Monthly Archives: October 2016

Interview with Detlef Glow, Thomson Reuters Lipper

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detlef-glowDetlef Glow is Head of EMEA Research at Lipper. He joined the firm in 2005 from FERI Wealth Management, where he was Director of Portfolio Management, managing segregated accounts for high-net-worth individuals (HNWI). Prior to FERI, he spent nine years with tecis Holding AG, most recently as Head of Fund Research for tecis Asset Management AG. In this role he was responsible for quantitative and qualitative fund research for the tecis fund of funds, the HNWI accounts, and the recommendation list of funds for the financial-advisor arm of tecis. Detlef has an MBA focusing on Financial Services from the University of Wales/Cardiff, as well as a BA in Business Administration Mr. Glow, you co-authored the European Fund Market Insight Report Q2 2016. What were the key findings?
Detlef Glow: The key findings of the report are, firstly, that the European fund industry is further into a consolidation mode; European fund promoters took 226 products off the market in Q2 2016. Secondly, even though multi-asset funds are at the moment out of investors’ favor, looking at the net new sales in multi-asset products for 2016 so far compared to 2015, mixed-asset products are the only product category showing a net increase in the number of funds during Q2 2016. Read More

Fund of the month October 2016: TREA 3G Credit Opportunities

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Fund Strategy
The TREA 3G Credit Opportunities is a UCITS compliant fund domiciled in the Grand Duchy of Luxembourg. The fund’s investment objective is to generate alpha by investing in a high conviction portfolio of debt securities within the Emerging Markets universe, while lowering portfolio volatility and correlation to indices through a variety of techniques, including duration management, sector allocation, macro hedging and investing in non-correlated asset classes.
The objective of the Fund is to invest in EM sovereign and corporate bonds where the manager believes there is an opportunity to achieve an attractive return on an absolute basis. The Fund is not managed against a benchmark and has considerable flexibility in its investment universe.
The investment process of the fund consists of three steps: first a top down approach to formulate a macro view, then a bottom up fundamental and technical analysis for credit selection, followed by the portfolio construction.

Fund Chart
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UCITS HFS Index undecided, performance of 0.00% in September 2016

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After a solid recovery over the last two months, the UCITS HFS Index comes to a halt with a performance of 0.00% in September 2016. The broad index started positively into the month with a performance of 0.10% after the first full week of trading. The second week saw the UCITS HFS Index lose -0.25%, its only weekly loss in September. As the broad index recovered 0.07% and 0.08% in week three and four, respectively, the performance for the month was flat. Of all funds tracked 52.10% reported gains in September 2016.


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