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12/12/2012

Skandia ajoute deux gérants à sa gamme low cost

Skandia a ajouté Invesco Perpetual et Artemis à la liste des sociétés de gestion disponibles dans sa gamme de fonds Select qui doit être lancée l’année prochaine, rapporte Fundweb. Les autres sociétés sont : Aberdeen, BlackRock, BNY Mellon, Fidelity, Henderson, JP Morgan, Schroders et Threadneedle. La nouvelle gamme comprendra 50 fonds qui couvriront toutes les grandes classes d’actifs.
12/12/2012

Départ d’un duo commercial d’Invesco

Craig Newman, le directeur commercial d’Invesco Perpetual pour le Nord de l’Angleterre, et Simon Dale, sales manager, ont tous les deux quitté la société, rapporte Fundweb.
12/12/2012

Newton remanie sa gamme de fonds actions UK

Newton Investment Management, qui gère 49 milliards de livres à Londres, a remanié sa gamme de fonds actions britanniques, rapporte Financial News. Six petits fonds seront fermés et fusionnés. Dans ce cadre, la gérante Tineke Frikkee est en négociations avec la société au sujet de son avenir.
12/12/2012
Fonds

Amundi commercialise en Allemagne son fonds d’actions mondiales minvar

La presse allemande rapporte qu’Amundi a entamé la commercialisation en Allemagne et en Autriche du compartiment Amundi Funds Equity Global Minimum Variance de sa SICAV luxembourgeoise Amundi Funds.Ce produit fait partie de la gamme Next Generation (NextGen) dont l’encours se situe actuellement aux alentours de 1,2 milliard d’euros (lire Newsmanagers du 21 novembre).
Fonds
12/12/2012
Fonds

L'Alfi publie un guide de bonnes pratiques sur les fonds islamiques

L’Association luxembourgeoise des fonds d’investissement (Alfi) a publié le 11 décembre un guide de bonnes pratiques pour la domiciliation et l’administration des fonds islamiques afin d’offrir de nouveaux éléments de compréhension concernant les attentes et les exigences de ce segment de marché en pleine croissance.« 2012 a été une année très active pour la communauté de la finance islamique au Luxembourg avec le lancement de plusieurs nouveaux fonds conformes à la charia. Le Luxembourg est actuellement le leader en Europe et le numéro 5 mondial en termes de nombre de fonds islamiques, avec 41 fonds comptabilisant 4 milliards d’euros d’actifs sous gestion», précise Marc Saluzzi, président de l’Alfi, cité dans un communiqué. Le guide de bonnes pratiques de l’Alfi fournit des informations détaillées et des conseils concernant le cadre juridique, le processus de domiciliation et d’administration des fonds, les activités de garde d’actifs pour les fonds islamiques au Luxembourg. Ce document donne également des indications concernant la conformité des instruments financiers islamiques aux réglementations Ucits luxembourgeoises. Ce qui permet aux prestataires de services déjà actifs dans ce domaine de mieux s’aligner aux demandes du marché et de fournir des conseils aux nouveaux acteurs concernant tous les aspects à considérer.
Fonds
12/12/2012
Fonds

Le Henderson German Logistics Fund élargit son portefeuille

Pour le compte de son German Logistics Fund, Henderson Global Investors vient d’acquérir auprès de Gateway Real Estate AG un actif de 19.000 mètres carrés à Bad Dürkheim (Rhénanie-Palatinat). Le montant de la transaction n’a pas été dévoilé. Ce complexe logistique est loué à Uniwheels.Le fonds, un produit institutionnel, résulte d’un partenariat entre la division immobilière de HGI de de Palmira Capital Partner. L’objectif de performance se situe à 8,5 % avec un levier de 40 % maximum.
Fonds
12/12/2012
Fonds

Neptune lance un fonds long/short d’actions européennes

Fundweb rapporte que Neptune Investment Management a lancé le 3 décembre la version européenne de son Global Long Short sector fund créé en novembre 2011. Ce fonds dont l’indice de référence est le MSCI Europe ex-UK est géré par Ted Alexander, qui pilote déjà le fonds mondial avec Robin Geffen. La stratégie sectorielle est assurée par Rob Burnett.
Fonds
12/12/2012

Le Banco Popular vend ses crédits en souffrance

Après avoir finalisé le 4 décembre son augmentation de capital de 2,5 milliards d’euros, le Banco Popular annonce qu’il vient de céder son principal portefeuille de créances douteuses d’un montant de 1.143 millions d’euros, rapporte Cinco Días. Les acquéreurs sont les fonds Lindorff et AnaCap. Selon les milieux financiers, le Popular aurait réalisé sur cette transaction une plus-value nette de 35 millions d’euros.L’objectif des cessions d’actifs du Banco Popular est de générer au total 300 millions d’euros de plus-values.
12/12/2012
Fonds

La Française et iShares enregistrent des fonds en Espagne

Récemment, deux gestionnaires étrangers ont obtenu de la CNMV, le régulateur espagnol, l’agrément de commercialisation en Espagne pour des fonds qui n’y étaient pas encore enregistrés. Funds People rapporte ainsi que La Française Asset Management a fait homologuer le LFP Trend Opportunities, un compartiment ISR de la sicav La Française AM Fund.De son côté, iShares (BlackRock) a fait enregistrer les ETF iShares Global Corporate Bond et iShares Global Government AAA-AA Capped Bond.
Fonds
12/12/2012

Santiago Calatrava émigre en Suisse

Le 23 novembre, l’architecte vedette Santiago Calatrava, de Valence, a transféré sa société de portefeuille Calatrava & Family Investments (31 millions d’euros dans le canton de Zurich. Le nom devient Calatrava & Family Investments GmbH, rapporte Cinco Días.Santiago Calatrava est ambassadeur honoraire de la marque Espagne depuis 2011.
12/12/2012
Fonds

Schroders lance quatre fonds en Italie

Schroders lance en Italie trois fonds investis dans la dette émergente : Schroder ISF Emerging Market Bond, Schroder ISF Emerging Market Corporate Bond et Schroder ISF Emerging Market Sovereign Bond, rapporte FondiOnline. La société britannique va aussi proposer aux investisseurs italiens le Schroder ISF RMB Fixed Income, sur le crédit investment grade libellé en renminbi.
Fonds
12/12/2012
Fonds

HSBC GAM lance un fonds Inde en Italie

HSBC Global Asset Management a lancé en Italie le HSBC GIF India Fixed Income, un fonds investi dans les obligations souveraines et d’entreprises indiennes, rapporte Bluerating. Le fonds sera accessible aux investisseurs institutionnels et particuliers.
Fonds
12/12/2012

SEC makes an appointment in investment management

Jennifer B. McHugh, who since 2009 had been senior advisor to outgoing Securities and Exchange Commission (SEC) chairwoman Mary L. Schapiro, and who had served as interim director of the investment management division of the Commission, on 11 December was appointed as senior adviser to Norm Champ, director of the investment management division for questions concerning mutual funds and investment advisers. She will begin in this position on 17 December.McHugh began at the SEC in 1999.
12/12/2012

La Française and iShares register funds in Spain

Recently, two foreign asset management firms have received sales licenses for Spain from the CNMV for funds which were not previously registered. Funds People reports that La Française Asset Management has registered the LFP Trend Opportunities fund, an SRI sub-fund of the La Française AM Fund Sicav.iShares (BlackRock) has registered the ETF iShares Global Corporate Bond and iShares Global Government AAA-AA Capped Bond funds.
12/12/2012

Hedge fund association focuses on high net worth investors

The Hedge Fund Association today announced that it has created a new High Net Worth Advisory Board focused on developing educational programs and networking events globally for HNW investors. Its chairperson will be April J. Rudin, who has over 20 years of marketing experience in both corporate and financial services settings. In a separate move, the HFA promoted Ryan Mitchell to HFA West Coast Chapter Regional Director.“The Hedge Fund Journal calculates that around 40% of total worldwide investment in hedge funds comes from high net worth individuals,” observed April Rudin.
12/12/2012

Amundi releases minvar global equity fund in Germany

The German press is reporting that Amundi has released the Amundi Funds Equity Global Minimum Variance sub-fund of its Luxembourg SICAV Amundi Funds in Germany and Austria.The product is part of the Next Generation (NextGen) range, whose assets currently total about EUR1.2bn (see Newsmanagers of 21 November).
12/12/2012

Sofinnova Partners closes its Sofinnova Capital VII fund with EUR240m

Sofinnova Partners on 11 December announced that it has closed its venture capital fund Sofinnova Capital VII with EUR240m in assets. Sofinnova Capital VII received subscriptions from top institutional investors, largely pension funds, funds of funds and insurers. These investors include the European Investment Fund, Skandia Life Insurance Company, CNP Assuranes and CDC Entreprises (FSI France Investissement). Sofinnova Capital VII, dedicated entirely to life sciences, is one of the largest venture capital funds in Europe. It will invest seed capital in biopharmaceuticals and medical equipment. Additionally, in the emerging biotech industrials sector, Sofinnova Partners has launched the Sofinnova Green Seed Fund, whose first closing has been held at EUR22.5m, and which includes industrial investors, such as Solvay, Siclaé, Sofiprotéol and Unigrains, along with CDC Entreprises.
12/12/2012

Pension funds to become major real estate players

Pension funds have EUR38trn in assets, equivalent to 63% of global GDP, IEIF reports. Their potential is particularly strong in real estate investment. “Considering the long-term portfolio reallocation trends for pension funds and the growth of their assets, the investment volumes expected in real estate are about EUR380bn in the next five years,” the IEIF study predicts. Even after 15 years, “the proportion of real estate properties in pension funds will continue to increase,” the study adds. The weight of real estate in pension fund portfolios has increased from 4.9% in 1996 to 7.3% in 2011.In real estate portfolios held by pension funds, office properties represent 27% of total properties, while commercial properties total 19%.
12/12/2012

Henderson German Logistics Fund extends its portfolio

Henderson Global Investors has acquired a 19,000 square metre property in Bad Dürkheim (Rhineland-Palatinate) for its German Logistics Fund. The sale price has not been disclosed. The logistical complex is leased to Uniwheels.The fund, an institutional product, is the result of a partnership between the real estate division of HGI and Palmira Capital Partner. The performance objective is 8.5% with maximal leverage of 40%.
12/12/2012

Schroders launches four funds in Italy

Schroders is launching three funds in Italy which will invest in emerging markets debt: Schroder ISF Emerging Market Bond, Schroder ISF Emerging Market Corporate Bond, and Schroder ISF Emerging Market Sovereign Bond, FondiOnline reports. The British firm will also offer Italian investors the Schroder ISF RMB Fixed Income fund, which invests in investment grade credit denominated in renminbi.
12/12/2012

HSBC GAM launches an India fund in Italy

HSBC Global Asset Management has launched the HSBC GIF India Fixed Income fund in Italy. The fund invests in government bonds and Indian businesses, Bluerating reports. The fund will be available to institutional and retail investors.
12/12/2012

Deutsche Bank to absorb Sal. Oppenheim Switzerland

According to reports from finews, Deutsche Bank (Switzerland) will absorb the Swiss activities of Sal. Oppenheim to bring its wealth management and institutional management activities under a single roof. Pending the necessary regulatory approval, legal and operational integration will be completed by the end of 2013. Clients may retain their advisers.
12/12/2012

Fisch AM recruits a quantitative analysis specialist

The convertibles specialist Fisch Asset Management on 11 December announced the recruitment of Oliver Schmid as a new specialist for its investment team from 1 December. The firm recruited the doctor of economics in order to continue to develop the drivr of recovery which is quantitative analysis, an important component of the investment process. Schmid was previously CIO of AIM Capital, and has also worked at Julius Baer and Quantica Capital. Fisch Asset Management is hoping to take advantage of its expertise in development and implementation of quantitative strategies. It will also recruit for the management team for the Trend Navigator Program, which exploits signs of trends to invest in futures worldwide. Assets under management at Fisch AM in September this year totalled slightly over CHF7bn.
12/12/2012

Neptune launches a European equity long/short fund

Fundweb reports that Neptune Investment Management on 3 December launched a European version of its Global Long Short sector fund, founded in November 2011. The fund, whose benchmark index is the MSCI Europe ex-UK, is managed by Ted Alexander, who is already manager of the global fund with Robin Geffen. The sectoral strategy is managed by Rob Burnett.
12/12/2012

Steep fall in returns at European family offices

European family offices have posted their worst year in five years, with returns of 3.6% for single family offices and 2% for multi-family offices in the twelve months to the end of 2012, compared with returns of about 8% next year, according to the fifth edition of the Campden Wealth annual study “Back to Business: Family Offices Adapt to the New Normal,” which covered 60 single and multi-family offices, each of which has total assets under management of EUR50m to EUR1.5bn. These poor results are said to be due to overallocation to cash and real estate, which have underperformed compared with government bonds. In this environment, family offices estimate that their investment strategies will now concentrate on capital preservation. The study finds that multi-family offices have increased their exposure to emerging markets to 20% this year, compared to 14% in 2011, with twice the exposure of that observed at multi-family offices. The study also finds that there has been increased attention paid to risk management and governance issues. Family offices are much more sensitive to risk management strategies and the establishment of due diligence processes for external investment opportunities and counterparties. Investment committees are also meeting more often, and family offices are aware of the importance of training future generations in wealth management.
12/12/2012

Banco Popular sells NP loans

After finalising a capital increase of EUR2.5bn on 4 December, Banco Popular has announced that it has recently sold its largest portfolio of sub-prime debt, totalling EUR1.143bn, Cinco Días reports. The buyers are the Lindorff and AnaCap funds. According to financial industry sources, Popular is said to have made a net gain on the deal of EUR35m.The objective of the sales for Banco Popular is to generate a total of EUR300m in gains.
12/12/2012

Tikehau recruits former employees of Edram and Sparinvest

The Tikehau group has announced the arrival of three new employees at the business. At Tikehau Investment Management (TIM), Etienne Gorgeon, previously CIO Fixed Income at Edmond de Rothschild Asset Management has been appointed chief investment officer for open-ended funds and mandates.Frédéric Sallerin has been recruited as a salesperson for institutional clients. He had previously been responsible for development of distribution to institutional investors at Sparinvest in Paris.At Tikehau Capital Advisors (TCA), Vincent Favier becomes director of stakholdings. Since 2006, he had been CEO in charge of the French office of the Amber Capital company.
12/12/2012

Henri Faure to oversee Investment Management at BNP Paribas RE

BNP Paribas Real Estate on 11 December announced a series of appointments, including Henri Faure, deputy CEO and board member responsible for overseeing Investment Management activities, who will report to david Aubin. He will replace François Benfeghoul, Deputy CEO and board member in charge of all Central functions, from 1 July 2013, as Benfeghoui has decided to retire.
12/12/2012

Profits and asset increases down at Hennessy Advisors

For the fiscal year to 30 September, Hennessy Advisors, Inc has posted net profits of USD0.97m, compared with USD1.21m for the previous year.Mutual fund assets at the end of September totalled USD919.26m, compared with USD749.31m twelve months previously. However, average assets in the period fell to USD823m from USD883m.As of 26 October 2012, Hennessy Advisors has acquired the FBR Funds range, which brings assets under management to USD3.1bn.

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