MOVES-Vontobel Asset Management appoints senior portfolio manager

Size: px
Start display at page:

Download "MOVES-Vontobel Asset Management appoints senior portfolio manager"

Transcription

1 Firm: Swisscanto Swisscanto Evaluator Founded in Hidden Hidden Hidden Hidden Deutsche Bank to cut jobs Headcount: Hidden Assets Under Management: Hidden The announcement alone is not enough, they have to deliver, said Peter Braendle, who manages about 400 million euros ($438 million) in Swisscanto European equity funds at Zuercher Kantonalbank, and is underweight in Deutsche Bank. jewocity.com October 31, 2015 Vontobel AM poaches corporates specialist from rival group Vontobel Asset Management has hired Citywire + rated Christian Hantel from Swisscanto to manage a newly-launched bond strategy, the Swiss company has announced. As lead portfolio manager of the new fund, called Vontobel Fund - Global Corporate Bond Mid... citywireglobal.com October 27, 2015 MOVES-Vontobel Asset Management appoints senior portfolio manager Hantel joins from Swisscanto Asset Management and he has also worked as head of corporate credit at BNY Mellon Asset Management. (ing by Manish Parashar in Bengaluru; Editing by Savio D'Souza) November 4, 2015

2 Fitch: ZKB's Planned Takeover of Swisscanto is Ratings Neutral (The following statement was released by the rating agency) LONDON, December 12 (Fitch) The planned acquisition by Zuercher Kantonalbank (ZKB; AAA/Stable/a+) of Swiss asset manager Swisscanto will not affect ZKB's ratings, Fitch Ratings says. The planned... December 12, 2014 Swisscanto (CH) Bond Fund Corporate EUR A Born and based in Switzerland, Jérôme Benathan has over 20 years of experience in the financial industry. He joined Swisscanto Asset Management Ltd. in 2007 and is a senior portfolio manager. Before joining Swisscanto Jérôme worked at Man Investments... City Wire October 6, 2015 chides banks for investing in bombs The number of Swiss financial institutions listed in the reports dropped from seven last year down to four this year: the two biggest Swiss banks, UBS and Credit Suisse, and two leading private bankers, Pictet and Edmond de Rothschild. Their investments... swissinfo November 12, 2015 Movers & shakers: November 9 Ms Koenig previously worked at BlackRock. Simon Barrett has moved to Old Mutual Global Investors as head of Middle East and Nordic distribution. Mr Barrett joins the 22.4bn asset management arm of Old Mutual, the insurance and banking group... Financial Times November 8, 2015

3 BlackBerry stock-drop lawsuit raises the question: What s the point? Swisscanto Fondsleitung AG is a European investment fund that is suing BlackBerry for alleged untruths in its public disclosure. It will likely serve as the lead plaintiff if its lawsuit is certified as a class action. (Before a lawsuit becomes a class... The Globe and Mail November 25, 2015 Swiss bank ZKB says will buy asset manager Swisscanto- () Switzerland s Zuercher Kantonalbank (ZKB) has agreed to a deal to buy asset manager Swisscanto from the other Swiss cantonal banks, ZKB said in a statement on Thursday. ZKB will initially pay million Swiss francs ($372.6 million) for... Private Equity Hub December 10, 2014 Iwan Deplazes: «We Have Invested in New Personnel» Iwan Deplazes, head of asset management at Zuercher Kantonalbank, has identified a number of employees at Swisscanto who will be released early next year. The bank at the same time will invest in new jobs and passive funds, he told finews.ch in an interview. Finews November 17, 2015 Swisscanto(LU)B.Gl.Ab.Return H USD B Swisscanto(LU)B.Gl.Ab.Return H C... paying dividend %- Swisscanto(LU)B.Gl.Ab.Return H C... reinvestment %- Swisscanto(LU)B.Gl.Ab.Return H E... paying dividend %- Swisscanto(LU)B.Gl.Ab.Return H U... paying dividend teletrader.com

4 October 25, 2015 Swisscanto votes in considerably more general meetings Swisscanto Holding AG / Swisscanto votes in considerably more general meetings. Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Media Release Exercising voting rights for... PR Inside September 23, 2014 "INIT INNOVATION IN TRAFFIC SYSTEMS AG 25." The issuer is solely responsible for the content of this announcement. On September 25, 2014, Swisscanto Asset Management International S.A., Luxembourg,... Dissemination of a Voting Rights Announcement, transmitted by DGAP - a service of EQS Group AG. AD HOC News September 25, 2014 Second-pillar funding in Switzerland reaches post-crisis high The average funding level for non-public pension funds in Switzerland has increased to 113%, according to estimates based on Swisscanto s most recent survey of the sector. The figure marks the highest level of funding since the financial crisis... Investment Pensions Europe September 18, 2014 DGAP-Public Voting Rights: init innovation in traffic systems AG (english) On September 25, 2014, Swisscanto Asset Management International S.A., Luxembourg, Luxembourg has informed us according to Article 21, Section 1 of the WpHG that via shares its Voting Rights on init innovation in traffic systems AG, Karlsruhe, Germany...

5 New Ratings September 25, 2014 Swisscanto Holding AG: Media conference: Swiss Pension Funds in Autumn 2014 Swisscanto Holding AG / Media conference: Swiss Pension Funds in Autumn Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Press Release Occupational pensions... Finanznachrichten September 17, 2014 Swisscanto votes in considerably more general meetings Zurich, 10 September Swisscanto exercised its voting right at considerably more general meetings during the 2013/2014 financial year. After adopting the Minder Initiative, the "Regulation opposing excessive salaries at companies listed on the stock... September 10, 2014 Press Release: Swisscanto votes in considerably more general meetings Zurich, 10 September Swisscanto exercised its voting right at considerably more general meetings during the 2013/2014 financial year. After adopting the Minder Initiative, the "Regulation opposing excessive salaries at companies listed on the stock... Finanzen September 10, 2014 Swisscanto names new lead on EM equity fund Swisscanto has assigned a new lead manager to its 200 million emerging markets equity fund

6 following the exit of its current manager, the Zurich-based firm has announced. Jan Peterhans, who runs two funds for Swisscanto, assumes sole responsibility for... City Wire September 24, 2013 Swisscanto votes in considerably more general meetings Zurich, 10 September Swisscanto exercised its voting right at considerably more general meetings during the 2013/2014 financial year. After adopting the Minder Initiative, the "Regulation opposing excessive salaries at companies listed on the stock... Benzinga September 10, 2014 Ex-Swisscanto chief takes on new EMD job Swisscanto s former head of credit has been taken on by one of Switzerland s largest insurers to develop its emerging market debt investment capabilities. Mirko Santucci quit his post with Swisscanto in autumn 2012 after five years with the firm and... citywireglobal.com April 11, 2013 SWISSCANTO VOTES IN CONSIDERABLY MORE GENERAL MEETINGS Swisscanto Holding AG / Swisscanto votes in considerably more general meetings. Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Zurich, 10 September Swisscanto... AD HOC News September 10, 2014 Swisscanto Realizes Efficiency Gains with SimCorp Dimension for Fund Administration

7 NEW YORK, Apr 16, 2014 (BUSINESS WIRE) -- SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Swisscanto, the fourth largest provider of investment funds in... Market Watch April 16, 2014 Swisscanto Realizes Efficiency Gains with SimCorp Dimension for Fund Administration SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Swisscanto, the fourth largest provider of investment funds in Switzerland with assets under management exceeding... Broadway World April 16, 2014 Swisscanto selects SimCorp Dimension SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Swisscanto, the fourth largest provider of investment funds in Switzerland with assets under management exceeding... Finextra April 16, 2014 Swisscanto Holding AG - Media conference: Swiss Pension Funds in Autumn Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Zurich, 17 September the Swisscanto autumn conference on occupational pensions revolved around the question: how... Romandie September 17, 2014

8 Press Release: Swisscanto votes in considerably more general meetings meetings. Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement This prompted Swisscanto to tighten up its own voting guidelines. Swisscanto is thereby continuing the long... finanztreff.de September 10, 2014 Citigroup Is Accused in Swisscanto Suit of Misleading Holder Citigroup Inc. (C), the third-biggest U.S. bank by assets, was accused in a lawsuit by Swisscanto Asset Management AG of misleading the Swiss firm about the bank s financial condition from 2006 to Swisscanto, based in Zurich, filed a lawsuit today... Bloomberg December 12, 2012 FUNDVIEW-Swisscanto fears fresh subprime woes ZURICH Jan 9 () - Investors should be on their guard that European banks may uncover more losses from the subprime mortgage disaster and should worry less about a possible U.S. recession, said Swiss fund manager Swisscanto which is underweight in... January 9, 2008 Ex-Bank Coop CEO Steps Down From Swisscanto Board on Finma Ban The chairman of Swisscanto Holding AG, an asset manager jointly owned by Switzerland s regional banks, resigned after regulators banned him from managerial positions in an investigation of market manipulation at the bank that previously employed him.

9 Bloomberg October 29, 2014 Asset management roundup: Swisscanto, ZKB, Amundi, Bawag PSK Zürich Kantonalbank (ZKB), currently the largest shareholder in Swiss asset manager Swisscanto, has confirmed it is in talks on the complete takeover of the company. In the 1970s, several Swiss cantonal banks established Swisscanto as foundations, and, in... Investment Pensions Europe October 27, 2014 ZKB in takeover talks with asset manager Swisscanto ZKB, owned by the canton of Zurich and part of a small group of lenders considered by Swiss National Bank to be essential to the country's financial system, said that no decision had yet been made and it would not comment further on the talks. The cantonal... October 22, 2014 World shares up as US consumer gains confidence "I think we have seen the peak in litigation costs," Peter Stenz, a Zurich-based fund manager at Swisscanto Asset Management, told Bloomberg News. "At some point we'll see light at the end of the tunnel." New Zealand Herald October 28, 2014 UBS bulks up legal provisions by S$2.4b, but profit rises UBS was lucky that it could offset provisions with tax gains and the individual businesses performed quite well, said Mr Peter Stenz, a Zurich-based fund manager at Swisscanto Asset Management.

10 Authorities around the world are investigating allegations... Today October 28, 2014 ZKB in takeover talks with asset manager Swisscanto ZURICH () - Switzerland's Zuercher Kantonalbank (ZKB) is holding talks over a possible takeover by asset manager Swisscanto Holding SWIS.UL, the bank said on Wednesday. ZKB, owned by the canton of Zurich and part of a small group of lenders... October 22, 2014 Deutsche Bank Swings to Third-Quarter Loss on Legal Expenses Management changes of this type in general raise concern about a company s long-term strategy, said Peter Braendle, who managers about 500 million euros in European equities at Swisscanto Asset Management AG in Zurich. Jain is betting the firm can... Money News October 29, 2014 While you were sleeping: US consumer gains confidence I think we have seen the peak in litigation costs, Peter Stenz, a Zurich-based fund manager at Swisscanto Asset Management, told Bloomberg News. At some point we ll see light at the end of the tunnel. Scoop October 28, 2014 Swisscanto Lu Bond Invest Coco H SEK P (Institutional)

11 The fund invests worldwide in financial institutions' debt securities, especially in Contingent Convertible Capital bonds (CoCos), which can be converted into equity capital (shares) in line with the prescribed equity capital requirements. Until the CoCo... Morningstar October 29, 2014 Ex-Bank Coop CEO Steps Down From Swisscanto Board on Finma Ban Oct. 29 (Bloomberg) -- The chairman of Swisscanto Holding AG, an asset manager jointly owned by Switzerland s regional banks, resigned after regulators banned him from managerial positions in an investigation of market manipulation at the bank that... swissinfo October 29, 2014 Asset management roundup: Swisscanto, ZKB, Amundi, Bawag PSK Zürich Kantonalbank (ZKB), currently the largest shareholder in Swiss asset manager Swisscanto, has confirmed it is in talks on the complete takeover of the company. In the 1970s, several Swiss cantonal banks established Swisscanto as foundations, and, in... Investment Pensions Europe October 27, 2014 Zuercher Kantonalbank Says in Merger Talk With Swisscanto Zuercher Kantonalbank, Switzerland s biggest state-owned regional lender, is in talks with Swisscanto Holding AG about a takeover of the asset manager. A final decision hasn t been made, Zuercher Kantonalbank said in an ed statement today. Bloomberg October 22, 2014 Ex-Bank Coop CEO Steps Down From Swisscanto Board on Finma Ban

12 The chairman of Swisscanto Holding AG, an asset manager jointly owned by Switzerland s regional banks, resigned after regulators banned him from managerial positions in an investigation of market manipulation at the bank that previously employed him. Businessweek October 30, 2014 Swisscanto Holding AG - Media conference: Swiss Pension Funds in Autumn Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Zurich, 17 September the Swisscanto autumn conference on occupational pensions revolved around the question: how... Romandie September 17, 2014 UPDATE 1-Swiss bank ZKB seals deal to buy asset manager Swisscanto ZURICH, Dec 11 () - Switzerland's Zuercher Kantonalbank (ZKB) said on Thursday it had agreed to buy asset manager Swisscanto from the other Swiss regional banks, creating the country's third largest fund manager. The chief executive of ZKB, which is... December 11, 2014 Zuercher Kantonalbank Acquires Swisscanto for $373 Million Zuercher Kantonalbank, Switzerland s biggest state-owned lender, acquired the 82 percent of Swisscanto Holding AG it didn t already own for 360 million francs ($373 million), the bank said. Swisscanto was jointly owned by Switzerland s 24 cantonal... Bloomberg December 11, 2014

13 BRIEF-Luzerner Kantonalbank sells stake in Swisscanto to Zuercher Kantonalbank Dec 11 () - Luzerner Kantonalbank AG : * Sells stake in Swisscanto to Zuercher Kantonalbank * Through sale of its package of 3.8 pct of shares of Swisscanto Holding AG in 2015 to receive added income (before taxes) of around 14 million Swiss francs... December 11, 2014 ZKB buys Swisscanto An office building of Swiss bank Zuercher Kantonalbank (ZKB) in Zurich as it has agreed a deal to buy asset manager Swisscanto from the other Swiss cantonal banks, ZKB said in a statement yesterday. ZKB will initially pay $372.6m for Swisscanto, which is... The Peninsula December 11, 2014 Platforms: In Europe the big banks rule, OK Deutsche still controls 22 per cent of the German fund market; Credit Suisse, Swisscanto and UBS remain the dominant forces in Switzerland with 67 per cent of the market; and the top four managers in France are bank-owned and command a 38 per cent market... Fundweb December 9, 2014 ZKB in takeover talks with asset manager Swisscanto ZKB, owned by the canton of Zurich and part of a small group of lenders considered by Swiss National Bank to be essential to the country's financial system, said that no decision had yet been made and it would not comment further on the talks. The cantonal...

14 October 22, 2014 Zuercher Kantonalbank Acquires Swisscanto for $373 Million Dec. 11 (Bloomberg) -- Zuercher Kantonalbank, Switzerland s biggest state-owned lender, acquired the 82 percent of Swisscanto Holding AG it didn t already own for 360 million francs ($373 million), the bank said in a statement today. Swisscanto was... swissinfo December 11, 2014 BRIEF-Basellandschaftliche Kantonalbank sells stake in Swisscanto to Zuercher Kantonalbank Dec 11 () - Basellandschaftliche Kantonalbank : * Sells its 4.99 percent stake in Swisscanto to Zuercher Kantonalbank * Transaction should be completed in Q Source text - bit.ly/1qmbfa2 Further company coverage: (Gdynia Newsroom) December 11, 2014 Swiss bank ZKB says will buy asset manager Swisscanto ZKB will initially pay million Swiss francs ($372.6 million) for Swisscanto, which is fully owned by the 24 cantonal banks. Further payments will then be paid to the cantonal banks between 2016 and 2018, based on their individual contributions to the... December 11, 2014 BRIEF-Thurgauer Kantonalbank sells stake in Swisscanto to Zuercher Kantonalbank

15 * To receive through sale of 4.69 percent stake of Swisscanto holding in 2015 book profit of about 15.6 million Swiss francs (before taxes) Source text for Eikon: Further company coverage: (Gdynia Newsroom) Morning Star December 12, 2014 Swiss bank ZKB says will buy asset manager Swisscanto ZKB will initially pay million Swiss francs ($372.6 million) for Swisscanto, which is fully owned by the 24 cantonal banks. Further payments will then be paid to the cantonal banks between 2016 and 2018, based on their individual contributions to the... December 11, 2014 BRIEF-Glarner Kantonalbank sells stake in Swisscanto to Zuercher Kantonalbank Dec 11 () - Glarner Kantonalbank : * Sells its 0.86 percent shares in Swisscanto to Zuercher Kantonalbank * Transaction should be completed in Q * Through sale of this stake would get profit of around 3 million Swiss francs ($3.11 million... December 11, 2014 Fitch: ZKB's Planned Takeover of Swisscanto is Ratings Neutral (The following statement was released by the rating agency) LONDON, December 12 (Fitch) The planned acquisition by Zuercher Kantonalbank (ZKB; AAA/Stable/a+) of Swiss asset manager Swisscanto will not affect ZKB's ratings, Fitch Ratings says. The planned... December 12, 2014 UPDATE 1-Swiss bank ZKB seals deal to buy asset manager Swisscanto

16 * ZKB to pay mln Sfr, plus variable payments * Creates country's 3rd largest fund manager * Deal comes as ZKB faces tax evasion investigation in U.S. (Adds comment from ZKB CEO, detail, edits) ZURICH, Dec 11 () - Switzerland's Zuercher... December 11, 2014 Small caps face difficult year ahead, says Swisscanto s Gachnang ZURICH: Unless there is a significant change in earnings performance of Swiss small and mid-cap names then investors will stick with large cap stocks. That is the view of Swisscanto s Peter Gachnang, who runs two equity funds including the 653 million... citywireglobal.com February 5, 2013 Swisscanto votes in considerably more general meetings Zurich, 10 September Swisscanto exercised its voting right at considerably more general meetings during the 2013/2014 financial year. After adopting the Minder Initiative, the "Regulation opposing excessive salaries at companies listed on the stock... Yahoo Finance September 10, 2014 Swiss Bank ZKB To Pay $372M For Asset Manager Swisscanto Law360, New York (December 11, 2014, 1:35 PM ET) -- Switzerland s Zuercher Kantonalbank said Thursday that it has agreed to acquire asset manager Swisscanto Group for million Swiss Francs ($371.5 million) from the other Swiss cantonal banks. Law 360 December 11, 2014

17 Ex-Swisscanto chief takes on new EMD job Swisscanto s former head of credit has been taken on by one of Switzerland s largest insurers to develop its emerging market debt investment capabilities. Mirko Santucci quit his post with Swisscanto in autumn 2012 after five years with the firm and... citywireglobal.com April 10, 2013 Swisscanto favouring ILS investments over government bonds Swisscanto, a leading Swiss investment manager established by the Cantonal Banks to pool their fund and asset management businesses, is increasing its allocations to insurance-linked securities (ILS) as an alternative to government bonds. The asset manager... Artemis February 6, 2015 Botin Moves Away From Father s Dealmaking With Customer Pledge Botin s new stress on customer relationships makes sense, said Peter Braendle, who manages about 400 million euros of European stocks, including Santander shares, at Swisscanto Asset Management in Zurich. In the good old days, acquisition-making was a... Bloomberg February 4, 2015 Zuercher Kantonalbank Acquires Swisscanto for $373 Million Zuercher Kantonalbank, Switzerland s biggest state-owned lender, acquired the 82 percent of Swisscanto Holding AG it didn t already own for 360 million francs ($373 million), the bank said. Swisscanto was jointly owned by Switzerland s 24 cantonal... Businessweek December 11, 2014

18 Oil falls with energy shares on supply concern; Greek bonds rise Markets have been in a risk-seeking mode, so they will need to consolidate in the following weeks or months, Thomas Haerter, chief strategist at Swisscanto Asset Management AG in Zurich, said in a phone interview. The short-term movements are all... Azer News February 10, 2015 MOVES-Legal & General fund arm names senior fixed income manager Saeed joins LGIM from Zurich-based Swisscanto Asset Management, where he managed $1.5 billion in high-yield funds and absolute return portfolios. Prior to that, Saeed has worked with Western Asset Management, F&C Asset Management, Standard & Poor's and... February 11, 2015 LGIM expands fixed income team with high yield hire Saeed (pictured) joins from Swiss-based Swisscanto Asset Management where he worked as head of global high yield for five years. Prior to this, he held roles at F&C and Western Asset Management as a portfolio manger and high yield analyst. At LGIM... Investment Week February 11, 2015 European Shares Advance Amid Optimism of Greek Bailout Agreement The short-term movements are all about Greece and Germany, which seem like two cars running at high speed against each other, Thomas Haerter, chief strategist at Swisscanto Asset Management AG in Zurich, said in a telephone interview. There will... Bloomberg

19 February 10, 2015 Stocks rise on optimism of Greek deal over bailout terms "The short-term movements are all about Greece and Germany, which seem like two cars running at high speed against each other," Thomas Haerter, chief strategist at Swisscanto Asset Management in Zurich, said. "There will be more noise before a deal is... Irish Independent February 11, 2015 Banque Cantonale Vaudoise : Net profit up 6% at BCV Group in 2014 He was appointed by the Board of Directors to replace outgoing Board member Markus Gygax. The Swiss cantonal banks sell their holdings in Swisscanto to Zürcher Kantonalbank BCV announced on 11 December 2014 that it would sell its 7.3% share in Swisscanto... 4 Traders February 19, 2015 Swiss group unveils new high yield bond head Asset management group Swisscanto has named Roland Hausheer as head of high yield following the departure of Omar Saeed earlier this month, Citywire Global has learned. Saeed ended five years with the Zurich-based group when he joined Legal & General... citywireglobal.com February 16, 2015 Legal & General hires senior portfolio manager for fixed income Mr. Saeed was a senior portfolio manager and head of high yield in the fixed-income team at Swisscanto Asset Management. A Swisscanto spokesman said the role has been taken on by Roland Hausheer. Further details were not available.

20 Pensions & Investments February 11, 2015 Credit Suisse Group AG (ADR) To Cut Costs Due To Surging Franc Peter Stenz, a fund manager at Swisscanto Asset Management, responded to the decision favorably as he stated: "This is a gasp of relief from investors, the concerns about capital and the dividend have now decreased substantially." Indeed, the stock is... bidnessetc.com February 12, 2015 As asset class correlations rise, attraction to ILS & cat bonds increases Also read: Swisscanto favouring ILS investments over government bonds. Cat bond market averages 8.33% annual growth since 2002: Swiss Re. Swiss pensions look to ILS as alternative asset, but regulation hinders. On the non-correlation... Artemis February 24, 2015 Movers & shakers: February 16 C The Archbishop of Canterbury, Justin Welby, has been appointed chairman of the newly constituted responsible investment advisory council at F&C Investments. C Paul Costello has been appointed independent chairman of the QIC global infrastructure... Financial Times February 15, 2015 Credit Suisse CEO pick signals strategy shift He was the first American to serve as sole CEO of the Swiss firm. Dougan "was on a good track for a while, during the crisis," said Peter Stenz of Swisscanto Asset Management. "A little less so

21 afterward. He may have held on to investment banking a bit too... Salt Lake Tribune March 11, 2015 Company Overview of Swisscanto (LU) Equity Fund - Small & Mid Caps Japan Swisscanto (LU) Equity Fund - Small & Mid Caps Japan is an open-ended equity mutual fund launched by Swisscanto (Lu) Equity Funds Management Company S.A. It is managed by Swisscanto Asset Management Ltd and SPARX Asset Management Co Ltd. The fund invests... Bloomberg March 13, 2015 Bond market veteran departs Swisscanto Fixed income fund manager Christopher Fegan has left Swisscanto after 16 years with the Zurichbased asset management group. The departure of Fegan marks the second senior exit from the firm s bond unit in quick succession. This follows Omar Saeed... citywireglobal.com February 25, 2015 Swisscanto Holding AG - Swisscanto votes in considerably more general meetings. Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement. Increase in the exercising of voting rights at general meetings by 60% Swisscanto exercised its voting rights at 213 Swiss... Romandie September 11, 2014 Credit Suisse appoints new CEO

22 Dougan was on a good track for a while, during the crisis, said Peter Stenz, who helps manage 53 billion francs at Swisscanto Asset Management AG. A little less so afterwards. He may have held on to investment banking a bit too long. Moneyweb.co.za March 10, 2015 UK group hires AXA IM emerging market debt manager Joining the London-based group from Axa Investment Managers is Philip Meier, who was senior portfolio manager within his previous group's EMD unit. Credit specialist John Gray, who joins LGIM from the Royal Bank of Scotland, is the second new recruit. citywireglobal.com April 7, 2015 Bond market veteran departs Swisscanto Fixed income fund manager Christopher Fegan has left Swisscanto after 16 years with the Zurichbased asset management group. The departure of Fegan marks the second senior exit from the firm s bond unit in quick succession. This follows Omar Saeed... City Wire February 25, 2015 AXA IM emerging markets bond manager joins LGIM Philip Meier (pictured) joins from AXA Investment Managers as a porfolio manager and John Gray from Royal Bank of Scotland as a credit analyst. Meier was previously a senior portfolio manager in the emerging market fixed income team at AXA, while Gray was... Investment Week April 7, 2015 Credit Suisse Debt Prowess Risks Spoiling Bets on Thiam

23 Everyone says you have to exit those businesses, get out, and three years later everyone will ask, why didn t you stick with it? said Peter Stenz, a fund manager at Swisscanto Asset Management AG in Zurich. I don t expect a revolution. Bloomberg March 31, 2015 Swisscanto Realizes Efficiency Gains with SimCorp Dimension for Fund Administration SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Swisscanto, the fourth largest provider of investment funds in Switzerland with assets under management exceeding... Stockhouse April 16, 2014 Zuercher Kantonalbank Says in Merger Talk With Swisscanto Oct. 22 (Bloomberg) -- Zuercher Kantonalbank, Switzerland s biggest state-owned regional lender, is in talks with Swisscanto Holding AG about a takeover of the asset manager. A final decision hasn t been made, Zuercher Kantonalbank said in an ed... Bloomberg October 22, 2014 Swisscanto Holding AG: Swiss pension funds under the spell of low interest rates Swisscanto Holding AG / Swiss pension funds under the spell of low interest rates. Processed and transmitted by Thomson ONE. The issuer is solely responsible for the content of this announcement. Finanznachrichten May 15, 2013

24 Credit Suisse sheds its Illinois-born CEO and charts a new course Dougan was a victim of his past, Ed Firth, head of European bank research at Macquarie Group Ltd. in London. He struggled with the fact that the business he'd grown up in and played a key part in building was no longer one that investors liked. Crain's Chicago Business March 10, 2015 FTSE 100 watch: Footsie eases as Greece remains in focus The short-term movements are all about Greece and Germany, which seem like two cars running at high speed against each other, Thomas Haerter, chief strategist at Swisscanto Asset Management AG, told Bloomberg. There will be more noise before a... Invezz February 11, 2015 Helvetia : merges legal entities and organisation in Switzerland (Media release) Swisscanto and Vontobel. The significant increase in market share and greater financial strength will make Helvetia an even more dependable insurance partner for the Swiss market. This media release is also available on the home page 4 Traders May 5, 2015 Zuercher Kantonalbank Acquires Swisscanto for $373 Million Dec. 11 (Bloomberg) -- Zuercher Kantonalbank, Switzerland s biggest state-owned lender, acquired the 82 percent of Swisscanto Holding AG it didn t already own for 360 million francs ($373 million), the bank said. Swisscanto was jointly owned by...

25 Bloomberg December 11, 2014 BRIEF-Thurgauer Kantonalbank sells stake in Swisscanto to Zuercher Kantonalbank Dec 11 () - Thurgauer Kantonalbank : * Sells stake in Swisscanto to Zuercher Kantonalbank * Transaction should be completed in Q * To receive through sale of 4.69 percent stake of Swisscanto holding in 2015 book profit of about 15.6 million... December 11, 2014 Helvetia merges legal entities and organisation in Switzerland Swisscanto and Vontobel. The significant increase in market share and greater financial strength will make Helvetia an even more dependable insurance partner for the Swiss market. Over the past 150 years, the Helvetia Group has developed out of various... The Wall Street Transcript April 30, 2015 Swisscanto goes for SHS VIVEON Announcement, transmitted by DGAP - a company of EquityStory AG. The issuer is solely responsible for the content of this announcement. Martinsried, April 25, Swisscanto, a joint enterprise of Switzerland's cantonal banks for investment and pension... DDP Direct Themenportal April 25, 2007 Swiss bank ZKB says will buy asset manager Swisscanto ZKB will initially pay million Swiss francs ($372.6 million) for Swisscanto, which is fully owned

26 by the 24 cantonal banks. Further payments will then be paid to the cantonal banks between 2016 and 2018, based on their individual contributions to the... December 11, 2014 Fitch: ZKB's Planned Takeover of Swisscanto is Ratings Neutral (The following statement was released by the rating agency) LONDON, December 12 (Fitch) The planned acquisition by Zuercher Kantonalbank (ZKB; AAA/Stable/a+) of Swiss asset manager Swisscanto will not affect ZKB's ratings, Fitch Ratings says. The planned... December 12, 2014 Swisscanto (LU) Bond Invest USD - Neutral Following the Morningstar OBSR Analyst Ratings Meeting on 10th April 2014, we have moved the Swisscanto (LU) Bond Invest USD fund to a Morningstar OBSR Analyst Rating of Neutral. The fund was previously Under Review following the departure of team head... Morningstar April 30, 2014 Sinochem May Sell Debut CHF Bond, Following Korean, Indian Peers The main reason is to diversify funding, Wah Yong Tan, the director of emerging-market credit at Swisscanto Asset Management AG, said by phone from Zurich. Because of positive sentiments with monetary easing in China, at the moment people are a... swissinfo May 12, 2015 Swiss Bonds Draw Issuers From China to Chile With Lowest Costs

27 The Swiss franc market is desperate for foreign issuers as there is a real drought, Stefan Eichenberger, who manages 2.5 billion francs ($2.7 billion) in assets at Swisscanto Asset Management in Zurich, said by on May 19. Issuers may use this... Bloomberg May 21, 2015 Zuercher Kantonalbank Is in Takeover Talks With Swisscanto Oct. 22 (Bloomberg) -- Zuercher Kantonalbank, Switzerland s biggest state-owned regional lender, is in talks with Swisscanto Holding AG about a takeover of the asset manager. A final decision hasn t been made, Zuercher Kantonalbank said in an ed... swissinfo October 22, 2014 There is more to LGIM than just index funds Other hires since Hodges departure include Omar Saeed from Swisscanto Asset Management, Philip Meier from AXA Investment Managers, and John Gray from Royal Bank of Scotland. In total, there are now over 70 investment professionals in the active fixed... Investment Week May 22, 2015 LGIM names Hodges' successor on Dynamic Bond Trust Omar Saeed, formerly of Swisscanto, is to take over as lead manager of the 1.2 billion L&G Dynamic Bond Trust, succeeding ex-star manager Richard 'Dickie' Hodges. Saeed (pictured) joined LGIM as a senior portfolio manager in February from Swisscanto... City Wire June 8, 2015 Lgim replaces Reeves on Dynamic Bond Trust

28 Mr Saeed had joined Lgim from Swisscanto Asset Management, where he managed $1.5bn in high yield funds and was part of the team running $2.5bn in absolute return mandates. FT Adviser June 8, 2015 LGIM replace Hodges on Dynamic Bond Trust The fund had 1.6bn of assets at the end of April. It is the first lead fund manager role for Saeed at LGIM, who joined L&G in February from Swisscanto Asset Management, where he ran $1.5bn in high yield funds and was involved in running $2.5bn absolute... Fundweb June 8, 2015 LGIM appoints Hodges' successor on Dynamic Bond He joined LGIM as a senior portfolio manager in February from Swiss group Swisscanto Asset Management. Click here to read our interview with LGIM's head of distribution. Reeves will remain in charge of the 1.5bn L&G High Income Trust, which he has been... Investment Week June 8, 2015 Bank J. Safra Sarasin strengthens Asset Management Team These appointments bring a significant track record from their previous roles at Swisscanto, SAM Sustainable Asset Management, Credit Suisse and Zurich Kantonalbank. The gentlemen have extensive expertise in equity strategies, portfolio management... L'online di Tribuna Economica June 10, 2015 LGIM names replacement for Hodges on Dynamic Bond Trust

29 Omar Saeed, formerly of Swisscanto, is to take over as lead manager of the 1.2 billion L&G Dynamic Bond Trust, succeeding ex-star manager Richard 'Dickie' Hodges. Saeed (pictured) joined LGIM as a senior portfolio manager in February from Swisscanto... www3.citywire.co.uk June 8, 2015 Legal & General names Hodges successor on 1.2bn bond fund Saeed (pictured) joined Legal & General as a senior portfolio manager in February from Swiss fund group Swisscanto Asset Management, where he managed $1.5 billion ( 982 million) in high yield bond funds. He was part of team responsible for $ www2.citywire.co.uk June 8, 2015 LGIM names replacement for Hodges on Dynamic Bond Trust Omar Saeed, formerly of Swisscanto, is to take over as lead manager of the 1.2 billion L&G Dynamic Bond Trust, succeeding ex-star manager Richard 'Dickie' Hodges. Saeed (pictured) joined LGIM as a senior portfolio manager in February from Swisscanto... City Wire June 8, 2015 Swisscanto(LU)B.I.Gl.Absol.Ret.A CHF H Swisscanto(LU)B.I.Gl.Absol.Ret.A... paying dividend %- Swisscanto(LU)B.I.Gl.Absol.Ret.B... reinvestment %- Swisscanto(LU)B.I.Gl.Absol.Ret.A... paying dividend %- Swisscanto(LU)B.I.Gl.Absol.Ret.A... paying dividend teletrader.com June 15, 2015

30 Company Overview of Swisscanto Asset Management Ltd. Prior to Merger with Swisscanto Funds Management Ltd. As of December 27, 2009, Swisscanto Asset Management Ltd. has been acquired by Swisscanto Asset Management AG. It was an asset management arm of Swisscanto Group. The firm primarily provides its services to private and institutional investors. It manages... Bloomberg June 21, 2015 Company Overview of Swisscanto Asset Management AG Swisscanto Fondsleitung AG is a privately owned investment manager. The firm provides its services to individuals and institutions. It manages equity, fixed-income, and balanced funds for its clients. The firm invests in the public equity and fixed income... Bloomberg February 20, 2015 BRIEF-Banque Cantonale du Valais H1 net profit up at CHF 30.7 mln Development of other income and the sale of its Swisscanto investment should place FY 2015 net income at previous year's level Source text - bit.ly/1i8zxwa Further company coverage: ($1 = Swiss francs) (Gdynia Newsroom) July 29, , rue de Bitbourg, L-1273 Luxembourg Swisscanto (LU) Portfolio Fund Balanced LU A CHF Swisscanto (LU) Portfolio Fund Balanced (EUR) LU A EUR Swisscanto (LU) Portfolio Fund Equity LU A CHF Swisscanto (LU) Portfolio Fund... Cash July 20, 2015

31 Inditex surge pushes Zara owner's value past $US100bn Inditex is the only Spanish company to have such a valuation, putting it ahead of Telefonica SA and Banco Santander SA. The biggest beneficiary of Inditex's surging stock price is founder Amancio Ortega, the richest person in the world after Bill Gates... Australian Financial Review August 5, 2015 Rising rates could bring good times for stock-pickers DIFFERENT MONETARY POLICIES Iwan Deplazes, head of asset management at Switzerland s Zürcher Kantonalbank, also expected actively-managed products at its Swisscanto arm to outperform for the rest of U.S. Federal Reserve and Bank of England... Financial Express August 7, 2015 A $100 billion Spanish retailer is outsmarting everyone else in the industry It s a great company, with a great concept and still growing nicely and the potential for further growth is still there, Peter Braendle, a money manager at Swisscanto Asset Management AG, told Bloomberg Business. The Business Insider August 8, 2015 Belmont Financial Group Has Embarked on Their 4th Annual Private Client Drive Before joining Belmont Financial Group, Donald Williamson worked for Robeco (Suisse) S.A. from 2005 to 2010, for Swisscanto in Zurich, from 2001 to 2004 and for HypoVereinsbank (UniCredit Group), in Zurich and Munich, from 1994 to He is a graduate of...

32 IT Business Net August 25, 2015 No news for Swisscanto right now. Check back soon! Powered by DISCLAIMERS

Swisscanto Asset Management AG

Swisscanto Asset Management AG Firm: Swisscanto Asset Management AG Swisscanto Asset Management AG Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden UBS Plans Special Payout to Investors

More information

Rothschild & Cie Gestion

Rothschild & Cie Gestion Firm: Rothschild & Cie Gestion Rothschild & Cie Gestion Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Rothschild Terminates Plans for Commodities

More information

THE ACTIVE BANKING FUND

THE ACTIVE BANKING FUND THE ACTIVE BANKING FUND Annual Performance Report August 2014 Disclaimer This communication material is prepared by Global Capital Securities & Financial Services Ltd (hereinafter Global Capital ), an

More information

Investor Presentation 2008 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts.

Investor Presentation 2008 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts. Investor Presentation 2008 Basler Kantonalbank Our aim is the sustainable and permanent communication with investors and analysts. Agenda 1. Key figures for the BKB Group 2. Annual results for the BKB

More information

Waratah Capital Advisors

Waratah Capital Advisors Firm: Waratah Capital Advisors Waratah Capital Advisors Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Waratah Capital Advisors Ltd. Best Relative

More information

McLean & Partners Wealth Management

McLean & Partners Wealth Management Firm: McLean & Partners Wealth Management McLean & Partners Wealth Management Evaluator Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden CWB Completes Sale of Valiant

More information

SWISSCANTO (LU) PORTFOLIO FUND

SWISSCANTO (LU) PORTFOLIO FUND SWISSCANTO (LU) PORTFOLIO FUND Investment fund according to Part I of the Luxembourg Act with the legal form of a Fonds Commun de Placement (FCP) Audited annual report Management Company: SWISSCANTO ASSET

More information

Understanding Financial Interconnectedness

Understanding Financial Interconnectedness Understanding Financial Interconnectedness Key Messages Utility Bilateral surveillance Multilateral surveillance Macro-prudential policies Swap Lines England ECB Switzerland United States JAPAN Swap Lines

More information

The Cerulli Report European Fund Selector 2015

The Cerulli Report European Fund Selector 2015 The Cerulli Report European Fund Selector 2015 Securing a Place on the Buy List NEW Interactive Data Supplement Overview & Methodology This annual report examines the fund selection process across the

More information

Banque de Commerce et de Placements

Banque de Commerce et de Placements Firm: Banque de Commerce et de Placements Banque de Commerce et de Placements Evaluator Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Iran holds money in Maltese

More information

The Big Picture Hasn t Changed: Don t Get Sucked Back Into the Stock Market

The Big Picture Hasn t Changed: Don t Get Sucked Back Into the Stock Market The Big Picture Hasn t Changed: Don t Get Sucked Back Into the Stock Market July 22, 2016 by Justin Spittler of Casey Research Stocks are on a tear right now Today, the S&P 500 hit a new all-time high.

More information

European Equities. A long-term perspective. The Long View. Europe vs. World ex Europe Europe ex UK vs. World ex Europe. Apr-01. Apr-97. Apr-95.

European Equities. A long-term perspective. The Long View. Europe vs. World ex Europe Europe ex UK vs. World ex Europe. Apr-01. Apr-97. Apr-95. INSIGHTS European Equities A long-term perspective June 211 PLEASE VISIT jpmorgan.com/institutional for access to all of our Insights publications. European equities have outperformed the rest of the world

More information

Investor Presentation 2011 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts.

Investor Presentation 2011 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts. Investor Presentation 2011 Basler Kantonalbank Our aim is the sustainable and permanent communication with investors and analysts. Agenda 1. Financial figures Parent Company Basler Kantonalbank BKB Group

More information

Structured products market report Q1 2016

Structured products market report Q1 2016 Structured products market report Q1 2016 Swiss Structured Products Association SSPA May 2016 2016 Swiss Structured Products Association www.sspa-association.ch Executive summary 1 Turnover for Swiss structured

More information

ETF Quarterly Statistics

ETF Quarterly Statistics ETF Quarterly Statistics 4 th quarter 2014 Development of the ETF segment of SIX Swiss Exchange in the 4 th quarter of 2014 In 2014 the Swiss stock exchange saw CHF 90.8 billion of trading volume in ETFs.

More information

Fund Management Diary

Fund Management Diary Fund Management Diary Meeting held on 16 th October 2018 Euro-zone competitiveness imbalances In the run up to the global financial crisis differing competitiveness levels across the euro-zone contributed

More information

> Macro Investment Outlook

> Macro Investment Outlook > Macro Investment Outlook Dr Shane Oliver Head of Investment Strategy and Chief Economist October 214 The challenge for investors how to find better yield and returns as bank deposit rates stay low 9

More information

Swisscanto (LU) Portfolio Fund

Swisscanto (LU) Portfolio Fund Swisscanto (LU) Portfolio Fund Investment fund according to Part I of the Luxembourg Act with the legal form of a Fonds Commun de Placement (FCP) Audited annual report Management Company: Swisscanto Asset

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe October 2012 Data thru Sept 30 Morningstar Direct SM Asset Flows Commentary: Europe European Fund Investors Are Finally Getting More Positive On Stocks by Ali Masarwah, European Research Team With policymakers

More information

BUSINESS ROUNDTABLE ANNOUNCES FOURTH QUARTER CEO ECONOMIC OUTLOOK SURVEY RESULTS

BUSINESS ROUNDTABLE ANNOUNCES FOURTH QUARTER CEO ECONOMIC OUTLOOK SURVEY RESULTS BUSINESS ROUNDTABLE ANNOUNCES FOURTH QUARTER CEO ECONOMIC OUTLOOK SURVEY RESULTS SPEAKER: TERRY MCGRAW, CHAIRMAN, BUSINESS ROUNDTABLE CHAIRMAN, PRESIDENT AND CEO, THE MCGRAW-HILL COMPANIES THURSDAY, DECEMBER

More information

Earnings Release 2Q15

Earnings Release 2Q15 Earnings Release 2Q15 Earnings Release 2Q15 2 Key metrics Credit Suisse (CHF million, except where indicated) Net income/(loss) attributable to shareholders 1,051 1,054 (700) 0 2,105 159 of which from

More information

Christian Sewing, Chief Executive Officer, Deutsche Bank AG. Remarks at the Deutsche Bank Global Financial Services Conference, New York.

Christian Sewing, Chief Executive Officer, Deutsche Bank AG. Remarks at the Deutsche Bank Global Financial Services Conference, New York. Christian Sewing, Chief Executive Officer, Deutsche Bank AG Remarks at the Deutsche Bank Global Financial Services Conference, New York May 29, 2018 Check against delivery INTRODUCTION (NO SLIDE) - Good

More information

Investor Presentation 2009 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts.

Investor Presentation 2009 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts. Investor Presentation 2009 Basler Kantonalbank Our aim is the sustainable and permanent communication with investors and analysts. Key Figures for BKB Group (as at 30.06.2009) in CHF m Total assets Customer

More information

Macquarie Securities Group Stevan Vrcelj Group Head

Macquarie Securities Group Stevan Vrcelj Group Head 18 Macquarie Securities Group Stevan Vrcelj Group Head Macquarie Group Limited Operational Briefing 7 February 2012 Presentation to Investors and Analysts 19 Macquarie Securities Group 1. Current challenges

More information

Annual General Meeting 2015

Annual General Meeting 2015 Annual General Meeting 2015 John Williamson, CEO Zurich, 24 April 2015 Practitioners of the craft of private banking 1 Legal disclaimer This presentation has been prepared by EFG International AG solely

More information

Quarterly Range Report

Quarterly Range Report Quarterly Range Report MyFolio Market Range - Q1 2019 Pension Insured Funds S4 Retail MyFolio Market MyFolio is a flexible solution consisting of 25 multi-asset funds of funds, split into five ranges (three

More information

Kevin Kelly: Thanks Julie and thanks to all of you who are taking time to participate in our call today.

Kevin Kelly: Thanks Julie and thanks to all of you who are taking time to participate in our call today. 1Q 2007 Conference Call Script Julie Creed Good morning, everyone, and thank you for participating in our first quarter conference call. On today s call, from Heidrick & Struggles, are Kevin Kelly, Chief

More information

Schroder ISF Global Convertible Bond

Schroder ISF Global Convertible Bond Product Description Investment Objective The Schroder product offers diversified exposure to convertible bonds issued by companies around the world. Schroders has teamed up with specialist convertible

More information

Reveal your strength. Increase your presence on the market

Reveal your strength. Increase your presence on the market Reveal your strength Increase your presence on the market 1 Table of contents Introduction 3 Overview of Stage offers 4 Information, Education, Network 5 Factsheet 6 Research report 6 Partners 8 Distribution

More information

Headcount: Hidden Founded in Hidden. Assets Under Management: Hidden Hidden Hidden Hidden EURO ASIA : Mandates Additional Designated Sponsor

Headcount: Hidden Founded in Hidden. Assets Under Management: Hidden Hidden Hidden Hidden EURO ASIA : Mandates Additional Designated Sponsor Firm: Silviaquandt Cie AG Silviaquandt Cie AG Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden EURO ASIA : Mandates Additional Designated Sponsor Euro

More information

Market Report Structured Products Quarterly Report

Market Report Structured Products Quarterly Report Market Report Structured Products Quarterly Report September 2011 Swiss Structured Products Association SSPA Market report SSPA September 2011 Swiss Structured Products Association SSPA www.sspa-association.ch

More information

Market Report Structured Products Quarterly Report

Market Report Structured Products Quarterly Report Market Report Structured Products Quarterly Report March 2011 Swiss Structured Products Association SSPA Market report SSPA March 2011 Swiss Structured Products Association SSPA www.sspa-association.ch

More information

Amundi Alternative Investments

Amundi Alternative Investments Firm: Amundi Alternative Investments Amundi Alternative Investments Evaluator Founded in Hidden Hidden Hidden Hidden Amundi rejigs top ranks in Paris and London Headcount: Hidden Assets Under Management:

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe June 2018 Data through 31 May Morningstar Direct SM Asset Flows Commentary: Europe EU troubles and emerging-markets jitters prompt investors exit from equity and bond funds. By Valerio Baselli and Ali

More information

Credit Suisse 1Q14 Core pre-tax income of CHF 1,940 million for strategic businesses; reported Core pre-tax income of CHF 1,400 million

Credit Suisse 1Q14 Core pre-tax income of CHF 1,940 million for strategic businesses; reported Core pre-tax income of CHF 1,400 million CREDIT SUISSE GROUP AG Paradeplatz 8 Telephone +41 844 33 88 44 P.O. Box Fax +41 44 333 88 77 CH-8070 Zurich media.relations@credit-suisse.com Switzerland Credit Suisse 1Q14 Core pre-tax income of CHF

More information

Credit Suisse Group reports 2009 net income of CHF 6.7 billion, return on equity of 18.3%, net new assets of CHF 44.2 billion, tier 1 ratio of 16.

Credit Suisse Group reports 2009 net income of CHF 6.7 billion, return on equity of 18.3%, net new assets of CHF 44.2 billion, tier 1 ratio of 16. CREDIT SUISSE GROUP AG Paradeplatz 8 Telephone +41 844 33 88 44 P.O. Box Fax +41 44 333 88 77 CH-8070 Zurich media.relations@credit-suisse.com Switzerland Media Release Credit Suisse Group reports 2009

More information

Distribution of CHF 1.30 per share, free of Swiss withholding tax to be proposed for 2010

Distribution of CHF 1.30 per share, free of Swiss withholding tax to be proposed for 2010 CREDIT SUISSE GROUP AG Paradeplatz 8 Telephone +41 844 33 88 44 P.O. Box Fax +41 44 333 88 77 CH-8070 Zurich media.relations@credit-suisse.com Switzerland Media Release Credit Suisse Group reports 4Q10

More information

Federal National Mortgage Association 1 Global Notes due July 10, 2002

Federal National Mortgage Association 1 Global Notes due July 10, 2002 Federal National Mortgage Association 1 Global Notes due July 10, 2002 Yes, Mehmood, the bonds are trading very well, said Martin Scheck, Executive Director of SBC Warburg s Debt Origination team. 2 He

More information

THOMSON REUTERS LIPPER

THOMSON REUTERS LIPPER THOMSON REUTERS LIPPER EUROPEAN FUND INDUSTRY REVIEW H1-2017 Please attribute the content to Detlef Glow, Head of EMEA Research at Thomson Reuters Lipper and the author of this report. EXECUTIVE SUMMARY

More information

Market Report Structured Products Quarterly Report

Market Report Structured Products Quarterly Report Market Report Structured Products Quarterly Report December 2010 Swiss Structured Products Association SSPA Market report SSPA December 2010 Swiss Structured Products Association SSPA www.sspa-association.ch

More information

AgriTalk. January 27, 2014 Mike Adams with Mary Kay Thatcher, Senior Director, Congressional Relations, American Farm Bureau Federation

AgriTalk. January 27, 2014 Mike Adams with Mary Kay Thatcher, Senior Director, Congressional Relations, American Farm Bureau Federation AgriTalk January 27, 2014 Mike Adams with Mary Kay Thatcher, Senior Director, Congressional Relations, American Farm Bureau Federation Note: This is an unofficial transcript of an AgriTalk interview. Keith

More information

For professional advisers only. Schroders. for Bonds. Strength. in bonds. Best Large Fixed-Interest House

For professional advisers only. Schroders. for Bonds. Strength. in bonds. Best Large Fixed-Interest House For professional advisers only Schroders for Bonds Strength in bonds Best Large Fixed-Interest House Why Schroders for bonds? Experience: Schroders has a long and successful history, commencing in 1804.

More information

Foreign investment funds Changes - September 2005

Foreign investment funds Changes - September 2005 Foreign investment funds Changes - September 2005 Authorized for the distribution in Switzerland: Activest GlobalDepot Defensiv Activest GlobalDepot Dynamisch Activest Investmentgesellschaft Schweiz AG,

More information

BENJAMIN DE ROTHSCHILD FAMILY ANNOUCES ITS INTENTION TO TAKE EDMOND DE ROTHSCHILD (SUISSE) S.A. PRIVATE

BENJAMIN DE ROTHSCHILD FAMILY ANNOUCES ITS INTENTION TO TAKE EDMOND DE ROTHSCHILD (SUISSE) S.A. PRIVATE 13 MARCH 2019 BENJAMIN DE ROTHSCHILD FAMILY ANNOUCES ITS INTENTION TO TAKE EDMOND DE ROTHSCHILD (SUISSE) S.A. PRIVATE Edmond de Rothschild is announcing: A project to delist Edmond de Rothschild (Suisse)

More information

Asset Management. Overlay Management. Markus Kramer, CFA, CMT, FRM August 2014

Asset Management. Overlay Management. Markus Kramer, CFA, CMT, FRM August 2014 Overlay Management Markus Kramer, CFA, CMT, FRM August 2014 Content 1 2 3 4 The Case for Overlay Management Interest Rate Overlay How to Hedge Against Inflation Currency Overlay How to Protect Returns

More information

Performance improves in Q2 2017

Performance improves in Q2 2017 1 Informed Investor Manager Monitor Q2 2017 by Marlène Hassine Konqui, Head of ETF Research and Clément Chaulot, Fund Analyst- Lyxor AM improves in Q2 2017 Q2 2017 Average % of active funds outperforming

More information

Asset Management. CS (Lux) Prima Family Presentation. Review Q CS (Lux) Prima Multi-Strategy Fund CS (Lux) Prima Growth Fund.

Asset Management. CS (Lux) Prima Family Presentation. Review Q CS (Lux) Prima Multi-Strategy Fund CS (Lux) Prima Growth Fund. CS (Lux) Prima Family Presentation Review Q3 2014 CS (Lux) Prima Multi-Strategy Fund CS (Lux) Prima Growth Fund December 2014 Merger Deal-Break: AbbVie vs Shire Source: Bloomberg; data as of Nov 2014 Historical

More information

Foreign collective investment schemes Changes February 2014

Foreign collective investment schemes Changes February 2014 Foreign collective investment schemes Changes February 2014 Approved for distribution in or from Switzerland: AMUNDI TRESO 12 MOIS (F01027439) Representative: CACEIS (Switzerland) SA, Nyon : UCITS AMUNDI

More information

CSAM Swiss Pension Fund Index. Global Investment Reporting 4 th Quarter 2004

CSAM Swiss Pension Fund Index. Global Investment Reporting 4 th Quarter 2004 Global Investment Reporting 4 th Quarter 2004 Performance of Swiss pension funds based on Credit Suisse Asset Management s global custody data as at December 31, 2004 Index versus mandatory minimum rate

More information

BlackRock Global Government Bond Fund A2 USD

BlackRock Global Government Bond Fund A2 USD BLACKROCK GLOBAL FUNDS BlackRock Global Government Bond MAY 2018 FACTSHEET Unless otherwise specified, all information applies to A2 share class in the 's base currency only as of the month end. Performance,

More information

DNB SICAV High Yield. Monthly report - March 2018

DNB SICAV High Yield. Monthly report - March 2018 Monthly report - March 2018 140 120 100 80 60 40 20 0 (Net) BCGAXJPXC9 (Gross) Nov-15 May-16 Nov-16 May-17 Nov-17 Key figures Fund Index YTM 5.8 1.8 Effective duration 0.9 6.7 Credit duration 3.2 1.5 Volatility

More information

Foreign collective investment schemes Changes - May 2016

Foreign collective investment schemes Changes - May 2016 Foreign collective investment schemes Changes - May 2016 Approved for distribution in or from Switzerland: Allianz Global Investors Fund (F00156112) Allianz Advanced Fixed Income Global Aggregate (F01097494)

More information

Marketing material for professional investors or advisors only. Fund Ranges for Switzerland July 2018

Marketing material for professional investors or advisors only. Fund Ranges for Switzerland July 2018 Marketing material for professional investors or advisors only. Fund Ranges for Switzerland July 2018 Contents 3 Schroders Team in Switzerland 4 7 Schroder International Selection Fund 8 Schroder Alternative

More information

U.S. wholesale prices eased in June as the cost of energy posted the biggest monthly drop in two years.

U.S. wholesale prices eased in June as the cost of energy posted the biggest monthly drop in two years. 18 JUL 2011 UNITED STATES Moody s Investors Service raised the pressure on U.S. lawmakers to increase the government s $14.3 trillion debt limit by placing the nation s credit rating under review for a

More information

Banque Cantonale de Genève Roadshow Investora 2017

Banque Cantonale de Genève Roadshow Investora 2017 Communication et relations investisseurs I BCGE Banque Cantonale de Genève Roadshow Zurich I 20 September 2017 Summary Our identity Our corporate environment Our services Our results Shareholders and equity

More information

May, 19th UCITS IV to UCITS V

May, 19th UCITS IV to UCITS V London, 19 May 2011 May, 19th 2011 UCITS IV to UCITS V London roadshow 2011 Panel discussion moderated by: UCITS IV to UCITS V Thomas Seale, CEO, European Fund Administration, and Vice Chairman, ALFI Panelists:

More information

Swiss collective investment schemes Changes - October, 2007

Swiss collective investment schemes Changes - October, 2007 Swiss collective investment schemes Changes - October, 2007 Approvals: Adamant Funds - Adamant Global Generika Adamant Funds - Adamant Global Medtech Balfidor Fondsleitung AG, Basel (Public limited company

More information

Morgan Stanley Investment Funds Global Balanced Risk Control Fund of Funds

Morgan Stanley Investment Funds Global Balanced Risk Control Fund of Funds Investment management For Marketing Purposes Only FACTSHEET DATA AS OF October 31, 2017 Morgan Stanley Investment s Global Balanced Risk Control of s Investment objective Seeks an attractive level of total

More information

Sustainable investments in Switzerland 2009

Sustainable investments in Switzerland 2009 Sustainable investments in Switzerland 2009 onvalues March 2010 Sustainable investments in Switzerland 2009 Results of the Swiss market survey per end of 2009 onvalues GmbH Report prepared by Ivo Knoepfel

More information

APEX FUND SERVICES LTD

APEX FUND SERVICES LTD Firm: APEX FUND SERVICES LTD APEX FUND SERVICES LTD Service Provider Headcount: Founded in Assets Under Management: Sequant Re launches ILS platform, aims to ease investor access to risk Also joining the

More information

BAWAG P.S.K. REPORTS STRONG NET PROFIT OF EUR 380 MILLION FOR Q

BAWAG P.S.K. REPORTS STRONG NET PROFIT OF EUR 380 MILLION FOR Q BAWAG P.S.K. REPORTS STRONG NET PROFIT OF EUR 380 MILLION FOR Q1-3 Net profit of EUR 380 million, +19% versus prior year Return on tangible equity of 19.0%, +1.4pts Operating income of EUR 743 million,

More information

Schroder ISF Global Conservative Convertible Bond. Schroder ISF Asian Convertible Bond

Schroder ISF Global Conservative Convertible Bond. Schroder ISF Asian Convertible Bond Marketing material for professional investors and advisors only. Convertible Bonds Schroder ISF 1 Global Convertible Bond Schroder ISF Global Conservative Convertible Bond Schroder ISF Asian Convertible

More information

Equipsuper. Equipsuper reduces insurance premiums. New CEO at Equipsuper. Headcount: Hidden Assets Under Management: Hidden

Equipsuper. Equipsuper reduces insurance premiums. New CEO at Equipsuper. Headcount: Hidden Assets Under Management: Hidden Firm: Equipsuper Equipsuper Evaluator Founded in Hidden Hidden Hidden Hidden Plea to keep superannuation simple Headcount: Hidden Assets Under Management: Hidden Equipsuper chief Danielle Press said one

More information

SGX operations show strong third quarter

SGX operations show strong third quarter 19 April 2011 SGX operations show strong third quarter Revenue: $169 million ($153 million in 3Q FY2010) EBITDA 1 : $103 million ($97 million) Net Profit: $67 million ($75 million) Net Profit excluding

More information

Bank secrecy on the front page: event studies evaluating the fight against offshore tax evasion

Bank secrecy on the front page: event studies evaluating the fight against offshore tax evasion Bank secrecy on the front page: event studies evaluating the fight against offshore tax evasion Niels Johannesen & Tim Stolper Max Planck Institute for Tax Law and Public Finance University of Sydney November

More information

Foreign collective investment schemes Changes - September 2016

Foreign collective investment schemes Changes - September 2016 Foreign collective investment schemes Changes - September 2016 Approved for distribution in or from Switzerland: Absolute Insight Funds plc (F00163881) Insight Broad Opportunities Fund (F01110091) AIM

More information

AGF INTERNATIONAL ADVISORS CO. LTD.

AGF INTERNATIONAL ADVISORS CO. LTD. AGF INTERNATIONAL ADVISORS CO. LTD. Eli Nasrallah, CFA Regional Vice-President AGF Funds Inc. October, 2008 1 AGENDA 1. The financial sector what happened and where are we? 2. AGFIA s mandates the health

More information

Governance of Financial Instruments

Governance of Financial Instruments Euro Asia Corporate Governance Dialogue Tokyo, July 6 2012 Governance of Financial Instruments Professor Arturo Bris IMD Yale International Center for Finance European Corporate Governance Institute IMD

More information

GSA CAPITAL PARTNERS LLP

GSA CAPITAL PARTNERS LLP Firm: GSA CAPITAL PARTNERS LLP GSA CAPITAL PARTNERS LLP Asset Manager Founded in Hidden Hidden Hidden Hidden GSA CAPITAL PARTNERS LLP Headcount: Hidden Assets Under Management: Hidden 4:01PM ET - GlobeNewswire

More information

THE CERULLI REPORT. European Fund Selector 2014 Decoding the Buying Process LOOK INSIDE TO PURCHASE. Overview. Benefits. Subscription Information

THE CERULLI REPORT. European Fund Selector 2014 Decoding the Buying Process LOOK INSIDE TO PURCHASE. Overview. Benefits. Subscription Information THE CERULLI REPORT European Fund Selector 2014 Decoding the Buying Process Overview This report examines Europe s gatekeepers, looking at what drives fund selection, the key criteria for selection, and

More information

Notice to Unitholders of: Pioneer Funds. (15 January 2018)

Notice to Unitholders of: Pioneer Funds. (15 January 2018) Notice to Unitholders of: Pioneer Funds (15 January 2018) Contents 01 Fund Name Change 3 02 Class Name Change 4 03 Sub-Fund Name Changes 4 04 Investment Policy Changes 5 05 Liquidations 6 06 Performance

More information

Factsheet Reichmuth Himalaja USD December 2016

Factsheet Reichmuth Himalaja USD December 2016 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Factsheet Reichmuth Himalaja USD December 2016 Indexed performance (net of fees) 2 000 1 750 1 500 1 250 1 000 750 500 250 - Yearly performance

More information

US Large Cap Equities Fund

US Large Cap Equities Fund For professional investors May 2016 US Large Cap Equities Fund Equities rise on mix of broadly positive macro influences Overweight to Basic Industries detracts as sector lags Avoiding poor performers

More information

Half-yearly Report. for the 2017 financial year

Half-yearly Report. for the 2017 financial year Half-yearly Report for the 2017 financial year At a glance About us Zürcher Kantonalbank is an independent public-law institution of the Canton of Zurich. It fulfils a public service mandate that entails

More information

Transcript of interview with ESM Managing Director Klaus Regling. The interview was conducted by Tomoko Hatakeyama in Tokyo on 26 January 2016

Transcript of interview with ESM Managing Director Klaus Regling. The interview was conducted by Tomoko Hatakeyama in Tokyo on 26 January 2016 Transcript of interview with ESM Managing Director Klaus Regling Published in Yomiuri Shimbun (Japan), 1 February 2016 The interview was conducted by Tomoko Hatakeyama in Tokyo on 26 January 2016 Yomiuri

More information

Graubündner Kantonalbank Armed for adverse winds

Graubündner Kantonalbank Armed for adverse winds Graubündner Kantonalbank Armed for adverse winds Banks 13 February 217 Rating: Market Perform Erwartete Relativperf ormance: Empty Price PC: CHF 1 495 ZKB Issuer Rating: AA+ Bloomberg: GRKP SE TK-Symbol:

More information

32 % 39 % of all active managers outperformed their benchmark vs. 44% in 2017.

32 % 39 % of all active managers outperformed their benchmark vs. 44% in 2017. 1 Informed Investor: Manager Monitor Q1 2018 Q1 2018: Difficult start of the year for active managers By Marlène Hassine Konqui, Head of ETF Research and Kristo Durbaku, ETF Research Analyst Slight decline

More information

ATA Inc. Fiscal 2013 Fourth Quarter and Year-end Financial Results Conference Call TRANSCRIPT May 30, 2013 at 8 a.m. ET

ATA Inc. Fiscal 2013 Fourth Quarter and Year-end Financial Results Conference Call TRANSCRIPT May 30, 2013 at 8 a.m. ET ATA Inc. Fiscal 2013 Fourth Quarter and Year-end Financial Results Conference Call TRANSCRIPT May 30, 2013 at 8 a.m. ET SPEAKERS Carolyne Yu Senior Associate, The Equity Group Benson Tsang Chief Financial

More information

IPO Watch Europe Survey Q1 2014

IPO Watch Europe Survey Q1 2014 www.pwc.com IPO Watch Europe Survey 2014 Contents Long term European IPO activity by value and volume 3 Quarterly European IPO activity by value and volume 4 Market volatility index and stock market performance

More information

Investor Presentation 2005 Basler Kantonalbank

Investor Presentation 2005 Basler Kantonalbank Investor Presentation 2005 Basler Kantonalbank Agenda Key figures for the BKB Group Half-yearly results for the BKB Group Vision / aims & lines of attack for the BKB Group Price performance 25.04.2006

More information

Symbiosis in Samurais

Symbiosis in Samurais Symbiosis in Samurais - WSJ.com http://online.wsj.com/article_print/sb121260301505845697.html 第 1 頁, 共 3 頁 June 5, 2008 HEARD IN ASIA Symbiosis in Samurais Japanese Investors, Corporate Issuers See Bonds'

More information

R$375 million share offer: Banco Pactual SA, Banco UBS SA, Companhia de Concessões Rodoviárias - International Law Office - Deal Information

R$375 million share offer: Banco Pactual SA, Banco UBS SA, Companhia de Concessões Rodoviárias - International Law Office - Deal Information Firm: Banco Pactual SA Banco Pactual SA Asset Manager Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden R$375 million share offer: Banco Pactual SA, Banco UBS SA,

More information

John Cryan. Chief Executive Officer. Deutsche Bank AG. Annual Media Conference. Frankfurt am Main, 2 February 2018

John Cryan. Chief Executive Officer. Deutsche Bank AG. Annual Media Conference. Frankfurt am Main, 2 February 2018 John Cryan Chief Executive Officer Deutsche Bank AG Annual Media Conference Frankfurt am Main, 2 February 2018 Check against delivery 2 Ladies and Gentlemen, journalists and media representatives in the

More information

Church of Ireland Pensions Fund Report 2010 THE CHURCH OF IRELAND CLERGY PENSIONS FUND FINANCIAL STATEMENTS PAGE 1 YEAR ENDED 31 DECEMBER 2009

Church of Ireland Pensions Fund Report 2010 THE CHURCH OF IRELAND CLERGY PENSIONS FUND FINANCIAL STATEMENTS PAGE 1 YEAR ENDED 31 DECEMBER 2009 FINANCIAL STATEMENTS PAGE 1 YEAR ENDED 31 DECEMBER 2009 165 FINANCIAL STATEMENTS 2009 PAGE 2 CONTENTS PAGE TRUSTEE S REPORT 3 REPORT OF THE INVESTMENT MANAGER 6 REPORT OF THE INDEPENDENT AUDITORS 9 ACCOUNTING

More information

New Risk Management Strategies

New Risk Management Strategies Moderator: Jon Najarian, Co-Founder, optionmonster.com New Risk Management Strategies Wednesday, May 4, 2011; 2:30 PM - 3:45 PM Speakers: Jim Lenz, Chief Credit and Risk Officer, Wells Fargo Advisors John

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research February 2016 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

Five lessons from 2018

Five lessons from 2018 M U L T I AS S E T ASSET ALLOCATION VIEW S Five lessons from 2018 Barometer January 2019 Luca Paolini, Chief Strategist 2018 was painful for most investors, a year that forced them to learn (or re-learn)

More information

UBS Global Financial Services Conference New York, May 9, 2005

UBS Global Financial Services Conference New York, May 9, 2005 UBS Global Financial Services Conference New York, May 9, 2005 Brady Dougan Chief Executive Officer, Credit Suisse First Boston Member of the Executive Board, Credit Suisse Group DISCLAIMER Cautionary

More information

Hong Kong & Mainland China News June-2015

Hong Kong & Mainland China News June-2015 Hong Kong & Mainland China News June-2015 Year-end hope for yuan float Tuesday, June 2, 2015 China International Capital Corporation forecasts the yuan may be fully convertible by the end of this year,

More information

Asia Equity Strategy Research Analysts Sakthi Siva

Asia Equity Strategy Research Analysts Sakthi Siva Asia Pacific Equity Research Investment Strategy Asia Equity Strategy Research Analysts Sakthi Siva 65 6212 3027 sakthi.siva@credit-suisse.com Kin Nang Chik 852 2101 7482 kinnang.chik@credit-suisse.com

More information

Geneva Capital Management

Geneva Capital Management Firm: Geneva Capital Management Geneva Capital Management Evaluator Founded in Hidden Hidden Hidden Hidden Henderson inflows reach 5bn in H1 Headcount: Hidden Assets Under Management: Hidden Dividend payouts

More information

Credit Suisse Swiss Pension Fund Index Q1 2017

Credit Suisse Swiss Pension Fund Index Q1 2017 Credit Suisse Swiss Pension Fund Index Q1 217 YTD 217: 2.76% Q1 217: 2.76% Credit Suisse Pension Fund Index starts year at all-time high Allocation to foreign equities at all-time high; allocation to Swiss

More information

INVESTOR TARGETING DECEMBER 2015

INVESTOR TARGETING DECEMBER 2015 INVESTOR TARGETING DECEMBER 2015 RECENT BUY-SIDE TRENDS IN EUROPE Continued growth in low cost ETFs; ETF AUM has surpassed $3tn in the first half of 2015 Vanguard attracted $30bn in inflows in Q3 (Lipper)

More information

Private Banking pre-tax income of CHF 0.9 billion with net new assets of CHF 18.0 billion

Private Banking pre-tax income of CHF 0.9 billion with net new assets of CHF 18.0 billion CREDIT SUISSE GROUP AG Paradeplatz 8 Telephone +41 844 33 88 44 P.O. Box Fax +41 44 333 88 77 CH-8070 Zurich media.relations@credit-suisse.com Switzerland Media Release Credit Suisse Group reports underlying*

More information

Themes in bond investing June 2009

Themes in bond investing June 2009 For professional investors only Not for public distribution March 2011 Themes in bond investing June 2009 Japan outlook: Will Japanese equities jump in the Year of the Rabbit? Introduction There is no

More information

Foreign collective investment schemes Changes - January 2016

Foreign collective investment schemes Changes - January 2016 Foreign collective investment schemes Changes - January 2016 Approved for distribution in or from Switzerland: Aberdeen Global II US Dollar Credit Bond Fund (F01087824) AXA World Funds Emerging Markets

More information

Industry Newsletter SWISS PROPERTY SUCCESS STORY LUCIANO GABRIEL CEO, PSP SWISS PROPERTY EUROPEAN PUBLIC REAL ESTATE ASSOCIATION ISSUE 54 MAY 2016

Industry Newsletter SWISS PROPERTY SUCCESS STORY LUCIANO GABRIEL CEO, PSP SWISS PROPERTY EUROPEAN PUBLIC REAL ESTATE ASSOCIATION ISSUE 54 MAY 2016 EUROPEAN PUBLIC REAL ESTATE ASSOCIATION Industry Newsletter ISSUE 54 MAY 2016 Download the full EPRA Industry Newsletter at www.epra.com/newsroom/epra-articles/ SWISS PROPERTY SUCCESS STORY LUCIANO GABRIEL

More information

Sustainable investments in Switzerland 2010

Sustainable investments in Switzerland 2010 Sustainable investments in Switzerland 2010 Published by Imprint Imprint Publisher: Authors: Design: FNG Sustainable Investment Forum Switzerland Dr. Ivo Knoepfel, Boris Janezic, onvalues www.onvalues.ch

More information

Pension Reforms in Armenia

Pension Reforms in Armenia Pension Reforms in Armenia Joe McLoughlin Co-Head of Managed Portfolios GAM London Limited Ensuring the Pillars remain Strong! ~ Asset Management for the Long-Term 28 November 2012 GAM ~~ Global Asset

More information

ISHARES MSCI GERMANY ETF (EWG)

ISHARES MSCI GERMANY ETF (EWG) ISHARES MSCI GERMANY ETF (EWG) $27.48 USD Risk: Med Zacks ETF Rank 3 - Hold Fund Type Issuer Benchmark Index European Equity ETFs BLACKROCK MSCI GERMANY INDEX EWG Sector Weights Date of Inception 03/12/1996

More information