Global pensions in 5 charts

Global pensions in 5 charts
What determines the size of a country’s pension assets? Here are 5 graphs that examine potential determining factors. They’re based on data on 13 countries from Towers Watson’s recent Global Pension Assets Study 2012.

Facing a complex/non-complex situation

Facing a complex/non-complex situation
If a fund uses derivatives heavily, does it become too complex for the average retail investor? That’s the question facing the European fund industry right now. Regulators in the European Union have proposed that UCITS funds* using derivatives extensively should be designated as “complex” — and subject to more stringent rules on sales and marketing.

The global fund industry in 3 charts

The global fund industry in 3 charts
What determines the size of a country’s fund industry? Here are three graphs that look at key determining factors. For more on the global fund industry, join us at the ALFI Global Distribution Conference in partnership with NICSA and the Hong Kong Investment Funds Association Tuesday, September 27th, and Wednesday, September 28th Centre de Conférences, Kirchberg, Luxembourg 16 sessions with over 50 speakers from 8 countries on 3 continents For complete program information and to register, visit the ALFI website 1.

Mutual fund hot spots | Maps that tell the story

Mutual fund hot spots | Maps that tell the story
You’re a mutual fund marketing executive, and you’re planning your firm’s global strategy. You want to focus your budget dollars on the countries with the best prospects for growth.

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.

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