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19/06/2017

Le ralentissement de l’inflation en zone euro se confirme

L’inflation dans la zone euro a ralenti à 1,4% en rythme annuel en mai, selon le chiffre définitif publié vendredi par Eurostat, l’institut européen de la statistique. Cette estimation est identique à la première publiée à la fin du mois de mai. Le taux d’inflation en zone euro était de 1,9% en avril, selon Eurostat. L’inflation a également ralenti dans l’Union européenne (UE) en mai. Le taux d’inflation annuel de l’UE s’est établi à 1,6% le mois dernier, contre 2,0% en avril.
19/06/2017

Le nouveau banquier privé "augmenté" : une séduisante combinaison de sur-mesure et d’automatisation

Les banques privées l’ont enfin compris : elles se doivent d’offrir à leurs clients une nouvelle proposition de valeur et d’améliorer leur expérience utilisateur, si elles souhaitent rester concurrentielles dans un contexte de digitalisation du secteur. Retrouvez la tribune d'Annabelle Rocat, Associée du cabinet Alpha FMC, dédié aux acteurs de la gestion d'actifs et de la banque privée, en charge de la practice Wealth Management.
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16/06/2017

Edmond de Rothschild Fund Bond Allocation fund tops EUR1bn in assets

The Edmond de Rothschild Fund Bond Allocation fund has topped the symbolic threshold of EUR1bn in assets under management, with a total of EUR1.04bn in assets as of the end of May 2017. It has been managed with a flexible approach since February 2013, when the strategy was developed. The fund has posted average annual returns of +4.7%. Since the beginning of 2017, the performance is +2.1%.The fund, directed by Guillaume Rigeade and Eliezer Ben Zimra, has several levels of flexibility, to allow firstly flexible management of sensitivity, in a context of changing interest rates. This is managed within a range from -2 to +8, “to make it possible to capture the performance of the market in favourable contexts and extend the life of the portfolio in more fragile environments, such as rising interest rates,” the firm explains. The fund is also flexible in terms of its exposure, as it has wide thresholds to invest in various bond segments. It can also invest in government debt, inflation-linked bonds, or emerging market debt. Lastly, the selection of issuers and issues is under the direct responsibility of managers (a total of 20), whose convictions are reflected in the fund, for all asset classes in the bond universe. Edmond de Rothschild Fund Bond Allocation thus benefits from double expertise (top-down and bottom-up approaches) for bond markets.
16/06/2017

Le Conservateur group welcomes a new director of financial management

The mutualist group Le Conservateur, which offers a diversified range of life insurance products, on 15 June announced that it has appointed Bénédicte Mazelier as director of financial management. Mazelier, a trained portfolio manager, has over 16 years of international experience at major European banking and insurance groups, such as Dexia, Société Générale and Generali. She is specialised in investment strategy design. Before joining Le Conservateur, Mazellier, 41, was a portfolio manager for private debt funds for Generali in Milan.
16/06/2017

CDC and Bpifrance launch a digital fund of funds

The Caisse des dépôts (CDC) and its affiliates (Icade, Transdev) on 15 June launched a fund of fund with EUR140m in assets, dedicated to investment in innovation. The fund, entitled Fonds de Fonds Digital, will be managed by the public bank Bpifrance, and will invest exclusively in foreign investment funds. The fund has subscriptions for EUR100m from the CDC, EUR24m from Bpifrance, and EUR15m from CNP Assurances to invest sums ranging from EUR5m to EUR15m in 12 to 15 foreign funds in the United States, Europe and Asia.
16/06/2017

Quoniam AM sticks to London

The German asset management firm Quoniam Asset Management, based in Frankfurt, has announced that it is adding to its presence in London, with the recruitment of several distribution and management professionals. From July 2017, the quantitative asset management specialist firm will have eight employees, drawn from Wellington, Lazard, State Street, Aberdeen, Barclays and SEI, among others. The most recent recruit, responsible for relationships with consultants, joins from Deutsche Asset Management. The identity of the new recruits has not been revealed on an internal recommendation.Quoniam, which has over 110 employees in Frankfurt and London, has over EUR28bn in assets. Despite Brexit, the firm says in a statement that it is planning to continue its strategy of managing international clients from London.
16/06/2017

Credit Suisse AM recruits two in Milan

Credit Suisse Asset Management has recruited two in Milan, Bluerating reports, citing Milano Finanza. Anna Paola Marchi, formerly of JP Morgan Private Bank, becomes head of relationships with institutional clients, while Daniela Alabiso, from Axa IM, will be client service manager for retail and institutional clients.
16/06/2017

GQG Partners has raised USD5bn in only one year

One year after its creation, the asset management boutique GQG Partners, founded and directed by the former Vontobel star manager, Rajiv Jain, now has over USD5.3bn under management for clients, it has announced. In the past year, more than 100 institutional clients worldwide have invested in various strategies from GQG Partners. After its launch, GQG Partners teamed up with Goldman Sachs Asset Management to launch the Goldman Sachs GQG Partners International Opportunities fund in December 2016, which targets a restricted selection of high-quality companies in developed and emerging markets. Meanwhile, the asset management firm, based in Florida, launched its own fund, focused on emerging markets, entitled GQG Partners Emerging Markets Equity. In Europe, GQG Partners has also planted a flag, with the launch of the GQG Partners Emerging Markets Equity fund in February 2017, a sub-fund of its Irish-registered structure GQG Global Ucits ICAV. “the UCITS fund has topped USD100m in assets, and is fast nearing USD150m,” the asset management firm says in a statement. Jain, who worked at Vontobel Asset Management for over 20 years, most recently as chief investment officer and co-CEO, founded GQC Partners in June 2016. He is chairman and chief investment officer.
16/06/2017

Arnaud Perrier (ex-Rothschild & Cie Gestion) founds Arkes Finance

Arnaud Perrier, former head of sales and marketing at Rothschild & Cie Gestion, who left that firm in February this year, has founded his own company, entitled Arkes Finance. The news, broken by Distrib Invest, has been confirmed to NewsManagers by Mr. Perrier. The firm is a family office type investment consulting structure. Perrier will be joined in September by a partner, whose name he does not yet wish to reveal. He has been working on the business structure, including the forthcoming creation of an investment committee.
16/06/2017

John Hancock adds to ETF team

John Hancock Investments has named Neil Kay as managing director, ETFs, for the West Coast, as part of the firm’s expansion of its ETF team. Mr. Kay, who joins from Lattice Strategies/Hartford Funds in San Francisco, reports to Michelle Fuller, senior managing director, institutional sales, ETF distribution for John Hancock Investments. He is based in San Francisco."With the addition of Neil, our ETF specialist team is now fully staffed,» said Ms. Fuller. «We are pleased to welcome Neil to the firm and look forward to his contributions as we continue building our momentum in the ETF marketplace."Prior to Lattice Strategies, Mr. Kay worked as an iShares ETF specialist at BlackRock and at Fisher Investments. He is a finance graduate of the University of Texas at Austin.In other moves, the firm named Nino Balduzzi as senior managing director to lead the RIA team, and also promoted Jackson Fallon to managing director RIA, West Coast. Mr. Fallon reports to Mr. Balduzzi.
16/06/2017

OBIG launches a hedge fund managed by Monica Fuentes

O’Brien Investment Group will on 1 July launch the OBIG Discretionary Global Macro Fund, managed by Monica Fuentes. Fuentes, who joined OBIG one and a half years ago, spent eight years at Goldman Sachs at the global macro trading desk and in the global markets strategy team. She also spent two years at Comac Capital as a manager of its USD6bn global macro fund. The new global macro fund will be available to qualified investors.
16/06/2017

Macron promet de nouveau un fonds de 10 milliards dédié à l'innovation

Emmanuel Macron s’est présenté jeudi en chef d’une France «nation des start-ups», en défendant devant des entreprises innovantes son programme de réformes économiques et sociales. «Je suis fier de vous», a dit Emmanuel Macron, provoquant des applaudissements dès le début de son discours, à Viva Technology, un salon de l’innovation et du numérique.Le chef de l’Etat a cité plusieurs secteurs prioritaires dans lesquels il espère que la France pourra devenir «leader» : l’Internet des objets, l’intelligence artificielle, la convergence entre le numérique et les «cleantechs», «les greentechs» et les technologies numériques pour la santé. Ces secteurs bénéficieront en priorité du futur plan de 10 milliards d’euros pour l’innovation promis pendant la campagne. «Il se passe aujourd’hui quelque chose en France, il y a ce qu’on appelle un ‘momentum’», a assuré Emmanuel Macron, selon qui «partout» des femmes et hommes veulent innover». Selon lui, il faut que la France devienne aussi une nation de «licornes», d’entreprises nouvelles de demain qui deviennent de grands groupes.
16/06/2017

La CDC et Bpifrance lancent un fonds de fonds digital

La Caisse des dépôts (CDC) et ses filiales (Icade, Transdev) ont lancé ce 15 juin un fonds de fonds de 140 millions d’euros dédié aux investissements dans l’innovation. Le fonds, nommé Fonds de Fonds Digital, sera géré par la banque publique Bpifrance et investira exclusivement dans des fonds d’investissement étrangers. Le fonds, abondé à hauteur de 100 millions d’euros par la CDC, de 24 millions par Bpifrance et de 15 millions par CNP Assurances, a vocation à investir dans 12 à 15 fonds étrangers aux Etats-Unis, en Europe et en Asie, pour des montants allant de 5 à 15 millions d’euros.
16/06/2017

Le Conservateur accueille une nouvelle directrice de la gestion financière

Le groupe mutualiste Le Conservateur, qui propose une gamme de produits diversifiés en assurance vie, a annoncé, ce 15 juin, la nomination de Bénédicte Mazelier au poste de directrice de la gestion financière. L’intéressée, gestionnaire de portefeuille de formation, compte plus de 16 ans d’expérience acquise à l’international dans de grands groupes européens de bancassurance, à savoir Dexia, Société Générale et Generali. Elle s’est notamment spécialisée dans la conception de stratégies d’investissement. Avant de rejoindre Le Conservateur, Bénédicte Mazellier, 41 ans, était gestionnaire de portefeuille sur des fonds de dette privée pour Generali à Milan.
16/06/2017

ESG may inspire investors to save more

ESG criteria now play a primal role. The growing importance given to environmental, social and governance (ESG) criteria may be a dominant factor inciting individual investors of all generations to invest more, or to start to plan for retirement, the ESG 2017 report from Natixis Global Asset Management finds.10,000 people in 22 countries, representing three categories of investors, were surveyed: institutional investors, independent financial advisers, and retail investors (individual investors and contributors to retirement regimes in the United States). The recent examples of Volkswagen, Mylan and Theranos have certainly incited investors to prefer businesses which are managed with sustainable and ethical approached. The report emphasizes that ethics are the aspect which respondents consider most important. Worldwide, three quarters of investors say that it is important to invest in companies which respect personal values. This opinion is shared by all genders, generations and socioeconomic categories of respondents. The study also notes that a large majority of respondents insist on the importance of investing in businesses with a solid environmental balance sheet (70%) and which act in the general good (71%).
16/06/2017

OMGI launches two multi-asset class funds

Old Mutual Global Investors (OMGI) has added two multi-asset class funds to its Cirilium fund range. The two funds are aimed at investors with a higher-than-average risk appetite, the firm explains. The new range includes an actively-managed version, the Old Mutual Cirilium Adventurous Portfolio, and a passive version, the Old Mutual Cirilium Adventurous Passive Portfolio. The range now includes five actively-managed and five passively-managed funds, all managed by Paul Craig with the assistance of portfolio manager Rasmus Soegaard.
16/06/2017

Asset Management One launches a Japan fund

Asset Management one has launched the second in a series of UCITS funds, which the Japanese asset management firm is planning to release in Europe to strengthen its foothold in this market, Citywire reports. The Japanese firm, which has USD462bn in assets under management, is relying on its London affiliate, Asset Management One International, for its European development. The most recent launch is the Japan Opportunities fund, which uses a multi-cap approach, and is managed by Yoshitaka Sakai.
16/06/2017

PGIM registers UCITS funds in four new European countries

PGIM Investments is driving further into the European market. The US asset management firm has extended its UCITS platform, registering funds for sale in four new countries: France, Italy, Luxembourg and Spain. The asset management firm has also registered its UCITS funds in Singapore. The investment vehicles are now available from institutional investors and major cross-border financial institutions in 14 countries. The UCITS platform now has a cumulative total of 24 funds, with USD2.1bn in assets under management as of the end fo March 2017. PGIM Investments is the retail distribution affiliate of the US asset management firm PGIM. The firm launched its UCITS fund range in Europe in 2013. Eight funds are now available for sale in France, Italy, Luxembourg and Spain, as well as Singapore. The funds are the following: PGIM U.S. Corporate Bond, PGIM Emerging Market Local Currency Debt, PGIM Global Corporate Bond, PGIM Global Total Return Bond, PGIM Global Real Estate Securities, PGIM Jennison U.S. Growth, PGIM Absolute Return, and lastly, PGIM QMA Emerging Market All Cap Equity.
16/06/2017

Indosuez Wealth Management va reprendre les activités de banque privée du CIC en Asie

Indosuez Wealth Management, la filiale de gestion de fortune du groupe Crédit Agricole, a annoncé, ce 16 juin, être entrée en discussions exclusives avec Crédit Industriel et Commercial (CIC) en vue d’acquérir ses activités de banque privée à Singapour et à Hong Kong. Cette opération « va renforcer l’ancrage et les positions d’Indosuez Wealth Management en Asie » et doit lui permettre « d’accélérer sa croissance dans des marchés clés, en ligne avec le plan stratégique ‘Shaping Indosuez 2020’ », indique la banque dans un communiqué. La transaction, dont le montant n’a pas été dévoilé, devrait être finalisée d’ici la fin de l’année 2017, sous réserve du feu vert des autorités régulation et après consultation des instances représentatives du personnel en France. L’impact négatif sur les fonds propres « durs » (ratio CET1 non phasé) de Crédit Agricole S.A et du groupe Crédit Agricole devrait être inférieur à 2 points de base, a précisé Indosuez Wealth Management.
16/06/2017

GQG Partners a levé 5 milliards de dollars en à peine un an

Un an après sa création, la boutique de gestion GQG Partners dirigée et fondée par l’ancien gérant star de Vontobel, Rajiv Jain, supervise aujourd’hui plus de 5,3 milliards de dollars d’actifs pour le compte des clients, a-t-elle annoncé. Au cours de l’année écoulée, plus de 100 clients institutionnels à travers le monde ont investi dans les différentes stratégies de GQG Partners.Depuis son lancement, GQG Partners s’est notamment associé avec Goldman Sachs Asset Management pour lancer, en décembre 2016, le fonds Goldman Sachs GQG Partners International Opportunities, ciblant un nombre restreint d’entreprises de grande qualité sur les marchés développés et émergents. En parallèle, la société de gestion, basée en Floride, a lancé son propre fonds axé sur les marchés émergents, baptisé GQG Partners Emerging Markets Equity. En Europe, GQG Partners a également poussé ses pions en lançant en février 2017 le fonds GQG Partners Emerging Markets Equity, un compartiment de sa structure de droit irlandais GQG Global Ucits ICAV. « Le fonds Ucits a dépassé les 100 millions de dollars d’encours et il s’approche rapidement des 150 million de dollars », précise la société de gestion dans un communiqué.Rajiv Jain, qui a travaillé pendant plus de 20 ans chez Vontobel Asset Management, dont dernièrement en tant que directeur des investissements et co-directeur général, a fondé GQG Partners en juin 2016. Il en est le président (« chairman ») et directeur des investissements.

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