Asset Allocation – Page 143
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Features
Bank paper takes hit after subprime crisis
Yield curve/durationAnother rate cut from the US Federal Reserve was announced in the midst of some very ugly reporting numbers from several of the leading US investment banks. In its accompanying statement after announcing the quarter point cut, the Fed made it very clear that this was to be the ...
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Taking on the alternatives
IPE asked three pension services – in Croatia, Sweden and the Netherlands – the same question: ‘What is your attitude to alternative investments?’ Here are their answers:
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Broadening the options
New regulation may go some way towards widening the investment possibilities for Spain’s pension funds, Iain Morse finds
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Widening the remit
A law has been drafted allowing Spain’s reserve fund to invest in equities. But, as George Coats finds, its details and timescale are still unknown
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Microfinance joins pensions portfolio
Dutch institutional investors are showing increasing interest in microfinance as a diversifer and the market appears to be largely untapped. Leen Preesman reports
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Diverse or direct investment?
An investor’s route into private equity will depend mainly on their level of experience, according to Ed Francis
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Looking to a far horizon
Lynn Strongin Dodds finds that emerging markets still offer private equity and infrastructure opportunities
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Making diamonds an investor's best friend
Lynn Strongin Dodds reviews attempts to create investible indices
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Two approaches to alternative investments
Maha Kahn Philips spoke to two pension funds, from Austria and the Netherlands, about their approach to alternative investments
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Private equity gets back to basics
While deal sizes may have shrunk because of the credit crisis, there is little evidence of a major downturn in buyout activity, writes David White
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Competition drives down Swedish ITP fees
The move of Sweden’s ITP scheme from DB to DC has had some unexpected consequences, finds George Coats
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Diversification, globalisation, specialisation
The strong performance of domestic equities means that funds in the Nordic region are likely to be able to weather the credit crunch, argues Nina Röhrbein
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EMD overcomes credit concerns
Investors are warming to emerging market debt. In fact it has proved something of a safe haven during the recent sub-prime debacle. Joseph Mariathasan assesses the asset class
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Shining a light on Danish real estate valuations
Denmark’s pension fund boards have the freedom to value their own domestic property portfolios, a situation that many find out of step with modern transparency requirements. Pirkko Juntunen reports
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No great rush to go pan-European
Cross-border pension funds are closer to becoming a workable option as jurisdictions create new vehicles and legislators lower tax and regulatory hurdles. But, as Maha Khan Phillips reports, it might take some time
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The answer lies in the soil
As the world wakes up to the scarcity of land and turns its attention to food production needs, perhaps agricultural land makes serious investment sense. David White reports
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Welcome to ‘beta prime’ – the ‘new’ style of indexing
Some bold claims have been made on behalf of fundamental indexing. “I am not suggesting they should entirely replace traditional cap weighted indices,” concedes Rob Arnott, principal of US based Research Affiliates, ” but our indices offer better returns for low volatility.”These claims have persuaded some pension funds in Sweden ...
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Come rain or come shine
With global warming no longer an ‘if’ but a ‘when’, interest has been growing in generating uncorrelated portfolio returns through weather-related risk instruments. John Bonaccolta reports
