All Analysis articles – Page 5

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  • Analysis

    Letter from the US: State boost to pensions

    December 2016 (Magazine)

    Next year will start with a new initiative in the US pension fund industry – the launch of the first retirement savings plan created by a state for private-sector employees. Washington State is the pioneer with its Small Business Retirement Savings Marketplace, and it will be followed by other states.

  • Analysis

    Letter from the US: Endowment rethink

    November 2016 (Magazine)

    Should other university endowments follow the Yale model or is it time to rethink how they invest and take a simpler approach, such as an indexed 60/40 portfolio? That is the big question for NP ‘Narv’ Narvekar, who becomes the CEO of Harvard Management Company (HMC) in December. 

  • Analysis

    Letter from Brussels: Pan-EU private schemes for 2017?

    November 2016 (Magazine)

    Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission

  • Analysis

    Letter from the US: Pension equities ebb

    October 2016 (Magazine)

    The defined benefit (DB) pension funds of the companies in the S&P 500 index are in deficit. At December 2015, these were $376.6bn (€337bn) underfunded, according to Citigroup’s chief US equity strategist Tobias Levkovich. 

  • Analysis

    Letter from Brussels: A vision for cross-border workers

    October 2016 (Magazine)

    A former director of the European Association of Paritarian Institutions (AEIP) has proposed a new option for occupational pensions that could help the large number of workers whose careers take them across EU internal borders.

  • Analysis

    Letter from the US: Pensions dreamland?

    September 2016 (Magazine)

    The two presidential candidates disagree on everything except on Social Security, the US federal programme that guarantees basic pension benefits

  • Analysis

    Letter from Brussels: Weighty in-tray for new CMU commissioner

    September 2016 (Magazine)

    Valdis Dombrovskis has assumed responsibility as commissioner in charge of the flagship Capital Markets Union project. But he has also assumed the added complication of the withdrawal of the UK

  • Analysis

    Letter from the US: De-risking threatened

    July / August 2016 (Magazine)

    Corporate America is looking at the impact of the Pundt, Edward vs Verizon Communications case after the Supreme Court awarded victory to the retirees

  • Analysis

    Letter from Brussels: Posted worker woes

    July / August 2016 (Magazine)

    It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups

  • dick sluimers small
    Analysis

    IPE Honorary Commendation 2015 – Dick Sluimers

    When Dick Sluimers stepped down as chairman and chief executive officer at what he described as a “natural time” to retire from the €412bn Dutch asset manager and pensions provider APG, his legacy was already well-entrenched, having spent many years in the Dutch government before being ...

  • Analysis

    IPE Honorary Commendation 2015 – Noël Amenc

    Noël Amenc was the founding director of EDHEC Risk Institute (EDHEC), the centre for risk and asset management research established as part of the not-for-profit EDHEC Business School. Under his leadership – a post he relinquished in 2015 to concentrate on building EDHEC’s smart beta specialist ...

  • Analysis

    Letter from the US: No clarity on hedgies

    June 2016 (Magazine)

    Not all pension funds are abandoning hedge funds. And the ones that are could be making the same mistake that investors often make – basing decisions on the past.

  • Analysis

    Letter from Brussels: Tax targeting continues

    June 2016 (Magazine)

    Pressure to clean up the financial sector has led to copious legislation from Brussels. 

  • Analysis

    Letter from the US: The robo-race starts

    May 2016 (Magazine)

    Robo-advisers are gaining ground in the US retirement industry. Their success will have an impact on the market, accelerating the shift of assets out of actively managed funds and into index funds

  • Analysis

    Letter from Brussels: Ethical pressures mount

    May 2016 (Magazine)

    There are plenty of indicators of rising pressure to advance ethical standards across the financial sector. One outcome takes the form of mountains of clean-up legislation, including from Brussels. 

  • Analysis

    Letter from the US: The Yale effect

    April 2016 (Magazine)

    Good things come in small packages. It sounds so true reading the latest annual National Association of College and University Business Officers (NACUBO) Commonfund study of endowment performance.

  • Analysis

    Letter from Brussels: Beefing up the CMU

    April 2016 (Magazine)

    Inadequacy of European national court systems in the financial sphere is due for overhaul. Upgrade is necessary if the EU’s capital markets union programme (CMU) is going to get anywhere, according to a high-status paper

  • Analysis

    Letter from Brussels: Race to upgrade EFSI

    March 2016 (Magazine)

    Legislative moves to support the EU’s European Fund for Strategic Investments (EFSI) are being rushed through Brussels. But, so far, evidence of any torrent of fund movement by the institutional investment sector across EU frontiers has yet to emerge.

  • Analysis

    Letter from the US: In search of balance

    March 2016 (Magazine)

    A woman leads one of the US pension funds most committed to long-terminism. She is Theresa J Whitmarsh, executive director of the Washington State Investment Board (WSIB), managing over $100bn (€89bn) of state pension, insurance, and other assets. She is also an advocate for a better gender balance in the financial industry, especially in the private equity sector.

  • Analysis

    Letter from Brussels: A simmering conflict

    February 2016 (Magazine)

    Conflict continues to simmer over the issue of passport rights for non-EU-domiciled hedge funds across the EU