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18/02/2014
Fonds

Newton lance un fonds de croissance à destination du monde caritatif

Newton Investment Management, qui fait partie du groupe BNY Mellon, vient de lancer un fonds de croissance, le Newton Growth Fund for Charities, un compartiment du nouvel OPC britannique BNY Mellon Charities Funds à destination des investisseurs britanniques dans les établissements caritatifs.Le gérant principal du fonds est Simon Nichols, de l'équipe globale multi-classes d’actifs de Newton. Le fonds a pour références un ensemble d’indices reflétant les principales classes d’actifs dans lesquelles le fonds investit, à savoir 37,5% dans le FTSE All Share Index, 37,5% dans le FTSE World ex UK (£) Index, 20% dans le FTA British Governement All Stocks Index et 5% dans le 7-day LIBID. L’investissement minimum dans le fonds est de 5.000 livres et la commission a été fixée à 0,60% par an.
Fonds
18/02/2014
Fonds

L'encours des titres d'OPCVM monétaires baisse de 11% sur un an

Les rachats nets de titres d’OPCVM monétaires se sont poursuivis en décembre, s’établissant en données cvs à -2,5 milliards, après -4,6 milliards en novembre, selon des statistiques communiquées par la Banque de France. Sur un an, l’encours des titres d’OPCVM monétaires diminue de 11% à 284,3 milliards d’euros en données consolidées.Du côté des OPCVM non monétaires,: les retraits nets sont moins importants en décembre (-0,4 milliard en données cvs) que le mois précédent (-1,2 milliard). L’encours global diminue de 1,7 milliard sur le mois à 944,2 milliards d’euros en données non consolidées, la hausse modeste des valeurs liquidatives (+0,2 %en moyenne) ne compensant pas l’effet des rachats.
Fonds
18/02/2014

Schroders rejoint la fédération BVI

La filiale allemande du groupe de gestion britannique Schroders vient de rejoindre l’association allemande des gestionnaires d’actifs (BVI) en tant que membre à part entière, selon un communiqué publié le 17 février.La société de gestion britannique est l’une des toutes premières à profiter de l’ouverture, annoncée en octobre 2013, de l’association professionnelle aux acteurs étrangers.
18/02/2014
Fonds

Les fonds immobiliers offerts au public enregistrent une collecte record

Les fonds immobiliers allemands ouverts au public ont enregistré l’an dernier une collecte nette de plus de 4,5 milliards d’euros, soit le montant le plus élevé enregistré depuis cinq ans, selon des statistiques communiquées par l’agence de notation Scope Ratings.Scope relève que ses chiffres marquent une différence d’environ 1 milliard d’euros avec les statistiques publiées par l’association allemande des gestionnaires d’actifs (BVI) du fait que Scope ne prend pas en compte les actifs des fonds en cours de liquidation.
Fonds
18/02/2014

Scope se renforce à Londres

L’agence de notation allemande Scope Ratings a annoncé le 17 février la nomination de Marco Troiano en qualité de associate director de l'équipe en charge de la notation des banques basée à Londres.Dans un premier temps, Marco Troiano aura la responsabilité de l’analyse et de la notation d’un certain nombre de banques européennes.Marco Troaino a travaillé précédemment chez Standard & Poor’s en qualité d’analyste bancaire ainsi que chez Berenberg. Avant de rejoindre Scope, il opérait en tant qu’analyste indépendant sur le secteur des banques européennes.
18/02/2014
Fonds

Nouveau record de lancements de fonds activistes

Les lancements de fonds activistes ont atteint leur niveau le plus élevé en cinq ans en 2013, rapporte le Financial Times funds management. Huit sociétés de fonds activistes ont été créées l’an passé, dont cinq aux Etats-Unis. A titre de comparaison, seuls cinq groupes de fonds activistes ont vu le jour en 2012 et 2011 respectivement, et toutes sauf une étaient basées aux Etats-Unis, selon les données d’Activist Insight.
Fonds
18/02/2014

Fidelity recrute deux personnes en Italie

Fidelity Worldwide Investment a recruté deux personnes dans son équipe italienne, rapporte Bluerating. Rosario Sarcone rejoint la société en tant que senior sales manager dédié à la clientèle wholesale, après avoir travaillé chez PineBridge et Carmignac Gestion. Alberto Mussini est recruté en tant que manager fund selection units. Il rejoint l’équipe de Matteo Buonomini. Il a travaillé précédemment chez Banca Imi, Aletti Gestielle et Aureo Gestioni.
18/02/2014

Skandia recrute un responsable des institutionnels

Skandia en Suède a recruté Anders Jonsson comme responsable commercial pour la clientèle institutionnelle alors que la société s’apprête à proposer ses services de gestion d’actifs à cette catégorie d’investisseurs, rapporte Fondbranschen. Anders Jonsson vient de la société de gestion suédoise de DNB où il a été directeur général pendant environ 10 ans. Skandia travaille au lancement de quatre fonds pour les institutionnels. Le premier qui verra le jour sera un fonds d’obligations d’entreprises. Les trois autres concerneront l’immobilier, le private equity et les matières premières.
18/02/2014

Invesco RE recrute son patron de la gestion d’actifs en Europe

Invesco Real Estate (Invesco RE) vient de nommer Etienne Dupuy au poste de directeur senior en charge de ses activités de gestion d’actifs en Europe, en remplacement de Neil Harris parti rejoindre Starwood Capital l’an dernier, révèle Funds Europe.Basé à Paris, il supervisera une équipe de 16 gérants d’actifs répartis à travers l’Europe. Etienne Dupuy entre également au comité exécutif de la compagnie. Avant de rejoindre Invesco RE, Etienne Dupuy officiait depuis cinq ans comme directeur général de BNP Paribas Real Estate Investments Services. Auparavant, il avait travaillé pendant 9 ans chez Axa Real Estate Investment Managers.Invesco Real Estate affiche 55,7 milliards de dollars (41 milliards d’euros) d’actifs sous gestion, dont 7,3 milliards de dollars en Europe.
18/02/2014

Les maisons américaines convoitent le marché européen des ETF

Les américains Guggenheim, ProShares et Charles Schwab cherchent le meilleur moyen pour pénétrer le marché européen des ETF, rapporte le Financial Times fund management. William Belden, responsable de l’activité ETF de Guggenheim, confirme que son groupe étudie une liste de cibles de fusions et acquisitions potentielles. John Sturiale, senior vice-president of product management de Charles Schwab Investment Management, indique que sa société a procédé à des études concernant une entrée sur le marché européen des ETF. ProShares a quant à lui commencé à explorer des opportunités hors des Etats-Unis.Récemment deux sociétés américaines ont acquis des maisons d’ETF en Europe : Warburg Pincus a pris une participation majoritaire dans Source et WisdomTree a racheté Boost.
18/02/2014
Fonds

Le fonds ING IM Renta Fund Global High Yield passe la barre des 5 milliards d'euros

Les actifs sous gestion du fonds ING (L) Renta Fund Global High Yield ont dépassé la barre des 5 milliards d’euros, indique ING Investment Management.Malgré les inquiétudes relatives à une remontée des taux d’intérêt, le secteur du haut rendement continue d’attirer les investisseurs avec des rendements intéressants au sein de l’univers obligataire. D’autant plus que la sensibilité aux évolutions des taux d’intérêt est moins marquée au sein du high yield.Tim Dowling, le patron du global high yield chez ING Investment Management, s’attend à un rendement d’environ 5% et estime qu’il existe encore de la marge pour la poursuite d’un resserrement des spreads qui limite l’impact d’une remontée des taux d’intérêt.
Fonds
18/02/2014
Fonds

Forte collecte sur les fonds norvégiens en janvier

En janvier, les fonds commercialisés en Norvège ont enregistré des souscriptions nettes de 60 milliards de couronnes norvégiennes, selon l’association locale des professionnels de la gestion Verdipapirfondenes forening (VFF). Cette collecte a été tirée par les fonds fixed income, qui ont engrangé 56 milliards de couronnes, et les investisseurs institutionnels, qui ont placé 56,9 milliards de couronnes.Par ailleurs, la société norvégienne DNB Asset Management a enregistré des souscriptions nettes de 49,5 milliards de couronnes.
Fonds
18/02/2014

Aquila launches a new global bond fund

The Swiss asset management firm Aquila & Co, based in Zurich, has launched a new global bond fund designed to neutralize the effects of low interest rates, Citywire reports. The UCITS vehicle domiciled in Liechtenstein, entitled Solitaire Global Bond, may invest at least 90% in bonds denominated in US dollars, and up to 10% in bonds in other currencies. The fund will concentrate primarily on bonds rated BBB with an average duration of 4.2 years. The fund had USD12.5bn in assets at its launch, and is available in US dollars, euros (hedged) and Swiss francs (hedged).
18/02/2014

European vote on money market funds postponed

Should constant net asset value funds be banned? At what pace? And what capital requirements are to be placed on them in the meantime? In the absence of an agreement over a debate in the European Parliament scheduled for 17 February, a majority of members of the Econ commission have finally decided to delay it until later, Agefi reports. In reality, some EMPs would not be upset to see the bill be binned after the term, in the absence of a vote in Parliament. The most likely outcome remains, however, that members of Parliament will announce a verdict on 3 March, but the likelihood that talks with finance ministers will succeed before the end of the term are very poor, the newspaper notes.
18/02/2014

Three former Barclays employees charged in Libor scandal

UK’s Serious Fraud Office, responsible for investigating the Libor inter-bank lending rate scandal, on 17 February announced in a statement that it is making further charges in the case. Criminal charges have been filed by the SFO against three former employees at Barclays Bank: Peter Charles Johnson, Jonathan, James Mathew, and Stylianos Contogoulas, in connection with manipulation of Libor. It is alleged they conspired to defraud between 1 June 2005 and 31 August 2007. They will face court dates at a time to be determined in the future. The new charges bring the number of people charged by the SFO in Great Britain to 6, after the agency asked for a budget hike in January to complete its investigation.
18/02/2014

Partners Group seeking investment opportunities in Asia

The investment company Partners Group, which has recently completed a EUR1.5bn investment programme (Newsmanagers of 14 February) states that a good portion of the programme may be invested in Asia. According to Asian Investor, up to 40% of the programme may be invested in buyout operations on the Asian SME market.
18/02/2014

Head of Fidelity UK to retire

Hugh Mullan, managing director at Fidelity Worldwide Investment in the United Kingdom, will be leaving the firm in April this year to take a one-year sabbatical, Citywire reports. Mullan, who joined Fidelity in 2008 as chief operations officer for Europe, had been director of the British activity since March 2012. He will be temporarily replaced by Jim Burton, current director of marketing at the personal investment branch of Fidelity Investments in the United States. But the asset management firm is seeking a full-time replacement, and hopes to be able to announce an appointment by the end of the year.
18/02/2014

Open-ended real estate funds post record inflows

German open-ended real estate funds last year posted net inflows of over EUR4.5bn, the highest level recorded in five years, according to statistics released by the ratings agency Scope Ratings. Scope reveals that its figures mark a difference of about EUR1bn from the statistics published by the German asset management association BVI, due to the fact that Scope does not take into account assets which are undergoing liquidation.
18/02/2014

Siemens launches a venture capital fund

The German group Siemens on 17 February announced the launch of a venture capital fund with EUR100m, the Industry of the Future fund, which will invest as a priority in young startups in technology or promising sectors. The fund has already invested in two firms, the Lagoa company based in Montreal and the US firm CounterTack, based in Boston.
18/02/2014

Schroders joins BVI federation

The German affiliate of the British asset management group Schroders has joined the German asset management association BVI as a full member, according to a statement released on 17 February. The British asset management firm is one of the first to take advantage of the opening of the professional association to foreign actors, announced in October 2013.
18/02/2014

Fidelity adds to bond team in Germany

Fidelity Worldwide Investment on 17 February announced the launch of a horizon fund which comes as an addition to its bond range in Germany. The fund, Fidelity Laufzeit 2018, which has been designed in close collaboration with its distributor partners, will invest in bonds maturing in 2018 and redeemed at part, Fidelity says in a staement. The subscription period runs fom 17 February to 14 April 2014. In addition to government and corporate investment grade bonds, the fund may also expose itself to emerging market bonds, with the opportunity to invest up to 40% of its portfolio in high yield bonds with a rating of BB+ or below. Management fees total 0.3% per year for institutional Y shares (ISIN: LU1021906885). The minimal investment for institutionals is EUR750,000.
18/02/2014

Scope recruits in London

The German ratings agency Scopt ratings on 17 February announced the appointment of Marco Troiano as associate director in charge of ratings for banks based in London. Troiano will initially be responsible for the analysis and ratings of a number of European banks. Troiano previously worked at Standard & Poor’s as a banking analyst, and at Berenberg. Before joining Scope, he served as an independent analyst on the European banking sector.
18/02/2014

Nomura sells a stake in Fortress

The Japanese Nomura group has earned a capital gain of USD205m on its sale of a stake in the US alternative asset management firm Fortress Investment Group, the news agency Bloomberg reports. Nomurs has sold a 12% stake in Fortress for a total of USD363.4m. The capital gain on this sale will be integrated into the results from fourth quarter as of the end of March, a spokesperson for Nomura says. The Japanese group acquired a 15% stake in December 2006. Assets under management at Fortress total about USD58bn.
18/02/2014

Skandia recruits a head of institutionals

Skandia in Sweden has recruited Anders Jonsson as head of sales for institutional clients, while the firm is preparing to offer asset management services to this category of investors, Fondbranschen reports. Jonsson joins from DNB in Sweden, where he was CEO for about 10 years. Skandia is working to launch four funds for institutionals. The first to be released will be a corporate bond fund, The other three concern real estate, private equity and commodities.
18/02/2014

Fidelity recruits two in Italy

Fidelity Worldwide Investment has recruited two people for its Italian team, Bluerating reports. Rosario Sarcone joins the firm as senior sales manager dedicated to wholesale clients, after working at PineBridge and Carmignac Gestion. Alberto Mussini is recruited as manager fund selection units. He joins the team of Matteo Buonomini. He previously worked at Banca Imi, Aletti Gestielle and Aureo Gestioni.
18/02/2014

Newton launches a growth fund aimed at charities

Newton Investment Management, which belongs to the BNY Mellon group, has launched a growth fund, the Newton Growth Fund for Charities, a sub-fund of the new British OPC BNY Mellon Charities Funds aimed at British charity investors. The principal manager of the fund is Simon Nichols, of the global multi-asset class team at Newton. The fund has a range of indices as references, reflecting the main asset classes in which the fund invests, including 37.5% in the FTSE All Share Index, 37.5% in the FTSE World ex UK (£) Index, 20% in the FTA British Government All Stocks Index, and 5% in the 7-day LIBID. The minimal investment in the fund is GBP5,000, and the commission has been set at 0.60% per year.
18/02/2014

Eaton Vance recruits a CIO from Goldman Sachs AM

Eaton Vance Management is adding to its teams. The US asset management firm, based in Boston and an affiliate of the Eaton Vance group, has announced the appointment effective from 29 April 2014 of Edward J. Perkin as chief investment officer in charge of equities. He replaces Duncan W. Richardson, who retired in October 2013. The position had been occupied for the interim by Thomas Faust, chairman and CEO of Eaton Vance. Before joining Eaton vance, Perkin had served as chief investment officer in charge of equities for international and emerging markets at Goldman Sachs Asset Management. He was based in London and oversaw a team of 50 people composed of analysts and portfolio managers located in eight different locations. Eaton Vance Management manages US or global equity portfolios with total assets of USD39.2bn as of the end of December 2013 for individual and institutional investors via funds and managed accounts.
18/02/2014

Partners Group invests in US firm MultiPlan

A group led by the investment company Starr Investment and the Swiss wealth management firm Partners Group on 17 February announced the acquisition of the US firm MultiPlan from Silver Lake and BC Partners. The terms of the transaction have not yet been disclosed. MultiPlan, founded in 1980, offers cost management solutions in the health sector. The business has a network of 900,000 health service providers, and its own system, which permits savings of about USD11bn on 40 million loans.
18/02/2014

Hargreaves publishes new price schedule

The British firm Hargreaves Lansdown has written to asset management firms to detail the new fee structure which awaits them from 1 March, due to the discontinuation of commissions previously paid to managers on platforms, Money Marketing reports. The prohibition on commissions for platforms officially comes into effect on 6 April. The platform states that it will charge up to GBP10,000 per mission when carrying out operations for asset management firms. The new price grid includes simple events, complex events, treatment of pricing errors and obligatory information publications. Events classified as “simple,” which include, for example, administrative cotst related to modifications to a fund, will be charged at GBP500 plus GBP6.75 per client. In 2012, such an event required contacting about 730 clients, Hargreaves states. The average cost for such an event is estimated to have been GBP5427.50.
18/02/2014

Private equity outstrips renewable energies

Private equity firms are abandoning the renewable energy sector after a series of fruitless investments, Financial Times fund management reports. About 87% of private equity funds specialised in renewable energies earned lower than median returns. Among them are products from HgCapital, Impax, InfraRed, BlackRock and Foresight, according to Preqin.

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