The implementation of ESG criteria has put asset managers around the globe under pressure. On one hand, the industry is facing greenwashing allegations from regulators and market observers for not be strict enough with the implementation of ESG-criteria into their portfolio management processes. On the other hand, some states in the US have banned asset managers that have implement environmental, social, and governance (ESG) criteria (especially the exclusion of fossil fuel, gas, and fracking) in their portfolio management processes from managing pensions or other state-related assets. All this is happening while stakeholders from the asset management industry, governments, regulatory bodies,

Refinitiv Lipper Fund Awards Winners: Singapore 2020 The Refinitiv Lipper Fund Award Winners have been announced for the Singapore fund industry.  The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s four fund families receiving Asset Class Group awards for their superior firm-wide performance. The merit of the winners is based entirely on quantitative criteria. For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and

The whole world switched into crisis mode due to the rapid spread of the coronavirus across the globe, sparking a pandemic which closed many businesses and led to lockdowns in some countries. For the asset management industry, this means that most of the employees are now working in a virtual office environment, also known as a home office. From my perspective, the experiences from these circumstances will lead to an even faster adoption of digital solutions within the asset management industry—a situation that was expected eventually. Generally, it is clear that the asset management industry is, at the moment, somewhat

The announced merger between Franklin Templeton Investments and Legg Mason follows a series of other takeovers. It shows that the global asset management industry is further in a consolidation mode, even as the overall assets under management increased massively over the last 10 years. The ongoing corporate activity regarding transactions is driven by the increased pressure on fees for active management, which is shrinking the revenues of asset managers. The trend started in the U.S., but has also reached Europe. One reason for the increased pressure on the revenues of asset managers is the fact that they are no longer

Big data is one of the key buzzwords in all industries. Analysts in the financial industry especially have to cope with large amounts of data to conduct their research. One of the main struggles of all data scientists and analysts is the fact that the quality of the raw data is, in most cases, not good enough to conduct meaningful research. This means that data analysts need to do a lot of work sorting and cleaning the data so that an algorithm, or another kind of artificial intelligence (AI), can finally conduct the analysis. This is also true when it

Sander Read, CEO of Lyons Wealth Management, provides insight into the impact of market downturns and transformative technologies for the fund management industry in 2019 and beyond. Lipper Fund Award winners have excelled in providing consistently strong risk-adjusted performance relative to their peers. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. For a full list of USA Lipper Fund Award 2019 winners, click here. For new insights on artificial intelligence (AI), digitalization, big data,

8 NOVEMBER 2018 – Lipper announces the winners of the Canadian Awards 2018. These highly-respected awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers – the merit of the winners is based on entirely objective, quantitative criteria. The full list of Group Award winners follows below: “In a year of both economic and geo-political gyrations, we at Lipper congratulate the 2018 Fund Award winners for delivering outstanding performance to their investors. We also wish them continued success as they continue navigating this dynamic market environment.” said Robert Jenkins, global head of

The German asset manager Flossbach von Storch (FvS) was one of the major winners of the group awards during the Thomson Reuters Lipper Fund Awards 2017; the company not only won the mixed-asset large category for Europe, but it also won this award for Germany, Austria, and Switzerland. In addition, it was a topic of interest that FvS has moved from the small-asset manager category to the large-asset manager category in 2017. FvS showed an impressive growth story over the past eight years, mainly driven by its flagship product–Flossbach von Storch Multiple Opportunities R (LU0323578657). During a meeting in Cologne, where FvS