Recherche
S'abonner
Connexion
Asset Management
Accueil Asset Management Actualités
23/10/2017
Fonds

Jupiter enrichit sa gamme de fonds absolute return

Le gestionnaire d’actifs britannique Jupiter Asset Management (Jupiter) vient de lancer le fonds Jupiter Global Levered Absolute Return, complétant ainsi sa gamme de fonds absolute return, pilotée par James Clunie, rapporte Investment Week. Ce nouveau véhicule est un compartiment de la gamme Jupiter Global Fund Sicav. Il utilisera les valeurs détenues par le fonds Jupiter Absolute Return (1,3 milliard de livres), domicilié au UK, pour déterminer les positions qu’il prendra au sein de son portefeuille. Cependant, ce nouveau fonds n’est pas une réplique d’une offre existante. La construction du portefeuille repose sur une combinaison d’analyses quantitative et fondamentale, le modèle quantitatif permettant d’identifier les valeurs « long » et « short ». Le nouveau fonds s’adresse exclusivement aux investisseurs institutionnels et professionnels. Ce véhicule est le troisième produit de la gamme, qui comprend déjà le Absolute Return UK Unit Trust et le Global Absolute Return Fund.
Fonds
23/10/2017

“MiFID 2 is a reform made by big players for big players”

Invest Securities in early 2017 decided to group its activities together under the Allinvest brand name. Its largest shareholder since 2006 and chairman, Marc-Antoine Guillen, explains to NewsManagers how these activities are broken down today, and how its asset management unit, which includes the Amplegest company in particular, will develop. Between overregulation, reporting and impact on profits, Guillen expresses concerns about the impact of MiFID 2 on smaller financial companies.
23/10/2017

Startup raises over USD2bn without launching any products or services in seven years

There may be a grain of truth to claims that investors are placing too much money in startups raising funds. Magic Leap, a US augmented reality startup founded seven years ago, on 17 October 2017 announced that the Singapore sovereign fund Temasek Holdings has led a round of fundraising that has brought it USD502m. This comes in addition to two other rounds totalling USD1.3bn, from JP Morgan, Fidelity, Alibaba and Google. The business is now valued at USD6bn, and has the distinction of never having released any product. The firm has recently been the centre of rumours, and has admitted that a video posted on the Internet of aliens invading an office was not ultimately made by it but by a special effects studio. According to the newspaper Les Echos, investors are reportedly interested in a technology the firm is developing, to project light fields on the retina when using augmented reality headsets, which can imitate the functioning of human eyes, blurring background objects.
23/10/2017

NN IP to cover research costs

The NN Investment Partners company, which includes the asset management activities of the insurer NN Group, has decided to cover the costs of external research, NewsManagers has learnt. The asset management firm has fallen in line with a unanimous move in the sector in the Netherlands to absorb the costs of research and not to pass these on to the end client.
23/10/2017

Temasek International renforce son équipe dirigeante

Dans le cadre de sa nouvelle phase de développement, Temasek International, la branche de gestion d’actifs du fonds souverain singapourien Temasek, vient de procéder à plusieurs nominations afin de renforcer son équipe dirigeante. Ainsi, Lee Theng Kiat, actuel directeur général de Temasek International, va également prendre le poste de président adjoint du conseil d’administration de la société. Pour sa part, Ho Ching reste président du conseil d’administration de Temasek International et directeur général de Temasek Holdings.En parallèle, Dilhan Pillay est nommé directeur général adjoint de Temasek International tandis que Chia Song Hwee devient « President » et directeur des opérations de Temasek International. Enfin, Tan Chong Lee est nommé « President » de Temasek International.
23/10/2017

Lombard Odier étoffe son équipe en Asie

La banque privée suisse Lombard Odier a nommé, à compter du 16 octobre, Lee Wong au poste de responsable du pôle « Family Services » pour l’Asie, rapporte le site spécialisé Asian Investors. Basée à Singapour, l’intéressée est rattachée à Vincent Magnenat, directeur général pour l’Asie. Lee Wong remplace ainsi Seema Bhayat, qui officiait précédemment en tant que responsable adjoint de la banque privée et responsable de l’activité « wealth planning » pour l’Asie. Seema Bhayat a rejoint le bureau de Tokyo de Lombard Odier le mois dernier pour prendre un poste de « managing director ». Lee Wong arrive en provenance d’Union Bancaire Privée (UBP) où elle occupait dernièrement le poste de responsable du « wealth planning » pour l’Asie du Sud.
23/10/2017

" MIF2, c'est la réforme des gros pour les gros "

Invest Securities a regroupé début 2017 ses activités sous la marque Allinvest. Son principal actionnaire depuis 2006 et président, Marc-Antoine Guillen, explique à NewsManagers comment se répartissent aujourd’hui les activités du groupe et comment va évoluer son pôle de gestion d'actifs qui comprend, notamment, la société Amplegest. Entre excès de réglementation, de reporting et impact sur les résultats, Marc-Antoine Guillen se montre aussi très remonté contre les conséquences de MIF 2 pour les sociétés financières de petites tailles.
23/10/2017
Gestion d'actifs

Le quatrième fonds de Kartesia atteint son hard cap

Kartesia a annoncé lundi la clôture définitive de son quatrième fonds à 870 millions d’euros. Finalisée en moins de neuf mois, cette levée est supérieure de 360 millions d’euros à celle du fonds précédent. Le véhicule du spécialiste des solutions de financement sur mesure pour PME est déjà investi à hauteur de 35% via quinze opérations réalisées dans sept pays européens.
Gestion d'actifs
23/10/2017
Gestion d'actifs

Turgot AM a levé un fonds viager mutualisé

La société de gestion Turgot Asset Management a bouclé le premier closing du fonds ViaGénérations, pour 25 millions d’euros. Ce véhicule s’appuie sur la solution de viager mutualisé développé par VirageViager, et sera accessible exclusivement accessible en unité de compte dans les contrats d’assurance vie. Le premier tour de table comprend l’UNMI, la Mutuelle Le Libre Choix, la Mutuelle des Agents Territoriaux de l’Oise, le groupe Apicil et Ageas France, ces deux derniers groupes se partageant l’exclusivité de la distribution via Intencial et Ageas Patrimoine. Un deuxième tour de table institutionnel doit être effectué d’ici à fin 2017.
Gestion d'actifs
23/10/2017
Gestion d'actifs

Le plan de départ d’Amundi portera sur 134 salariés en France

Le plan de départs qui fait suite au rachat de l’italien Pioneer par Amundi, et dont le principe avait été annoncé fin 2016, concernera 134 postes en France, a révélé vendredi Newsmanagers (groupe Agefi). Cela correspond à 6% des effectifs de l’Hexagone. Lors de l’annonce de l’acquisition de Pioneer, Amundi avait indiqué que les synergies liées à l’emploi représenterait 10% de l’effectif total, sachant que les deux groupes emploient environ 5.800 collaborateurs dans le monde. Plusieurs gérants basés à Paris pourraient notamment voir leur poste transféré dans l’un des six «hubs» de gestion d’Amundi dans le monde.
Gestion d'actifs
23/10/2017
Gestion d'actifs

La Société Générale, NewAlpha AM, Crédit Municipal de Paris, Exton Consulting, et l’institut Louis Bachelier lancent un incubateur de fintech

NewALpha AM vient d'annoncer le lancement de Le Swave, un incubateur dédié à la fintech, en partenariat avec Paris&Co. La société de gestion spécialisée dans l'innovation vient de lancer aujourd'hui un appel à candidature pour rejoindre l'espace collaboratif situé au sommet de l'Arche de la Défense.
Gestion d'actifs
23/10/2017

La CGPC lance un programme de formations sur les nouvelles réglementations et la digitalisation

L’Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC), vient d'annoncer le lancement d'un service de formations à destination de ses CGP certifiés, pour les aider à négocier le virage vers des préconisations de stratégie patrimoniale plus complexes, en réponse tant à la demande de leurs clients qu’à l’émergence des assistances numériques au conseil.
20/10/2017
Gestion d'actifs

Turgot AM lance un fonds viager mutualisé

La société de gestion Turgot Asset Management a bouclé le premier closing du fonds ViaGénérations, pour 25 millions d’euros, selon un communiqué. Ce véhicule s’appuie sur la solution de viager mutualisé développé par VirageViager, et sera accessible exclusivement accessible en unité de compte dans les contrats d’assurance vie. Le premier tour de table comprend l’UNMI, la Mutuelle Le Libre Choix, la Mutuelle des Agents Territoriaux de l’Oise, le groupe Apicil et Ageas France, ces deux derniers groupes se partageant l’exclusivité de la distribution via Intencial et Ageas Patrimoine. Un deuxième tour de table institutionnel doit être bouclé d’ici à la fin de l’année.
Gestion d'actifs
20/10/2017

Asian conglomerate acquires a private bank in Liechtenstein

The private bank Raiffeisen Privatbank Liechtenstein on 19 October announced that the Asian conglomerate Mason Group Holdings, based in Hong Kong, has entered its capital. The sale price is CHF58.6m.The publicly-traded company, a specialist in financial services and health care, has establishes a solid lead in Europe in the wealth management market, and plans to exploit market advantages in the Liechtenstein finance industry. The private bank is planning to approach new prospects in the Hong Kong market with its new owner. A statement says that the largest market for Raiffeisen Privatbank Liechtenstein remains German-speaking Europe, and that its largest clients continue to be high net worth private clients and institutional investors. Assets under management at Raiffeisen Privatbank Liechtenstein total slightly over CHF1bn, from German, Austrian and Spanish clients, according to the Japanese agency Nikkei.
20/10/2017

AEW and NAM real estate debt fund raises EUR500m

The third closing for the Senior European Loan Fund II (SELF II), advised by the real estate debt management platform from AEW and Natixis Asset Management (two affiliates of Natixis Global Asset Management) brings the total capital raised for the fund to over EUR500m.The real estate debt platform has now raised over EUR1bn since its inception. SELF II, launched in spring 2016, this year made three new investments in commercial financing in France, Germany and Poland, data centres in France and Italy, and the CB16 skyscraper at La Défense in Paris. The total amount invested is EUR250m, for eight mortgages, equivalent to 50% of the amount raised. The real estate debt team has also recruited two experts: Chaoki Ben Halima joined the team in June from Generali, where he had been responsible for real estate debt, and Sylvain Deschamps, who after working for more than two years at Société Générale on the real estate finance team. Joined AEW to be responsible for putting together real estate finance for third parties. The two will work to originate and analyse investment opportunities. They will report to Cyril Hoyaux and Arnaud Heck.
20/10/2017

Spanish funds post inflows of EUR607m in September

Spanish mutual funds have posted net inflows of EUR607m in September, according to statistics published by Inverco, the Spanish asset management professional association. Since the start of 2017, net subscriptions total EUR15.5bn, EUR7.2m more than in the same period of 2016. As of the end of September 2017, assets totalled EUR255.9bn, up 0.9% compared with the end of August 2017, and up 8.7% since the end of 2016.
20/10/2017

Businesses consider it important to be part of sustainable funds and indices

Nearly 80% of businesses consider it important to be listed in sustainable development funds or indices, the most recent study from Oekom Research, covering 475 businesses worldwide, has found. Nearly all businesses surveyed by the German ratings agency (93.1%) start from the principle that communications with financial market actors who are engaged in favour of sustainable development will gain importance in the future. Nearly two thirds of companies (62.2%) already integrate information about sustainable management into their general financial communications.The information sought by extra-financial ratings agencies and their ESG evaluations are not only a basis for decision-making for investors, but are also used by companies themselves, the study shows further. For 91% of businesses surveyed, the requirements of extra-financial ratings agencies represent tools to help them to identify pertinent environmental and social trends in the area of sustainable development. More than 70% have said that they regularly use extra-financial ratings for their competitive benchmarks. Extra-financial ratings agencies, with their ratings processes (questionnaires and analyses) represent the largest driving forces in favour of increased engagement by businesses: 61.3% of companies say they have been motivated by ratings agencies to take sustainable development criteria into account, exactly the same percentage as four years ago. The requirements and expectations of clients have fallen to second place, with 60.3%, from a position as the main driving force.
20/10/2017

David Taïeb, manager of Amundi Opportunités, joins CM-CIC Asset Management

David Taïeb, who had been manager of the Amundi Opportunités fund, has left Amundi to join CM-CIC Asset Management in September, NewsManagers has learnt. Taïeb has begun in the new position of director of diversified management and employee savings at the affiliate of Crédit Mutuel-CIC, the company has confirmed. According to his LinkedIn profile, Taïeb, as a member of the diversified management team at Amundi, was also a permanent member of the investment team at Amundi Patrimoine. He was also responsible for hedging strategies for the multi-asset activity. He has spent his entire career at Crédit Agricole Asset Management, which became Amundi in 2009 following the acquisition of Société Générale Asset Management. According to reporting for the Amundi Opportunités fund, Taieb has been replaced by Jacques Rachi as manager of the fund, which has nearly EUR680m in assets.
20/10/2017

Bettina Mazzocchi succeeds Matthieu Louanges as head of Pimco activities in France

Two stalwarts of Pimco in Europe have been called to new positions. Bettina Mazzocchi, who had until recently assisted Matthieu Louanges with coverage of the French market, has been appointed as head of the Pimco activity in France and Monaco, NewsManagers has learnt. She will continue to be based in London. Louanges, who had directed the Pimco activity in France from Frankfurt, remains based in the Bavarian capital.Mazzocchi-Mallarmé had since mid-2015 been executive vice president of the EMEA Global Wealth Management team, and head of development for the distribution activity in Northern Europe. Before joining Pimco in 2008, she was a salesperson fro strucrured products at Morgan Stanley. She previously worked at Bank of America and Credit Suisse First Boston in the credit derivatives and securities markets divisions. Louanges, who joined the US asset management firm more than 15 years ago as a bond manager, had been appointed as head of the activities of the firm in France in June 2015. He was previously head of management teams in Munich, a portfolio manager specialised in European strategies, and a member of the European portfolio allocation committee. Before joining Pimco in 2000, he spent two years at Allianz, the parent company of Pimco. Louanges began his career in 1994 at Deutsche Bank, in Frankfurt and Paris, on the bond sales team, and then became a portfolio manager at the Caisse Centrale de Réescompte in 1995.
20/10/2017

Sycomore AM recruits two new senior analysts

Sycomore Asset Management (Sycomore AM) on 19 October announced the recruitments of Brice Prunas and Jessica Poon as senior global analysts on their management team. The team now includes 19 employees. “Their arrival will allow Sycomore AM to extend its research universe in the United States and Asia, to reinforce its expertise in the IT services and software sectors, and consumer goods and services technologies worldwide,” the asset management firm explains in a statement.Brice Prunas, 43, has over 20 years of experience in analyzing listed companies, specialised in IT Services and software sectors. After 11 years at Oddo Securities as european equities analyst, he joints Exane BNP Paribas in 2010 as global equities analyst and head of research for IT Services & Software sector. Jessica Poon, 43, has also 20 years of experience in finance, including 10 years in asset management. After strategy and business banking consulting roles in Hong Kong and New York (Arthur Andersen, J.P. Morgan, BearingPoint, Deloitte), she has developed an expertise in the analysis of publicly-traded companies over the past six years in London, initially at Toscafund Asset Management, and then at Investec Asset Management since 2012.
20/10/2017

Primonial REIM recruits for management team

Primonial REIM is adding to its teams with the arrival of Véronica Basallo-Rossignol. Basallo-Rossignol, a member of the management team, will report to Stéphanie Lacroix, CEO of Primonial REIM. With 10 years of experience in marketing and communication in the real estate sector, Basallo-Rossignol joins Primonial REIM, where she will direct marketing and communication policy at the affiliate of the Primonial group. “The appointment comes as part of a dynamic of strong growth in France, and acceleration of our growth throughout Europe,” says Lacroix in a statement. Basallo-Rossignol, who holds a Master 2 degree in Sociology, began her career on the board as research manager and then as director of marketing research. In 2006, she joined the Gecina group, where she served successively as head of marketing quality, then as director of group marketing, and a member of the board of directors. In 2015 she joined the Colliers International France group, where she served as director of marketing and communication.
20/10/2017

Fisch AM builds presence in high yield

The Swiss asset management firm Fisch Asset Management on 19 November announced the recruitment of Atish Suchak, who joins the high yield specialist team as a senior credit analyst. Assets under management at Fisch AM in the high yield segment now total about CHF1.1bn. Suchak had previously worked at Barings Asset Management in London, where he had served for three years in credit analysis and allocation.
20/10/2017

Progression de 9% des actifs gérés et administrés de Schroders sur neuf mois

La société de gestion britannique Schroders a indiqué ce 19 octobre que ses actifs gérés et administrés avaient progressé de 9% sur les neuf premiers mois de l’année pour s'établir à 430,2 milliards de livres contre 395,3 milliards de livres au 1er janvier 2017. Schroders précise dans un bref communiqué que ses actifs sous gestion proprement dit sont passés de 386 milliards de livres début 2017 à 419,6 milliards de livres au 30 septembre 2017.Dans les activités d’Asset Management, les actifs sous gestion se sont accrus d’un peu moins de 30 milliards de livres à 375,5 milliards de livres tandis qu’en gestion de fortune, ils passaient de 39,6 milliards de livres à 44,1 milliards de livres. Les actifs sous administration s’inscrivaient fin septembre à 10,6 milliards de livres contre 9,3 milliards de livres en début d’année.
20/10/2017
Fonds

Franklin Templeton lance un cinquième ETF smart beta

Franklin Templeton Investments a ajouté un cinquième ETF smart beta à sa gamme d’ETF LibertyShares Smart Beta UCITS, rapporte Investment Week. Lancé le 19 octobre, le Franklin LibertyQ Emerging Market UCITS ETF sera coté sur le London Stock Exchange et sera libellé en sterling. Le fonds, qui suit l’indice LibertyQ Emerging Markets, est bâti en utilisant quatre facteurs de risque : la qualité, la value, le momentum et la faible volatilité.
Fonds

Sujets d'actualité

Tous les sujets