Five firms have already joined the project, with advised assets of EUR550m.
According to a survey by Bloomberg Intelligence and Simmons & Simmons, assets may increase by 21% by 2025, while management fees will rise by only 8%.
As robo-advisers are on track to reach assets under management of nearly USD16trn by 2025, according to a study by Deloitte, the Paris Fintech Forum held in Paris on Tuesday, 29 January, was an ideal place to debate the future of this industry. For this annual occasion, Adina Grigoriu, CEO of Active Asset Allocation, Narciso Vega, CEO of Accurate Quant, Charles Wong, CEO of Prive Technologies, and Josh Bell, General Partner at Dawn Capital, participated in a panel entitled “Robo Advisors : where are the results?"
Will the year 2018 mark the turning point for funds denominated in euros? Long neglected by regulators and players in the finance industry, funds denominated in euros may well make a comeback against unit-linked funds in 2019. The reason? Returns are down slightly, but remain attractive to some, and remain well above unit-linked returns, in light of the market context: the CAC 40 lost 10.95% in 2018, according to Bloomberg, based on performance from 29 December 2017 to 31 December 2018, with dividends not reinvested.
A study by ORSE and PwC identifies some factors holding back development of social impact bonds.
Retail clients are paying twice as much as institutional clients.
Davide Serra, founder and CEO-CIO of Algebris Investments gives his outlook to NewsManagers on the financials market segment.
In 2017, global earnings for financial investment advisers (CIF) totalled EUR2.6bn, 27% of which was for activities relating specifically to advising financial investments.
Marta Oudot, recruited by DNB AM to cover the French market, explains the unique qualities of this Norwegian asset management firm to NewsManagers.
More than half of buy-side companies have implemented a global policy to separate research and execution costs.
The asset management firm Mata Capital, led by two former Primonial REIM managers, is entering a new phase in its growth. Three years after its inception, Mata Capital, with assets expected to exceed EUR500m at the new year, will in early 2019 launch an online investment platform.
Derrière l’économie évolutive, l’enjeu est d’identifier les sociétés qui tirent parti des évolutions démographiques et technologiques de long terme.