Perspectives

Performance magazine

Performance magazine is a triannual digest, dedicated to investment management professionals, bringing you the latest articles, news and market developments.

Issue 14: Adapting to ever changing conditions

It has been more than six decades now since Nobel Prize winning economist Harry Markowitz first laid the foundation for modern portfolio theory and since that time, the global investment management industry has continued to extend the boundaries of diversification into new realms. Pensions, endowments and other institutional investors were major instigators of this important evolution, as fund managers sought new asset classes to meet these plans' unique obligations. In many ways, the allocation strategies these managers designed served as precursors for today's truly modern portfolios, maintained by institutions and individual investors alike.

 
This 14th edition of Performance Magazine catalogues how institutional investors are once again pushing those borders. Our coverage takes us across the globe and contains contributions from some of the world's largest investment managers. This edition will explore topics, including:

  • A steady hand at the helm: Perspectives from The Vanguard Group
  • Data and analytics: A new battleground in the investment industry
  • Cybersecurity and how fund managers can assess threats
  • A changing landscape: Global tax and investor reporting
  • A focus on Japan: Effective allocation of local capital could be a significant catalyst
  • Navigating the new operational frontier

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Issue 13: Thriving under pressure

Much has changed since the first edition of Performance in the aftermath of the financial crisis. The global economy is slowly picking up again and most developed economies are growing. While the investment management industry has been able to enjoy progress, many challenges still lie ahead. Regulation is constantly evolving and the cost of being compliant, especially at a global level, has never been greater. At the same time, investors have become increasingly demanding and started taking greater interest in performance and transparency. This more involved approach to investing is putting significant pressure on margins.

 
In this edition of Performance, which contains valuable contributions from a range of industry luminaries, we focus on the future approach to wealth management in Europe, and especially in Switzerland. In addition to this theme, you will find a variety of other topics including the following:

  • Regulation is changing the distribution landscape
  • Europe's M&A recovery: a long-awaited chance for investors
  • This time it's different - Reshaping the way we look at risk
  • The case for social media in the decade ahead

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Issue 12: Focusing on new horizons

As we enter the final quarter of 2013, worldwide economic indicators point to continued growth driven by emerging markets such as China. While change remains constant for the investment management industry, macro economists are still positive about growth opportunities in both emerging and developed markets.

In this issue, we explore a variety of topics impacting the investment management industry.

Market buzz

  • Now is the time for investment managers to redesign their global operating model
  • Performance attribution: Investment performance under the microscope
  • Setting the stage for future growth: Hedge fund spin-off considerations
  • Navigating the Swiss regulatory landscape for effective distribution

 External perspective

  • Rebalancing the economics of the European mutual fund
  • The future of investment management: Davids and Goliaths?
  • Australian hedge funds: Why they are worth taking a look
  • nvesting in a dynamic environment: Is risk profiling the answer?

 Regulatory angle

  • Linking the dots of the new regulatory framework for a better understanding of the new securities infrastructure landscape

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Issue 11: New perspectives for a changing marketplace

It has been more than six decades now since Nobel Prize winning economist Harry Markowitz first laid the foundation for modern portfolio theory and since that time, the global investment management industry has continued to extend the boundaries of diversification into new realms. Pensions, endowments and other institutional investors were major instigators of this important evolution, as fund managers sought new asset classes to meet these plans' unique obligations. In many ways, the allocation strategies these managers designed served as precursors for today's truly modern portfolios, maintained by institutions and individual investors alike.

Despite the on-going Eurozone debt crisis and the slow paced economic recovery in the United States, financial markets have been improving. While the challenges ahead are considerable, we continue to believe new opportunities are abound for investment managers as they focus on three key areas: adapting to an evolving regulatory landscape, exploring non-traditional growth opportunities and shifting more of their attention back to operational efficiency.

In this issue, we explore a variety of topics impacting the investment management industry.

Market buzz

  • The challenges of the private pension market
  • The convergence of traditional reinsurance with capital markets
  • Optimization of the trade management cycle
  • Changing distribution models for the new affluent wealth Management client
  • Meeting the retirement challenge

External perspective

  • The European Market Infrastructure Regulation and the impact on investment managers

Tax perspective

  • Tax controversies and the family office

Regulatory angle

  • AIFMD remuneration

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