Today's top news stories
Netherlands doubles down on new rules for pension scheme transfers
Social affairs minister Wouter Koolmees responds to claims that stricter conditions for cross-border moves are illegal
Velliv reins in investment risk levels as volatility rises
Pension provider reports first results since rebranding from Nordea Liv & Pension Denmark
ABP overtakes PFZW as top Dutch sustainable investor
But most schemes have not set goals for ESG-related investments, says VBDO
FCA proposes climate risk reporting duty for asset managers
Regulator launches discussion paper on climate change and green finance
Dutch watchdog urges pension funds to prepare for hard Brexit
AFM warns that asset managers and service providers seeking EU permissions may not get them on time
UK contribution increase ‘did not impact auto-enrolment take-up’
Rise from 2% to 5% of salary barely affected opt-out rates, according to early data from top three providers
Digital Edition
Subscribe to the digital edition of IPE magazine to view the latest issue directly in your browser.
On The Record: Small Caps
We asked the senior managers of two European pension funds to describe how they invest in small-cap equities and what are the challenges and opportunities in this asset class
How We Run Our Money: Kåpan Pensioner
Marie Giertz, CIO of Kåpan Pensioner, the pension fund for Swedish government employees, tells Carlo Svaluto Moreolo about the fund’s strategy and ongoing projects
UK: Shifts in longevity
Whether or not to insure liabilities via a buyout or buy-in has long been a decision which most defined-benefit pension funds need to consider. Buyout deals have become integral to the pension fund landscape.
Briefing: How to model a trade war
So how does one model the effect of further tariffs on a portfolio? This article shows how to construct a potential trade-war scenario and analyse the impact on a euro-denominated global multi-asset class portfolio
Macro Matters: Emerging tensions
Amid all the talk of deglobalisation, certain tenets of the world remain fixed in our minds. Key among these assumptions is the status of the dollar as the global reserve currency.
Time to beef up UK supervision
With assets of in excess of £1.8trn, DB occupational pensions easily represent the single largest stock of financial savings in the UK
Catching up on China
The typical investor is probably behind the times when it comes to understanding the implications of China’s rise
Small & Mid-Cap Equities: Small-cap effects
Some US smaller companies may benefit from America First policies but others will not
Small Cap Versus Private Equity: Separate arguments
Comparisons of the performance of listed smaller companies and private equity are fraught with difficulty
Emerging Market Equities: Resisting a tantrum
Most emerging markets are regarded as reasonably placed to handle the impact of the winding up of quantitative easing in the West
Long-Term Matters: Disruptive change is coming – which side will you choose?
Prof Jeffrey Pfeffer, one of the most influential management thinkers, was typically direct when I asked him what he thought the underlying problem was: “Companies and investors worry about environmental sustainability reputation but don’t care at all about human sustainability.”
Guest Viewpoint: Jim Hawley and Jon Lukomnik
It is fitting that we launched our ‘Purpose of Asset Management’ paper in London, not far from 221b Baker Street, the home of the famous fictional detective, Sherlock Holmes.
Long-Term Matters: What world are we creating by saving the world?
The focus of ESG investment has been moving towards the environmental over several years. Topics like green bonds, carbon indices, green ETFs, portfolio carbon footprinting and decarbonisation are making headway
Guest Viewpoint: Amlan Roy
Incorporating changing behaviour and technological trends in retirement planning is essential
Long-term Matters: An apocryphal tale for wannabe climate-aware investors
It is impossible to know how today’s CIOs will look back on their actions in the 2010s. But, we still have time to avert the worst of runaway climate change
