tripple their market share by 2040 but the majority of electricity is still produced using coal and gas. Neither does nuclear power seem an option.
A while ago, becoming a banker was an attractive career choice. In a study pursued by the University of Maastricht and Studitemps, banking underperforms other industries in seven of ten criteria regarding the attractiveness for students.
ETFs are gaining larger market shares, not only but also because they cheaper than actively managed funds. Are traditional asset managers now facing their ends? No, says the Boston Consulting Group in a new study.
For venture capital investments, concentration to what one knows is an important factor. The venture capital arm of Intel plans on selling about a fourth of its portfolio companies. A sale that could be worth about $1 billion.
Alternative Strategies in an UCITS-compliant fund format are increasingly used by investors. Some investors praise them as the answer to low interest rates due to their ability to generate uncorrelated returns.
For quite some time, banks have to suffer under increasing costs from regulation. Those may now effect asset managers too, says a recently published study from Oliver Wyman and Morgan Stanley.
The sustainability topic remains interesting for investors. Studies show that sustainable corporate strategies are beneficial for the performance on stock markets. Especially passive products are successful in this area.
Over many years, the financial services industry could not be changed. While many businesses were disrupted in and since the dot-com bubble, finance stayed the same. But one may ask, if today’s FinTech players are different.
The world’s nations have committed themselves to the reduce carbon emissions. To do so, sustainable infrastructure is needed. To allow for more private investments, McKinsey says that some barriers have to be lifted.
Ernst & Young has asked Chief Compliance Officers from 20 global insurance companies. Many say, the compliance function has changed drastically while upcoming changes are still to come. Seven key themes strike out.
Due to concern about the banking system, a potential Brexit and many other themes, a resurgent interest in gold could be observed. On March 17, ETF Securities invites you to join the webinar on the prospects of the precious metal.
Argentina has reached an agreement with some of its creditors that should help end the 15 year long dispute that banned the country from the international fixed income markets.
Driven by innovative start-ups and major technology corporations, FinTech companies are capturing larger market shares of the financial services market. EY investigates the reasons that make customers switch to the new type of player.
ETF Securities and Lombard Odier Investment Managers invite you to their webinar on the impact of divergence within emerging market, global deflation and falling currencies in regards to their potential investment opportunities.
Quantum computers were once thought an impossible technology as they harness the power of quantum mechanics and are housed in unconventional environments. Now they are able to solve important problems in all kids of industries.
The biggest asset managers have, with few exceptions, much room for improvement regarding the integration of SRI criteria in their investment processes, says a survey pursued by the Handelsblatt.
US venture capital firms have raised $28.2 billion in 235 funds during the year 2015. Thereby, both measures have fallen: Fundraising is 9% down and the number of funds decreased by 36.
The Family Office Forum hosted by Prestel & Partner is taking place April 26th and 27th. More than 160 family offices, UHNWI and experts will network and exchange knowledge on the event.
ETF Securities invites you to gain insights into two key emerging investment themes introduced by two guest speakers. The webinar will take place on February 23 at 16 o’clock and lasts for about 50 minutes.
Smart beta ETFs are said to be corrupting the basic ideas of ETFs to establish a simple and cost efficient access to capital markets. Checking the facts about the criticism on this more and more attractive product category.
Responsible investing helps to identify companies that are more likely to outperform. “A quantitative approach that removes subjectivity has the advantage of making alpha generation in a repeatable process,” says Rohini Rathour.
In 2015, European start-up funding has hit a new record with 12.9 Billion Euro but the number of rounds closed went down by about 30%. A sign that VC investors are up for saver bets?
For the first time since 2011, investors have pulled more money out of hedge funds than they invested. Still, the industry’s AuM rose as performance gains outweigh investor’s withdrawals. Especially big funds were successful in 2015.
Fears about China’s economic conditions made global share markets plunge at the beginning of this year. Still, some key trends provide investors with opportunities in this increasingly diverse and volatile $11-trillion economy.
Investment strategies integrating ESG factors were typically strategies that included a lot of quantitative research and subjective judgements. New investors are now using quantitative approaches to invest responsible.
Despite the turbulent start of the year for global share markets, confidence of German institutional investor and financial analysts has fallen less than expected.
Low interest rates and volatile share markets drive investors into absolute return funds. An analysis of e-fundresearch.com says that only half of these funds have generated positive return during the past year.
Prestel & Partner invites to the Family Office Forum on 16th and 17th February in Dubai. On the event for MENA based family offices, more than 100 family offices, principals and CIOs meet.
For small and new hedge funds in Europe, 2015 has been a devastating year. Increasing costs as well as lower fees generated have forced some asset managers out of business and let to a decrease in the number of funds.
Asset managers including Vanguard and BlackRock were very successful in 2015 and have received the highest inflows during that year. Some other asset managers had to face serious outflows.
Electronic platforms are becoming a vital channel for global funds distribution. While those are not new to the financial industry, EY claims that asset managers have just been the slowest to adapt.