IPE Magazine
April 2012Analysis
Pensionsfonds, 10 years on
It is said that more tax literature exists in German than in any other language. This may be true, but Germany’s institutional investment set-up, as well as its five occupational pensions ‘vehicles’, ...
02 Apr 2012
Is capital undervalued and equity a ‘stranded asset’? 02 Apr 2012
Damned if you do, damned if you don’t 02 Apr 2012
Briefing
Regulating Europe
Gail Moss reviews pension regulation and law changes under discussion in seven European countries
02 Apr 2012
European pension supervision 02 Apr 2012
The impact of Solvency II rules 02 Apr 2012
Diary of An Investor
CIO talk
It is a cold Tuesday morning in March as I land at Copenhagen’s Kastrup Airport on my way to visit Rolf at PensionKøbenhavn, one of Denmark’s most innovative pension funds, to finalise our strategic...
02 Apr 2012
ESG Reports
Credit: Coupons and principles
While corporates increasingly have to turn to capital markets for funding, now is the time for investors to push their ESG requirements, writes Joshua Hughes
02 Apr 2012
Food for thought 02 Apr 2012
Guest Viewpoint
Ronald Doeswijk & Laurens Swinkels, Robeco
To start this contribution on inflation, let’s open with some facts. First, central banks around the world tend to target inflation rates. In developed countries, an inflation target of 2% is not...
02 Apr 2012
How We Run Our Money
Flyweight in benchmark knock-out
Nina Röhrbein spoke with Gregor Hirt, head of investment for the pension fund Vorsorgestiftung Schroder & Co Bank, who explains how it punches above its weight
02 Apr 2012
Investing In...
Credit: The cleanest dirty shirt
Non-financial corporate credit is perfectly poised for the macro environment, but spreads are tight – and other areas of the credit spectrum present considerable risks. Joseph Mariathasan reports
02 Apr 2012
Credit: Balancing out the banks 02 Apr 2012
Credit: What’s in a name? 02 Apr 2012
Letter from the US
Funds join the fray
This proxy season in the US is likely to be highly politicised, with the public sector’s pension funds playing a big role. In fact, it will be a test for several rules introduced by the Dodd-Frank...
02 Apr 2012
Long-term Matters
Long-term Matters: Climate a major beta risk
Last week in Istanbul, I heard the International Energy Authority’s chief economist say the world’s on track for six degrees warming by 2100. This “catastrophe for all of us” is the mother of all...
02 Apr 2012
Off The Record
Boutique appeal
Two-thirds of respondents to this month’s Off The Record survey stated that their fund did not have any restrictions on allocating to boutique asset managers.
02 Apr 2012
On The Record
Pension funds on real estate and infrastructure
Location, location, location
02 Apr 2012
Pensions Accounting
Property valuation
Any business that wants to stay in business needs to recognise revenue. And conveniently enough, recent machinations at the IASB have combined in a perfect storm of revenue recognition, the...
02 Apr 2012
Pensions In
Austria: Focus on re-emerging Europe
Austrian institutions are finding new ways of dealing with low interest rates but are still waiting for reform, writes Barbara Ottawa
02 Apr 2012
Germany: Providers of liquidity 02 Apr 2012
Germany: Are Pensionsfonds maturing? 02 Apr 2012
Securities Services
Custody and banking reform
Iain Morse asks whether European banking reforms will have an adverse impact on securities services providers
02 Apr 2012
Special Reports
Boutique Asset Managers: In at the ground floor
Even if the performance benefits of early-stage managers might be contested,Lynn Strongin Dodds identifies further positives in the form of negotiated fees, revenue sharing and direct-ownership...
02 Apr 2012
Boutique Asset Managers: IMQubator: giving talent a push 02 Apr 2012
Boutique Asset Managers: Size bias 02 Apr 2012
Strategically Speaking
Surviving the seven years of famine
Rogge Global Partners operates out of one of London’s most spectacular offices, the neo-Gothic Sion Hall, its traders toiling beneath the gaze of stained-glass images of heroes of the English...
02 Apr 2012
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