Analysis and opinion – Page 5

  • liam kennedy
    Opinion Pieces

    Delivering sustainable long-term value

    2020-03-06T15:44:00Z

    Some private equity investors claim the increased focus in private ownership imposes a new long-term perspective

  • liam ipe dec 2019
    Opinion Pieces

    Easier to abolish than to reform

    March 2020 (Magazine)

    The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people. 

  • daniel ben ami
    Opinion Pieces

    Judgement needed more than ever

    March 2020 (Magazine)

    There are good reasons why even the most ardent technophile should be wary of the excitement surrounding new investment-related technology. Big data, artificial intelligence, machine learning and blockchain all no doubt have promising applications in the investment world.

  • A belated but welcome debate
    Opinion Pieces

    A belated but welcome debate

    March 2020 (Magazine)

    The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate. 

  • Venilia
    Opinion Pieces

    Super asset managers: size matters

    March 2020 (Magazine)

    Institutional investors must question how the emergence of super asset managers have really benefited them over the years, especially since the cycle of mergers and acquisitions seems to have continued 10 years on.

  • raj thamotheram
    Features

    Long term matters: To investors who care about the climate crisis – act before COP26

    March 2020 (Magazine)

    Rather belatedly, we have a new president of COP26 in the form of Alok Sharma, former UK international development secretary. But this sorry saga seems quite symbolic – we know that we need to do something big but we can’t quite get our act together.

  • Therese Coffey
    Analysis

    Cheers and concerns over DWP climate amendments to pension bill

    March 2020 (Magazine)

    Climate change-related amendments to draft pension fund legislation tabled by the UK government have prompted words of welcome as well as concern from the pension industry.

  • Joseph Mariathasan
    Opinion Pieces

    Davos Diary: Benefitting all stakeholders

    March 2020 (Magazine)

    January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world

  • An integrated reporting framework
    Features

    Integrated reporting: Accounting goes sustainable

    March 2020 (Magazine)

     Combining conventional financial reporting with non-financial reporting in a single integrated framework presents challenges

  • Jennifer Lewis
    Features

    Letter from the US: Lower rates, deeper holes

    March 2020 (Magazine)

    Something unprecendented happened in the US in the first weeks of January when the Milliman 100 PFI discount rate fell 35bps to a 20-year low of 2.85% “It was a very poor month for defined benefit (DB) plans, not a good start of the year and it dug an even deeper hole in their financial situation,” points out Zorast Wadia, principal, consulting actuary at Milliman. He is also author of the Milliman 100 pension funding index (PFI), an annual study of the 100 largest DB pension plans sponsored by US public companies.  

  • The Signs Were There
    Book Review

    Book review: The Signs Were There - Spilling the saucerful of secrets

    March 2020 (Magazine)

    Tim Steer’s romp through the world of dodgy accounting practices and share price debacles is beyond shocking. He brings together his forensic examinations of publicly quoted companies’ accounts, and demonstrates clearly that “the signs were (indeed) there” in a way that induces reader incredulity. 

  • Günther Thallinger
    Interviews

    Perspective: Striving for net zero

    March 2020 (Magazine)

    Günther Thallinger, a member of the board of management at Allianz and chair of the steering group of the UN-convened Net-Zero Asset Owner Alliance, spoke in Davos about the role of asset owners in reducing carbon emissions  

  • liam kennedy
    Opinion Pieces

    Post Brexit questions

    February 2020 (Magazine)

    By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay

  • Daniel
    Opinion Pieces

    A perilous stability

    February 2020 (Magazine)

    A few years ago, when asset managers talked about market prospects, they often pointed to 2020 as the year when the world economy could run into difficulties

  • Trustees should always protect pensions
    Opinion Pieces

    Trustees should always protect pensions

    February 2020 (Magazine)

    The proposal to phase out the Retail Prices Index (RPI), one of the main measures of inflation in the UK is among the pension industry’s biggest topics of debate.

  • Venilia
    Opinion Pieces

    Crossing boundaries

    February 2020 (Magazine)

    In 2020 many asset owners will be motivated to cross boundaries in search of stable returns. This is because despite big gains for equities and bonds during 2019, institutional investors are worried about low yields and slow growth hurting performance.

  • BlackRock
    Analysis

    BlackRock goes big on climate risk

    February 2020 (Magazine)

    BlackRock announced last month it would be placing sustainability at the centre of its investment approach, and a host of measures to go with that. 

  • Joseph Mariathasan
    Analysis

    Modi’s India: The red lights are flashing warnings

    February 2020 (Magazine)

    Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation

  • Thomas Hagemann
    Analysis

    EFRAG: Reaching a compromise

    February 2020 (Magazine)

    It is hard not to feel some sympathy for the technical staff working on the European Financial Reporting Advisory Group’s pensions research project

  • uk election result compounds brexit uncertainty
    Analysis

    Post Brexit questions

    2020-01-31T16:27:00Z

    We will continue our coverage of issues that matter for European pension funds and institutional investors.