MFEX Newsletter - Spring 2020



Dear Partners,


The unprecedented times we are living through are no doubt testing. We hope you and your families are safe and healthy. We are pleased to say that we have been able to meet the challenges posed by the virus head on. We are continuing to provide and develop our services, and would like to take this opportunity to share our recent news with you.


MFEX EVENTS


Please note that all MFEX events have been postponed due to the COVID-19 crisis. The events will be rescheduled for later in the year


OUR RESPONSE TO THE COVID-19 CRISIS


The dramatic manner with which the COVID-19 pandemic swept through Europe has left no business unaffected. However we are pleased to inform you that a stable operation of our systems and platforms has been maintained.


We have put in place a detailed plan and established a crisis team so that we can deal with all the issues arising out of this unprecedented situation. For more details on our response, please refer to our official statement.


Our employees are working from home and remain completely operational to serve our clients. Check out some of the MFEX home office set-ups below:


OPERATIONAL DUE DILIGENCE SERVICES


In order to monitor your risk management, MFEX Operational Due Diligence Services offers an operational due diligence report on asset managers, including:

  • A clear cut opinion

  • A clear rating based on 5 pillars of analysis

  • An in-depth analysis which identifies organisational distortions that put the processes at risk 


“In this context, it is of the upmost importance to scrutinise the operations of selected asset managers. Priority should be given to those who offer control and supervision of their activities with the greatest robustness.”

- Valérie Kaliski & Emmanuel Playoust, ODDS


For more details about MFEX's Operational Due Diligence Services, please contact Valérie Kaliski.


GLOBAL FUND WATCH UPDATE


Global Fund Watch is continuously improving according to regulatory changes and users’ feedback. The latest developments include:

  • The KYC/AML questionnaire is now faster to fill in and easier to analyse

  • The home page now includes: “News from the Industry” which gives users direct access to the latest press releases, and information from the main financial supervisory authorities (AMF, CSSF, etc.)

  • An integrated screen solution in partnership with FactivaDowJones

For more information, please contact Valérie Kaliski.


NEW FUND COMPANIES AVAILABLE





PortfolioMetrix provides Investment Management by Design. It is a high-energy, results-driven global investment management business with offices in London, Dublin, Stockholm, Johannesburg and Cape Town. They support their adviser partners to provide scalable investment solutions to their clients, with their integrated technology platform and award-winning investment management capability as the cornerstones.  


Santander Asset Management is a global asset manager with strong local roots in Europe and Latin America. With 48 years of history and a presence in 10 countries, it manages EUR 201 billion across all types of investment vehicles, from investment funds and pension plans to institutional mandates and alternative investments. Santander Asset Management's investment solutions include bespoke Latin American and European fixed-income and equities mandates.


Leleux Fund Management & Partners is a Belgium-based UCITS management company based in Brussels which has made independence one of its priorities. It is a boutique specializing in collective management, offering investment strategies favouring a multi-management approach. They manage around €80 million through the management of funds of funds, including a mandate dedicated to international equities and another mixed mandate dedicated to Socially Responsible Investment.


De Pury Pictet Turrettini ("PPT") is an independent asset management company that manages over CHF4.5 billion. Based in Geneva and Zurich, the firm employs 34 investment specialists. Since 2006, PPT has been managing commitment funds ("Cadmos" umbrella fund) based on a responsible investment process called Buy & Care®. It has been a signatory of the UNPRI Charter (Principles for Responsible Investment) since 2008 and a member of the Copenhagen Institute for Future Studies (CIFS). 


LET'S KEEP A FRUITFUL RELATIONSHIP!

With our recommended seasonal super food:


KUMQUAT


Our recommended Spring superfood is the kumquat, which closely resembles an orange in colour and shape, but is around the size of an olive. This sweet-tart fruit has antioxidant, anti-inflammatory and cholesterol-lowering properties - bursting with flavour and goodness!



Please get in contact with us, if you require more information on platform services.

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