Moment of reckoning

The 300 Club, a grouping of leading investment professionals, believes that modern portfolio theory and practice are failing institutional investors at a time when depressed funding levels require smarter ways of investing. It has issued its first paper, The Death of Common Sense, written by Amin Rajan, a member of the 300 Club and a regularcontributor to IPE. We asked him some questions

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands