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Mein Geld TV Roundtable – Die naechste Generation der Anlageberatung
Published on 11 Oct 2012, by Detlef Glow
Noch nie hat die Finanzindustrie einen derartigen Veränderungsprozess durchlebt. Noch sind die endgültigen Auswirkungen der neuen Regulierungen und aufsichtsrechtlichen Vorgaben für Finanzdienstleister nicht vollstaendig absehbar. Dennoch ist schon heute klar zu erkennen, dass die Anforderungen, die Finanzdienstleister zukuenftig bei der Anlageberatung beruecksichtigen muessen, sich deutlich verschaerfen werden. Isabelle Hägewald (Mein Geld) diskutiert mit ausgewaehlten Teilnehmern aus Wissenschaft, Wirtschaft und der Finanzbranche über die Herausforderungen, denen sich Anlageberater in der Zukunft stellen muessen, um ihre Kunden erfolgreich beraten zu koennen. Teilnehmer: Andree Breuer, Geschaeftsfuehrer der Andree Breuer GmbH Prof. Dr. Stefan May, Professor für Finanzmarktanalyse und Portfoliomanagement und wissenschaftlicher Leiter des ikf - Institut für Kapitalmarktforschung und Finanzmarketing GmbH Christoph Kanzler, Leiter der Niederlassung Deutschland der Dimensional Fund Advisors Ltd Frank Rottenbacher, Vorstand der GOING PUBLIC! Akademie für Finanzberatung AG Detlef Glow, Leiter der Fondsanalyse für Europa, den mittleren Osten und Afrika bei Lipper, einer Tochtergesellschaft von Thomson Reuters
Lipper 2012 Q3 Preliminary U.S. Fund Flows Review WebEx Replay
Published on 09 Oct 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $101.9 billion, bolstered heavily by taxable fixed income funds (+$70.8 billion). Despite strong returns and a general increase in investor sentiment, U.S. diversified equity funds continued to bleed assets as the group reported net redemptions of $39.5 billion. Exchange-traded products continued to draw assets, posting $52.1 billion for the same period. Municipal bond funds added $31.6 billion to their accounts as money market funds (+$23.9 billion) also reported net inflows for the quarter.
Lipper 2012 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 09 Oct 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the third quarter performance of fixed income funds. Statements by central bankers Draghi and Bernanke shook up bond markets and focused investors’ attention back on monetary policies and their positive effect on risky assets. Because the dollar fell over the quarter, ex-US fund strategies outperformed and with risk assets back in the driver’s seat lower-quality credits also led the performance charts at the expense of Treasuries and short-duration types.
Lipper 2012 Q3 Equity Mutual Fund Performance Review WebEx Replay
Published on 09 Oct 2012, by Tom Roseen
Tom Roseen highlights Q3 equity fund trends in this WebEx presentation. Despite the proverbial cloud hovering over the global market during the quarter, investors found a reason to cheer: central bank intervention. The on-again, off-again story surrounding Greece, Italy, and Spain from Q2 appeared to play into equity participants’ plans. Investors throughout the third quarter bet that global central bankers would do whatever it took to keep their individual economies on track. Quarterly equity fund performance was unexpectedly strong, with the average equity fund gaining 5.72%, erasing all of Q2’s loss (-5.19%).
Mein Geld TV - Was tun Versicherungskonzerne für ihre Berater?
Published on 05 Oct 2012, by Detlef Glow
Experten aus der deutschen Versicherungswirtschaft diskutieren die verschiedenen Serviceangebote von Versicherungen an die bei ihnen angeschlossenen Makler und die sich daraus ergebenen Möglichkeiten. Zudem sprechen die Teilnehmer über die neue Regulierung und alternative Abwicklungssysteme. Die Teilnehmer dieser Diskussionsrunde sind: - Michael Böck, Geschäftsführender Gesellschafter der der Deutschen Assekuranzservice GmbH; - Jörn Breyer, Leiter Maklervertrieb Deutschland der Generali Versicherung; - Ralf Menikheim, Leiter Vertrieb Deutschland der Heidelberger Lebensversicherung AG; - Andreas Opitz, Gründer und Geschäftsführer der BDAE Gruppe; - Peter Schilinski, Landesdirektor Maklervertrieb der INTER Versicherungsgruppe
Lipper 2012 Q2 Special Topic: Lipper Quick Guide to Fund Expenses WebEx Replay
Published on 10 Jul 2012, by Sasha Franger
Sasha Franger, Fiduciary Research Analyst, presents the Lipper Quick Guide to Fund Expenses in this WebEx replay. The Lipper Quick Guide to Fund Expenses is an annual review of average total expense ratios for different groups of funds and Lipper classifications. Economies of scale and active management contribute to differences in total expenses among mutual funds.
Lipper 2012 Q2 Preliminary U.S. Fund Flows Review WebEx Replay
Published on 10 Jul 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net outflows of $10.5 billion, once again stunted heavily by large outflows from both U.S. Diversified Equity funds (-$29.5 billion) and Money Market offerings (-$67.9 billion). Exchange-traded products continued to draw assets, posting $14.8 billion for the same period. Fixed income products continued to hold the most favor as both mutual and ETF bond funds recorded net inflows of approximately $73 billion.
Lipper 2012 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 10 Jul 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro.
Lipper 2012 Q2 Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Jul 2012, by Tom Roseen
Global economic and political uncertainties, accompanied by softening U.S. economic data, played integral roles in equity fund performance in second quarter 2012. Equity funds (-5.20%) posted their first quarterly loss in three, with World Equity Funds (-7.17%) underperforming Lipper's other three broad equity macro-classifications. Investors appeared to focus on dividend payers and defensive issues, bidding up Dedicated Short-Bias Funds (+5.38%), Real Estate Funds (+3.39%), and Utility Funds (+2.53%). Tom highlights Q2 trends in this WebEx presentation.
Lipper Trends in the European ETF Industry
Published on 01 Jun 2012, by Detlef Glow
Carsten Lootze, Community Editor -- Trading Structured Products, Thomson Reuters and Detlef Glow, Head of EMEA Reseach, Lipper are discussing the developments in the European ETF industry during the first five month of 2012
Lipper 2012 First Quarter Special Topic WebEx Replay: Lipper Subadvisor Research Series--Mutual Fund Subadvisors: Impact on Investors
Published on 10 Apr 2012, by Sasha Franger
Sasha Franger reviewed the findings of Lipper’s three-part research series on subadvised funds. This series compared subadvised funds to funds that are not subadvised by expenses, performance, and flows. Taken together, subadvised funds do not vary significantly or predictably from their non-subadvised counterparts. This points to the conclusion that the subadvisor status of the fund does not impact the investor nor do investors take the subadvisor status of a fund into account when choosing a mutual fund.
Lipper 2012 First Quarter Preliminary Fund Flows Review WebEx Replay
Published on 10 Apr 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2012 in this WebEx replay. Despite a stellar first quarter of performance some investors were still wary about jumping back in the market. Overall, U.S. conventional mutual funds posted net outflows of $2.7 billion, dragged down heavily by large outflows from both U.S. Diversified Equity funds (-$11.2 billion) and Money Market offerings (-$84.1 billion). Exchange-traded products fared much better pulling in $52.4 billion for the same period. Investors continued to focus heavily on fixed income products as both mutual and ETF bond funds recorded net inflows of roughly $100 billion.
Lipper 2012 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 10 Apr 2012, by Jeff Tjornehoj
Despite headlines trumpeting the return of equities, fixed income fund held their ground in Q1 and produced solid returns. Jeff Tjornehoj breaks down where the action was at and looks for conditions to improve for fixed income in the quarters ahead.
Lipper 2012 First Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Apr 2012, by Tom Roseen
Equity Funds posted their best Q1 returns since Q1 1998, rising 11.97% for the quarter ended March 31, 2012. For the quarter, 81 of Lipper's 86 equity fund classifications posted positive returns. Investors put risk back in their portfolios. They bid up the prior quarter's laggards: India Region Funds (+22.63%), Science & Technology Funds (+20.26%), and Global Science & Technology Funds (+18.96%), while shunning Dedicated Short-Bias Funds (-16.31%), Commodities Specialty Funds (-2.06%), and Precious Metals Funds (-1.72%). Tom highlights Q1 trends in this WebEx presentation.
Roundtable Mein Geld TV - Vermögensverwaltung - Anlagestrategien für 2012
Published on 02 Apr 2012, by Detlef Glow
Detlef Glow diskutiert mit Kapitalmarktexperten die Chancen und Risiken bei der Geldanlage im Jahr 2012. Teilnehmer: Dr. Hendrik Leber (ACATIS), Arne Tölsner (Allianz global Investors), Henning Voigt (Warburg Invest), Harald Fuchs (Fürst Fugger Privatbank), Wolfgang Zinn (GS&P), Markus Kaiser (Veritas), Detlef Glow (Lipper), Isabelle Hägewald (Mein Geld TV)
Lipper Fund Awards Germany 2012
Published on 02 Apr 2012, by Detlef Glow
Mein Geld TV präsentiert den Gewinner der Kategorie Aktien Asien Pazifik. Detlef Glow interviewt Frank Lingohr, Fondsmanager des Lingohr-Asien-Systematic-LBB-Invest.
Lipper Fourth Quarter 2011 Preliminary Fund Flows Review WebEx Replay
Published on 11 Jan 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2011 in this WebEx replay.
Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay
Published on 11 Jan 2012, by Jeff Tjornehoj
This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.
Lipper Fourth Quarter 2011 Equity Funds WebEx Replay
Published on 11 Jan 2012, by Tom Roseen
Tom Roseen reviews equity mutual fund performance trends for Q4 2011 and provides a summary for 2011 along with his outlook for Q1 2012 in this WebEx replay.
Lipper 2011 Fourth Quarter Mutual Fund Special Topic: Target Date Funds--Equity Exposure at Target Date and Beyond
Published on 04 Jan 2012, by Sasha Franger
Sasha Franger discusses target date funds' equity exposure at the target date and beyond. She compares changes in equity exposure at the target date from 2008 to 2001, as well as, compares equity exposure in "to" and "through" target date series.
Mein Geld-TV Roundtable Deutsche Fondsindustrie 13/12/2011
Published on 13 Dec 2011, by Detlef Glow
‘Geschlossene Fonds – Ein berechtigter Kapitalmarkt?‘ German expert roundtable discussion about closed-end-funds for direct investments in private equity, real estate, railway locomotives and ships on Mein Geld TV
Lipper 2011 Third Quarter Special Topic WebEx Replay: Lipper 2011 Subadvisor Research Series--Part 1: Subadvisor Fees and Expenses
Published on 10 Oct 2011, by Sasha Franger
Subadvised funds, or funds whose portfolios are managed by an outside investment company, have taken center stage this year in part because of excessive fee lawsuits sought by investors. Sasha Franger examines the subadvisor fee to determine if an additional fee is tacked onto the existing management fee, or if other expenses decrease to compensate for the cost of the subadvisor. In addition, Sasha looks at how much of the management fee is actually retained by the advisor and/or administrator. Finally, she recommends supplementary subadvisor report content for fund management companies and boards of directors to examine during the contractual renewal process.
Lipper 2011 Third Quarter Fund Flows Review WebEx Replay
Published on 10 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2011 in this WebEx replay. In line with expectations after a disastrous quarter for fund performance, the conventional mutual fund business experienced preliminary quarterly outflows of $125.0 billion. Equity Funds as a whole accounted for roughly $82.9 billion of that as U.S. diversified products posted redemptions of over $70 billion alone. Taxable bond funds were not immune to the sell-off as inflows to the group were nearly flat--a meager $162 million. Investors moved away from higher yields as the previous quarter’s top flows attractor, Loan Participation funds, experienced outflows of $8.2 billion and High Current Yield products lost roughly $3.0 billion. Municipal bond funds offered a bit of a bright spot with quarterly inflows of $1.5 billion as flows for money market funds continued to be volatile with net quarterly redemptions of $43.8 billion.
Lipper 2011 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 10 Oct 2011, by Jeff Tjornehoj
Serious concerns on the fate of Greece, European banks, and even the euro itself sent Treasury-related categories to the top of the performance charts in Q3. The "risk-off" trade forced High Yield and Emerging Markets Debt groups plunging. Jeff highlights these and other trends in his WebEx presentation.
Lipper 2011 Third Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 10 Oct 2011, by Tom Roseen
Equity Funds suffered their worst declines since Q4 2008, losing 17.44% for the quarter ended September 30, 2011. For the quarter, only 2 of Lipper's 86 equity fund classifications posted positive returns: Dedicated Short-Bias Funds (+29.82%) and Commodities Specialty Funds (+1.17%). World Equity Funds (-20.44%) lagged their Mixed Equity Funds (-10.08%), Sector Equity Funds (-15.36%), and U. S. Diversified Equity Funds (-16.67%) cohorts in Q3. Tom highlights Q3 trends in this WebEx presentation.
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