China’s retirement system hears what does — and doesn’t — work in 401(k)s and IRAs

China’s retirement system hears what does — and doesn’t — work in 401(k)s and IRAs
China is working hard on expanding its government-backed retirement plans. A delegation from China’s Ministry of Human Resources and Social Security was in Boston last week to talk with fund industry executives about the strengths and shortcomings to the U.S.

7 hot topics in European funds . . . in translation

7 hot topics in European funds . . . in translation
Reading about trends in the European mutual funds can give us industry professionals here in the U.S. a bit of a through-the-looking glass feeling. Our counterparts on the other side of the Atlantic seem to be talking about the same things we are — sort of.

Deciphering Eurospeak

Deciphering Eurospeak
If the “Globalisation of fund regulation” panel at the International Bar Association’s 22nd Annual Conference on the Globalisation of Investment Funds yesterday drove one thing home, it’s that the European regulatory system is complex.

Growing interest in NewCITS

Growing interest in NewCITS
“Are you seeing convergence between regulated mutual funds and hedge funds?” was the question I posed to a panel of top fund industry executives from BNY Mellon, Brandes, Ernst & Young, John Hancock and Wells Fargo.

Pozen and Hamacher on UCITS in Financial Times today April 13

Pozen and Hamacher on UCITS in Financial Times today April 13
In an op-ed co-authored by Theresa Hamacher of NICSA, Robert Pozen discusses why European UCITS funds are outgunning their rivals in the United States. Read more here (registration required).

“The Fund Industry” reviewed in NY Times on April 10

“The Fund Industry” reviewed in NY Times on April 10
A review of The Fund Industry: How Your Money is Managed by Robert Pozen and Theresa Hamacher ran online and in the print version of The New York Times yesterday, April 10. The review ran in the Mutual Funds Supplement in the Business Section.

The Fund Industry gives “insight into mutual funds”

The Fund Industry gives “insight into mutual funds”
Read the full review in Pensions & Investments here.

Will Europe become #1 in funds? Pozen and Hamacher say it’s likely.

Will Europe become #1 in funds? Pozen and Hamacher say it’s likely.
Will Europe soon become the world leader in mutual funds, bumping the United States out of its long-held top spot? Bob Pozen and Theresa Hamacher, authors of The Fund Industry: How Your Money is Managed, think that it’s likely, unless the U.S.

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