December 2016 Issue
When it comes to making an investment, one can be forgiven for finding the choice of investment vehicles somewhat overwhelming. This tricky environment can seem awash with impenetrable jargon and intimidating costs, making any bid to grow wealth something of a minefield. Although deciding between funds and trusts, trackers and exchange traded funds, active and passive strategies can be challenging, for many the option of investing via a mechanism such as an investment fund is eminently sensible. Investing in a fund manager with a strong track record can spread risk and improve returns. However, for all the advantages proffered by an investment fund, there are of course risks and the choice of which one to go for should be made carefully.
FORUM: MiFID II – the impact on investment managers
FW moderates a discussion on the impact of MiFID II on investment managers between Matthew Baker at Berwin Leighton Paisner LLP, John Adams at Shearman & Sterling LLP and Etienne Deniau at Societe Generale Securities Services.
Drivers of change in the hedge fund industry: fees
Preqin Hedge fund fees have come under increased scrutiny lately as some investors, disappointed with the recent performance of their portfolios, have begun to pay closer attention to the costs of their investments. A number of...
A view on Brexit for asset managers
Ropes & Gray A great deal has happened – and has been written about – since the United Kingdom chose to leave the European Union on the 23 June 2016. Not only does the country have a new prime minister (and we now know that she believes that “Brexit...
Issues affecting investment funds
Ashton Barnes Tee The majority of investment funds operate without problem and allow investors a convenient approach to invest monies in a chosen manner, taking advantage of all of the beneficial attributes of the investment fund structure. However...
Singapore funds and fund management – recent developments
Drew and Napier LLC The Monetary Authority of Singapore (MAS) Asset Management Annual Survey reported in October 2016 that globally, assets under management (AUM) grew just 1 percent to US$71.4 trillion, weighed down by slower growth in emerging...
New investments funds and REIT regimes in Saudi Arabia
King & Spalding The Saudi Arabian economy, while strong and stable relative to other countries in the region, has entered a period of transition. In early 2016, the country’s leadership adopted a national transformation plan – ‘Vision 2030’ the aim...
New Hungarian law makes easier to establish a private equity fund manager and private equity fund
CMS Budapest Simultaneously with the implementation of the EU Alternative Investment Funds Directive into Hungarian law, the Hungarian parliament also made various changes to national rules regulating the establishment and operations of private equity funds...
The outlook for investment companies
Carey Group It has been an interesting year inside the boardroom of investment companies, with a shift in focus from IPO deals and capital raising to managing the status quo. Unexpected and under-discussed implications of the Brexit vote...
CONTRIBUTORS
Ashton Barnes Tee
Berwin Leighton Paisner LLP
Carey Group
CMS Budapest
Drew and Napier LLC
King & Spalding
Preqin
Ropes & Gray
Shearman & Sterling LLP
Societe Generale Securities Services.