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15/01/2013

UBS GAM lance une soixantaine d’ETF à Milan

UBS Global Asset Management vient d’annoncer le lancement à la Bourse de Milan de 61 ETF répliquant 41 indices actions, obligataires et alternatifs, rapporte Bluerating. Il s’agit de la plus importante cotation simultanée d’ETF dans l’histoire de la Bourse italienne.
15/01/2013

BlackRock recrute un nouveau patron pour la Chine

BlackRock doit annoncer cette semaine le recrutement de Wang Hsueh-ming, ancienne associée de Goldman Sachs, en tant que président de ses activités en Chine, anticipe le Financial Times. «Si l’on nous demande, nous prévoyons d’aider les Chinois à penser à transformer les épargnants chinois en investisseurs en rendant les marchés financiers plus robustes», explique au FT Larry Fink, le fondateur et directeur général de BlackRock.
15/01/2013
Fonds

Le fonds souverain chinois dégage un rendement de plus de 10%

Le China Investment Corporation (CIC), le fonds souverain chinois dont les actifs sous gestion s'élèvent à quelque 482 milliards de dollars, a dégagé l’an dernier une performance de plus de 10%, selon des propos du patron du fonds, Lou Jiwei, rapportés par le site Opalesque."Nous n’avons pas encore les chiffres définitifs (…) mais nous avons la certitude que notre performance sera supérieure à 10%», a notamment déclaré le responsable.
Fonds
15/01/2013

JPMAM change de patron et recrute en Suisse

J. P. Morgan Asset Managent(JPMAM) a nommé Philipp Pfenninger, jusqu’à présent responsable de la distribution auprès des banques, comme country head pour la Suisse en remplacement de Roland Vogel, qui a quitté l’entreprise, selon finews.ch.Par ailleurs, JPMAM a recruté chez Bank Vontobel un «investment consultant», Marc Schumacher, qui rejoint l’équipe de suivi de la clientèle banques cantonales et régionales.Enfin, précise le site d’information, Claudia Nägeli (ex RBS) a rejoint JPMAM en octobre 2012 comme senior sales executive global liquidity. Elle est plus particulièrement chargée du suivi de la clientèle entreprises et institutionnelle.
15/01/2013

GAM prend 30 % d’une société de gestion américaine

La société de gestion suisse GAM va acquérir environ 30% de QFS Asset Management, une structure basée aux Etats-Unis et spécialisée dans les stratégies en devises, instruments à revenu fixe et global macro.Parallèlement à cet accord capitalistique, GAM va assumer la responsabilité de la distribution et du marketing au niveau mondial des stratégies - actuelles et futures - gérées par QFS.Une fois l’accord définitivement scellé, GAM prévoit de lancer, dans les prochains mois, un produit UCITS basé sur la stratégie-phare en devises de QFS visant des instruments extrêmement liquides. Depuis son lancement en mars 1993, elle a généré des rendements nets de 10,75% par an (au 31 décembre 2012).GAM gère 48 milliards de dollars tandis que QFS affiche un encours de plus d’un milliard de dollars.
15/01/2013
Fonds

Citi va fournir des services supplémentaires à Franklin Templeton

A Hong-Kong, Citi a annoncé le 8 janvier que Franklin Templeton Investments (Asia) Limited l’a sélectionné pour fournir des services de fiducie, de conservation et d’agent de transfert au Templeton China Opportunities Fund, le premier unit trust QFII d’actions chinoises A de Franklin Templeton.Ce contrat élargit le mandat de services qui lie Citi aux fonds MPF de Franlin Templeton, a précisé David Russell, regional head, Asia Pacific, securities & fund services de Citi.
Fonds
15/01/2013

Inversis renforce son équipe de sélectionneurs de fonds

L’espagnol Inversis Banco vient de renforcer son équipe de sélectionneurs de fonds après le départ de Carlos Fernández, l’ancien responsable de la recherche sur les fonds, rapporte Citywire Global. Juan Hernando lui succède. Il travaille chez Inversis depuis 4 ans, jusqu’ici en tant que gérant et analyste de fonds. La société espagnole a aussi recruté Carlos Moreno Espinosa chez Allianz Popular, en tant qu’analyste de fonds.
15/01/2013
Fonds

L’OPCI Swiss Life Dynapierre cède un immeuble de logements

Viveris REIM a annoncé lundi 14 janvier avoir finalisé fin 2012 la vente d’un actif d’habitation à Charenton le Pont, dans le Val de Marne (94) pour le compte de l’OPCI grand public, Swiss Life Dynapierre. Après l’acquisition d’un immeuble de bureaux situé à Paris en juin 2012 et avec cette deuxième cession d’un actif d’habitation, Swiss Life Dynapierre vise un repositionnement vers l’immobilier tertiaire, indique un communiqué.
Fonds
15/01/2013

BNP Paribas Immobilier nomme une chargée de développement

BNP Paribas Immobilier Promotion Immobilier d’Entreprise annonce l’arrivée de Carole de Matharel au poste de directrice générale adjointe en charge du développement. Elle sera sera rattachée à Bruno Pinard, directeur général, en charge de l’activité de Promotion en Immobilier d’Entreprise. L’intéressée était auparavant directrice des acquisitions de Nexity REIM.
15/01/2013
Fonds

Fidelity valorisera quotidiennement ses fonds monétaires

Suivant les exemples de Goldman Sachs Asset Management, de BlackRock et de JPMorgan Asset Management, Fidelity Investments a annoncé dimanche qu’il va publier quotidiennement en j+1, à partir du 16 janvier, la valeur liquidative des parts des fonds monétaires qu’il gère (430 milliards de dollars d’encours). Cela n’impacte en rien le principe de la valeur liquidative constante à 1 dollar qui continue de s’appliquer à toutes les opérations des investisseurs sur les parts des fonds, a précisé Nancy Prior, president of money markets.
Fonds
15/01/2013
Fonds

Global X lance un ETF sur les "junior MLP"

Le 27 novembre, Global X avait sollicité l’agrément de la SEC pour le Global X Junior MLP ETF, dont l’acronyme sur NYSE Arca sera MLPJ, et dont la commission de gestion et donc le taux de frais sur encour seront de 0,75 %. Ce produit, focalisé sur les master limited partnerships ou MLP de 200 millions-2,5 milliards de dollars, répliquera le Solactive Junior MLP Index du francfortois Structured Solutions AG.Selon Index Universe, ce fonds sera admis à la négociation ce 15 janvier.
Fonds
15/01/2013

Forte croissance pour Bantleon en 2012

Au 31 décembre, l’encours du gestionnaire obligataire allemand Bantleon affichait un gonflement de 50,3 % sur un an, à 7,94 milliards d’euros ; sans compter l’effet de marché, la hausse a encore été de 45,8 %.Les souscriptions nettes ont doublé à 2,42 milliards d’euros en 2012, contre 1,2 milliard l’année précédente, dont 410 millions provenant de particuliers. Les rentrées nettes avaient porté sur 846 millions en 2010 et 1,2 milliard en 2009.Sur le total, les actifs des fonds offerts au public se situaient à 3,88 milliards en fin d’année dernière pendant que l’encours des fonds institutionnels représentait 4,06 milliards ; les souscriptions nettes ont porté sur 1,48 milliard d’euros pour les fonds offerts au public et sur 940 millions pour les «Spezialfonds».Jörg Bantleon, président du conseil d’administration, a précisé que la stratégie patrimoniale Bantleon Opportunities a collecté à elle seule 2,18 milliards d’euros l’an dernier, dont 1,16 milliard pour les deux fonds offerts au public Bantleon Opportunities S et L (dont l’encours atteignait fin décembre 1,9 milliard) tandis que 940 millions d’euros allaient à des fonds institutionnels utilisant la même approche.
15/01/2013

Ashcourt Rowan recrute un ancien de Generali

David Palmer, de Generali, a rejoint Ashcourt Rowan en tant que directeur de la branche gestion d’actifs de la société de gestion de fortune, rapporte Investment Week. Il sera placé sous la responsabilité du CEO Jonathan Polin (un ancien d’Ignis AM). David Palmer avait fondé la division gestion de portefeuilles de Generali.
15/01/2013

Henderson renforce son équipe multi-actifs

Paul O’Connor va rejoindre Henderson à la fin du mois en qualité de director au sein de l'équipe multi-actifs de la société, rapporte Investment Week.Paul O’Connor travaillait précédemment chez Mercer en tant qu’associé et responsable de de l’allocation d’actifs pour le pôle Investment Management de Mercer en Europe, au Moyen-Orient et en Afrique (EMOA). Dans ses nouvelles fonctions, il sera notamment responsable de la gestion d’une stratégie institutionnelle «Diversified Growth».
15/01/2013
Fonds

Forte collecte pour les fonds suédois en 2012

Les fonds commercialisés en Suède ont enregistré en 2012 des souscriptions nettes de 74,5 milliards de couronnes suédoises (8,6 milliards d’euros), selon les statistiques de l’association suédoise des fonds d’investissement Fondbolagens förening. Cela est bien supérieur aux 16 milliards de couronnes (1,8 milliard d’euros alors) engrangés en 2011.La collecte a été portée par les fonds diversifiés (34,6 milliards de couronnes) et les fonds actions (30,8 milliards de couronnes), tandis que les fonds obligataires avaient aussi le vent en poupe (20,8 milliards de couronnes).En revanche, les fonds monétaires ont vu sortir 5,3 milliards de couronnes, tandis que les hedge funds accusaient des rachats nets de 6,2 milliards de couronnes.Fin 2012, les encours des fonds suédois ressortaient à 2.049 milliards de couronnes, soit 237 milliards d’euros environ, dont 53 % environ dans des fonds actions. Cela représente une hausse de 230 milliards de couronnes sur un an.
Fonds
15/01/2013

Global X launches a “junior MLP” ETF

On 27 November, Global X applied to the SEC for a license for the Global X Junior MLP ETF, whose acronym on NYSE Arca will be MLPJ, and whose management commission and thus TER will be 0.75%. The product, which focuses on master limited partnerships (MLP) with USD200m-USD2.5bn, will replicate the Solactive Junior MLP Index from the Frankfurt-based Structured Solutions AG.According to Index Universe, the fund will be admitted to trading on 15 January.
15/01/2013

Fidelity to post daily NAVs for MMFs

Following the example set by Goldman Sachs Asset Management, BlackRock and JPMorgan Asset Management, Fidelity Investments on Sunday announced that it will publish net asset values on a daily basis with a one-day delay, from 16 January, for shares in money market funds which it manages (USD430bn in assets). This will have no impact on the principle of the constant net asset value of USD1 which will continue to apply to all transactions by investors on fund shares, says Nancy Prior, president of money markets.
15/01/2013

Citi to provide additional services to Franklin Templeton

In Hong Kong, Citi on 8 January announced that Franklin Templeton Investments (Asia) Limited has selected it to provide trustee, custody and transfer agency services to the Templeton China Opportunities Fund, the first unit trust of Chinese A-class QFII equities from Franklin Templeton.The contract extends the service mandates which links Citi to the MPF funds from Franklin Temlpeton, says David Russell, regional head, Asia Pacific, securities & fund services at Citi.
15/01/2013

Strong inflows to Swedish funds in 2012

Funds on sale in Sweden in 2012 recorded net inflows of SEK74.5bn (EUR8.6bn), according to statistics from the Swedish investment fund association Fondbolagens förening. That is far higher than the SEK16bn (about EUR1.8bn) posted in 2011. Inflows were driven by balanced funds (SEK34.6bn) and equity funds (SEK30.8bn), while bond funds also did well (SEK20.8bn). However, money market funds saw outflows of SEK5.3bn, while hedge funds had net redemptions of SEK6.2bn. At the end of 2012, assets in Swedish funds totalled SEK2.049trn, or about EUR237bn, of which about 53% were in equity funds. That represents an increase of SEK230bn year on year.
15/01/2013

BlackRock recruits a new head for China

BlackRock is expected this week to announce the recruitment of Wang Hsueh-ming, a former partner at Goldman Sachs, as chairman of its operations in China, the Financial Times predicts. “ If we are asked, we plan to help the Chinese think about turning Chinese savers into investors by making the financial markets more robust ,” Larry Fink, the founder and CEO of BlackRock, tells the FT.
15/01/2013

Chinese sovereign fund earns returns of over 10%

The China Investment Coporation (CIC), the Chinese sovereign fund, whose assets under management total about USD482bn, last year earned returns of over 10%, according to statements from the head of the fund, Lou Jiwei, the website Opalesque reports. “We don’t have final figures … but we are confident that our returns will be higher than 10%,” the head has stated.
15/01/2013

JPMAM replaces head and recruits in Switzerland

finews.ch reports that J. P. Morgan Asset Management (JPMAM) has appointed Philipp Pfenninger, who had previously served as head of distribution to banks, as country head for Switzerland, replacing Roland Vogel, who has left the business.JPMAM has also recruited an investment consultant from Bank Vontobel, Marc Schumacher, who will join the team to assist clients at the cantonal and regional banks.The news website also reports that Claudia Nägeli (formerly of RBS) joined JPMAM in October 2012 as senior sales executive, global liquidity. She will be particularly responsible for assisting corporate and institutional clients.
15/01/2013

GAM acquires 30% of a US asset management firm

Switzeland’s asset manager GAM will acquire a minority stake of approximately 30% in QFS Asset Management, a US-based alternative asset management boutique that specialises in currency, global macro and fixed income strategies.The partnership will also see GAM and QFS work very closely together, with GAM being responsible for the global distribution and marketing of existing and new strategies managed by QFS.Moreover, following the formal closure of the agreement, GAM plans to introduce a UCITS product based on QFS’s flagship currency strategy in the coming months. Launched in March 1993 and trading in highly liquid instruments, the strategy has delivered net returns to clients of 10.75% per annum (as at 31 December 2012). GAM has USD48 billion in assets under management, while QFS has over USD1 bn of assets under management.
15/01/2013

Two analysts join Carmignac Gestion

Carmignac Gestion further strengthens its fixed income expertise with the hiring of Pierre Verlé as credit analyst, bringing the fixed income team headed by Rose Ouahba to 6 fully dedicated members. He will take up this role on January 21 and will work under the responsibility of Keith Ney, head of credit. Verlé will be involved in the management of Carmignac’s four fixed income funds Carmignac Global Bond and Carmignac Sécurité, Carmignac Capital Plus and Carmignac Court Terme as well as the fixed income portfolio of flexible funds Carmignac Patrimoine and Carmignac Emerging Patrimoine. Before joining Carmignac Gestion, Pierre Verlé, 33, was co-manager of the distressed debt fund at Butler Investment Managers in London and an analyst covering special situations principal investments at Morgan Stanley. He focused on high yield bonds, bank loans and successfully negotiated numerous debt reorganizations. The asset management firm has also announced the arrival on 4 February of Edward Cole on the emerging market equity team as an analyst responsible for the markets of Eastern Europe the Middle East and Africa (EMEA). He will report to Simon Pickard, and will contribute to the management of the Carmignac Emergentes and Carmignac Emerging Discovery funds, as well as the flexible fund Carmignac Emerging Patrimoine, where he will contribute to the development of a theme for improving living conditions in emerging countries. Cole, 37, was co-manager of emerging market funds for six years, first at Ashmore Group, and then and Finisterre Capital. He previously served as an equity strategist for six year, in charge of the EMEA region at JP Morgan Securities.
15/01/2013

Wegelin: two managing partners file lawsuits against Christophe Darbellay

Konrad Hummler and Otto Bruderer, who heads of the former Wegelin bank, are suing Christophe Darbellay. The chairman of the Christian Dmocratic party (PDC) called them “traitors” for announcing that Wegelin’s fraudulent practices in the United States represented the norm among Swiss banks. Darbellay still maintains his position. “The statements of Mr. Hummler and Mr. Bruderer constitute a defamation of the Swiss financial market before the entire world. As a Swiss sitizen and politician and a representative of the Swiss economic centre, I feel that such an attitude is treason,” the member of Swiss parliament says, cited by Béatrice Wertli.
15/01/2013

New QFII and RQFII quotas for 14 asset managers

The Chinese State Administration of Foreign Exchange (SAFE) has issued new quotas for a total of USD1.4bn to eight asset managers which have been licensed as Qualified Foreign Institutional Investors (QFII), including USD500m for the Canada Pension Plan Investment Board (CPPIB), and CNY18bn for holders of RQFII licenses (Hong Kong yuan-denominated funds), Asian Investor reports. As of 31 December, SAFE had awarded QFII quotas totalling USD37.4b to 169 asset management firms, and CNY67bn to 24 RQFII managers.The other five recipients of QFII quotas are Morgan Stanley, Deutsche Bank, BOC Group Life Assurance Company (USD200m each), KB Asset Management (USD100m), the Church Pension Fund, and Duke University (USD50m each).For RQFII quotas, SAFE has increased by CNY5.8bn the quotas for China Asset Management and E Fund, and CSOP for a further CNY5bn, while ICBC Credit Suisse, China International Fund Management and GF Fund Management have received their first quotas for CNY800m each.
15/01/2013

Pioneer hires a new head for Western Europe and Latin America

Pioneer Investments has appointed Jon Bailie as head of Western Europe and Latin America. He will join the firm in April and will report to Sandro Pierri, chief executive officer. He will also be a member of Pioneer Investments’ Management Committee and will be based in London.Jon Bailie takes the role from Sandro Pierri, who continued to hold this position ad interim following his appointment as chief executive in July 2012.Jon Bailie joins from AXA Investment Managers, where he was global head of distribution and member of AXA IM ‘s executive committee. Previously he spent 16 years at Russell Investments, where he held several senior roles.
15/01/2013

Robeco rebrands SAM as RobecoSAM

Robeco Group has annouced the rebranding of its subsidiary SAM, the investment specialist focused exclusively on sustainability investing in RobecoSAM. As well as the rebranding, Robeco’s engagement and voting services will become part of RobecoSAM’s range of investment solutions and services. This step will enable Robeco to align its group wide efforts in the field of sustainability investment more closely.
15/01/2013

Strong growth for Bantleon in 2012

As of 31 December, assets at the German bond management firm Bantleon were up 50.3% year on year, to EUR7.94bn; not counting market appreciation, the increase was still 45.8%.Net subscriptions doubled to EUR2.42bn in 2012, compared with EUR1.2bn the previous year, of which EUR410m were from retail clients. Net inflows totalled EUR846m in 2010, and EUR1.2bn in 2009.Of the total AUM, assets in open-ended funds totalled EUR3.88bn at the end of last year, while assets in institutional funds totalled EUR4.06bn; net subscriptions totalled EUR1.48bn for open-ended funds, and EUR940m for “Spezialfonds.”Jörg Bantleon, chairman of the board of directors, has stated that the wealth management strategy of Bantleon Opportunities singlehandedly brought in inflows of EUR2.18bn last year, of which EUR1.16bn were for the two open-ended funds Bantleon Opportunities S and L (whose assets as of the end of December totalled USD1.9bn), while EUR940m went to institutional funds using the same approach.
15/01/2013

Consultinvest AM releases three funds of funds

Consultinvest Asset Management, the asset management firm created as a joint venture between the Consultinvest and Cassa di Risparmio di Ravenna groups, has launched three flexible funds of funds, Bluerating reports. They are Consultinvest and Multimanager Low Volatility, Consultinvest Multimanager Medium Volatility, and Consultinvest Multimanager Opportunities.

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