08/05/2013
UCITS Celebrates 25th Anniversary
To celebrate the 25th Anniversary of UCITS, State Street has co-sponsored a special commemorative publication. The publication, "UCITS XXV", tells the history of The Undertakings of Collective Investment Transferable Se...
05/05/2013
Risk Awareness Increased Since the Financial Crisis
Wai-Kwong Seck, executive vice president, head of Asia Pacific Global Markets and Global Services introduces the latest EIU study, commissioned by State Street on how institutional investors are building risk-aware cult...
18/04/2013
AIFMD: What Should Alternative Fund Managers Do Now?
A recent article, “AIFMD: What Should Alternative Fund Managers Do Now?”, published in Investment Europe, looks at the far-reaching effects of the Alternative Investment Fund Managers Directive (AIFMD). Keith Burman, s...
08/04/2013
AIFMD Increases Need for Due Diligence and Oversight
Martin Dobbins, head of State Street in Luxembourg and chairman of the ABBL ALFI Depositary Bank Forum (ABBL: Luxembourg Banker’s Association / ALFI: Association of the Luxembourg Fund Industry), gave an interview about ...
21/03/2013
Securities Lending: Assessing Portfolio Risk and Return
David Chua, Hans-Christian Lüdemann, Crossan Barnes, Leslie Levine, Glenn Horner, Jeffrey Trencher Prior to the financial crisis, the risk/return dynamic within securities lending was academically well-understood, but ...
21/03/2013
China/Hong Kong Mutual Recognition: Re-shaping the funds landscape
A Q&A with Catherine Simmons In November 2012, regulators from Hong Kong and mainland China established a working group to discuss the development of a mutual recognition platform for the cross-border sale of collective...
04/03/2013
Focus on FATCA
A recent article, “Focus on FATCA,” published on HFMWEEK.com looks at how the Foreign Account Tax Compliance Act (FATCA) will affect the hedge fund industry, and what steps hedge funds managers should take to prepare for...
19/02/2013
Liquidity and Portfolio Choice: A Unified Approach
Will Kinlaw, Mark Kritzman, and David Turkington The authors propose a simple analytical construct for incorporating liquidity into portfolio choice. In cases where investors deploy liquidity to raise a portfolio’s expe...
07/02/2013
FATCA: One Step Closer
US regulation to ensure that Americans who invest with so-called foreign financial institutions (FFIs) meet their US tax obligations has moved a step closer to full implementation. On January 18, 2013, the US Internal ...
07/02/2013
Keeping You Ahead Of The Changing Marketplace
Fast-moving global markets continued to put pressure on the financial services industry in 2012. Growing investor demands, widespread regulatory reform and new demographic trends increased complexity across the industry....