Insights - Our topics

This cover story article based among others on numerous interviews in Boston with academics from MIT and Harvard Business School provides very interesting insights into the future of investments from the US perspective. 10 relevant headlines are presented in FT Pensions and Investment Group´s DPN that are worthwhile being considered by participants of the investment industry, especially by investors.

(September 2009)

Based on numerous interviews with investors and investment/pension consultants as well as a thorough secondary analysis we have shed more transparency in the actual usage of ETFs by institutional investors. The article provides new and relevant insights which should be known to market particpants.

This article was originally published in The Euromoney ETFs & Indices Handbook 2009. For further information, please visit

www.euromoney-yearbooks.com/handbooks

This article which appeared in FT's DPN, researched and written by Funds@Work, gives unique insights into Shari'a Investments based on a research of roughly several hundred financial services providers and institutions. The reader receives great insights into the development and future outlook of Shari'a Investments. Funds@Work's 6 year involvement in Gulf Region specific projects is of great value added in this text.

(November/December 2008)

In this article that appeared in Handelsblatt, Funds@Work gives insights about the role of Private Equity companies in the consolidation process of the investment industry. Funds@Work´s involvement in related projects, where among others independent asset management entities are created through Management Buyouts, is of great value added.

(October 2008)

In this article Funds@Work looks in details at the usage of ETFs among corporates and their pension vehicles. It is based on interview series with corporate investors and investment/pension consultants. The findings are very interesting.

(August 2008)

In this article that appeared in IPE we give an overview of the investment consulting landscape in Germany with a solid introduction on the market participants. It gives great insights and an idea of where things are going from here.

(May 2008)

This mutual article with Maik Rodewald from FT DPN focusses on an interview with the Deputy CEO of AP Pension, a well know pension fund from Denmark. It is part of our researchs series and field trips in Nordic countries. The regular exchange of ideas with foreign investors but also market participants from abroad is supposed to give local investors insights into best practices but also show the opportunities arising from adressing the needs of foreign investors and market participants, in an increasingly internationalising world.

(April/May)

In this latest European Pension News article we again focus on the Gulf Cooperation Council countries and provide insights into the ongoing developments

(January/February 2008)

In this recent cover-story article which appeared in FT Business´DPN (German Pension & Investment news) we describe together with the editor in chief Maik Rodewald on 8-pages the dynamics in the Gulf Region from an investor´s perspective.

(December 2007)

Funds@Work has been active in the Gulf region for the last five years and in this recent one pager in Handelsblatt shares its macro views about the Gulf Cooperation Council

(November 2007)

The article gives an overview of the opportunties and threats in the Gulf region and is part of a series of publications based on several trips to the region and dozens of interviews with local representatives. Together with Swiss Pension News from Financial Times Business we looked at the region from an investor´s perspective in a critical manner.

(November 2007)

The article which appeared as foreword to Institutional Investment´s 2007 yearbook deals with modularization in the investment industry, increasing democracy, transparency and finally selective convergence trends that results out of the modularization process.

The article deals with the issue of a wholistic approach to "provision for life". It very much highlights the importance of the periods before the actual retirement and beyond. Mainstream views are hereby challenged but possible solutions offered.

The article deals with an important investor group, family offices. It is based on a comprehensive study by F&C Asset Management and WHU and the very interesting findings are enriched by individual interviews with family office representatives

Occupational Savings Accounts (OSAs) are an ideal building block for the period before retirement and lend themselves perfectly to finance different milestones in life, such as life-long-learning. The article shows the strategic importance of OSAs for corporates and their potential in integrating them into their long term corporate strategy

Foreword with a focus on current changes in the asset management industrie and a forecast to what is to come in 2006 and 2007.

Article in Portfolio Institutionell (5-pager) which deals with the role of corporate governance and sustainable investments for institutional investors. It very much focusses on engagement. The article won a State Street Award for Financial Journalism.

The necessity for internationalisation as a business risk diversifiying point.  Status quo and opportunities for players in the investment industry.

Putting internationalisation on the agenda which is vital for local as well as foreign players. We also focus on the subject of alternative forms of cooperation, namely strategic alliances.

Statement for a strategic perspective on Master-KAGs. Outsourcing is not the key word which very much relates to the wrongly led make or buy discussion. We introduce "Ally" for critical processes which have an impact on a company´s P&L.

Agenda Setting for Investment boutiques which today have become a standard in the investment scene

Article about the importance of "Knowing your client" in becoming a solution oriented provider rather than staying a product driven one.

The author Murat Ünal is the founder of Funds@Work AG. The basis for the business model and processes comes mainly from his academic work which has laid the foundation for the company´s success. His MBA-thesis dealt with the role of modularisation in the investment industry and its impact on differentiation, standards, and alternative forms of cooperation, i.e. strategic alliances.

Norton Rose and Funds@Work are delighted to present you this joint briefing which is the result of two leading organizations sharing their expertise about the master-KAG in German asset management.

Norton Rose and Funds@Work are delighted to present you this unique briefing which is the result of two leading organizations sharing their expertise about the mutual fund industry in Germany and its future potential from a legal and strategic perspective. It deals with the modularisation of the asset management industry and its impact on existing structures highlighting among others the importance of unique process skills, and market intelligence.