Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Somewhere a metronome begins ticking, he clicks his fingers then begins to tap dance across the room, then up the walls and finally onto the ceiling! He sets the beat for how he has developed funds over the years and dances to his own tune.
I am joined by veteran fund strategist Jean-Francois Hautemulle. Join us as we share experiences from the buy AND sell side. Is M&A a game of musical chairs? What are the little tricks Distribution doesn't want buyers to know? We debate changes to the product; lifecycle, positioning, asset concentration, organic versus inorganic growth, innovation and evolution. The Scale game: why do supertanker funds exist; why do so few new funds reach 100 million in size? Why should fund development be seen by ExCos as strategic not tactical? Is ESG here to stay and how should we develop products to better meet investor needs? What then is value?
Fund selectors are unwittingly curated by unseen product managers and strategists into; new funds, sectors, fashions and vogues. How funds are then developed have a huge impact on the end outcomes for investors. So what does responsible and sustainable fund development look like?
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.
In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Jean-Francois and Terres Neuves.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
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Credits;
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Archive.org. Royal Wedding is a 1951 Metro-Goldwyn-Mayer musical comedy film starring Fred Astaire and Jane Powell, with music by Burton Lane and lyrics by Alan Jay Lerner. The film was directed by Stanley Donen.
Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)
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