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May
Russell Pudney is head of Citi’s tri-party collateral management division
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Investors are interested in allocating to smaller hedge fund managers, according to a new Aima survey
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The London Stock Exchange Group expands its derivatives offering on Turquoise Derivatives
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She joins the custodian from SEB
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GreySpark report outlines how banks can prepare for changes in the market structure
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Emiel van den Heiligenberg will join from BNP Paribas
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The value of UK stock on loan has dropped in the past month but short interest remains high, according to SunGard’s David Lewis
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The ETF provider has launched a new range of ETFs in Europe in the hopes of matching its US success
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The Alternative Investment Fund Managers directive may mark the beginning of the end of sub-custody networks. But not all global custodians believe this will be the case, finds Paul Golden
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BCS Financial Group has appointed Dipak Rajani as director of international prime brokerage sales
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The asset manager is to acquire MGPA as part of plans to expand its real estate investment offerings in Asia Pacific and Europe
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The FX survey will run for four weeks
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As news hits the headlines about JPMorgan shutting down its transition management business, Global Investor/ISF learns the bank is keeping its Australia business open
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Andrew Sheen talks to David Schofield, president of
international division, Intech, and Adam Patti, chief
executive of IndexIQ, about active and passive methods
to access low volatility investments
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BNY Mellon’s newly-created CSD will comply with the Eurosystem’s T2S project
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JPMorgan Asset Management predicts growth in demand for convertible securities
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Old Mutual's Peter Bain talks to Andrew Sheen about the benefits of the multi-boutique asset management model and restructuring for growth
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Swift Index forecasts UK and EU GDP growth, slowdown in US
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Ucits funds increase, London accounts for 18% of global hedge fund capital
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Asset managers’ attempts to reinvent themselves as asset allocators is skin deep, says Anthony Hilton
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The securities finance industry is worried it could be hammered by the FTT but the European Commission has bigger concerns on its plate, says Stephanie Baxter
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SPDR ETFs has launched two new dividend ETFs on the Deutsche Borse, bumping up the number of its European exchange-listed ETFs
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The Global Investor/ISF global custody survey produced three overall winners
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The results of the Global Investor/ISF global custody survey 2013 are now live
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Global Investor/ISF reveals the results of its global custody survey 2013
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JPMorgan AM launches first such fund in the UK aimed at HNW clients
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Asset owners, asset managers and banks were asked to rate their global custody providers.
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Julien Cuminet is now head of asset and fund services at BNP Paribas Securities Services
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Reductions in allocations to commodities, emerging market stocks, eurozone equities, says BAML's fund manager survey
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Tim Healy joins from Credit Suisse
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Peart left Aon Hewitt last June
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Investec Wealth & Investment sees client exposure increasing year-on-year
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Platform allows clients to mitigate collateral management risks and costs
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Assets invested globally rise to $2.13trn, according to ETFGI
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Transport for London Pension Fund has re-elected JPMorgan to act as its global custodian
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Most investors believe emerging markets will improve this year, according to Franklin Templeton’s new survey
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Mark Monahan will lead the new subsidiary
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Edwards has decided not to take a new position in the company’s new structure
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Citi to provide third-party administration for emerging market fund
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Simon Luhr has been involved in securities lending since its infancy. Now the CEO of a hedge fund firm, he tells Stephanie Baxter why he believes the industry is
still heading in the right direction
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Beneficial owners are still happy to lend their securities but regulation will increasingly determine the shape of their programmes
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James Templeman relocates to New York to head up the desk
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Firms go live with collateral management service
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2013 valuation of £4.7bn fund at around 95% funding level
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Pensions Infrastructure Platform is looking for investment managers for its target £2bn assets
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SEI Master Trust offers flexible and efficient solution for defined contribution benefits
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Collateral management is at a high risk of becoming a commodity, says SIX Securities Services
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The new market data and services business aims to drive innovation and growth
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Icma paper stresses systemic importance of collateral and the role of the repo market
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Matthias Papenfuß replaces outgoing chairman Joel Merere
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The US Foreign Account Tax Compliance Act is intrusively moving into overseas jurisdictions. It is starting to meet opposition, finds Ceri Jones
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Global Investor/ISF has extended the deadline for its Investment Excellence Awards 2013 until the end of this week
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Year-to-date outflows now stand at $17.9bn, according to BlackRock
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Builds on relationship with Allianz Global Investors
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State Street finds pension schemes face a 'difficult' regulatory burden
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Hedge fund sales director to take new position
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Lonsdale had worked at the bank for six years
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High frequency trading is under severe scrutiny on both sides of the Atlantic, finds Anna Reitman
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Decimus Capital Markets’ Haim Bodek speaks to Anna Reitman about equity market reform in the US and what it might mean for other regions
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Market conditions are forcing prime brokers to re-imagine their business models. Neil A O'Hara investigates emergence of close partnerships and no-frills services
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The guide is aimed at beneficial owners deciding whether or not to lend their securities
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Barry Withnell left Commerzbank earlier this year
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JP Morgan survey shows increasing demand and skew to boutiques
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Three month ban on shorting financial stocks imposed
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Northern Trust survey finds increasing interest among investors
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UBS's Graeme Wood will work across operational risk and regulatory project management
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April
Preqin data shows high demand for traditional equity funds
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Creation of specialist family office structure and tax guidance
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Chris Hogg to replace Gerry Degaute
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The businesses span seven CEE markets and represent $143bn in assets under custody
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William Blair & Company has chosen the custodian to support its Luxembourg-domiciled Fonds Commun de Placement
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Hedge funds and institutional investors are invited to take part in the Global Investor/ISF synthetic finance survey 2013
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The new paper considers how Basel III is shaping securities finance
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Global Investor/ISF has started new discussion forums on Linkedin for European asset management and Australian securities lending
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Markus Steiner will become head of the bank’s Global Services business in Switzerland
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Customers of tri-party repo and securities lending providers are invited to take part in the annual survey until May 1
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The addition of iShares’ ETFs on Euroclear’s fund processing platform will help Dutch investors to buy ETFs in a similar way to mutual funds
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Cambridge University’s Professor Raghavendra Rau compares the two strategies
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The custodian is working closely with SWIFT in response to higher regulatory demands for collateral protection
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Customers of tri-party repo and securities lending providers are invited to take part in the annual survey until Wednesday May 1
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He will focus on hedge funds and institutional investors
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Polen Capital Management has chosen the custodian to service its new Dublin-based Ucits umbrella fund structure
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Neil Hookway joins the consultancy firm's Domain Group
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The London Pensions Fund Authority has also appointed three pension industry veterans to its Board
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The bank’s Q1 2013 revenue from securities finance fell nearly 20% from Q1 2012, while revenues from asset management and servicing fees rose
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The telecom company now has the biggest DR programme among western European companies, according to BNY Mellon
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Denmark’s largest pension fund has selected the bank to provide it with custody and collateral management
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Minimum variance strategy ETFs available across Europe
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Report looks at the potential impact of Asian growth on future Ucits regulation
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The new index family is designed to be an alternative to Libor
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Sarah Young previously worked for Markit Securities Finance
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The firm praises the European initiative but says the approach needs refinements
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Revenue up 9% over Q1 2012
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Bank to provide the pension funds with OTC derivative and collateral management services
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Guidance aimed at improving standards post-Libor scandal
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The firm has updated its collateral and margin management software
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Phil True joins from Credit Suisse's asset management arm
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Sovereign CDS risks dismissed but reforms required, according to a report from the IMF
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Efama reports sustained inflows as a result of higher confidence
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The majority of schemes are increasing their exposure to corporate bonds and alternatives
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Asset owners are increasingly challenged by data integration, according to State Street
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Significant variations in supervision threaten investor protection
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Edward Marhefka will lead the business in North America
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The service is aimed at helping clients comply with new OTC derivative rules
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Short selling demand rose in March due to capital raising events by several European companies
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Repo should be exempt from the EU transaction tax, according to a study commissioned by the Icma European Repo Council
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Saul's Penny Green and Kim Nash of PTL will be on the judging panel at the Global Investor/ISF Investment Excellence Awards 2013
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New hedge fund launches remain steady but the market environment is tough for emerging managers, according to HFR
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The repo trade association has released the 2013 legal opinions that support the Gmra agreement
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Siobhan Boylan becomes CFO at the European asset management firm
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The custodian says the number of class actions is rising in Europe and Asia
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The firm will prove services for Metroline’s defined benefit schemes
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The new service is aimed at helping clients support new regulatory requirements
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Global Investor/ISF has launched the Investment Excellence Awards 2013 - nominations will be accepted until May 7
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Knight Capital Europe has chosen the custodian to provide services for its European equity business
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Regulators on both sides of the Atlantic are redoubling their efforts to eradicate the scurge of insider dealing, finds Ceri Jones
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Institutional investors are scrutinising transition managers more than ever. Ceri Jones examines how the industry is adapting to meet their new demands
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The new Global Investor/ISF transition management survey format provides greater insight and improved statistical validity over previous years
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The bank has already found a replacement for Ajay Nagpal who left the bank earlier this week. Stephanie Baxter reports
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Pirum has partnered with BNY Mellon’s global collateral services business
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PGGM has appointed JPMorgan as its third global custodian
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The Global Investor/ISF transition management survey 2013 rates the top providers across the Emea, Americas and Asia Pacific regions
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Global Investor/ISF reveals the results of its transition management 2013 survey
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Automatic enrolment into UK pension schemes will have profound implications for the asset management and asset servicing industries, finds Andrew Sheen
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Anouk Agnes has previously worked at the Luxembourg Ministry of Finance
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Nomura’s Chris Antonelli speaks to Stephanie Baxter about the modern struggles of being a prime broker and why Asia is an exciting but challenging place to grow a business
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Clients are demanding more customised benchmark data, according to a new survey
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Global Investor/ISF reveals the results of its transition management 2013 survey
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Ajay Nagpal will join a major hedge fund later this year
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Tatyana Dachyshyn, formerly of Erste Group Bank, has replaced Barry Withnell who left Commerzbank earlier this year
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Business volumes grew the most since December 2010, according to the quarterly report from PwC and CBI
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Nordic pension funds employ cutting edge asset allocation strategies. Anthony Lane investigates what institutional investors around the world can learn from them
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The custodian will provide Quilter with a full life cycle fund solution
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March
European uncertainty affects investor outlook
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New hires result of growing client demand
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The guidelines are aimed at investors to help them understand liquidity risk in Ucits funds
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He becomes deputy CEO of the bank's private banking business in Switzerland
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The firms has big plans for the Spanish and Portuguese markets
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BNP Paribas’ Patrick Colle says depositary banks could become collateral managers for hedge funds as a result of the AIFM directive
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The new regulations will help to restore faith in Libor, says Martin Wheatley
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The UK's structural deficit is expected to be eliminated by 2015 but the Budget raises questions about the ability of the banking sector to help finance the UK's recovery, according to Evercore Asset Management
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Amid the doom and gloom, Stephanie Baxter found there was a small spark of opportunity for securities finance at the Markit Securities Finance Forum
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The US economy is looking more positive but it isn't out of the woods yet, according to Citi's William Lee
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The proposed EU financial tax could push bank funding away from the repo market, according to Clifford Chance's Paget Dare Bryan
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The firm has taken on ING’s Bugler and BlackRock’s Kim
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The new service aims to help firms cope with new reporting requirements under Dodd-Frank and Emir
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The bank will provide fund administration for SEB Investment Management
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Andrea Sturm joins the bank from Portigon AG
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This is the first OTC trade to be cleared with CME Clearing Europe
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The bank has appointed five people across New York and London
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Gerard Rameix is now a member of the European regulator’s Management Board
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Nikhil Srinivasan moves from Allianz to Generali Group
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The two clearing houses will combine their capabilities to form a new entity in the cash equity CCP marketplace
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The firm aims to help fund managers enhance their sales and marketing strategies
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Iyer becomes global head of Trust & Agency Services within the bank’s GTB division
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Pension funds across the region aim to increase their exposure to ETFs over the next 12 months, particularly emerging market vehicles
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The consultancy firm has created a new role for governance of all investment consulting services
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Pierre Khemdoudi joins Markit Securities Finance
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The bank has enhanced its custody and middle office platforms in response to derivatives regulation
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The Newedge/MTS Agency Cash Management (ACM) joins Euroclear’s Collateral Highway
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The arrangement is available in the Spanish and Italian markets, and the two institutions are working to extend it to the other European and Asian markets
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LTROs continue the decline of the European repo market, but FTT could be an even bigger threat to its future
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Sovereign debt markets in the west have remained firm despite rising debt and lacklustre growth. Paul Golden asks how long quantitative easing and investor patience can keep this going
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LuxCSD becomes eligible for Eurosystem's monetary policy and credit operations after European Central Bank grants approval
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Northern Trust has increased its assets under custody from new UK pension fund clients by approximately £20bn ($30bn) in 2012
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Bruno Prigent, global head of Societe Generale Securities Services (SGSS), speaks to Alastair O’Dell about the impact of the AIFM directive on fund managers and their service providers
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Basel III could force the global securities lending business onto CCPs, according to a panellist at the Pasla/RMA conference. Stephanie Baxter reports
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BBH has relocated Haberlin and Lees, and has hired Robeco's Nizami to lead its Asia desk
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EquiLend wants to expand its global training platform
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The Superannuation Arrangements of the University of London has allocated its £80m DB pension scheme to First Quadrant’s Global Risk Balanced Fund
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Cedric Van Kerrebroeck joins the fixed income firm from Deutsche Bank
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February
Trade repositories could raise the reputation of securities lending and repo but there is scepticism over their viability, says Stephanie Baxter
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The depreciation of the sterling is a much bigger concern than the UK government bond market in light of Moody's re-rating, according to investment managers
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Former Citi securities finance head has joined the bank’s new Global Collateral Services division
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Consob introduced a ban short selling on certain bank stocks for two days following fears over market volatility
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FinEx has launched a Russian corporate bond Ucits ETF at London Stock Exchange
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HSBC Securities Services restructures its securities lending team with the appointment of Roy Zimmerhansl
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JPMorgan and Aviva have renewed their outsourcing relationship
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AXA IM has hired Christian Gissler as global head of risks and controls
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With tensions mounting, investors should hope for a truce in the global currency war, says Peter Garnham
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How securities lending revenues are divided among the interested parties is set to become increasingly controversial, finds Ceri Jones
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ORIX will acquire Rabobank's asset management business Robeco for €1.9bn, subject to regulatory approvals
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BNP Paribas Securities Services has been awarded a custody mandate to manage the Australian Catholic Superannuation and Retirement Fund's AU$4.5bn ($4.6bn) portfolio
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The South Korean regulator has given Eurex Exchange the go ahead to offer its full suite of products in this Asian market
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Rule Financial has hired Emily Cates as principal consultant in its domain group
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The Swiss Tax Authority (STA) is scrutinising 'dividend-stripping transactions' which include securities lending and repo among others, according to KPMG's Charles Hermann who criticises the STA's approach
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SEI has been appointed a fiduciary manager to Epson's Uk £40m ($60m) defined benefit pension scheme
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Acadian Asset Management UK has been selected by Danish occupational pension fund administrator PKA to manage a several hundred million dollar volatility mandate
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Speaking at the Global Investor/ISF Swiss event, RBC Investor Services’ Guy D’Albrand reveals his scepticism over using ETFs as collateral
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Lower inflation rates have played a main role in dragging down nominal interest rates, according to Fritz Zurbrugg of the Swiss National Board
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Higher capital requirements will change the dynamics of the securities lending business, says Ed Blount of the Center for the Study of Financial Market Evolution
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Swiss pension funds are facing low securities lending fees and concerns about reputational risk, according to panellists at a Global Investor/ISF event in Switzerland
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Godfried De Vidts said it is importance to engage with regulators before it’s too late at the Global Investor/ISF Swiss Securities Finance and Liquidity Management Forum III
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Clearstream plans to launch a direct settlement link to the Russian CSD in February 2013
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Investors, market participants and stakeholders are invited to respond to Esma's Call for Evidence by March 15
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Global Investor/ISF hosts events around the world, covering a wide variety of subjects. In 2013 it will again gather key securities finance players in Australia, London and Germany
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Lyxor will introduce new ETF products over the next couple of weeks, its new head of ETF indexing told Global Investor/ISF's Paulina Pielichata
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SunGard data reveals that while specials continue to gain in importance the GC trade is not dead. Meanwhile, non-cash continues to gain in popularity versus cash
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Fully paid lending brings securities finance to mainstream investors, writes Richard Stinchfield, Vice President, Client Services, SunGard’s Capital Markets Business
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Tim Smith, Executive Vice President, SunGard’s Astec Analytics, highlights the importance of intraday data
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Mixed messages from major economies about when they will start raising interest rates are complicating interest rate swap risk management, finds Paul Golden
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While concerns over the precise implications of forthcoming directives persist, the effects of monetary policy have pushed regulation down the list of factors influencing liquidity swap activity. Paul Golden writes
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As collateral is about to become a worldwide obsession, could the wave of regulation that is pushing it to the centre of decision-making reenergise securities lending? Bob Campion investigates
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Esma has published final guidelines on remuneration of alternative investment fund managers
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Schroders has hired Scott Lothian as senior strategist for its Global Strategic Solutions team
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Intraday data is playing an increasingly important role in the securities lending marketplace
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Towers Watson will include MSCI’s RiskMetrics HedgePlatform in its hedge fund advisory and investment processes
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Thibaud de Maintenant, global head of direct securities services at Deutsche Bank, discusses the challenge of worldwide regulatory reform
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NASDAQ OMX's risk management and OTC clearing technology, Sentinel will support Poland's KDPW_CCP for its OTC clearing business
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Emmanuelle Choukroun of Societe Generale Securities Services explains how depositary banks can enhance the value proposition
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Participants in the securities lending chain are demanding ever more data in the search for competitive advantage. The increased transparency this brings is set to transform the business, finds Stephanie Baxter
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Are ETFs the answer to the collateral shortfall dilemma? Stephanie Baxter writes
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The full results of the Global Investor/ISF sub-custody survey are now available to view
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Euroclear Bank will start providing post-trade services for Russian OFZs from this month
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A huge amount of new legislation is about to be applied to European markets. Ceri Jones identifies the key provisions
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Independent providers have been put in an impossible position, says Anthony Hilton
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Steven Maijoor, chair of the European Securities Markets Authority, speaks to Alastair O’Dell about the passage of legislation and regulation through the corridors of power
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The full results of the Global Investor/ISF sub-custody survey are now available to view
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Global Investor/ISF reveals the winners of the Europe section of its annual sub-custody survey
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The winners of the Europe section of the Global Investor/ISF annual sub-custody survey
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Global Investor/ISF reveals the winners of the Europe section of its annual sub-custody survey and looks back on the recent developments in these markets
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Global Investor/ISF looks back on the recent developments in the European sub-custody markets
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F&C Investments has hired Goodhart Partners’ Ben Fox
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Michelle Grundmann will head investor services in Germany, Austria and Switzerland
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SIX Swiss Exchange will launch the Sponsored Investment Fund Segment in March
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January
Emerging markets and collateral transformation will present further opportunities for securities lending in 2013, according to Citi's David Martocci, JPMorgan's Paul Wilson and HSBC's Wayne Burlingham. Stephanie Baxter reports
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Regulation will begin to bite the securities lending and repo businesses over the next 12 months, according to two consultants. Stephanie Baxter reports
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The IMF's Manmohan Singh says that central banks' quantitative easing policies can be used to alleviate the collateral squeeze
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Andrew Dyson has joined the securities lending trade association after eight years at Markit Securities Finance, formerly Data Explorers
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OTC clearing and collateral management specialist Jonathan Philp has moved to Everis. Stephanie Baxter reports
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Securities lending and repo markets confront a year of turmoil as speculation over the impact of regulation finally turns into a reality. Stephanie Baxter reports
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Russell Investments has hired Sjef Pieters as head of Nordics
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Barry Withnell joined Commerzbank when it acquired Dresdner Kleinwort in 2009
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BlueBay Asset Management has added Steven Bayly as head of sales who will focus on German institutional investors
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Euroclear's Awan expects to see more collateral upgrade trades from mid-2013, while SunGard's Lewis says relaxtion of Basel collateral rules could lower demand for these trades. Stephanie Baxter reports
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Kevin McNulty, chief executive of the International Securities Lending Association (Isla), shares his views on how regulation will impact the European securities lending industry over the next 12 months
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Oliver Shaw joins LBBW’s repo desk in London
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Stenham Asset Management has hired two new investment team members
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Shell’s Paul Downie says new CCP rules for derivatives will increase costs for corporates and have a negative impact on the real economy. Stephanie Baxter reports
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Russian CSD has agreed to exchange information on securities issues and issuers with the Russian Federal Financial Markets Service (FFMS)
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AXA IM has been appointed by Cornwall Pension Fund to manage a £50mln ($80.1mln) LDI mandate
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Citi has joined Clearstream's collateral management solution, which will enable common clients to pool and mobilise their domestic and ICSD assets to optimise the allocation of collateral
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Clearstream partners with Belfius to expand global collateral management services to bilateral OTC derivatives
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Clearstream has appointed Standard Chartered as its clearing and settlement agent for South Africa
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The ECB's Benoit Coeure says the push to centrally-cleared repo should be driven by the market. Stephanie Baxter reports
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Eurex Repo plans to extend the maximum duration from one to two years for tradeable securities at GC Pooling and Euro Repo markets
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Euroclear Nederland, the Dutch central securities depository (CSD) has completed the dematerialisation process of the Dutch capital market
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Regulators should avoid introducing pre-trade and post-trade price transparency at the same time, according to the Belgian Debt Agency’s Anne Leclercq. Stephanie Baxter reports
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UBS Global Asset Management has listed 61 ETFs on Borsa Italiana, the largest batch of ETF listings in the history of the exchange
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Paul O’Connor to join as director of Henderson Global Investors' multi-asset team on January 28 2013
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ING has hired Alison Phillips, formerly of Goldman Sachs. Stephanie Baxter reports
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Ucits attracted €36bn ($48)bn in November, according to Efama's latest report
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Stephanie Baxter discovers that most beneficial owners are preoccupied with risk- but some are still chasing returns
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BlackRock has agreed to acquire Credits Suisse's ETF arm, which consists of funds domiciled in Switzerland, Ireland and Luxembourg
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Citi has joined forces with Euroclear and Clearstream to help its clients efficiently manage their collateral pools
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More OTC derivatives market participants are paying attention to collateral management. But how complicated the landscape will become is still being debated, writes Anna Reitman
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The injection of liquidity into the cash market by the ECB and Bank of England continues to hold back liquidity swap activity, writes Paul Golden
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Clearstream has developed the solution with 360T Trading Networks to help corporate and institutional clients maximise their collateral usage
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Offering investors solutions and creating value over the long term: this is Mirova’s ambition
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The custodian bank’s CEO will leave at the end of February after a 24-year career at RBC
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The results of the Global Investor/ISF Beneficial Owners Survey are now available to read online
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RBC Investor Services shared honours with Goldman
Sachs Agency Lending in the 2013 Global Investor/ISF
Beneficial Owners Survey, writes Luke Clancy
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Markit and CTI have launched Fatca compliance service for global fund industry
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The National Association of Pension Funds (NAPF) has hired Helen Roberts as an investment specialist
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The bank wants to enhance its role in the post-trade market
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The Bank of England wants to shake up the UK clearing house market in order to minimise risk and avoid potential government bailouts, finds Stephanie Baxter
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Waves of regulation are set to pound securities finance, with many predicting a huge shortfall in available collateral. Stephanie Baxter looks at how the industry is being reshaped and the role of collateral upgrade trades
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The repo market will benefit from demand for collateral transformation but it could carry new systemic risks, according to Rule Financial's David Field
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DataLend has been in beta phase for the past few months
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Judy Polzer, global head of securities lending product at JPMorgan, talks to Alastair O’Dell about how she anticipates the outcome of myriad regulatory discussions will shape the business