Private and institutional investors tend to think of Frontier Markets as unexplored. The economies of these countries are generally in earlier stages of economic development, and their capital markets less mature than Emerging Markets. But an increasing number of Frontier Markets have reached a stage of development that enables investors to participate in strong structural growth. In this paper we provide an overview of equity investing in Frontier Markets, define these markets, discuss important investment themes, historical performance, and the key investment challenges.
OpenFunds Investments Services new office address in Zurich
Due to major construction work at our previous Zurich location, we have relocated for a period of approximately 12 month to Selnaustrasse 5, 8001 Zurich. The new contact details are:
OpenFunds Investment Services AG
T. +41 44 500 31 08
F. +41 44 500 31 09
Distribution of foreign collective investment schemes to qualified investors in Switzerland - Q&A
|Senior Partner, OpenFunds Investment Services, Lugano
Managing Partner, OpenFunds Investment Services, Zurich
On 1 March 2015, the transitional period for distributors and foreign funds distributed in Switzerland to become compliant with new regulation expired. Participants are now working out how best to navigate and adapt to the new distribution regulatory framework. We thought we would help by putting together a Q&A covering the most-asked questions.
Guidelines on protocol requirements: FINMA lifts recognition limit.
The Swiss Financial Market Supervisory Authority FINMA has lifted the limitation on the recognition of the Swiss Bankers Association’s “Guidelines on the duty to keep documentary records according to Section 24(3) of the Federal Act on Collective Investment Schemes (CISA)”. The guidelines will be examined in detail as soon as the Financial Services Act (FSA) project is at a stage to allow this.
Funding UK agriculture’s renewable energy strategy. How investors are turning to non-traditional sectors for income streams.
||Non executive Vice Chairman of OpenFunds and Founder and CEO of Prestige Asset Management Ltd.
Since the financial crisis of 2008, many of the economic factors that have been taken for granted in global investment simply no longer apply. We are living in a new world of risk and opportunity. Austerity and a change in the regulation of the banking sector are having unanticipated consequences on the way businesses are financed and the role banks play in the economy.
OpenFunds and Tundra Fonder, a Swedish investment manager specialised in Frontier Markets equity, join forces. OpenFunds will act as the exclusive distributor of Tundra Fonder in Switzerland.
Tundra Fonder has gained a marketing licence in Switzerland and entered into an exclusive distribution agreement with OpenFunds Investment Services AG. OpenFunds will initially promote two of Tundra’s flagship funds to its investor network in Switzerland.
Vertrieb von ausländischen kollektiven Kapitalanlagen an qualifizierte Anleger in der Schweiz
||Partner, KPMG, Lugano
Senior Partner, OpenFunds Investment Services, Lugano
Senior Partner, OpenFunds Investment Services, Zurich
Die Schweiz hat ihre Gesetzgebung zum Vertrieb von ausländischen Investmentsfonds in odervon der Schweiz aus mit der Revision des Kollektivanlagegesetzes an die EU-Gesetzgebung angepasst. Die Übergangsfristen die Anbietern ausländischer Fonds gewährt wurden um sich der revidierten Gesetzgebung anzupassen liefen am 28. Februar 2015 aus. Ab dem 1. März müssen alle Fonds den neuen Regelungen konform sein.
Publication: Absolut | report 01 2015