All articles by Amin Rajan
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Features
Research: The rise of climate investing in passive funds
COVID-19 is a devastating reminder of the fragility of life on Earth. It will be a key defining force of change in our age, alongside global warming.
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FeaturesAlecta: A tale of simplicity
At a time when defined benefit funds are under pressure globally, one Swedish fund offers a model of simplicity
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FeaturesResearch: The new benchmarks
Sustainability is set to become the gold standard of investing
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FeaturesClimate change and AI set to transform investing
As the new decade begins, it is becoming clear that climate change and artificial intelligence will reshape the future of investing
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AnalysisResearch: Back to basics will drive asset allocation
In the final article on a new report, Pascal Blanqué and Amin Rajan conclude that liquidity management has become vital as quantitative easing reaches a point of diminishing returns
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FeaturesResearch: Pension investors seem to be losing faith in quantitative easing
In the first of two articles on a new survey of pension plans, Pascal Blanqué and Amin Rajan find that unconventional monetary policy has taken a toll on pension funds
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FeaturesPassive investment: Dawn of a new banner theme
This follow-up article on the rise of index investing highlights how pension plans are seeking to promote stewardship among their index managers
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FeaturesResearch: Passive investors, active owners
The rise of index investing raises important question about ownership rights and governance
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Book ReviewBook review: Achieving Investment Excellence
Fix asset allocation and the numbers will follow. This rule of thumb originated from an influential study published in 1986, which showed that 93.6% of variations in a portfolio’s returns are due to asset allocation policy.
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Features
IORP II kick-starts consolidation
In the final article on a new survey, Pascal Blanque and Amin Rajan argue that IORP II is set to drive out structural inefficiencies in the EU pension landscape
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FeaturesResearch - Europe: Investors braced for an era of lower returns and higher volatility
In the second of three articles on a new survey, Pascal Blanque and Amin Rajan argue that pension investors are adapting to challenges that go beyond the realms of a maturing business cycle
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Features
How do investors view the future of the EU economy?
Cyclical recovery or secular healing? That is the big question behind the European Union’s economic bounce after its ‘lost decade’ – the toughest period since the founding of its predecessor, the European Economic Community, in 1957.
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Features
Passives will move centre stage in the core-satellite model
Like digital brands, passive products will continue to benefit from the network effect, in which a product or service is perceived as more worthwhile the more people use it. The classic example is the telephone: a growing user base enhances the value to each subscriber.
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Features
Research: Passive funds extend their reach
In the second article on a new study, Amin Rajan and Simon Klein argue that momentum towards passives is unlikely to ease during this decade, but that its composition will change
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Special ReportAlternatives: Digitise or jeopardise
Alternative investment managers face a stark choice as digitisation increases
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Features
Long-Term Investing: Regaining the virtues of common sense
This concluding article on a new survey argues that pragmatism dominates asset allocation
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Features
Asset managers prepare for a digital future
A three-way chain reaction between technology, regulation and demographics is driving a new transformation
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Special ReportTop 400: Business models - No turning back
Familiar set-ups in asset management are becoming obsolete in the face of Darwinian forces
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Features
Pension Investing: Distortions hasten innovation
In this third article on a new survey, Pascal Blanqué and Amin Rajan show that as old methods of investing have lost relevance in a landscape distorted by quantitative easing, a search for new ways has intensified
