Submitted by Jérôme Malaise on Fri, 10/31/2014 - 18:54
Koris International proudly announces today the launch of TrackInsight, the first platform providing analyses on the replication quality of European ETFs for institutional investors (www.trackinsight.com). Three of the five largest European ETF providers have already recognised the soundness of the initiative.
Submitted by Jérôme Malaise on Fri, 10/31/2014 - 15:40
Alain Raffeau, fund manager of Pro Rendement Global, dynamic credit fund, recalls the reasons why Federis GA - an asset management company with social economy roots managing more than 25 billion euros of assets (as of June 30, 2014) - has partnered with Koris International and outlines the benefits of the joint solution in a rock-bottom yield environment.
Submitted by Jérôme Malaise on Mon, 04/14/2014 - 12:45
On February 3rd 2014, Bank of America Merrill Lynch announced the launch of the Merrill Lynch Investment Solutions (MLIS) - Merrill Lynch Dynamic Capital Protection UCITS Fund, managed by Merrill Lynch International and advised by Koris International.
Submitted by Jérôme Malaise on Sun, 01/12/2014 - 14:24
Following a Request for Proposal (RFP) launched in 2013, Fédéris Gestion d’Actifs has chosen Koris International to develop and implement a dynamic asset allocation model tailored to the specific features and constraints of Investment Grade, High-Yield and emerging debt markets.
Submitted by Camille Planes on Mon, 12/15/2014 - 12:55
More than 20 exchanges versus three in the United States. Multiple regulations versus a single one in the US. Several currencies, a large number of ETF providers, more than 2,000 European trackers with over 6,000 listings. This reflects how far the European market is fragmented. However, the search for economies of scales on the part of ETF providers and issuers will lead to consolidation within the industry, for the benefit of all participants.
Submitted by Jérôme Malaise on Mon, 12/01/2014 - 18:30
Through the 2014 European Institutional Risk-Based Investing Survey, Koris International has endeavoured to provide a global picture on the use and comprehension of investment risk practices by European institutional investors. 74 institutions from 12 European countries kindly participated in our survey. Their responses show that they put risk at the forefront when allocating assets.
Submitted by Camille Planes on Wed, 10/29/2014 - 17:50
Selecting an Exchange-Traded Fund (ETF) cannot be based on a sole performance measure common to all investors. Indeed, investors have their own specific investment purposes and the quality assessment of ETFs vary from one to another with regards to which indicators are favoured. Using examples of three major equity indices, Maxime Bonelli (R&D engineer at Koris International) highlights that ETF selection should be carried in an investor-specific framework founded on statistical indicators measuring the tracking quality deemed relevant by the end-investor.
Submitted by Camille Planes on Wed, 10/29/2014 - 15:43
With a deep and liquid market, one would expect the competition among ETFs replicating the S&P 500 to be fierce, resulting in very comparable funds. Despite exhibiting very low tracking error levels, ranging from 1/10th to 3/10th bps over two years, the seven S&P 500 trackers analysed in our study show very large discrepancies in terms of tracking difference (i.e. the real total cost of ownership investors bear over the long run).
Submitted by Jérôme Malaise on Sun, 10/12/2014 - 23:34
In this article, Jérôme Malaise investigates the Solvency Capital Requirement (SCR) market risk module and emphasises on the resulting asset allocation conundrum faced by insurance companies. He further discusses how dynamic asset allocation strategies supplemented with a formal risk transfer (using derivatives) can provide a solution for insurers to access to capital intensive assets (e.g. equity) while benefiting from a much reduced SCR.
Submitted by Camille Planes on Tue, 11/25/2014 - 19:50
Jean-René Giraud, Koris’ CEO and co-founder, will participate in the ETF Virtual Conference for UK independent financial advisers (IFAs) organised by ETF.com on December 2nd, 2014. He will discuss with Andrew Whiteley, Managing Director at Provisio Wealth Management, how investors can position their ETF portfolios when rates will finally begin to rise (“Fixed Income ETFs: Building a Portfolio for Rising Rates”).
Submitted by Camille Planes on Thu, 11/20/2014 - 17:11
Koris International is pleased to announce that Maxime Bonelli, Koris’ Research & Development team member, will participate in the 8th International Conference on Computational and Financial Econometrics (CFE 2014). This event is organised by the CFE network, Queen Mary University of London and the University of Pisa. The latter will host the conference from December 6th to 8th 2014.
Submitted by Camille Planes on Wed, 10/29/2014 - 14:35
Koris International is pleased to cooperate with L’Agefi – renowned French daily newspaper covering the latest national as well as international economic and financial news, on the first Grands Prix ETF edition.
Submitted by Jérôme Malaise on Wed, 01/08/2014 - 18:10
Koris International, recognized expert in dynamic asset allocation techniques, and Instit Invest, first media exclusively dedicated to the institutional investors community, announce the signing of a cooperation agreement with regards to asset allocation issues faced by European pension funds, insurers and other professional investors.
ORIAS n° 13000579 www.orias.fr Financial investment advisor registered under No. D011872 by the CNCIF, association approved by the French regulator (AMF). Conseiller en Investissements Financiers Enregistré sous le n° D011872 auprès de la CNCIF, Association agréée par l’Autorité des Marchés Financiers.