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03/10/2011

Vigeo ouvre un bureau à Londres

L’expert européen de l’analyse des risques environnementaux, sociaux et de gouvernance (ESG) a décidé d’accélérer son développement sur le marché britannique en ouvrant un bureau à Londres. Lindsay Smart est nommée responsable du développement de Vigeo sur le marché britannique.
03/10/2011

Londres inflexible sur la compensation

Contrairement au projet bruxellois, le Royaume-Uni tient à ce que la Financial Services Authority supervise les chambres de compensation pour dérivés.
30/09/2011

Le marché monétaire en euros recommence à croître

Après trois années de baisse, les volumes traités sur le marché monétaire en euros ont augmenté de 15% sur un an, selon l’enquête annuelle menée par la BCE au deuxième trimestre 2011. Le segment du financement sécurisé reste le plus important, et voit ses volumes augmenter notamment sur l’overnight. Sur le segment non sécurisé, les emprunts des banques ont progressé de 26% alors que leurs prêts ont diminué de 5%. Menée auprès de 170 banques, l'étude ne prend pas en compte l’aggravation des tensions sur le marché monétaire depuis l'été.
Photo Bloomberg
30/09/2011

Le Japon augmente ses réserves d'intervention

Le Japon augmentera de 15.000 milliards de yens (195 milliards de dollars) ses réserves destinées à des interventions sur le marché des changes, a annoncé vendredi le ministre des Finances Jun Azumi. Le ministère, veut ainsi se donner plus de marge de manœuvre pour contrer la spéculation sur le yen. Le ministère étend par ailleurs jusqu’en décembre l’obligation faite aux cambistes de déclarer les volumes d'échanges. Cette obligation arrivait à terme ce vendredi.
30/09/2011

Erosion de la confiance des épargnants européens

Fidelity publie les résultats de la deuxième enquête sur la confiance des investisseurs, étude annuelle menée auprès de 12 000 européens dans 14 pays. Si l’étude confirme la place privilégiée des banques en matière de distribution de produits financiers, elle fait également apparaître certains points de fragilisation. Ainsi un tiers des Européens a perdu confiance dans leur conseiller financier depuis la crise de 2008. La France est le pays le plus critique à l'égard des acteurs financiers et se singularise par une forte réticence à la facturation du conseil.
30/09/2011

Bond surprise de l'inflation à 3% l'an dans la zone euro

L’inflation a atteint 3% au mois de septembre en rythme annuel, d’après la première estimation publiée vendredi par Eurostat, alors que les économistes interrogés par Reuters l’attendaient stable à +2,5%. Les données définitives pour le mois de septembre seront publiées à la mi-octobre.
30/09/2011

La consommation des ménages français en demi-teinte pendant l'été

Les achats de biens des ménages ont diminué de 0,2% en juillet et augmenté d’autant en août, a annoncé vendredi l’Insee, qui a révisé la hausse de juin, un mois marqué par les soldes, à 0,9% contre 1,2% annoncé initialement. «La légère baisse de juillet s’explique principalement par un recul des achats d’automobiles et de biens d'équipement du logement». Le rebond très limité du mois s’août s’explique entre autres par la reprise de l’automobile (+0,9% après -1,5%) et par la progression des dépenses d'énergie, en particulier de produits pétroliers.
30/09/2011

La dette publique en France atteint 86,2% du PIB fin juin

La dette publique de la France a augmenté de 46,4 milliards d’euros au deuxième trimestre pour atteindre fin juin 1.692,7 milliards, soit approximativement 86,2% du PIB, montrent les statistiques publiées vendredi par l’Insee. Ce ratio dette/PIB est en hausse de 1,7 point par rapport au trimestre précédent. Il était de 82,3% fin 2010. La dette de l’Etat a augmenté de 52,6 milliards d’euros sur la période avril-juin pour s'élever à 1.339,2 milliards.
30/09/2011

Le Trésor adjugera de 6,5 à 7,5 milliard d'euros d'OAT jeudi

L’Agence France Trésor annonce l’adjudication, jeudi 6 octobre, d’un montant compris entre 6,5 et 7,5 milliards d’euros d’obligations assimilables du Trésor (OAT). Cette opération portera sur les lignes 3,75% avril 2017, 4,00% avril 2018 et 3,25% octobre 2021.
30/09/2011

BeCapital closes a EUR150m fund

The private equity firm BeCapital, specialised in investments in ecologically innovative companies, on 29 September announced that it has closed its first fund with EUR148.32m, well above its initial objective of EUR100m. BeCapital, created by BeCitizen, Cobepa and La Compagnie Benjamin de Rothschild, brings together a unique network of investors, composed primarily of European families with diverse industrial and geographical roots. BeCapital aims to adhere to the principles of Economie Positive (TM), a concept developed by BeCitizen, which holds that growth may only be sustainable if it conserves and restores the environment and natural resources. BeCapital has made four investments so far: Northern Power Systems (a company based in the United States which manufactures new generation wind turbines, whose website is at www.northernpower.com); Helveta (a British firm, which is a global leader in timber supply chain monitoring and tracking; www.helveta.com); Goëmar (a French business which develops products for agricultural use with high added value, from algae; www.goemar.com); and most recently, Pavatex (a provider of high quality wood fibre insulation systems, which is based in Switzerland, and which is a European leader in its market; www.pavatex.com).
30/09/2011

German institutional investors' preferences on bond markets have changed

An annual survey by Feri EuroRating Services has found that nearly 80% of 152 institutional investors surveyed consider bonds a preferred asset class. However, the structure of bond portfolios has been altered compared with previous years, due to low interest rates and the fact that government bonds from industrialised countries are no longer risk-free assets. Portfolios have recently taken on more corporate and emerging market bonds.Asset managers with the necessary resources in research, analysis and portfolio management in these segments are well-regarded by institutional investors, particularly if they also have local expertise on the markets. Feri finds that Swiss & Global Asset Management and HSBC Asset Management in particular have seen a considerable rise in their reputations.In terms of quality of service, managers who offer custom services have scored points, with the Swiss firm Sarasin in particularl scoring very high satisfaction marks from investors. Among the Master KAG vehicles to which institutionals outsource centralised administration of their externally-managed investments, BayernInvest, Helaba Invest and Universal Investment got the highest ratings.
30/09/2011

ABN Amro acquires LGT Bank Deutschland

The German private bank Delbrück Bethmann Maffei (ABN Amro group) will acquire a 100% stake in LGT Bank Deutschland for an undisclosed amount.Pending approval from the Cartels Office and BaFin, the deal should be closed by the end of this year.The two entities have also signed a cooperation agreement in the area of products, by which clients of Delbrück Bethmann Maffei will have access to the expertise and investment support of Liechtenstein’s LGT (CHF88.1bn in assets).
30/09/2011

BVI elects a new board

The AGM of the BVI association of German asset management firms on 29 September elected a new board for the next three years. The elected board then re-elected Thomas Neiße, who is also chairman of the executive board at Deka Investment, as its president.Four new members were elected to the board: Georg Allendorf (RREEF, Deutsche Bank group), Holger Nauman (DWS, Deutsche Bank group), Tobias C. Pross (Allianz Global Investors) and Axenander Schindler (Union Asset Management Holding). They replace Oliver Clasen (Allianz Global Investors), Klaus Kaldemorgen (DWS) and Götz Kirchhoff (Avana Invest).Four board members were re-elected. They are Dirk Klee (BlackRock Asset Management Deutschland), Barbara Knoflach (SEB Asset Management), Karl Stäcker (Frankfurt Trust, BHF Bank group) and Bernd Vorbeck (Union Investment Gesellschaft).
30/09/2011

Oliver Bilal joins executive board at Pioneer Germany

Oliver Bilal, who joined Pioneer Investments Germany in March from Allianz Global Investors (see Newsmanagers of 11 March 2011), has been appointed to the executive board at the asset management firm. He had previously been central director. In his new role, Bilal will be in charge of marketing, in addition to his previously responsibilities for institutional and wholesale distribution for Pioneer Investments in Germany.
30/09/2011

Taiwan pension fund launches a call for proposals for bond mandates

The Taiwan pension fund PSPF is launching a call for proposals from asset management firms for three global fixed income mandates, totalling USD450m. Previously, management of mandates of this type had been undertaken internally, Asian Investor reports. Applications must be submitted by 26 October.
30/09/2011

F&C makes further recruitment for emerging markets debt team

F&C Investments has recruited Peter Svoboda as a product specialist in its emerging market debt team. He is set to join F&C in November and will report to Jonathan Mann, the new head of emerging market debt, following Helene Williamson’s departure.Peter Svoboda joins F&C from Vienna‐based Erste Group where he has worked since 2005. Recently he was promoted to head of sales and marketing for the group’s private banking channel.
30/09/2011

Lloyd George plans a UCITS-compliant version of its frontier markets fund

The asset management boutique Lloyd George Management, an affiliate of BMO Asset Management, has announced plans to offer a UCITS IV-compliant version of its equities fund dedicated to frontier markets, launched in early September (see Newsmanagers of 27 September), Citywire reports. The Dublin-domiciled fund would be launched in the next few weeks. The British version of the fund will be managed by Thomas Vester Nielsen, who has recently been recruited by the firm.
30/09/2011

Rob Hall becomes head of multi-manager at Schroders

Schroders has appointed Rob Hall as head of multi-manager, reporting to Johanna Kyrklund, head of multi-asset investments. He joined Schroders in March 2011 in the position of head of manager selection. In his new capacity as head of multi-manager, Rob Hall will continue to be head of manager selection while taking on additional responsibilities for portfolio management and client service. As a result, he will co-manage the three multi-manager funds: Schroders Cautious Managed, Schroders Strategic Balanced and Schroders High Alpha Funds, alongside fund manager, Jane Turner, who has been involved in managing the funds since 2005. The changes follow the restructuring of Schroders GBP35bn multi-asset team in March this year, which saw the multi-manager team combined with the multi-asset team under the direction of Johanna Kyrklund. The team now consists of 70 investment professionals globally.

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