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19/09/2013
Fonds

La situation des caisses de pension suisses privées s'est améliorée

La situation financière des caisses de pension suisses privées s’est améliorée en 2012 à la faveur de la bonne performance des placements. Fin août 2013, les caisses de pension de droit privé affichaient un taux de couverture estimé pondéré de leurs actifs de 109,3%. Fin juin, cette valeur était même de 111,3%, selon les dernières données de Swisscanto présentées le 18 septembre dans sa 13ème étude «Caisses de pension suisses 2013".Les institutions de droit public avec capitalisation totale présentaient un taux stable à 101,4%. Pour les caisses publiques avec garantie d’Etat, le taux de couverture ressort à 75,2%, pratiquement inchangé par rapport aux indications précédentes.L’enquête «Caisses de pension suisses 2013" se fonde sur les indications fournies par 343 institutions de prévoyance totalisant une fortune globale de 471 milliards de francs.
Fonds
19/09/2013
Fonds

Progression de 0,7% des actifs des fonds suisses en août

Les actifs des fonds de placement suisses s'élevaient fin août à 731 milliards de francs, en progression de 0,7% ou 5 milliards de franc suisses par rapport au mois précédent, selon les statistiques mensuelles publiées le 18 septembre par Swiss Fund Data et Lipper. La collecte nette du mois a représenté 1,4 milliard de francs suisses.La collecte la plus importante a été enregistrée par les fonds monétaires, avec un total de 1,6 milliard de francs, devant les fonds alternatifs (521 millions de francs). En revanche, les fonds actions et les fonds obligataires ont terminé le mois d’août sur des décollectes respectives de 641 millions et 272 millions de francs suisses.Invesco affiche la plus forte collecte du mois avec un montant de 931 millions de francs suisses, devant Credit Suisse (819 millions) et Pictet (732 millions de francs).
Fonds
19/09/2013

Recrutement chez Allianz GI pour les énergies renouvelables

Thomas G. Engelmann, investment director et gérant de portefeuille pour les fonds infrastructures chez KGAL Investment Management, rejoindra début octobre l'équipe énergies renouvelables/infrastructures d’Allianz Global Investors à Munich, afin d’alimenter son offre de nouveaux produits et d’identifier des investissements pour le Allianz Renewable Energy Fund (150 millions d’euros). Il sera subordonné à Armin Sandhövel, CIO renewable energy/infrastructure equity.
19/09/2013
Fonds

Six nouveaux ETF de db x-trackers à Francfort

Le gestionnaire allemand db x-trackers (groupe Deutsche Asset & Wealth Management) a fait admettre à la négociation le 16 septembre six ETF obligataires sur le segment XTF de la plate-forme électronique Xetra de la Deutsche Börse. Cela remonté à 1013 le nombre d’ETF cotés à Francfort.Les six nouveaux produits, de droit luxembourgeois, sont les suivants :db X-trackers II Canadian Dollar Cash UCITS ETF (LU0892103994), chargé à 0,20%db X-trackers II IBoxx Spain UCITS ETF (LU0925589755) 0,20%db X-trackers II IBoxx Spain 1-3 UCITS ETF (LU0925589672) 0,15%db X-trackers II MTS Italy Aggregate 1-3 Years-Ex-Bank of Italy UCITS ETF (LU0877808211) 0,15%db X-trackers II MTS Italy Aggregate 3-5 Years-Ex-Bank of Italy UCITS ETF (LU0877808484) 0,20%db X-trackers II IBoxx Sovereigns Eurozone Yield Plus 1-3 UCITS ETF (LU0925589839) 0,15%
Fonds
19/09/2013

Prix Agefi "Gouvernement d'Entreprise" : deux groupes financiers bien plaçés en 2013

Dans le cadre des Grands Prix de L’Agefi ''Gouvernement d’Entreprise’’, le palmarès 2013 communiqué mercredi 18 septembre au soir a permis à deux établissements financiers de figurer parmi les trois meilleurs du classement dans trois catégories distinctes. Pour le Prix Fonctionnement des organes sociaux, BNP Paribas s’est hissé à la deuxième place, derrière Schneider Electric. Pour le prix Composition du conseil, Axa occupe la même place, derrière la société Pernod Ricard. Enfin, pour le prix Démocratie actionnariale, transparence de l’information et qualité de la communication, BNP Paribas une nouvelle fois s’est hissée à la troisième place derrière les sociétés Air Liquide et Total. L’ensemble des résultats figure en pièce jointe.
19/09/2013
Fonds

AGI commercialise un fonds de petites capitalisations aux Pays-Bas

Lancé en juin, le fonds luxembourgeois de petites capitalisations mondiales Allianz Global Small Cap Equity Fund est désormais commercialisé aux Pays-Bas, rapporte Fonds Nieuws. Il est aussi distribué en Autriche, en Finlande, en France, en Allemagne, au Luxembourg, en Suède, en Norvège et au Royaume-Uni.L’objectif est de surperformer l’indice MSCI World small Cap Total Return.
Fonds
19/09/2013

Kames Capital débarque en Espagne

Le gestionnaire d’actifs écossais du groupe néerlandais de services financiers Aegon MN, Kames Capital, vient d’obtenir l’agrément de la CNMV pour la distribution en Espagne de deux fonds obligataires, Kames High Yield Global Bond Fund etl Kames Strategic Global Bond Fund, qui seront commercialisés par Allfunds Bank, rapporte Funds People.L’encours de Kames Capital se monte actuellement à 61 milliards d’euros.
19/09/2013

Syz AM recrute un dirigeant de Barclays Capital Funds

Ian Penrose, qui était sous-directeur de la distribution mondiale de fonds auprès de la clientèle professionnelle britannique chez Barclays Capital Funds & Adivsory, a été nommé responsable de la distribution pour le Royaume-Uni du suisse Syz Asset Management, ce qui couvre à la fois les mandats cantonnés, les fonds de Syz AM et ceux de la gamme Oyster.
19/09/2013

Old Mutual veut se développer en Asie

Le gestionnaire britannique Old Mutual Global Investors (OMGI), qui dispose d’une implantation à Hong Kong, envisage de se développer en Asie, notamment à Taiwan et à Singapour, rapporte Asian Investor.OMGI, l’entité issue de la fusion de Skandia Investment Group (SIG) avec Old Mutual Asset Managers (UK), souhaite notamment installer une équipe d’investissement dans la région tout en se renforçant sur le front de la distribution.En attendant, la société vient de perdre sa responsable de la distribution pour l’Asie, Jane Fung, qui aura passé dix ans dans la société et qui devrait prendre des responsabilités similaires dans une autre société à Hong Kong. Old Mutual a déjà trouvé un successeur mais ne pouvait pas décliner son identité avant d’avoir le feu vert des autorités de tutelle.
19/09/2013

BlueBay recrute un responsable commercial pour l’alternatif

BlueBay Asset Management, qui fait partie de RBC Global Asset Management, a recruté Richard Blake en tant que directeur commercial pour les placements alternatifs, rapporte Financial News. L’intéressé était précédemment responsable des relations investisseurs Europe chez Moore Capital Management.
19/09/2013

L’association suédoise des fonds accueille deux membres

Fondbolagens Förening, l’association suédoise des fonds d’investissement, vient d’accueillir Bloomberg et SEB Fund Services comme nouveaux membres associés. L’association compte désormais 40 sociétés de gestion membres et 9 membres associés (des prestataires de services du secteur de la gestion).
19/09/2013
Fonds

Les fonds norvégiens collectent en août

Les fonds commercialisés en Norvège ont enregistré en août des souscriptions nettes de 155 millions de couronnes norvégiennes, soit 20 millions d’euros, selon les statistiques de l’association norvégienne de la gestion financière Verdipapirfondenes forening. Les encours des fonds ont augmenté de 3,5 milliards de couronnes norvégiennes (445 millions d’euros) à un nouveau record de 623,8 milliards de couronnes (79 milliards d’euros).
Fonds
19/09/2013

Recruitment at Allianz GI for renewable energies

Thomas G. Engelmann, investment director and porfolio manager for infrastructure funds at KGAL Investment Management, will in early October join the renewable energies/infrastructure team at Allianz Global Investors in Munich, in order to increase the supply of new products and identify investments for the Allianz Renewable Energy Fund (EUR150m). He will report to Armin Sandhövel, CIO renewable energy/infrastructure equity.
19/09/2013

Kames Capital debuts in Spain

The Scottish asset management firm of the Dutch financial services group Aegon MN, Kames Capital, has obtained a license from the CNMV to sell two bond funds in Spain, Kames High Yield Global Bond Fund and Kames Strategic Global Bond Fund, which will be sold by Allfunds Bank, Funds People reports.Assets at Kames Capital currently total EUR61bn.
19/09/2013

Swedish fund association welcomes two new members

Fondbolagens Förening, the Swedish investment fund association, has welcomed Bloomberg and SEB Fund Services as new associate members. The association now includes 40 member asset management firms and 9 associate members (providers of services to the asset management industry).
19/09/2013

AllianceBerstein signs an agreement with a platform in Italy

AllianceBernstein funds will be available on the investment platform from Skandia Vita in Italy, under the terms of an agreement signed between the two firms, Bluerating reports. This will allow the US firm to strengthen its presence on Italian retail market.
19/09/2013

BlueBay recruits a head of sales for alternatives

BlueBay Asset Management, which is part of RBC Global Asset Management, has recruited Richard Blake as director of sales for alternatives, Financial News reports. Blake had previously been head of investor relationships for Europe at Moore Capital Management.
19/09/2013

Old Mutual looks to grow in Asia

The British asset management firm Old Mutual Global Investors (OMGI), which has offices in Hong Kong, is planning to develop in Asia, particuarly in Taiwan and Singapore, Asian Investor reports.OMGI, the entity born of a merger of Skandia Investment Group (SIG) with Old Mutual Asset Managers (UK), would like to set up an investment team in the region, and to increase its capacity on the distribution front.Meanwhile, the firm has lost its head of sales for Asia, Jane Fung, who is said to have spent 10 years at the firm, and who will soon begin in a similar role at another firm in Hong Kong. Old Mutual has already found a successfor, but could not reveal his or her identity before receiving permission from the supervisory authorities.
19/09/2013

Syz AM recruits exec from Barclays Capital Funds

Ian Penrose, who had been deputy head of global fund distribution to British professional clients at Barclays Capital Funds & Advisory, has been appointed as head of distribution for the United Kingdom at the Swiss firm Syz Asset Management, which covers both segregated mandates, funds of the Syz AM range, and products of the Oyster range.
19/09/2013

Norwegian funds post inflows in August

Funds on sale in Norway recorded net inflows in August of NOK155m, or EUR20m, according to statistics from the Norwegian fiancial management association Verdipapirfondenes forening. Assets in funds increased from NOK3.5bn (EUR445m) to a new record of NOK623.8bn (EUR79bn).
19/09/2013

FinEx bids to acquire Dexia AM

FinEx Capital, part of the FinEx Group, announced on September 18 that it has entered an offer to acquire 100% of Dexia Asset Management, the subsidiary of Brussels-based banking group Dexia SA. Simon Luhr, managing partner and CEO of FinEx Capital Management LLP, commented: “FinEx has been looking to acquire an asset manager for some time to allow us to add scale to our existing platform before our planned expansion into Asia. We have been following the Dexia situation for some time and have decided to enter an offer to acquire Dexia. The business offers us a platform that is the right size and product mix for us and it will allow us to continue to grow our business.FinEx Capital is an integrated asset management business providing a full spectrum of investment solutions, including hedge funds, private equity investments and exchange traded funds. Its products, including several UCITS funds, are listed on the London, Irish and Moscow stock exchanges. It is regulated by the Financial Conduct Authority and the Central Bank of Ireland and in Russia it is licensed as a Professional Participant of the Securities Markets.Dexia SA stopped a previous attempt to buy Dexia AM on 30 July this year after a deal agreed in December 2012 with GCS Capital fell apart.
19/09/2013

Deka invests in Aube

The German credit fund Deka Infrastrukturkredit has acquired a tier 1 stake in one of 14 wind power installations which will generate 2.5 megawatts each, and which will be located in the French department of Aube, at Mont d’Arcis, for EUR10m.The fund (EUR185m as of the end of August) is aimed at institutional investors, and acquires only senior infrastructure credit debt. It is invested in Germany, the Netherlands, France, Austria, Finland and the United States.DekaBank has engaged to acquire at least 50% of the fund’s investment in all senior equivalent rounds of infrastructure credit.
19/09/2013

Six new ETFs from db x-trackers in Frankfurt

The German asset management firm db x-trackers (Deutsche Asset & Wealth Management group) on 16 September listed six bond ETFs on the XTF segment of the Xetra electronic platform from Deutsche Börse. The additions bring the number of ETFs listed in Frankfurt to 1,013.The six new Luxembourg-registered products are the following:db X-trackers II Canadian Dollar Cash UCITS ETF (LU0892103994), with a TER of 0.20%db X-trackers II IBoxx Spain UCITS ETF (LU0925589755) 0.20%db X-trackers II IBoxx Spain 1-3 UCITS ETF (LU0925589672) 0.15%db X-trackers II MTS Italy Aggregate 1-3 Years-Ex-Bank of Italy UCITS ETF (LU0877808211) 0.15%db X-trackers II MTS Italy Aggregate 3-5 Years-Ex-Bank of Italy UCITS ETF (LU0877808484) 0.20%db X-trackers II IBoxx Sovereigns Eurozone Yield Plus 1-3 UCITS ETF (LU0925589839) 0.15%
19/09/2013

European ETF market remains highly concentrated

The ten largest ETFs account for 24.96% of overall assets under management in the European ETF segment, according to a research published by Lipper. The 41 ETFs (out of a total of 1,743 ETFs) with more than 1 billion in assets under management account for 44.55% of the overall assets under management. The European market thus remains highly concentrated, and this is not going to change in the near future, Detlef Glow, head of research for Europe, the Middle East and Africa (EMEA) at Lipper comments.Of the 41 largest funds, the majority are equity funds (28), followed by bond funds (11) and commodity funds (2) that invest in physical gold. The largest ETF (iShares DAX) holds 5.29% of overall assets under management.A total of 361 ETFs were domiciled in France as of the end of June, of which 258 were equity funds. Luxembourg and Ireland have 568 and 557, respectively.Assets under management grew by EUR34.84bn or 15.23% over the last twelve months (30.06.2012 - 30.06.2013) up to EUR263.57bn, but in the first six months of 2013, the growth is 1.95%, or EUR5.04bn.
19/09/2013

Morgan Stanley launches a fund in Italy

Morgan Stanley Investment Management has launched a new fund for the Italian market: the Global Quality Fund from Morgan Stanley Investment Funds, Bluerating reports. It is a product which invests in high-quality businesses.
19/09/2013

Invesco introduces funds without rebates

Fonds Nieuws reports that Invesco Asset Management has introduced 25 “zero rebate” funds on the Netherlands market, to comply with new regulations in the Netherlands which prohibit rebates from January 2014. The “Z” share classes were created on 21 August, according to Willem Herman van der Waal, head of wholesale for the Netherlands.
19/09/2013

AGI releases small caps fund in the Netherlands

The Luxembourg-registered global small caps fund Allianz Global Small Cap Equity Fund is now available in the Netherlands, Fonds Nieuws reports. It is also available in Austria, Finland, France, Germany, Luxembourg, Sweden, Norway and the United Kingdom.The objective is to outperform the MSCI World Small Cap Total Return index.
19/09/2013

Strong growth for Moneta AM in 2013

Since the beginning of the year, Moneta Asset management has taken in EUR350m in net susbcriptions, Romain Burnand, CEO of the firm, announced on Wednesday evening, and assets now total EUR1.5bn, of which EUR1.2bn are in the Moneta Multi Caps (MMC) and Moneta Micro Entreprises (MME), an FCP fund which has been closed for four years to prevent its volume becoming disproportionate for the small caps segment it operates in.The Moneta Long Short has assets of EUR85m, while the Totem Fund has EUR29m.The increase in assets due to market appreciation has represented about 20% since the beginning of the year.By major types of clients, life insurance and pension funds represent about 30% of total assets under management, as for private banks, while funds of funds account for about 15%.
19/09/2013

Jana Partners acquires 6.2% of Safeway

The alternative management firm Jana Partners has bought a 6.2% stake in the US retail group Safeway, Reuters reports.The hedge fund, which has discussed various strategic options with the management of Safeway, claims that the Safeway share price is undervalued.
19/09/2013

AUM at Hennesy Advisors top USD4bn

The asset management firm Hennessy Advisors has announced that its assets under management have topped USD4bn, due to positive market effects and inflows whose total has not been disclosed.The firm says in a statement that its assets have increased by about USD1bn in less than nine months.

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