Tag: Structured funds
UK advisor enters discretionary space with structured products fund portfolio
Europe | Products
17 Apr 2020 by Pablo Conde
UK advisory firm Lowes Financial Management which has approximately £900m of assets under management is gearing up to launch a sister company, Lowes Investment Management (LIM), a new discretionary service to complement its traditional advisory service.
Belgian investors increase exposure to structured products by 70%
Europe | Industry
10 Mar 2020 by SRP News
Turnover of structured products on the primary market increased by 70% in Q4 2019 as retail investors tailor their exposure to products they ‘trust’.
SRP Europe Awards 2020: Best Distributor & Best Performance – KBC
Europe | Conferences
28 Jan 2020 by Nikolay Nikolov
KBC Asset Management has been one of the most successful distributors across European markets and has won several accolades including 'Best Distributor' and ‘Best Performance’ in Belgium and the Czech Republic, as well as ‘Best Performance’ in Slovakia. The awards will be presented at SRP’s Europe Awards 2020 on January 29, in London.
Buy-side view - Fortem Capital: we’re not convinced RFQ tools/MIPs offer value for money
Europe | Industry
09 Jan 2020 by Pablo Conde
Fortem Capital partnered with Lowes Financial Management to launch the UK Defined Strategy Fund which invests in a variety of strategies most commonly seen within structured investments, aims to deliver in excess of a cash (Libor 3-months) plus five percent return per annum over the medium to long term.
Belgian capital-protected funds continue to decline
Europe | Industry
26 Nov 2019 by SRP News
Outstanding assets for capital-protected funds in Belgium have reached their lowest levels in the last 10 years.
Belgian volumes hit by low sales life-insurance products
Europe | Industry
09 Sep 2019 by Marc Wolterink
Turnover of structured products in the Belgian market fell by 45% in the second quarter, with the decrease caused by the negative interest rate climate, coupled with a number of distribution requirements, which makes it ‘impossible to meet the preference of the client, who is looking for investment products with full capital protection’, according to Belsipa chair Florence Devleeschauwer.
Bufferfund adds new index-linked structures as performance keeps up despite low vol
Europe | Products
22 Jul 2019 by Marc Wolterink
The Dutch open-ended investment fund, which invests in structured products, performed well in the first half of 2019 and added certificates on the Dax and Eurostoxx Banks Index.
Mondriaan (part 2): €100m+ licence will take us to the next level
Europe | Products
07 Jun 2019 by Marc Wolterink
The Dutch fund of structured products is aiming at institutional investors as it is fast approaching assets under management of more than €100 million.
LFM: only 1.5% of structured products returned a loss for investors since 2008
Europe | Products
30 May 2019 by Pablo Conde
The UK structured products market as a whole returned an average annualised return of 6.23%, with only 57 of the 3,670 of those maturing in the time period (1.55%) resulting in a loss.
