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Letter from the US

Letter from the US: No panic as investors stay the course

July/August 2018 (magazine)By Maria Teresa Cometto

Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors. 

harvard university

Letter from US: Harvard gets down to business

June 2018 (magazine)By Maria Teresa Cometto

It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility 

some 11 us states have approved their own retirement savings plans but oregon was the first to enrol employers and employees

Letter From US: All eyes on Oregon’s auto enrolment

May 2018 (magazine)By Maria Teresa Cometto

The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme

students demonstrating in washington dc in march against the governments inaction on gun control

Letter From US: Gun stocks and passive funds

April 2018 (magazine)By Maria Teresa Cometto

Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers? 

a gas flare the debate as esg investment evolves

Letter From The US: ESG strategy not just divestment

March 2018 (magazine)By Maria Teresa Cometto

ESG investing is a hot topic in the US pension fund industry. “One dollar out of five from institutional investors is going into ESG investing”

the capitol in washington tax reforms have prompted db sponsors to make extra payments to pensions

Letter from US: Plans act on Trump tax reform

February 2018 (magazine)By Maria Teresa Cometto

The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry

All Letter from The US

Long-term Matters: An apocryphal tale for wannabe climate-aware investors

July/August 2018 (magazine)By Raj Thamotheram, Howard Covington

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

amla n roy

Guest Viewpoint: Amlan Roy

July/August 2018 (magazine)By Amlan Roy

Incorporating changing behaviour and technological trends in retirement planning is essential

diary of an investor pieter mullen

Diary of an Investor: What’s up with research costs?

June 2018 (magazine)By Pieter Mullen

In fixed income, no-one has ever really known how the research impacts on investment costs

a large scale investment by aviva in the polish coal industry has placed the firm in the crosshairs of environmental activists

Long-term Matters: Who decides which engagement is fit for purpose?

June 2018 (magazine)By Raj Thamotheram, , Ian Dunlop

Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions

All Columns

Letter from Brussels: Campaign to boost pan-EU distribution of UCITS and AIFs

July/August 2018 (magazine)By Jeremy Woolfe

Another step by Brussels to ease financing to business across the EU comes with measures to facilitate the cross-border distribution of investment funds

Letter from Brussels: Who cares about our €3.5trn?

June 2018 (magazine)By Jeremy Woolfe

PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests

Letter From Brussels: Corporate tax reform in view

May 2018 (magazine)By Jeremy Woolfe

Radical upgrades to the EU’s corporate tax base norms have never been so close to fruition

Letter From Brussels: Default guarantee option dominates debate on PEPP

April 2018 (magazine)By Jeremy Woolfe

Europe’s asset management industry is lobbying against any mandatory guaranteed default option in the third-pillar PEPP proposal

Letter From Brussels: Brexit focus moves to pensions

February 2018 (magazine)By Jeremy Woolfe

As the risk of a no-deal Brexit comes into focus, attention is turning to ways to mitigate the damage across financial services, including asset management and pensions

Letter from Brussels: Easier securitisation on the horizon

January 2018 (magazine)By Jeremy Woolfe

The EU’s securitisation package has finally passed through the European Parliament and Council. However, the new rules will not be applied until January 2019

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