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  1. New frontloading flap over €8bn clearing threshold

    Membership of the new category two will be determined by whether a firm - which must also be deemed a financial counterparty or a larger alternative investment fund - has an aggregate month-end average notional amount of non-centrally cleared...

  2. UBS stays firm despite commodities downturn

    As a result, UBS has successfully set up several new indexes and strategies on a bespoke execution basis for its clients in Europe and the US, which prefer selective investment in commodities - assets under management (AUM) on this platform has...

  3. The best way to manage individual CPPI, from Deutsche AWM

    The basic variables of an iCPPI product are the investment universe from which the risky and riskless assets will be chosen, the duration of the product, the level of protection and the schedule of contributions of the policyholder.

  4. Ossiam rewarded for innovation in strategies

    But what they have managed to do is keep it simple, with no black-box types of investment, and to remain independent," he says. One of the firm's highlights was the launch in September 2013 of the Ossiam Risk-Weighted Enhanced Commodity ex Grains...

  5. US bilateral margin rules: a hit parade of horrors

    Variation margin, by contrast, can be re-hypothecated - with one big exception for mutual funds subject to the Investment Company Act of 1940. The Act governs open-ended mutual funds, unit investment trusts and closed-end funds, and section 17(f...

  6. AIFMD: hedge funds reported to be struggling with reporting

    Ralf Menegatti, product owner, asset management, at regulatory reporting firm AxiomSL, believes roughly 30% of the required items will not have been integrated into the systems fund managers use and this will "turn the alternative investment funds...

  7. Buy-side firms slam broker Sefs over lack of anonymity

    John Griffin, head of derivatives and trading risk management at Hartford Investment Management Company, pointed out that buy-side firms are not being barred from broker-run Clobs, and said the main reason RFQ remains popular is that pricing is...

  8. Esma discusses AIFMD prime segregation today

    Technical experts from the European Securities and Markets Authority's (Esma's) investment management standing committee are meeting today to discuss the level of segregation to be applied to client assets under the alternative investment fund...

  9. Taiwan compels life insurers to offer longer-dated products

    According to Taipei-based Chris Chien, senior supervisor in the investment management department of TransGlobe Life Insurance, the regulator's call for insurers to lengthen the duration of the asset portfolio has been heeded by his firm, which...

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  10. New role for Okazawa at BNPP, and other recent job moves

    Prior to joining Principal Global Investors, Lam was most recently with Axa Investment Managers in Hong Kong as head of compliance for Asia and Japan. Wong, who was previously the fixed income chief investment officer at BEA Union Investment...

  11. Deutsche AWM masters India non-resident product risks

    Two years ago, Deutsche Bank embarked on an ambitious restructuring programme that saw its asset and wealth management operations more closely integrated with its investment banking arm. For example, prior to the merger, Deutsche's fund derivatives...

  12. Pricing and liquidity see Deutsche AWM retain ETF award

    The ETF launched with an initial $108 million capital investment, which has since ballooned to $500 million. The German firm still retains synthetic ETFs in those areas where replication in the physical world is challenging – most notably in...