Asset Allocation – Page 141
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Features
Buying distressed financials
Current market turbulence is creating opportunities for private equity financial services acquisitions. But if the upside potential is huge, so is the downside, says Stephanie Schwartz Driver
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FeaturesHigh returns from private equity
Cyril Demaria argues that private equity is essential for secure pension investment management
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Special ReportOvercoming a blinkered mindset
Guy Fraser-Sampson argues that despite the attractions of private equity as an asset class, many pension funds will be tempted by sub-optimal strategies
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FeaturesCase study: AP6
Sweden’s private equity national buffer fund AP6 has posted stellar returns over the past five years and its domestic investment remit was recently liberalised, reports Maha Khan Phillips
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FeaturesPanic in abeyance
DON’T PANIC, as readers of the Hitchhiker’s Guide to the Galaxy can tell you, should always be capitalised in large friendly letters. If you happen to be holding out a thumb to passing spacecraft whilst hoping to survive on a mere thirty Altairian dollars a day it is doubtless valuable ...
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FeaturesHedging against inflation risk
Inflation-linked ETFs can play an important part in protecting the value of a portfolio. Lynn Strongin Dodds reports
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Features
Negative returns for all strategies
All hedge fund strategies posted negative returns in March. Convertible arbitrage registered the most severe loss with -3.26%. Despite the positive impact of bond markets, performance of the convertible arbitrage strategy appears to have been strongly penalised by the negative value of credit spread. Equity market neutral and CTA global ...
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Features
Reviewing asset allocation
What are German pension funds really up to? Dirk Söhnholz outlines the findings of a recent survey
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FeaturesSteady performance through asymmetric returns
Victoria-Volksbanken Pensionskassen has tried to move away from the traditional Austrian pension plan model. David White speaks to Claudio Gligo, who is responsible for the plan’s investments, about meeting members’ risk aversion
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Features
Balancing risks and rewards
Value-based asset liability modelling and generational accounting can reveal the hidden value transfers between generations. David White reports
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Special ReportWhen does it stop being responsible?
IPE asked three pension funds in Italy, the Netherlands and Norway the same question: ‘What is your approach to exclusions and the screening of stocks?’ Here are their answers:
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FeaturesCredit crunch chickens come home to roost
Georg Inderst gives an overview of the effects of the sub-prime generated credit crunch on pension funds
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FeaturesDealing with volatility
Finding global equity managers likely to thrive in the current market environment will be difficult. Joseph Mariathasan asks which approaches are likely to do most well
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FeaturesGrowing demand for thematic ETFs
As the ETF market moves towards more specialist products, Nina Röhrbein looks at fixed income, leveraged and style funds
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FeaturesInstitutions focus on risk
German investment managers are seeing increasing demand for risk management services, including high reporting standards. And this has heightened in the wake of the credit crunch. Barbara Ottawa asked asset managers for their views on current thinking and on the outlook and trends in institutional business
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Features
Markets still off the norm
Yield curve/duration Central banks across the world have been putting in place new measures in order to melt the liquidity freeze. Market conditions have generally improved over the month, although have hardly returned to anything like their historical norms. For example, spreads between LIBOR and other rates remain very wide ...
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FeaturesMoving towards specialisation
As the ETF market becomes more mature and efficient providers are looking for opportunities elsewhere. Nina Röhrbein examines the evolution
