IPE Magazine
November 2011Analysis
Pension anger
Even if they can’t easily articulate what single thing could be done to make them go home, the Wall Street protestors and their European counterparts have more than a little in common with the Dutch...
11 Nov 2011
The ethical oligarchs 01 Nov 2011
A tricky rebalancing act 01 Nov 2011
Briefing
Seeking regulatory advantage
Gail Moss reports on the progress pension fund associations are making as they seek to influence future legislation
01 Nov 2011
(Really) high yields 01 Nov 2011
Diary of An Investor
Plain talking
This week I read about a new initiative calling itself the 300 Club.
01 Nov 2011
ESG Reports
Public meets private
Infrastructure is highly visible and long term, so investors need to stay in control of ESG concerns. Nina Röhrbein reports
01 Nov 2011
Guest Viewpoint
Lans Bovenberg & Casper van Ewijk
The EU debt crisis is making further private funding of pensions more desirable. More
private retirement saving is necessary to maintain income in old age when public pensions are being cut due to...
01 Nov 2011
How We Run Our Money
Smart Finnish moves
Brendan Maton spoke with Staffan Sevón, chief investment officer at Veritas, about his fund’s hands-on approach to investing
01 Nov 2011
Investing In...
Global Equities: Maintain concentration
Perhaps surprisingly, Joseph Mariathasan finds that well-managed active risk has paid off for global equity funds over recent years
01 Nov 2011
Global Equities: An information edge 01 Nov 2011
Global Equities: Harvesting risk premia 01 Nov 2011
Letter from Brussels
Building sector pensions
The European Association of Paritarian Institution’s (AEIP) is working on a continent and sector-wide pension system for the building industry. Francesco Briganti, director of AEIP’s Brussels office, ...
01 Nov 2011
Letter from the US
Saving, the Texas way
Galveston County, Texas, is no longer famous solely for the hurricane that devastated the area killing an estimated 8,000 people in September 1908, the deadliest natural disaster ever to strike the...
01 Nov 2011
Long-term Matters
Long-term Matters: Musical chairs
In recent years, environmental, social and governance (ESG) teams have tried to get closer -– both intellectually and in seating arrangements – to the company’s active equity portfolio managers. And...
01 Nov 2011
Off The Record
Currency affairs
Three-quarters of respondents to this month’s Off The Record survey used currency management, 91.5% of these doing so for currency exposure hedging and 8.5% for returns.
01 Nov 2011
On The Record
To bet or not to bet?
What approach do you take to currency management?
01 Nov 2011
Pensions Accounting
Tactics before strategy?
Finally on 26 July, the International Accounting Standards Board launched its public consultation on the shape of its future agenda. “In particular," it would seem, "IASB is seeking feedback on how...
01 Nov 2011
Pensions In
The Nordic Region: Local safe havens: a catch 22
Nordic pension funds have always displayed a bias towards domestically issued fixed income. In the current economic climate, dominated by historically low bond yields and liability-matching, the...
01 Nov 2011
The Nordic Region: Solvency II New rules of the game 01 Nov 2011
The Nordic Region: Guarantees Too much of a good thing 01 Nov 2011
Securities Services
A central Asian hub
Kazakhstan’s pension reforms are a success and the country has a sophisticated financial set-up, writes Iain Morse
01 Nov 2011
Special Reports
Currency: The world rebalances
Do not be surprised when today’s immense macroeconomic stresses find an outlet in global currency markets, writes Anthony Harrington. And if you can, ready yourself to take advantage
01 Nov 2011
Currency: The FX of turbulence 01 Nov 2011
Currency: A game of relativity 01 Nov 2011
Strategically Speaking
Clear signals in the fog
When IPE first spoke with Ian Heslop about the post-crisis refinements that Old Mutual Asset Managers (OMAM) had made to its quantitative equity models, it was June of 2011. The sun was shining –...
01 Nov 2011
