High conviction equity portfolios tend to have a higher likelihood of outperforming the index than broadly diversified portfolios, argues Willis Towers Watson.
Author Archives: Francis Nikolai Acosta
Francis is editor for Fund Selector Asia, covering the asset and wealth management industry in Asia. He joined Last Word Media in November 2016 as a senior journalist and became deputy editor in 2019. Previously, he was a reporter at Ignites Asia, A Financial Times service, also covering the region's asset management industry. He has a Master's degree in journalism from The University of Hong Kong.
First State brings new funds to Hong Kong
After its retail fund push in Singapore, the firm has registered two products for retail sale in Hong Kong.
HEAD-TO-HEAD: Artemis versus Seneca
FSA compares two global multi-asset income products: the Artemis Monthly Distribution Fund and the Seneca Diversified Income Fund
In case you missed it (11 October 2019)
Legg Mason Global AM names Apac (ex-Japan) head; Aviva launches ESG multi-asset product in Singapore; Barings raises $235m for real estate fund; Merian acquires multi-asset business in London; ESG scores of Chinese companies improve; and more…
UBS AM tops China power ranking, Broadridge says
Both UBS AM and JP Morgan Global AM score high in terms of retail brand perception and local operational strength.
Northbound MRF inflows reach record high
But the momentum of monthly net sales for Hong Kong-domiciled products sold in the mainland (northbound funds) slowed down in August.
HEAD-TO-HEAD: Aberdeen Standard versus JP Morgan
FSA compares two Japan equity products: the Aberdeen Standard Sicav I Japanese Equity Fund and the JP Morgan Japan (Yen) Fund.
In case you missed it (27 September 2019)
T Rowe Price bolsters Asia-Pacific multi-asset team; Newton IM hires Hermes’ head of sustainable investing; Qatar National Bank receives banking licence in Hong Kong; UBS AM launches All China Fund to Hong Kong’s retail market; Global investors redeem $63bn from hedge funds; and more…
GSAM keeps onshore fund structure sidelined
But in Hong Kong, the firm is building its retail business and has signed Standard Chartered Bank as distribution partner.
Would you invest in a space exploration fund?
‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.