Issue 3, 2013

The Nordic Fund Selection Journal issue from August 2013 provides an extensive overview of recent developments and key insights within the Nordic and international asset management industry. The content was largely gathered during FundForum International 2013 in Monaco, featuring interviews with influential figures such as Keith Skeoch, CEO of Standard Life Investments, and Mussie Kidane of Pictet & Cie. The magazine highlights the evolving investment landscape, including trends in alternative investments, the rise of smart beta strategies, and the impact of increased regulation on asset managers and investors. Significant emphasis is placed on understanding client needs, selecting outstanding active managers, and integrating innovative solutions like liquid alternatives and UCITS funds to address challenges such as low yields and market volatility.

Further, the issue explores practical industry topics through interviews and panel discussions covering fund selection philosophies, portfolio construction, and the role of social media in asset management. Insights into Nordic fund selection emphasize collaboration, the blending of alternative and traditional research approaches, and the increasing complexity of investor demands. The magazine also profiles developments at specific institutions, such as Skandia's strategic review and Lannebo’s new flexible Swedish equity fund, alongside Shaping industry practices through awards, networking events, and new services like the upcoming FBNW platform aimed at enhancing market intelligence in the Nordic region. Overall, the publication offers a concise yet comprehensive understanding of the strategic shifts, challenges, and opportunities facing asset management professionals today.

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Table of content

Editorial and Event Overview

Introduction to the 3rd August 2013 issue covering Nordic and international asset management events, including FundForum International 2013 in Monaco, with interviews and panel discussions from leading industry experts.

News Highlights

Key developments in asset management firms including Goldman Sachs’ selection by Danske Bank, Fidelity’s regional management changes, alternative UCITS fund trends, and executive appointments across the Nordic financial industry.

Industry Analysis and Insights

In-depth reports on alternative investments, convertible bonds, and innovative UCITS offerings focusing on risk-adjusted returns and strategic portfolio construction within evolving market environments.

Guest Viewpoint: Smart Beta

Discussion on the rise of smart beta strategies, their implementation challenges, implications for active management, and their growing role in institutional portfolio construction and oversight.

Panel Discussion: Nordic Fund Selectors at FundForum International 2013

Summary of the panel session with Nordic selectors focusing on alternative investments, allocation strategies, active vs. passive management, smart beta, and regional manager selection approaches held at Monaco during FundForum.

Asset Management in the Social Era

Examination of how social media affects asset management, featuring insights from industry leaders and a new Caceis/PwC report highlighting adoption challenges, opportunities, and regulatory considerations.

Strategy Interview: Keith Skeoch, Standard Life Investments

Discussion on navigating long-term investment challenges, the importance of client needs understanding, the evolution of GARS, managing multiple alpha sources, and regulatory impacts on asset management strategy.

International Selection Profile: Mussie Kidane, Pictet & Cie

Insights into Pictet’s open-architecture fund selection approach, manager evaluation philosophy, and the challenges facing the fund selection profession amid regulatory and market changes.

Distribution and Production: Skandia and Lannebo Fonder

Overview of Skandia’s fund offering review leading to a collaboration with Lannebo Fonder, launching a new Swedish equity fund with flexible portfolio management and active allocation strategies.

Fund Manager Interview: Henrik Rhenman, Rhenman & Partners AM

Discussion on healthcare equity investing, market cycles, valuation perspectives, sector profitability, the role of the Scientific Advisory Board, and risk management philosophy in delivering returns.

Report from FundForum International 2013

A comprehensive summary of the FundForum event focusing on keynote presentations, trends such as social media adoption, networking highlights, and the prominence of Nordic participants and panel discussions.

Travellers: Insights from Industry Professionals

Profiles and perspectives from Graham Bowden (Henderson Global Investors) and Sjef Pieters (Russell Investments) on Nordic market trends, client preferences, and investment challenges.

Office Culture and Perks

Comparative overview of employee benefits across financial and other sectors highlighting trends in workplace perks, including free meals, childcare, wellness programs, and work environment enhancements.

News from Tell Media Group and Industry Developments

Announcement of the new FBNW premium digital platform for Nordic asset management professionals offering data, networking, analysis, and enhanced market insight for 2014 and beyond.

Upcoming Events

Information on forthcoming industry gatherings such as Fondbar sessions, Nordic Fund Selection Awards 2013, and Nordic Fund Selection Forum designed to promote networking and knowledge sharing.