Mark Mobius has formally confirmed former Franklin Templeton colleagues Carlos Hardenberg and Greg Konieczny as founding partners in his eponymous boutique firm, as details of the planned emerging and frontier markets fund are revealed.
Author Archives: Jessica Tasman-Jones
Jessica Tasman-Jones is news editor at Portfolio Adviser and covers fund selection, asset allocation and portfolio construction for intermediaries, as well as industry news and regulation. Previously she has held roles covering the fund selection and financial advice industries at Fund Strategy and Money Marketing, and the family office industry at Campden Wealth. Before moving to the UK in 2012, she worked as reporter for Fairfax Media in New Zealand.
Investors exposed to soaring duration in Vanguard Lifestrategy
Vanguard’s £9.6bn Lifestrategy range is exposing investors to interest rate risk, as governments and corporates buying up cheap, long-dated debt skew duration in indices that the passives giant tracks.
Morningstar launches outsourcing unit for Mifid II
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.
Bargain hunt: cheap trackers that don’t scrimp on performance
Not all FTSE All-Share trackers are priced equally and the costliest passive exposure comes from the Virgin UK Tracker with a whopping 1% charge. Click through the gallery below for the five cheapest funds on offer and help investors get more for less.
Cheapest ETF in Europe launches
Lyxor Asset Management is launching the cheapest ETF in Europe this week, bringing prices in the UK and the Continent in line with US products.
Surging green bond market suffers diversification problem
A letter from Insight Investment calling for greater green bond issuance from banks highlights the lack of depth in the green bond space, despite the market growing significantly over the last year and the first green bond funds reaching their three-year track record.
Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
‘Free-riding’ passive investors under central bank scrutiny
Passive investors pay scant regard to the fundamentals of individual securities and free-ride on the work of active investors with implications for financial stability, price discovery and index correlation, according to a paper from the Bank of International Settlements.
Funds rebadging as ESG reaches new heights
Asset managers are increasingly repurposing underperforming funds into ESG products to jump on the sustainable investing trend, but an announcement this week from Franklin Templeton Investments has taken the process to new heights as it repositions a global equities fund into a thematic climate change product.