Performance magazine

Performance issue 31, January 2020

• Value-Added Services (VAS) is the new banking battlefield
• Data sharing in financial services
  Five techniques to enhance privacy and confidentiality
• An interview with Blackstone’s head of Real Estate Europe
• Shareholders’ Rights regulation
  The undercover game changer
• Industry interested in technological development
• PRIIPs & MiFID 2 transaction costs for funds
  Behind the scene of the drama
• The Italian asset management sector
  An attractive market
• Building a robust model risk management framework in financial institutions
• Asset management disrupted
  Unlocking the potential of artificial intelligence in fixed income investing

Performance issue 30, September 2019

• 2019 Investment Management Outlook: Mid-Year Review
• Managing M&A Integration
  A guide for investment and wealth managers
• Engaging the whole firm
  Improving client experience in institutional and wholesale investment management
• The future of the asset management industry
• Artifical intelligence
  The next frontier for investment management firms
• Amundi - Pioneer
  The recipe for a successful integration process
• India Budget 2019 brings some gain, some pain for foreign investors
• Distribution 2.0
  How technology will redefine relationship with asset management clients
• A financial frontier:
  Opportunity from the East

Performance issue 29, May 2019

• Rethinking reward strategies
• PIR light and shadow
• Looking to the future
• Mastering the art of ESG data
• Focus on your strengths, white label the rest
• The Placement Agent's View
• Wealth managers at a crossroads
• Digitizing investment suitability
• Just another day at the (middle) office?
• Liquidity risk management - a look at the tools available
• If you think investment managers have flown under the Australian Royal Commission radar, think again
• The investment revolution?
  What will asset management look life in the future?

Performance issue 27, September 2018

• Recent Dynamics of Private Securities Investment Funds in China
• "Chinese-style" regulatory enforcement Essence and trajectory
• Where finance meets industry
• Equity bridge financing Reaping the benefits of liquidity and flexibility
• The EU benchmark Regulation: Users be cautious
• Green finance moving ahead to sustainable
• Regulation as new standalone business line
• European hedge fund managers' views on their prime brokerage relationships

Performance issue 26, May 2018

• Technology is here to help not hurt financial advisers
  Interview with Eugene Maree, Chief Executive Officer (CEO) of Wealthport
• Automated financial advice in South Africa
• Unlocking the potential of the “Africa Rising” narrative through private equity
• An overview of the private funds industry in China
• The new era of delegate oversight
• Investment Management Risk: 2017 Deloitte Survey
  Shedding light on South African risk management trends
• The evolution of the management company and third-party providers
• The impact of new technology on fund distribution in Europe
  Insights from Pierre Davoust and fellow asset managers

Performance issue 25, January 2018

• Interview: The asset management industry
  Yves Perrier Chief Executive Officer at Amundi
• What has become of French boutiques?
  French third-party management accompanying the "French boutiques" boom
• A new world for real estate investors
  As the world changes, progressive real estate asset managers are discovering new opportunities
• Breathing a new life into investment taxation
  The French Finance Nill 2018
• Insurance Distribution Directive
  2018: a challenging year for the European insurance sector
• Brexit bill
  Will transitioning to a new structure create tax cost?
• International Investment Disclosure Trends
  The dawn of the fully transparent era

Performance issue 24, September 2017

• Interview: Infrastructure in Australia
  Interview with Damien Frawley, Chief Executive at QIC
• Where do we go from here?
  The maturation of operational due diligence of outsourced investment management in Australia
• Capturing the multi-trillion dollar asset management opportunity in Southeast Asia
• Disruption
  A new way to generate alpha
• New risk
  In a time of uncertainty and change
• Blockchain & Cybersecurity
  Let’s Discuss!
• Investment fund distribution
  How will innovative thinking in fund distribution create a competitive advantage?
• A more objective alternative for pension fund reporting
  
• Making Japanese M&A work for companies and investors
  
• Expecting a smooth evolution of AIFMD

Performance issue 23, May 2017

• Interview: The quiet revolutionary
• Where next?
  The future of automated financial advice
• Green finance keeps the sky blue
• BREXIT
  A new tax operating model?
• RegChain Reaction
  Revolutionary reg. reporting in the funds world
• Smarter investing by trying to understand the mood of Mr. Market
• Innovation in private banking and wealth management
• Getting a handle on financial crime compliance in Southeast Asia
• Modernizing mutual fund reporting for today’s environment
  

Performance issue 22, January 2017

• Interview: Adapting to a brave new world
• Impact investing
  A sustainable strategy for hedge funds
• Plugging the leakages in the implementation of currency hedging
• Capital-raising activities in Japan
  A guide for offshore fund managers to navigate the regulatory landscape of Japan
• Toward the end of treaty benefits for funds?
• Investor reporting
  Catching a second wind
• Unlocking efficiency through industrialization
• Future-proofing real estate
  An insight into the potential use of blockchain in real estate funds
• The future of asset servicing
  Shaped by three disruptive technologies
• The growth of ETF’s in Europe

Performance issue 21, September 2016

• Interview: Building a Smart Financial Center
  
• Understanding Southeast Asia’s dynamism and diversity
• The future of investment management
  Open application programming interfaces
• A rapidly changing tax landscape
  Recent Asian tax developments
• The asset owners’ conundrum
  Insourcing of asset management
• Seriously sustainable
  The portfolio managers who help investors to put their money where their values are
  
• The reform of the German Investment Tax Act
  Main content and impact for Asset Managers
• Conduct of business rules in the Belgian insurance sector
  From AssurMiFID to the Insurance Distribution Directive
• Ensuring your business’s successful future
  The investment management compliance framework
• The UK’s vote to leave the EU
  How will investment managers be affected?
• Sustainable and Smart Beta
  Both are here to stay, why not take advantage?

Performance issue 20, May 2016

• In focus
  Interview—Sustainable Islamic Investing in demanding times
• Hot topic
  Private Wealth and Asset Management in the Middle East and the role of ADGM
  
• Turkish real estate market outlook
  
• Credit funds
  Just another product option for alternative investment funds?
  
• Banking business models of the future
  
• RegTech is the new FinTech
  How agile regulatory technology is helping firms better understand and manage their risks
  
• Centralization in Blockchain innovation
  Can banks devise a centralized business model for decentralized Blockchain technologies?
• Active versus passive investing: what else do we have on the menu?
  
• Investment Fund Governance
  Developing a Risk-Based Oversight Framework
• Global tax and investor reporting
  Converting risk into investor value
• Passive currency overlay
  Trends and regulatory challenges facing the FX hedging market
• How can FinTech facilitate fund distribution?
• Serious games
  Leveraging gamification methods in asset management

Performance issue 19, January 2016

• In focus
  Interview— Zooming in on the features and effects of the ELTIF framework
• Hot topic
  Interview— Investing in the “Real Assets” market— Perspectives
• The Art & Science of Smart Beta
• Why the Eurocrisis is here to stay and what it means for investors
• Back (office) to the future
  The four digital trends altering the status quo for custodians
• Regulating the asset management industry proportionally will help create growth and jobs
• German custodians on the New Silk Road
  Guiding investors into faster growing markets
• European depositary regulation
  Striking the right balance?
• Impacts of Solvency II on the investment policy of insurers
• A common language is not enough
• A View on the Future Landscape of European Regulatory Reporting
• Fund distribution under MiFID II
  Strategic considerations for investment managers distributing funds across the EU

Performance issue 18, September 2015

• In focus
  Interview — Enrico Turchi, The search for a scalable framework
• Private Equity as a catalyst for growth in the EU
  
• A holistic approach to regulatory watch

• Capital Markets Union
  Will it be a game-changer?
  
• AIFMD Reporting survey
  What lies ahead, what went before?
  
• AIFMD - Time for reflection and extension
  ESMA release their advice and opinion
  
• Money Market Funds
  US 2014 rules v EU draft 2015 rules
  
• Global risk management survey, ninth edition
  Operating in the new normal: increased regulation and heightened expectations
  
• Asset management for insurers
  A brave new world
  
• When A, C, and H spell “Connect”…
  
• Asset servicing
  Finding the silver linings of regulatory clouds
  
• Deloitte 2014 European real estate investment management survey among asset managers and servicers
  Forecast? Mostly sunny, with scattered clouds
  
• How can investment managers supercharge their alpha?
  
• Link'n Learn
  Webinars - Programme 2015

Performance issue 17, May 2015

• In focus
  Interview — To outsource or not to outsource
• Hot topic
  Private Equity Investing in Africa
• Customer centric journey within Asset Management
• Will impact investing save our souls?
• DAC vs EUSD
  Conceding the battle to win the war (against tax evasion)?
• Trust in CRS?
  The Common Reporting Standard reporting obligations in the context of trusts
• Legislation changes and clarifications impacting investment funds
  A French update
• Combining active and passive managements in a portfolio
• How the CRA Regulation will impact the asset management industry

• Hong Kong
  Towards a new paradigm?

• Fair Value Pricing Survey, Twelfth Edition
  Positioning for the future

• 2015 Alternative Investment Outlook
  Complex grounds, new frontiers

• Do you really know where your assets are, and if they are safe?

• Plans to reform the German Investment Tax Act
  Overview and impact

Performance issue 16, January 2015

This edition includes the following articles:

• In focus
  The GPIF and the future of the Japanese equity market
• The GPIF and its reform
• Hot topic
  The generation game: savings for the new millennial
• Preparing for Solvency II
  Time for asset managers and asset servicers to act
• Investment management, mobility, and managing investor security concerns
• No time for KIDding around
  PRIIPs is on the way
• New tax regulations impacting investment funds
• Loan funds
  Europe’s alternative source of business funding
• Investment opportunities
  Locking the potential of future benefits
• Preparation for UCITS V sanction rules
• Distribution fiction
• Information technology will be the next game changer for investment managers
• Collateral is a core competence for the buy side
• Link’n Learn
  Webinars - Programme 2015

Performance issue 15, September 2014

This edition includes the following articles:

• Global tax and investor reporting - The road ahead
• New challenges in interest rate derivatives valuation - Simple is not just simple anymore
• Investment opportunity - A market perspective on the changing securities lending landscape
• New tax regulations impacting investment funds
• Mauritius - An outsourcing jurisdiction in the Indian Ocean
• Target 2 Securities and T+2 Settlement - Challenges and opportunities for the European Fund Distribution
• MiFID II - Changing the distribution landscape
• Third-party Management Companies - A new governance model?
• CSSF Circular 14/587 on UCITS Depositaries - In a nutshell
• The transparency challenge in the distribution chain
• MiFID Il - Should we have to fix what is not broken?
• Seismic shifts in investment management - A look at the UK market
• The people agenda - What is keeping asset managers awake at night?

Performance issue 14, May 2014

This edition includes the following articles:

• How can fund managers assess cyber security threats?
• Data and analytics - A new battleground in the investment industry
• Global tax and investor reporting - A changing landscape
• Luxembourg private equity asset servicing market survey
• A new landscape for EU capital markets
• Effective allocation of local capital could be a significant catalyst for Japan
• 2014 Alternative investment outlook championing growth - Finding agility in uneven conditions
• EU fund administration - Embarking on a journey to overcome challenges and target operational excellence
• Navigating the new operational frontier - Top 10 operational risks: a survival guide for investment management firms
• Basel III - Unexpected consequences of a pharaonic project
• French asset management boutiques

Performance issue 13, January 2014

This edition includes the following articles:

• The future of asset management in Switzerland
• 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
• Fund governance round-up
• Retrocessions - A thing of the past?
• Exploring evolving risks and challenge - Perspectives from the investment management industry
• Fair value pricing survey, eleventh edition - Finding the formula that fits
• Competition, consolidation and change: key considerations in European securities clearance
• Who wants to collect millions?
• Digital: a potential source of differentiation and/or an effective addition to distribution channels?
• The case for social media in the decade ahead
• New tax regulations for investment funds

Older issues

Performance issue 12, September 2013
Now is the time for asset managers to redesign their global operating model. The future of asset management - Davids and Goliaths? Power law investing.

Performance issue 11, May 2013
Optimisation of the trade management cycle in the investment industry. Investment Funds' performance and Financial Transactions Tax. AIFMD Remuneration.

Performance issue 10, January 2013
Refining the target operating model. Real estate senior debt funds. Recent asset management regulatory changes in China.

Performance issue 9, September 2012
Social media - A splendid opportunity for fund promoters and asset managers. Art-secured lending - Unlocking the liquidity of your clients' art collections.

Performance issue 8, May 2012
Post-crisis asset management environment. Challenges and opportunities in financial inclusion. The AIFMD for fund service providers.

Performance issue 7, January 2012
Fund analytics, regulatory requirement or business opportunity? New tax reporting requirements for foreign investment funds distributed in Italy.

Performance issue 6, September 2011
The impacts of regulatory changes on asset management operating models, Added value brought to the asset management industry by cross sub-funds investment techniques, Asset management in a post-crisis environment, etc.

Performance issue 5, May 2011
Challenges and opportunities for alternative and long-only asset servicing platforms. Fund administration survey 2010/2011. Liability Driven Investment: a simple approach to a complex problem.

Performance issue 4, January 2011
Marketing financial products towards increased client protection and harmonisation of practices. The evolving private equity market in China. Why should art be considered as an asset class?

Performance issue 3, September 2010
Challenges and opportunities for traditional active investment managers in a polarising market. M&As in the Spanish asset management industry. UCITS IV - The tax agenda. UCITS IV and the KII, a new chapter in cross-border distribution.

Performance issue 2, April 2010
A short summary of cross border distribution of collective investment schemes in the US. The introduction of an extended Qualified Intermediary program. ETF - A trillion dollar baby. Current securities lending market themes. UCITS: the battle for Asia.

Performance issue 1, December 2009
Hedge funds lite. Islamic finance in a nutshell Life settlement. New fiscal requirements for offshore funds in the UK. UCITS IV management companies. The 10-minute fund sales agreement 28 Non retail offshore funds.