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30/07/2009

Fitch attribue un M2 à Mizuho Investment Management UK

Fitch Ratings a attribue à Mizuho Investment Management (UK), pour ses activités de gestion de leveraged loans, la note Asset Manager Rating de M2, qui remplace la note CDO Asset Manager Rating CAM2. Cela fait suite à l’adoption par l’agence de notation de nouveaux critères pour évaluer les gestionnaires crédit.
30/07/2009

Fidelity s’allie avec Deutsche dans les introductions en Bourse

Les investisseurs individuels ayant un compte chez Fidelity Investments pourront participer aux introductions en Bourse de sociétés et autres opérations souscrites par Deutsche Bank à compter de cette semaine en vertu d’un accord entre les deux groupes, rapporte le Wall Street Journal. L’accord a une portée plus large que celui signé le mois dernier par la société de gestion et Kohlberg Kravis Roberts & Co.
30/07/2009

Boursorama : baisse de 20 % des encours OPCVM

Au premier semestre 2009, Boursorama (groupe Société Générale) a ouvert 6.000 comptes épargne, portant le nombre de comptes à fin juin 2009 à 102.800, contre 93.290 à fin juin 2008. En assurance-vie, Boursorama enregistre une hausse de 5 % de ses encours à 1,66 milliard d’euros à fin juin 2009. En revanche, l’encours OPCVM chute de 20 %, à 1,20 milliard contre 1,49 milliard à fin juin 2008. Les encours d’épargne (OPCVM, Assurance Vie et Comptes sur Livrets) sont en léger retrait à 3,3 milliards d’euros (-3%) et le produit d’exploitation «épargne» s’établit à 5,8 millions au premier semestre 2009, contre 13,3 millions d’euros au premier semestre 2008.
30/07/2009

Pictet veut devenir une banque de référence en France

«Avec 211 milliards d’euros d’actifs sous gestion à fin 2008, Pictet a vu progresser ses encours à 214 milliards à fin mars 2009 (…)», rapporte L’Agefi, qui constate que le gestionnaire de fortune suisse a réussi à tirer son épingle du jeu pendant la crise. «Nous n’avons observé aucune décollecte. La baisse des encours entre 2008 et 2007 a été uniquement liée à l’effet marché. Nous n’avons par ailleurs été ni exposé au subprime, ni au scandale Madoff», indique à L’Agefi Dominique Benoit, directeur genéral France. Dans l’Hexagone, «nous ambitionnons de devenir une banque de référence en France, intégralement axée sur la gestion de fortune», indique le dirigeant parisien. Dans cette perspective, l’entité cherche à renforcer ses équipes.
30/07/2009

Tocqueville Finance distribué par Onlinesim

Onlinesim, plate-forme italienne de distribution d’OPCVM sur Internet, a passé un accord de distribution avec la société de gestion française Tocqueville Finance, indique un communiqué de l’entité transalpine. Dix fonds sont concernés par ce partenariat : Ulysse, Tocqueville Dividende et Odyssée (investis sur le marché français), Tocqueville Value Europe, Ithaque (marchés européens), Tocqueville Value Amérique et Tocqueville Small Caps Amérique (Etats-Unis) et Tocqueville Patrimoine (diversifié).Récemment, Online Sim a par ailleur élargi son offre avec trois fonds de Pioneer Asset Management (Pioneer Funds - U.S. Equity 130/30 Classe F, Pioneer Funds - Indian Equity Classe F et Pioneer Funds - European Equity Growth Classe F).
30/07/2009

Acropole lance ses fonds en Autriche

Selon Citywire, Acropole AM a lance trois de ses fonds en Autriche : Acropole Convertibles Europe, Acropole Convertibles Monde et Acropole Convertibles Optimum. La société de gestion dédiée aux obligations convertibles lance par ailleurs une campagne pour attirer les investisseurs au Royaume-Uni, Allemagne, Espagne et Suisse, poursuit Citywire.
30/07/2009

Nouveau responsable des ventes chez Robeco IM

Paul F. Healey vient de rejoindre Robeco Investment Management, la branche américaine du groupe Robeco, en tant que Senior Managing Director en charge des ventes, du marketing et des services clients. L’intéressé vient de Franklin Portfolio Associates, qu’il avait rejoint en 1997 en tant que vice-président senior et directeur des ventes et du service clients, pour devenir ensuite président en 2008. Franklin a été fusionné dans Mellon Capital Management en début d’année. Chez Robeco, dans ses nouvelles fonctions, Paul F. Healey remplace Paul Heathwood, qui va diriger les ventes intermédiaires et le marketing.
30/07/2009

Baisse du bénéfice de Santander AM

Santander Asset Management a vu ses revenus décliner de 30,7 % au premier semestre sur un an glissant. Le bénéfice a chuté de 52 % à 40 millions d’euros, après déduction des dépenses opérationnelles et commissions versées aux réseaux commerciaux. Les encours totaux sous gestion sont ressortis à 105 milliards d’euros, soit 4 % de plus qu'à fin 2008, et ce, malgré la baisse des encours en Espagne de 7 % à 43 milliards d’euros.
30/07/2009

UBS a mauvaise réputation

Selon L’Agefi suisse, la banque UBS est l’entreprise suisse qui jouit de la moins bonne réputation auprès de la population, selon un sondage réalisé par GfK Switzerland. Swatch Group arrive en première position.
30/07/2009

Lombard Odier returns to high-risk assets

The Banque Lombard Odier is planning “to invest in high-risk assets in the next few months, expecting the risk/profit profile to become more attractive as market actors fall into line with the direction of events.” In the past few weeks, the bank had positioned its portfolios “defensively,” it is stated in the most recent quarterly newsletter from the firm describing its investment strategies for private clients.
30/07/2009

UBS has the poorest reputation of all Swiss brands

L’Agefi Switzerland has revealed that UBS bank is the Swiss business with the poorest reputation among the population in the country, according to a survey undertaken by GfK Switzerland, which places Swatch Group at the top of the reputation rankings.
30/07/2009

SJP changes managers of two funds

St James’s Place will outsource the management of its UK and General funds (GBP414m) to John Wood of JO Hambro company, and the management of the Greater European fund (GBP388m) to Peg McGetrick of Liberty Square Asset Management, Investment Week reports. The funds are currently managed by THS Partners.
30/07/2009

Tocqueville Finance products to be offered by Onlinesim

Onlinesim, an Italian online mutual fund distribution platform, has signed a distribution agreement with the French management firm Tocqueville Finance, the Italian firm has announced in a statement. Ten funds will be included in the partnership: Ulysse, Tocqueville Dividende et Odyssée (investis sur le marché français), Tocqueville Value Europe, Ithaque (European markets), Tocqueville Value Amérique and Tocqueville Small Caps Amérique (United States), and Tocqueville Patrimoine (diversified). Recently, Online Sim has also extended its product offerings with the addition of three funds from Pioneer Asset Management (Pioneer Funds - U.S. Equity 130/30 Classe F, Pioneer Funds - Indian Equity Classe F and Pioneer Funds - European Equity Growth Classe F).
30/07/2009

RWC builds a team for long/short US funds

RWC Partners has made a series of important recruitments, to construct a team around Mike Corcell, formerly of Threadneedle, to manage long/short US funds, HedgeWeek reporrts. The new recruits are Gabe Marshank, Alex Robarts, Sam Weeman and Hayes Varey. RWC will launch the RWC Biltmore and RWC US Absolute Alpha funds in October.
30/07/2009

New head of sales at Robeco IM

Paul F. Healye has joined Robeco Investment Management, the American branch of the Robeco group, as Senior Managing Director in charge of sales, marketing, and client services. Healey joins the firm from Franklin Portfolio Associates, which he joined in 1997 as senior vice-president and director of sales and client services. He later became president in 2008. Franklin was merged into Mellon Capital Mangaement earlier this year. At Robeco, in his new role, Healey will replace Paul Heathwood, who will become director of sales through intermediaries and marketing.
30/07/2009

Pictet has ambitions to become a leading French bank

“Pictet, which had EUR211bn in assets under management as of the end of 2008, has seen an increase in its assets to EUR214bn as of the end of March 2009,” L’Agefi reports. The Swiss wealth management firm has done well out of the crisis. “We have not observed any net outflows. The decline in assets in 2008 compared with 2007 was related solely to market effects. We were also not exposed either to subprime, or to the Madoff scandal,” Dominique Benoit, CEO for France, tells L’Agefi. “We hope to become a leading bank in France, integrally focused on wealth management,” the Paris-based executive says. With this goal in mind, the firm is recruiting staff.
30/07/2009

Fidelity teams up with Deutsche Bank for IPOs

Individual investors with an account at Fidelity Investments will be able to participate in initial public offerings of businesses and other deals underwritten by Deutsche Bank, beginning this week, thanks to an agreement between the two groups, the Wall Street Journal reports. The agreement delivers a greater punch than the deal signed last month by the asset management firm and Kohlberg Kravis Roberts & Co.
30/07/2009

Acropole releases its funds in Austria

Citywire reports that Acropole AM has launched three of its funds in Austria: Acropole Convertibles Europe, Acropole Convertibles Monde and Acropole Convertibles Optimum. The asset management firm dedicated to convertible bonds is also launching a campaign to attract investors in the United Kingdom, Germany, Spain and Switzerland, Citywire continues.
30/07/2009

Profits down at Santander AM

Santander Asset Management has posted a decline in its revenues of 30.7% in first half year on year in annualised terms. Profits fell 52% to EUR40m, after operating costs and commissions to sales networks have been deducted. Total assets under management come to EUR105bn, 4% more than at the end of 2008, despite a decline in assets in Spain of 7% to EUR43bn.
30/07/2009

BCE : une stratégie de sortie à couvert

Alors que la Réserve fédérale américaine communique abondamment sur les modalités de sortie de sa politique actuelle (taux zéro, injections de liquidité et assouplissement du crédit), les banquiers centraux européens se montrent comme à leur habitude plus discrets. Le seul indice dévoilé est que les hausses de taux directeurs seront ultérieures à l’extinction des autres mesures.
29/07/2009

Noël Amenc supports development of closed funds

“Only the development of closed funds whose target dates for liquidation correspond to those of assets or strategies in which they are invested will guarantee a secure development for investments in less liquid asset classes such as non-publicly traded real estate or hedge funds,” says Noël Amenc, professor of finance, director of research and development at EDHEC, and director of the EDHEC Risk and Asset Management Research Centre, who lays out his reasoning in a document entitled “A few thoughts about the regulation of asset management to genuinely take account of the financial crisis.” He argues that the solution of closed funds, which make it possible to balance out the assets and liabilities of funds, will also resolve “a more widespread problem which appeared during the crisis, related to the international accounting framework based on the fair value of assets.”
29/07/2009

Leigh Himsworth joins Gartmore

Royal London UK Mid-Cap Growth trust manager Leigh Himsworth will leave the company to become Gartmore’s head of UK equities, says Investment Week.
29/07/2009

Macquarie looking for acquisitions in asset management

The Australian management firm Macquarie Group is seeking acquisitions in the asset manaegment sector, and in financial services and banking, the Wall Street Journal reports. The firm’s CEO, Nicholas Moore, says there are opportunities in the United States and Europe in investment banking.
29/07/2009

British investors return to equities funds

In June, British investment funds aimed at retail investors posted net subscriptions of GBP2.5bn, after subscriptions of nearly GBP3bn in May, according to the most recent statistics from the Investment Management Association, the British association of management professionals. Of this total, GBP990m went to equities funds, and GBP897m to bond funds. Richard Saunders, president of the IMA, says “Investors have been coming back to the market in recent months and June saw a continuation of this trend. Retail investors have begun over the last two months to put money into equity funds, particularly international equities, as well as bond funds.” As a result net retail sales in the second quarter” were the strongest ever recorded, he says. As of the end of June, assets in funds domiciled in the United Kingdom totalled GBP389.3bn, a slight decrease from May (GBP391.6bn), and a 9% decrease since June 2008.
29/07/2009

Multi-asset class strategy has positive buzz

Managers estimate that multi-asset class strategy is the investment of the year, and are putting it at the top of their product development checklists. According to a study by Cerulli Associates, cited by Financial Times Fund Management, two thirds of managers in western Europe view the strategy as important or the most important. Total assets in this strategy in the United States and Europe came to about USD1,080bn in May.
29/07/2009

EUR1.5bn leveraged buyout shaping up for Anheuser-Busch InBev activities

“Two investment funds, CVC Capital Partners (CVC) and TPG, remain in the running to acquire the activities of Anheuser-Busch InBev in central and eastern Europe,” L’Agefi reports. KKR is reported to have withdrawn from the bidding. The journal reports, citing the Belgian newspaper De Tijd, that CVC Capital Partners is planning to offer over EUR1.5bn.
29/07/2009

Macquarie cherche des acquisitions dans la gestion d’actifs

L’australien Macquarie Group cherche des acquisitions dans le secteur de la gestion d’actifs ainsi que dans les services financiers et bancaires, rapporte le Wall Street Journal. Le directeur général, Nicholas Moore, estime qu’ill y a des opportunités aux Etats-Unis et en Europe, dans la banque d’investissement.
29/07/2009
Fonds

Les fonds ISR collectent en mai

En mai, plus d’un milliard d’euros sont revenus dans les fonds ISR européens à la faveur de la hausse des marchés actions, selon les dernières statistiques Lipper Feri compilées par Responsible Investor. Les fonds obligataires ont été parmi ceux qui se sont le mieux vendus.
Fonds

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