The PPI as preparation for the pension agreement

Risk management in the chain: Are you truly in control?

January 2025

Outsourcing activities offers in financial market participants numerous benefits: cost reduction, access to specialized expertise,...

Preparation is key to avoiding failure

December 2024

The past year felt like a year of preparation, with a focus on what lies...

DORA demands constant focus on digital resilience

November 2024

The Digital Operational Resilience Act (DORA), which comes into effect in just over two months,...

Esma’s quick fixes fail to advance sustainability goals

October 2024

Since the publication of the EU Action Plan on Sustainable Growth in 2018, financial institutions...

Mortgage fund transitions, a specialized expertise

September 2024

The Dutch residential mortgage asset class is highly popular and has seen significant growth among...

In Memoriam: Michiel Kranenburg

August 2024

It is with great sadness that we acknowledge the passing of Michiel Kranenburg, one of...

Illiquid investments under the Wtp: place or no place?

August 2024

The advent of the new Pensions Act has far-reaching implications for Dutch pension funds. Among...

Operational setup Wtp: navigating new dependencies

July 2024

The introduction of the Wtp creates new dependencies between pension providers, participant administration, fiduciary managers...

Sustainable fund or not? Call a spade a spade

June 2024

On May 14, the European Securities and Markets Authority (ESMA) published new guidelines on the...

Sustainability Report 2023

June 2024

Sustainability plays an important role in all of our consulting work. This year, we have...

Outsourced ManCo’s: an empty shell or an efficient solution?

May 2024

Increasing regulatory burdens are making it increasingly difficult for asset managers to meet all obligations....

Position paper Sustainable investing

April 2024

On April 11, 2024, we are proud to publish our first ESG position paper, "Sustainable...

Report frozen assets due to Russian sanctions to your regulator by July 1, 2024

April 2024

This article is only available in Dutch.

DORA and its chain(s)

January 2024

Both by regulators and in various professional journals, the urgency of DORA has now been...

2023, a year of what really?

December 2023

The asset management industry has had some extraordinary years. But how should we describe 2023?...

Smart implementation of new instruments

November 2023

Innovation and change are constants in the Dutch asset management industry. Parties are constantly striving...

Sustainability claims under the microscope

October 2023

On October 4, 2023, the final version of the guideline on sustainability claims was published...

It is time to accelerate sustainability risk implementation

October 2023

Pension funds are in the process of concretizing sustainability risks in the risk management cycle....

Net zero in emerging markets: a challenge

September 2023

According to a recent study by Standard Chartered, $94.8 trillion - an amount greater than...

Does the Wtp push pension funds into a catch 22?

September 2023

How is the transition phase faring for pension funds so far? In 4 years the...

Digital resilience for asset managers is no child’s play.

August 2023

The ink on the sustainability regulations has not yet dried when asset managers are confronted...

Kaizen: The steady drip hollows the stone

July 2023

The world of Dutch asset managers and institutional investors is changing quickly. Mergers and acquisitions...

Public vs. Private Real Estate: Mind the Gap!

June 2023

In 1998, Greg Whyte, then head of REIT research at Morgan Stanley, said the following...

Everything is sustainable

May 2023

The sustainable investment is a core concept in sustainability regulations; Article 8 products must prominently...

Implementation SFDR level 2

April 2023

As of January 1, 2023, the additional SFDR level 2 obligations have become applicable to...

Operationele-uitdagingen-bij-het-opzetten-van-alternatieve-fondsen

Operational challenges in setting up alternative investment funds

April 2023

When structuring and setting up an alternative investment fund that invests in private markets, one...

Sustainability at AF Advisors

April 2023

Sustainability is important in our work. Our knowledge and services related to ESG topics are...

2022-Een-tumultueus-jaar-voor-hypotheekbeleggingen

2022: A turbulent year for mortgage investments

March 2023

2022 was an eventful year. The start of a war on our continent, political unrest...

New research: Investors & Sustainability initiatives

March 2023

In financial markets, sustainable development is a trending topic. This is demonstrated, among other things,...

DRMI-de-nieuwe-index-voor-beleggers-in-Nederlandse-hypotheken

DRMI: the new index for investors in Dutch mortgages

March 2023

Dutch mortgages have become an attractive asset class for institutional parties. A new solution from...

Position papers WTP by APG and DNB

February 2023

DNB and APG have both written a position paper as a contribution to the expert...

Eerste-bevindingen-implementatie-van-SFDR-level-2

Initial findings implementation of SFDR level 2

February 2023

At the beginning of this year, the additional obligations from the Sustainable Finance Disclosure Regulation...

Operationele-implementatie-en-risicos-WTP-onderbelicht

Operational implementation and risks WTP underexposed

January 2023

At the end of 2022 the Dutch Parliament successfully voted on the new pension law...

Annual review AF Advisors

December 2022

In these days of reflection, the annals of history will remember 2022 as a special...

The rubber tile economy

December 2022

The year 2022 was a year of little news for our financial sector, but of...

Ernst de Klerk partner of AF Advisors as of January 1

December 2022

Ernst de Klerk will be appointed partner of AF Advisors as of January 1, 2023....

Complexe-documentatie--hoe-komen-we-er-vanaf

Complex documentation: how to get rid of it?

November 2022

From Jan. 1, 2023, retail investment funds, including UCITS, must comply with the PRIIP Regulation....

AF-Advisors-kennispartner-van-de-podcastserie-Sustainable-Finance

AF Advisors knowledge partner of the podcastserie Sustainable Finance

November 2022

AF Advisors participated as a knowledge partner in the educational podcast series "Sustainable Finance" launched...

Het-verdwijnen-van-de-fax-bij-beleggingstransacties-in-fondsen

The disappearance of the fax in investment transactions in funds

October 2022

For decades, transactions in stocks and bonds have been settled almost completely automatically (STP). Even...

Operational-Due-Diligence-vraagt-om-diversiteit-en-maatwerk

Operational Due Dilligence requires diversity and customization

September 2022

The importance that the investment community attached to Operational Due Diligence (ODD) has, as a...

Transparency: a balancing act

September 2022

The operation of mutual funds is difficult for a layperson to fathom, even when they...

Krimp-Nederlandse-vermogensbeheersector-zet-door

Contraction of Dutch asset management sector continues

September 2022

The asset management sector in the Netherlands is shrinking, as is the wider financial sector...

EMD: Valuable in uncertain times?

August 2022

Sky-high inflation and rising interest rates are everyday's business. Two factors that will have a...

Van-goed-idee-naar-succesvol-beleggingsproduct

From good idea to successful investment product

July 2022

A good idea does not make a successful investment product. This is especially true for...

Implementation of CO₂ policy in investment portfolio

June 2022

Hugo Elsing writes in an article on Investment Officer NL about measuring the carbon footprint...

Regulations at odds with sustainability ambitions

June 2022

Our colleague Ernst de Klerk wrote an article for Investment Officer NL about the new...

Five points of interest in the pension reform

June 2022

Recently, Investment Officer NL published an article by Jasper Haak about the five points of...

Close-up of a group of antique skeleton keys on wooden background

Pension funds need to make choices

January 2022

The year 2022 will be exciting and important for pension funds and their pension providers...

AF Advisors’ annual review of the Dutch investment management industry 2021

December 2021

This annual review is only available in English Pedal to the metal amid uncertainty We...

2021 as a prelude of what awaits the Dutch investment industry

December 2021

Looking back at 2021 and the trends in the investment industry Jasper Haak published an...

Whitepaper corporationloans

November 2021

Institutional investors continue to look for greater returns on fixed income investments, preferring a combination...

Strong growth in sustainability-linked loans increases supply of sustainable finance

November 2021

In an article recently published in IEX Profs, our colleagues Hans van Putte and Chris...

Roundtable discussion on investing in mortgages during the transition to the new pension system

November 2021

What are the implications for mortgage investing in the transition to the new pension system?...

The green growth market of ssa obligations

November 2021

In an article published this week in Fondsnieuws, Ronald Verhagen shows the possibilities of investing...

It is the two ways escalators in modern building.

Succesfully switching fiduciary managers

October 2021

In an article in Fondsnieuws this week, Saskia Leonard takes a closer look at switching...

SFDR and taxonomy: gamechanger of 2025?

September 2021

Is there already a game changer now that SFDR has been in effect for 6...

Foto private debt paper voor website (1)

Invest in private debt

September 2021

In the current investment climate, where sustainability requirements are imposed on (debt) investments alongside the...

Invest in commodities: controversial?

August 2021

In an article in this week's IEX Profs, Jasper Haak and Maurice Kemper discuss commodity...

Foto gebouw corporatiewoningen voor website

Secured corporate loans in the search for yield

August 2021

This week, Fondsnieuws published an article in which Martine Vissers and Hugo Elsing discuss the...

Handen-met-plantje-vierkant-scaled (1) (1)

Efficient customization in sustainable indices

July 2021

In an article in this week's Fondsnieuws, Nienke Kuppens takes a closer look at how...

‘Mandate solutions’ could start to replace investment funds

July 2021

In this article published in Investment Officer Peter Dom addresses the structure of investment propositions...

Target Operating Model? Work from standard models

June 2021

Implementing a new target operating model (TOM) at an asset manager is often complex and...

The new pension system and the challenge of unitizing mandates

May 2021

In a Fondsnieuws article, we took a closer look at one of the major challenges...

AF Advisors investment competition

April 2021

The next few months will be exciting. Will the impact of COVID-19 on our daily...

Unprecedented opportunities and threats for asset managers

April 2021

In an article published in Fondsnieuws on the opportunities and threats for asset management, we...

AF Advisors Podcast | Private Debt

April 2021

We have noticed a huge increase in interest in the private debt investment category, but...

hand-pencil-creative-wood-leg-finger-893050-pxhere_b (1) (1)

Leads SFDR to standardization?

March 2021

On March 10, the Sustainable Finance Disclosure Regulation (SFDR) level 1 was launched. AF Advisors...

Large differences in interpretation requirements SFDR level I

March 2021

The AF Advisors SFDR team analyzed the implementation of SFDR level I in the Dutch...

AF Advisors announces new partner appointment

March 2021

AF Advisors is pleased to announce that Martine Vissers has been appointed partner as of March 1st,...

Results-oriented investing in social impact funds

February 2021

This week in Fondsnieuws, Martine Vissers and Nienke Kuppens write about results-based investing in social...

The Nationaal Kosten Onderzoek in Fondsnieuws

February 2021

An article appeared in Fondsnieuws about the National Cost Survey Investing 2021 in which AF...

The PPI as preparation for the pension agreement

January 2021

In PensioenMagazine, Jasper Haak describes how the Premium Pension Institution (PPI) was at the heart...

Top 10 investment categories december 2020

January 2021

In AF Advisors' semi-annual Top 10 report, we show an overview of the changes within...

Waardering alternatives moet professioneler

January 2021

Alternatieve beleggingen stellen niet alleen specifieke eisen aan de beleggers en de beleggingsprocessen, ook de...

Valuation of alternatives must be more professional

January 2021

This week, an article appeared in Fondsnieuws in which Alexander Hofstad reflects on one of...

Map Location Direction Location Remote Relax Concept

Customer due diligence; notable aspects from AF Advisors practice

December 2020

Prevent financial and reputational damage - KYC and CDD lessons learned. In an international context,...

Mortgage investment selection more complex than ever

December 2020

This week, Fondsnieuws featured an article by AF Advisors on the mortgage investment selection process....

Reducing the number of custodians pays off

November 2020

Reducing the number of custodians at asset managers pays off. Current practice shows that maintaining...

images-7_nieuws-2020-fd_gazellen_capitalvalue.max.840_441 (1)

AF Advisors wins FD Gazelle 2020

November 2020

AF Advisors has received its fourth FD Gazelle from Het Financieele Dagblad, making it one...

Sustainable rules – realism or idealism?

October 2020

Until now the development of sustainable investment propositions and the provision of information about them...

Top 10 report Q2 2020

July 2020

In AF Advisors’ semi-annual ‘Top 10 report’, we provide an overview of the changes within...

Asset-backed securities deserve a place in the portfolio

February 2020

Asset-backed securities have been out of favor for years. However, these securities are well suited...

Cost allocation can be more efficient with Activity Based Costing

February 2020

Asset managers are still taking too many strategic decisions on the basis of limited insights...

Choosing a sustainable investment fund

February 2020

How do you assess the sustainability of investment funds? There are significant differences in the...

Mortgages are still hot despite declining returns

February 2020

Pensionfunds are investing billions in mortgage loans. The managers that provide these loans appear to...

New Years Talks

February 2020

In 2018 AF Advisors celebrated its tenth anniversary. Our departure at Robeco, establishing AF Advisors...

“Top 10 report” of AF Advisors

February 2020

In the semi-annual “Top 10 report” of AF Advisors, we provide an overview of the...

Time for protection poll (closed)

September 2019

We have taken the initiative for this poll in light of the current time frame:...

Best investments of the last year

January 2019

In the semi-annual “Top 10 report” of AF Advisors, we provide an overview of the...

Engage the collateral management challenge

June 2018

There is no time to waste for buy-side firms including pension funds to reorganize their...

Countervailing power in Dutch pension transition

March 2018

AF Advisors' partner Jasper Haak has published an article in Transparency Times. In the article,...

Valuable lessons after 35 billion euros in transitions

March 2018

AF Advisors' partner Saskia Leonard has published an article on transitions. In the article Saskia...

Private equity has more than $1 trillion in dry powder

March 2018

AF Advisors' consultant Guido Corbeau has published an article on IEXProfs about private equity. In...

Sustainable investing and younger generation

February 2018

AF Advisors' analyst Ján Micenko published an article about pension and sustainable investing in Financial...

Winners in asset management industry for 2017

January 2018

AF Advisors’ partner Jasper Haak published an article on the winners in the asset management...

Active managers are not to blame

November 2017

The relentless growth of passive investing has been the most defining theme of the asset...

AIFMD has led to professionalization

October 2017

AF Advisors’ partner Jasper Haak has analyzed the impact of AIFMD, three years after its introduction....

Comparing defined benefit and defined contribution pensions

October 2017

AF Advisors' partner Jasper Haak and consultant Guido Corbeau wrote an article about defined benefit...

S&P research on active versus passive is “fake news”

October 2017

AF Advisors' partner Jasper Haak published an article on Fondsnieuws about discrepancies in S&P's research on active versus passive funds. In...

Alternatives?

September 2017

AF Advisors' director Bas Nagtzaam published an article on IEX Profs about alternative investments, and how these can contribute to a diversified...

Vague research costs rules are complicating MiFID II implementation

September 2017

AF Advisors' analyst Anne Kuijken published an article on Fondsnieuws about research unbundling under MiFID...

Real Estate; How about it?

August 2017

Every month AF Advisors publishes a list of the best funds within a specific asset class....

The 10 Best Global High Yield Bond Funds

July 2017

Every month AF Advisors publishes a list of the best funds within a specific asset class....

MiFID II makes distribution agreements relevant again

July 2017

Sef Laschek, director product management at AF Advisors, wrote an article about the implications of MiFID...

Pitfalls to be avoided when outsourcing backoffice

June 2017

AF Advisors' partner Saskia Leonard has written an article together with independent consultant Norbert Wagemans...

Investing as science

June 2017

AF Advisors' partner Jasper Haak published an article on Fondsnieuws about investing as a science....

Why invest in Dutch residential mortgages?

May 2017

AF Advisors’ director Martine Vissers published an opinion in the June issue of InvestmentEurope about investing...

Private debt: a new, multi-faceted and interesting investment opportunity

May 2017

AF Advisors’ director Martine Vissers published an article in Financial Investigator about the private debt...

Global High Dividend Funds

May 2017

AF Advisors’ consultant Guido Corbeau wrote an article about the best global high dividend funds....

Group of people on peak mountain climbing helping team work , success concept

Opportunities for Individual Pension Plans

May 2017

AF Advisors’ managing partner Jasper Haak published an article on Fondsnieuws about the opportunities for...

Consequences of SFTR

April 2017

AF Advisors’ consultant Alexander Hofstad published an article on PensioenPro about the Securities Financing Transactions...

Growth green business money investment prosperity concept

Comparability of sustainable investing has to improve

April 2017

AF Advisors' partner Jasper Haak published an article on Fondsnieuws about the comparability of sustainable...

The Best Emerging Markets Debt Funds

April 2017

AF Advisors’ consultant Guido Corbeau wrote an article about the best emerging markets debt funds....

The unknown men managing billions

March 2017

AF Advisors’ partner Jasper Haak has published an article on Fondsnieuws about the unknown people...

Size matters

March 2017

AF Advisors’ managing partner Jasper Haak published an article on Fondsnieuws about the consolidation in...

Can Trump make hedge funds great again?

March 2017

AF Advisors’ analyst Ján Micenko published an article in Financial Investigator about the hedge fund...

Active funds winning in emerging markets equity

March 2017

AF Advisors’ consultant Guido Corbeau published an article (in Dutch) on IEXProfs about the best...

Who wants to be a portfolio manager?

February 2017

AF Advisors’ partner Jasper Haak published an article on Fondsnieuws about the specifics of the...

The best sustainable equity funds

February 2017

AF Advisors' consultant Guido Corbeau wrote an article about the best sustainable global equity funds....

What is the future of Dutch asset management industry?

February 2017

AF Advisors’ partner Jasper Haak published an article on Fondsnieuws about the future of the...

Winners in asset management industry for 2016

January 2017

AF Advisors’ partner Jasper Haak published an article on the winners in the asset management...

What are the Top 10 Global Bond Funds?

January 2017

AF Advisors’ consultant Guido Corbeau published an article on IEXProfs about the best global bond...

AF Advisors wins third consecutive award for fastest growing companies

December 2016

Leading Dutch financial paper Financieel Dagblad has awarded a FD Gazelle Award to AF Advisors...

Publication on IEXProfs about the best global stock funds

December 2016

In the last five years, the equity fund market has doubled in size, mainly attributable...

Publication on Fondsnieuws about a needed change in asset managers’ sales strategies

December 2016

AF Advisors' partner Jasper Haak published an article (in Dutch) on Fondsnieuws about asset managers’...

Publication on IEXProfs about the best mix funds

December 2016

Mix fund investments have grown rapidly in the past decades, adding up to EUR 239...

Publication on Fondsnieuws about common misconceptions about transaction costs

December 2016

AF Advisors' partner Jasper Haak published an article (in Dutch) on Fondsnieuws about misconceptions about...

Publication on Fondsnieuws about the possible merger of Delta Lloyd AM and NN IP

December 2016

AF Advisors' partner Jasper Haak published an article (in Dutch) on Fondsnieuws about the possible...

Publication on IEXProfs about the best Commodity funds

September 2016

AF Advisors published an article (in Dutch) on IEXProfs about the best Commodity funds available...

Interview with Peter Dom about the reduced appetite for hedge funds

September 2016

AF Advisors' partner Peter Dom gave an interview to HFMweek about the reasons behind the...

Publication on Fondsnieuws about the myth of hidden costs

September 2016

The myth of hidden costs AF Advisors' founding partner Jasper Haak has published an article...

AF Advisors published Market Shares report for the first half of 2016

September 2016

AF Advisors published Market Shares report about mutual fund distribution to retail investors in the...

AF Advisors serves again as knowledge partner for ‘Golden Bull awards’

September 2016

Knowledge Partner 'Golden Bull Awards' AF Advisors will again support the annual ‘Golden Bull awards’...

Publication on IEXProfs about the best Euro Government Bond funds

August 2016

The Best Euro Government Bond Funds AF Advisors published an article (in Dutch) on IEXProfs...

Publication on Fondsnieuws about the impact of unprecedented events on investments

August 2016

Administrator should indicate more AF Advisors' partner Jasper Haak published an article (in Dutch) on...

Publication on IEXProfs about the best European Large Cap equity funds

July 2016

The 10 best large cap EU funds AF Advisors published an article (in Dutch) on...

Publication on Fondsnieuws about global focus of Dutch asset managers

July 2016

The price of a worldly view AF Advisors' partner Jasper Haak published an article (in...

AF-Advisors-Mutual-Fund-Factsheet-Benchmark-2016

AF Advisors and FinFiles published factsheet benchmark report

April 2016

The quality of mutual funds. AF Advisors, in cooperation with FinFiles, published a benchmark report...

Publication in PensioenAdvies on asset management for APFs

February 2016

Prohibition of making a profit? AF Advisors’ partner Philip de Koeijer and Guido Corbeau published...

AF Advisors awarded FD Gazellen Award for the second time in a row!

December 2015

Fastest growing companies in the Netherlands. Just like last year AF Advisors was again amongst...

AF Advisors becomes knowledge partner ‘Golden Bull awards’

September 2015

Golden Bull Awards AF Advisors will support the annual ‘Golden Bull awards’ (Gouden Stier awards)....

Publication in PensioenAdvies on reporting on PPI products

August 2015

Bad grade for reports. AF Advisors’ partner Jasper Haak (together with Jack Borremans of LNBB)...

Publication in Financial Investigator on pension funds exiting hedge funds

July 2015

Premature exit from Hedge Funds? AF Advisors’ consultant Bas Nagtzaam wrote an article (in Dutch)...

Updated White paper investing in managed accounts

June 2015

AF Advisors updated its white paper on managed accounts. This white paper provides substantive guidance...

Publication in PensioenAdvies on costs and hidden costs within PPI products

June 2015

Costs and hidden costs AF Advisors’ partner Jasper Haak (together with Jack Borremans of LNBB)...

Publication in PensioenAdvies on choices within PPI products

May 2015

Choices at premium pension products AF Advisors’ partner Jasper Haak (together with Jack Borremans of...

Publication in PensioenAdvies on sustainable investing in PPI products

April 2015

Sustainable investing as it should? AF Advisors’ partner Jasper Haak (together with Jack Borremans of...

Publication in PensioenAdvies on investment policy in funds used for PPI products

March 2015

The same problem; different solutions AF Advisors’ partner Jasper Haak published an article (in Dutch)...

Investment proposition Dutch banks in flux

January 2015

Banks are struggling with earnings AF Advisors’ partner Jasper Haak was interviewed regarding his vision...

CalPERS’ untimely exit from the hedge fund space

November 2014

CalERS announced to eliminate its investment program in hedge funds. Bas Nagtzaam, senior consultant at...

Publication in Pensioen & Praktijk on evaluation Dutch defined contribution platform Premie Pensioen Instelling

October 2014

Marktwerking door introductie PPI? Our partner Frank Husken published an article in Pensioen & Praktijk...

AF Advisors supports Dutch pension funds to invest in Dutch mortgages

September 2014

Dutch mortgages offer an attractive investment profile for Dutch pension funds. Dutch mortgages offer an...

Report Evaluatie Premiepensioeninstelling sent to Parliament

May 2014

In January 2011 the PPI (Premiepensioeninstelling), a Dutch vehicle to service cross border Defined Contribution...

Publication in Assurantie Magazine on Lifecycle assessment: “Een goede lifecycle verdient goede fondsen”

May 2014

A good lifecycle deserves good funds Our partner Frank Husken published an article in Assurantie...

PGGM Investments received AIFM license

April 2014

On April 10th, 2014 PGGM Investments announced that it received the AIFM license on April...

AF Advisors moves to new office location

April 2014

AF Advisors moves Due to the expansion of the company AF Advisors moves to a...

NL Ondernemingsfonds, an initiative to fund Dutch SME’s launched on Euronext

January 2014

The NL Ondernemingsfonds, a market initiative to provide funding to Dutch SME's, has received positive...

Publication in Pensioen Magazine on how to monitor and judge investments in Defined Contribution schemes

December 2013

Defined Contribution pension schemes Together with Jack Borremans (LNBB), Frank Husken wrote an article on...

Article on duty of care for private investors

April 2013

Private investors Together with Robert van Beek, our partner Frank Husken covered new evolutions with...

The PPI as preparation for the pension agreement

Author:

Jasper Haak

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