Selectors expect ever-greater access to alts, but regulators are aware that marketing to retail clients poses different risks to institutional investors.
Distribution
UK distributor leverages managers with unitised portfolios
Consolidator Progeny has unitised its $1bn model portfolios, handing it greater cost control and buying power. CIO Ian Hooper explains why he’s now getting phone calls from asset managers.
Global group flows: Money markets dictate group top 10
How do you take your flows – with ETFs or without? We look at how rates, ESG and indexing have driven flows in and out of groups this first half.
‘It was probably the worst timing to launch a fund’
Furious marketing and a constant need to prove you had the investment ability: both were features of launching a bond fund during a global financial crisis. Two veteran managers reminisce.
Heronbridge: The profit-raking asset manager you’ve never heard of
Hidden among the historic buildings of Bath lies a publicity-shy investment boutique with almost-unbelievable margins. Amplify takes a look at what makes it work so well.
ESG pioneer Round calls time on a 35-year career
Being some three decades ahead of the curve can’t be easy, but EdenTree’s sustainable fund veteran Sue Round does not begrudge the late bandwagon jumpers.
Exclusive: BlueBay launches active bond fund to tackle volatile climate
Asset management firm believes passive funds will not offer investors the same level of protection against current inflationary headwinds.
Robeco targets net-zero pathway with new Article 9 fund
This equity strategy follows a decarbonisation pathway of 7% per year by investing in climate change mitigators and transition companies.
Poll: Buying wealth management firms to control distribution is…
Citywire’s Wealth CEO Summit featured leading wealth managers discussing the merits of buying firms as distribution avenues. Let us know what you make of it.