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TUESDAY SEPTEMBER 16th TICKER: Last week UK equities indices fell with the FTSE 100 down 0.70%. The FTSE 250 was down 1.30%; and the FTSE All-Share was down 0.80%. - London’s IPO market has bounced back in 2014, as the year shapes up to bring in a bumper crop of flotations on the UK main market. New research by Capita Asset Services shows a dramatic uplift in the number of companies making their debut on the London Stock Exchange, with more companies taking to the stage than in any year since the recession - European equity trading venue BATS Chi-X Europe has signed a partnership deal with BX Swiss (BX), Switzerland’s only independent exchange, in which the pair will work together on cross listings for exchange-traded funds and trade reporting - CME has become the third entity to file an application for recognition as a trade repository in Québec, joining DTCC Data Repository and ICE Trade Vault - TheCityUK and the China-Britain Business Council (CBBC) have deepened their engagement in China’s economic reform plans, presenting a new series of expert working papers on the approaches China could take to develop its Free Trade Zone - Paris-based alternative investment firm Silver Time Partners has selected Caceis as the asset servicing partner for its first Luxembourg UCITS “Silver Time LOQ Equity Sicav’ fund which launched at the start of September - Private equity fund managers are not doing enough to appease their institutional backers with regards to the fees they charge, according to new research from Preqin - Societe Generale Securities Services has been mandated by CILOGER, a French real estate asset manager, to provide depositary and regulatory reporting services within the framework of the Alternative Investment Funds Management Directive (AIFMD) - The Financial Industry Regulatory Authority (FINRA) has issued a new Investor Alert called ‘Frontier Funds—Travel With’ Care cautioning investors interested in funds that invest in frontier markets to carefully consider the heightened risks.

Transition Management 2012

Transition Management 2012 11 October 2012Gibson Hall 13 Bishopsgate, London EC2N 3BA   http://www.ftseglobalmarkets.com/media/k2/items/cache/18d2fa990243b5f4ec94abbc01e25243_XL.jpg

Transition managers, pension funds, consultants, fund of funds, managed funds, platform providers and the insurance sector examined the key issues driving change and the transition solutions available to the pensions and investment industry at FTSE Global Markets' Transition Management Seminar.

As a facilitator of change it is perhaps not surprising that Transition Managers find themselves at the fulcrum of the evolution taking place in the investment industry. Change is occurring both in terms of where demand for transition managers is originating and also in the types of transitions that are taking place. Whilst the transition business in Europe from pension funds is now relatively consistent, and for the biggest users dominated by panels, most managers are seeing current growth from managed funds, fund of funds and the insurance sector. In the medium to long term the future of the transition management sector lies with the defined contribution sector. Fund managers across Europe are having to employ a multi-asset approach that allow the asset allocation to change as members near retirement. With the first DC pensioners coming online in Europe and retirement patterns changing, fund managers are developing new solutions for the pay-out phase, such as through retirement funds. Insurance companies currently dominate business in the pay-out phase, but changing regulations should allow fund managers to capture a greater share of business. Increasingly the larger providers will also create platforms which allow access for smaller distributors and third parties that do not have the power or resources to develop their own pension solutions nor the ability to attract sufficient assets through wrapped products of their own. The switch from defined benefit to defined contribution will present Europe's transition managers with a large number of new challenges but also the opportunity to be at the centre of one of the largest changes ever to take place in the pensions and investment sector.

The seminar brought together transition managers, pension funds, consultants, fund of funds, managed funds, platform providers and the insurance sector in order to examine the key issues driving change and the transition solutions available to the pensions and investment industry.  Presentations from Key speakers can now be found by clicking here.

Transition management in an era of change

The transition management service set is broader these days. Market challenges abound. Transparency is vital in volatile markets and when extreme changes in asset allocation often call for innovative approaches to portfolio transitions. A strong platform also helps. Michael S Gardner, managing director, global head, J.P.Morgan Transition Management, looks at the problems and prospects for the service set in an era of change.

For more videos on Transition Management, please click here.

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Lead Sponsors

Transition Management Services from JP Morgan

Perspectives in transition management by Russell Investments

 

 

Associate Sponsors

Beta & Transition Management from BNY Mellon

Portfolio solutions from State Street Global Markets