Investment Adviser

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Articles in October, 2002 issue of Investment Adviser

• PENSION FUNDS; Top 10 PENSIONS OVER 10 years.(introduction to illustration)
• SVM UK Opps cuts down exposure to house builders.(SVM UK Opportunities fund takes money out of home buildres)(Brief Article)(Statistical Data Included)
• Aberdeen is bottom of equity income sector over five years; Exeter High Income fund and Lincoln Income fund runners up in the underperfomance stakes.(Brief Article)
• L&G offers portfolio wrapper for trackers.(Brief Article)
• Multi manager for 1 per cent world from Canada; Canada Life launches select investment bond and manager of managers service.(Brief Article)
  by Girard, Simoney
• It takes all sorts of specialists; UK investors have yet to develop a taste for funds in the Specialist sector, says Helen Delaney.(Brief Article)
• Technology takeover fails to materialise; Technology has not reduced the role of IFAs but highlighted the value of face-to-face advice.(Brief Article)(Statistical Data Included)
• An idea whose time has come.
• FSA calls on industry to be more transparent; Regulator proposes to reform calculation and reporting of solvency margins.(Financial Services Authority)(Brief Article)(Statistical Data Included)
• 7im details service with range of risk.(Seven Investment Management, multi-manager service)(Brief Article)
• Managers bearish on German financials.(Brief Article)
• FT Fund Ratings: UK Smaller Cos.(Financial Times)(smaller companies in the United Kingdom)(Brief Article)
• Coggans View: Banks cease to look so safe; There is a danger that some banks may have time bombs sitting on their balance sheets.(Industry Overview)(Brief Article)
  by Coggan, Philip
• NAPF offers alternative to state plan.(National Association of Pension Funds)
• Big cash position helps Grender to outperform; Top-ranking Gam North America Growth fund is half invested in cash.(Global Asset Management North America Growth manager Gordon Grender)(Brief Article)(Statistical Data Included)
  by Falush, Simon
• EU to back down on advice passport.(European Union European Commission)(Brief Article)
  by Mawson, James
• CSAM Smaller Caps looks to healthcare; Manager believes projects will boost healthcare construction and insurance.
• Manager confidence hits 12-month high; Fund managers optimism in markets surges, but cash holdings rise survey.
• MX Financial Services: Steady build up; A cautious approach should make a sound base for later higher-risk acquisitions.
• 1200 IFAs flock to Expo 2002.
• Steering clear of commercial property.
• Nigeria and Ukraine face punitive action; Failure to reform their financial laws will see countries facing sanctions.
• Multi-manager offerings increase.
• Legg Mason braves US sector with equity fund; Fund to be an onshore version of the US-based Legg Mason Value trust.(Legg Mason Investors)(Brief Article)
  by Girard, Simoney
• Split cap cross-holdings still common, says report.(Cazenove report on trust holdings)(Brief Article)
• Providers clash over the prospects for with profits.
• US managers slam EC capital requirement.
• Regulator seeks greater transparency.(Financial Services Authority)(Brief Article)
• PENSION FUNDS; Top 10 PENSIONS OVER 10 years.
• Appointments.(Bridgewell Securities hires John Dean, Henderson Global Investors hires David Courtney)(Brief Article)
• New Bristol & West income bond.(Global Income and Growth Bond seven-year investment product)(Brief Article)
• Bonds looking riskier than equities, says BAM.(Brief Article)
• Britannic pours GBP14m into poor performer; Britannic Balanced Growth and Higher Yield funds invest in Smaller Cos fund.(Britannic Asset Managements)(Brief Article)
  by Kumar, Ashutosh
• Investec to issue covered warrants from Ireland.(Brief Article)
• FT fund ratings: SPECIALIST.(Brief Article)
• Seminar programme; The Financial Adviser Expo 2002 seminar programme will address recent and proposed changes to legislation and industry practices. It will provide a forum where speakers and advisers can lead discussions on the future of the financial se
• Offshore funds could enjoy flexible tax relief; Tax changes could lead to more flexibility for offshore funds investing in US.(Brief Article)
• Angel investment is now more mainstream study.(venture capital investment)(Brief Article)(Statistical Data Included)
• Felton to lead fusion of Isis Dynamic and Prime.(Mike Felton)(Brief Article)(Statistical Data Included)
• Volatility hits performance.(small company funds)(Brief Article)(Statistical Data Included)
  by Delaney, Helen
• From financial shark to jet-set adviser; In these turbulent times IFAs need to find a new way of living and clients need to find a way of forgiving.(Brief Article)(Column)
  by Page, Martyn
• Tax havens face censure; EU considering sanctions against offshore centres over information sharing.(Brief Article)
  by Mawson, James
• Stick fund finds niche in bricks and mortar; Rathbones Special Sits falls 14.3 per cent in three months to September.(Brief Article)
  by Henderson, Fiona
• Solus cuts small cap exposure.(Solus Investment Funds)(Brief Article)
• Surviving in tough times.(Brief Article)
  by Ferliel, Ayse
• Diary.
• David Aaron Partnership: The forces of conservatism.
• FTSE unveils bond market service.
• Market boost for managed funds; Helen Delaney.
• How style lost its substance.
• Aon product adds more investment choice to funds.
• Contrarians should bet on the US, says Investec; US stocks are significantly undervalued, says Investec manager Bill Fries.
  by Kumar, Ashutosh
• BWD Aggressive goes heavy with large caps; Fund manager believes FTSE 100 stocks offer better absolute value for money.(BWD Agressive Growth trust)
  by Komar, Ashutosh
• TRC boosts emerging markets expert team.
• Child fund easy to bear.
• Pictet to merge its fund range.
• Gam fund bets on tech shares; Gam Star American Focus fund buys more cyclical stocks.
  by Kumar, Ashutosh
• Britannic ups share holdings, sheds bonds.(Brief Article)
• Regulator burdened with reviews.(Brief Article)
• Warning over structure of guaranteed products.(Brief Article)
• Jupiter Financial Opportunities Fund: Emphasis on selling and stock picks wins.(Brief Article)
• Time is ticking away on savings; The ideal of people taking a more active role in their financial planning has been sacrificed on the altar of spending more on public services than we raise in taxes.(Brief Article)
• Managers on the move; High profile manager transfers will continue to keep investment advisers on their toes.(Brief Article)
• Bleak future for retired, says survey.(survey on pensions and retirement planning)(Brief Article)(Statistical Data Included)
• Index to chart 100 most-traded stamps.(Brief Article)
• BWD focus fund targets small caps; Small cap fund, managed by Stuart Sharp, to contain no more than 40 stocks.(Brief Article)(Statistical Data Included)
  by Kumar, Ashutosh
• Diary.(Brief Article)(Statistical Data Included)
• Why dull is this seasons glamour; Slow but steady finds favour with IFAs tired of the celebrity fund manager merry-go-round.(Brief Article)(Column)
  by Eats, Richard
• FTSE 100 schemes lose GBP64bn.(pensions)(Brief Article)(Statistical Data Included)
• CSAM UK Small Cap fund suffers 33.4% fall; Manager warns underperforming fund could take some time to recover.(Credit Suisse UK Small Cap Opportunities )(Brief Article)(Statistical Data Included)
  by Kumar, Ashutosh
• Harrison misses out on property stock rally.(Leigh Harrison)(Brief Article)
• FPK loses four fund contracts to Hiscox; Managing director of specialist researcher to part amicably after losses.
• And the winners are... Despite gloomy markets, second quarter fund sales were not as poor as many had expected. In this special report, we identify 10 IFAs best-selling funds.
• Skipton: Investors take flight to quality; Investors back income funds with good track records.
• Watch out if the spending slows; The Active Managed sector is vulnerable to a likely fall in consumer spending, says Helen Delaney.
• Back in the USSR: why Russia scores top Marx.
• Japan finds favour at last.
• Vanguard pushes into Europe with trackers; US tracker group plans to offer wealthy investors global stock index funds.
  by Girard, Simoney
• Buxton takes Alpha Plus to second in S&P ratings; Schroder manager takes three months to get sparkling performance from fund.(Richard Buxton; Schroder UK Alpha Plus Income fund)(Brief Article)
  by Dunn, Sam
• Jarvis woos ex-clients as LMI closes Windfall Pep.(Jarvis Investment Management; Legg Mason Investors; Windfall Shares)(Brief Article)

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