They are also embracing sustainable investing and putting succession plans in place, according to UBS’s latest Global Family Office Report.
Category: Performance
JPMAM: ESG enhances fixed income performance
Data suggests an ESG overlay improves returns and and reduces volatility for corporate bond investors, according to quantitative research by JP Morgan Asset Management.
Under the hood of a top-performing US tech fund
The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
Performance fees a drag on Value Partners’ 2018 profits
But the firm’s mainland business is growing, with onshore AUM surpassing the $1bn mark.
Will China’s V-shaped performance continue?
The year-to-date China rally demonstrates the only certainty in the mainland market: wild annual swings.
Greater China funds – best and worst in 2018
The best performing Greater China fund in the Hong Kong universe had a -9% calendar year return.
Global fixed income funds – best and worst in 2018
How did fixed income funds respond to the gradual withdrawal of liquidity, rising interest rates and volatility in 2018?
US equity funds: best and worst in 2018
T Rowe Price floats as the S&P sinks into negative territory for the first calendar year since 2008.
China bonds best-selling sector in Q3: Report
BNY Mellon IM’s Mobility Innovation Fund in Japan was the top-selling newly-launched product in Asia-Pacific, and big losers were the categories of rupee-denominated bond products and allocation funds.
Why an active-passive blend offers best of both worlds
BMO Global Asset Management continues to innovate by bringing to market one of the most cost-effective, open architecture, multi-asset funds in Hong Kong, reflecting the firm’s compelling mix of active and passive investment capabilities.
