Secteur

Sofia Harrschar, head of alternative investments & structuring at Universal Investment, delves into the shift towards alternative investments among institutional investors.

A significant portion of financial influencers, commonly known as finfluencers, has been found to neglect proper disclosure practices when promoting products or services, according to a study conducted by the CFA Institute. The institute is now calling on investment firms that engage with these finfluencers for promotional activities to shoulder the responsibility of ensuring compliance through adequate training.

This week’s overview of transfers, appointments, promotions and other people news includes updates from Credit Suisse, Carmignac, Zumo and European consumer interests group Beuc.

Kristofer Barrett

Kristofer Barrett (photo) has been appointed to the London-based investment team of Carmignac as global equities manager. He will join the business on 8 April 2024.

Every now and then, my development team informs me that they need to take a pause from future developments to refactor code. Refactoring is a process where they restructure existing computer code without altering its external behavior.

Over time, small incremental changes to the software’s code base degrade maintainability, readability, and performance. The purpose of refactoring is to enhance code performance without affecting existing functionality, as a clean code base facilitates the addition of new features.

Luxembourg continues to dominate the global cross-border fund registration landscape, holding a 54.6 percent market share despite a slight 0.4 percent drop in 2023, according to PwC Luxembourg’s latest Global Fund Distribution Poster. The 24th edition of this annual posted provides an in-depth analysis of the fund distribution trends across over 40 countries.

Un collectif international de gestionnaires d’actifs européens, dont Aegon, souhaite dresser un état des lieux du manque de diversité au sein du secteur. Le projet de recherche est une initiative du Diversity Project Europe, fondé l’année dernière par huit gestionnaires d’actifs de premier plan et soutenu par PwC Suisse.

In a world inundated with political polarisation and partisan scepticism, it’s easy to get lost in the noise surrounding climate change, green-washing, over-regulation and what some may dismiss as mere ‘wokeness.’ Yet, amidst this tumultuous backdrop, a quiet revolution has been taking place within the investment industry. 

Over the past decade, responsible investment funds have emerged as a steady force, defying all the sceptics, and maintaining market share while experiencing a surge in assets. 

As European skies darken with the storm clouds of geopolitical tensions, particularly the shadow cast by Russia’s war against Ukraine, a stark dilemma has emerged on the horizon for the continent’s asset managers. This quandary, deeply rooted in the ethos of sustainable investment principles, challenges the very fabric of Environmental, Social, and Governance (ESG) advocacy. The question that now looms large is whether investments in the defence industry can be harmonised with the steadfast commitment to sustainability.

Investment funds witnessed a marginal recovery in 2023, following the tumultuous year of 2022. This revival, however, was achieved amidst mounting challenges, it became clear at the 2024 Trends Investment Summit in Brussels on Wednesday.

Eurozone finance ministers have put forth a five-year blueprint to forge a robust Capital Markets Union (CMU) in what they see as an “ambitious” move to enhance private capital flow into Europe and underpin Europe’s costly shift to a sustainable and digital economy.