Read the latest news and insights from our industry experts.

Read the latest news and insights from our industry experts.

UK DB Pension Schemes lose up to £250m a year due to use of less tax-efficient funds

Press Release, 02 July 2020

UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust (Nasdaq: NTRS), conducted by Broadridge Financial Solutions.

How can good operational governance increase efficiencies?

19 October 2020

Fund Forum International, like so many other events, took place online this year. However, that didn’t stop the industry putting forward its best people to discuss the hot topics of the day. AMX was pleased to join the panel which looked at how good operational governance can improve efficiencies.

There is no herd immunity for asset managers or investors

Eoin Motherway, 19 October 2020

Recently, we saw publication of the Monterey Luxembourg Fund Report 2020. Similar to the Monterey publication in Ireland, which is published in Q1 of each year, the data highlights structure of funds, delegates and service providers appointed along with assets under management. Further it captures whether your investment vehicle uses an internal Management Company (ManCo) or a third party ManCo, and lastly if you are operating as a Self-Managed Investment Company, colloquially referred to as a SMIC.

How can tax-efficient funds boost returns for UK pension schemes?

16 October 2020

We recently held a webinar panel discussion on the use of tax transparent funds for UK pension schemes. Here we share key points of interest to institutional investors and their advisers

How can AMX`s Irish Management company (ManCo) help asset managers?

Larry Morrissey, 13 October 2020

Larry Morrissey talks about how AMX can help self-managed investment companies

A look at Investment Risk: Adding value through independent risk oversight

Andrew Drake, 30 September 2020

We asked Andrew Drake, our Head of Investment Risk Management, for an overview of the AMX process and the way we balance the needs of investors and managers.

Why now is the time for managers to launch a tax-transparent global equity fund

Aaron Overy, 28 September 2020

Assets in Irish Common Contractual Funds (CCFs) recently surpassed $100bn according to research from PwC Ireland*. Total sub-funds across UCITS and AIFMD now exceed 200 and this increase has seen 150% growth in just three years as investors become increasingly aware of double taxation treaty benefits.

Why did we build AMX?

Oliver Jaegemann, 25 September 2020

Our CEO, Oliver Jaegemann, talks about the industry challenges he saw that lead to the creation of The Asset Management Exchange.

Tax inefficient fund structures lost UK DB schemes £256m in 2019 – what is the solution for the institutional investor?

Nick Horsfall, 14 September 2020

Tax-efficiency has become an important factor for fund performance in recent years – particularly for pension funds that suffer too much withholding tax (WHT) on the dividends of their pooled equity investments. This is because UK pension schemes, as tax-exempt investors, are entitled to reduced WHT on dividends from global equities under double taxation agreements.

How can AMX help manage counterparty relationships?

Michael Robinson, 14 September 2020

Michael Robinson explores how AMX manages and controls the counterparties used by our platform to deliver three key benefits for investors.

Simplification and opportunity – the case for Pan-European Pensions

Ian Houri, 03 September 2020

An interview with Dr. Francesco Briganti, Secretary General of CBBA-Europe. Dr. Briganti is working with European governments and CBBA’s diverse membership to establish a pan-European occupational pension scheme that would create an alternative, simpler option to saving and investing.

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