All IPE articles in April 2002 (Magazine) – Page 2

  • Features

    GMO's six new funds

    April 2002 (Magazine)

  • Features

    Funds need post-euro indices

    April 2002 (Magazine)

  • Features

    Why fund of funds

    April 2002 (Magazine)

  • Features

    Front-to-back office systems

    April 2002 (Magazine)

    Pension funds and asset managers are under pressure to diversify their investments to meet growth targets, while the choice of financial instruments available to them grows ever wider and more complex, as does the range of markets across the globe, including a growing number of online trading platforms. Investors need ...

  • Features

    Looking forward to a last-quarter recovery

    April 2002 (Magazine)

    Euroland’s equity markets are gearing up for what analysts expect will be an unhindered recovery and sustained period of growth. “Finally things are looking good for investors, especially given the continuous sensitive nature with which investors have been approaching Europe’s markets vis-à-vis risk strategies for the last 18 months or ...

  • Features

    Large value focus

    April 2002 (Magazine)

    Every month in IPE we analyse the portfolio style of a fund using the return-based portfolio analyser developed by London-based firm Style Research. This month we have chosen the DIT-Dresdner US Equity fund, managed by Dresdner International Management Services in Dublin. The graph shows the changes in style the fund ...

  • Features

    Funds' fees under scrutiny

    April 2002 (Magazine)

    The attraction for Belgian institutional investors of investing through funds is understandable. The Belgian market is a small one, and the size of the average pension fund makes investment funds the easiest and quickest way of achieving portfolio diversification. Also there are good fiscal reasons for investors taking this indirect ...

  • Features

    GRAM expects markets rebound

    April 2002 (Magazine)

    The keys to an economic upswing are again households in the US. The question is whether they will increase spending or focus on the rising unemployment and therefore be cautious. Until the market participants become more confident about a recovery, the financial markets could be quite volatile, and we recommend ...

  • Features

    'Sweet spot in Europe'

    April 2002 (Magazine)

    Indexed asset management worldwide was given its annual work-out in Barcelona at the World Cup of Indexing, organised by IMN, and was found to be in good shape, despite the assault of poor equity markets. The development of indexing in Europe was put in context by Massoud Mussavian of Goldman ...

  • Features

    Overcoming EU roadblocks

    April 2002 (Magazine)

    The Financial Services Policy Group has met in Brussels to consider the political obstacles to the action plan, which includes the pensions directive and the Lamfalussy report. The group discussed political obstacles to, among other things, the proposed pension fund directive (IP/00/1141) with the aim of paving the way for ...

  • Features

    Estonia: liberal, flexible

    April 2002 (Magazine)

  • Features

    That old eggs-and-baskets question

    April 2002 (Magazine)

    The collapse of the US energy giant Enron, and the impact of this on the company’s pensions plan, has placed a question mark above defined contribution (DC) schemes in general and 401(k) plans in particular. More than 60% of Enron’s 401(k) retirement plan was invested in company stock and Enron ...

  • Features

    Single digit growth

    April 2002 (Magazine)

  • Features

    Good decisions need freedom

    April 2002 (Magazine)

    Continental European pension fund managers have more confidence in their pension fund boards and investment committees than UK counterparts have in their trustees. This was one of the findings to emerge from the Global Asset Study conference organised by benefits consultants Watson Wyatt in Brussels last month. In an electronic ...

  • Features

    DC gives more flexibility in Norway

    April 2002 (Magazine)

    Historically, retirement plans in Norway have been predominantly defined benefit but legislation that came into effect on 1 January 2001 now permits tax qualified defined contribution plans. One of the stated goals for this new law is to encourage pension provision for the 1m or so Norweigan workers without any ...

  • Features

    Hard nut to crack

    April 2002 (Magazine)