Asset Allocation – Page 147
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Features
Emerging markets - too big to ignore
In a detailed paper, ‘Efficiently adding emerging market equities to a global portfolio’, Northern Trust’s Steven Schoenfeld and Alain Cubeles argue that investors should commit 7-8% of their global equity portfolios to the class. Here is a summary of their views
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Features
Indexing for an inefficient market
Passive indexing has rapidly gained popularity and importance among institutional investors in the rest of the world but to a lesser extent in Asia, with good reason. Jason Hsu and Jason Chia-Shang Tuan explain a new strategy that may alter this
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Features
Benchmarking for tomorrow's models
Paul Hoff looks at how index providers are responding to the needs of investors for ready access to new markets
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Features
Treading with caution in the global market
Richard Newell talks to the management of New Zealand’s investment fund about the challenges of being a global investor
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Special Report
How to avoid future minefields
The row over pension funds investing in companies that manufacture cluster bombs and landmines could perhaps have been avoided if the funds had used a new portfolio screening service. David White reports
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Features
Smart solutions for the self-employed
The pension needs of the self-employed in Holland have been overlooked in the past, particularly their ability and willingness to bear risk. Alwin Oerlemans and Jeroen Tielman report on some of the solutions proposed at the recent PensionSummit
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Features
Philips - outsourced but not out of touch
How does a pension fund stay in touch with its assets once it has outsourced their entire management to a third party? Rob Schreur and Ernst Hagen report on how the Philips pension fund supervises and monitors a wide range of portfolios
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Special Report
Factoring in fears of image risk
The cluster bomb controversy has transformed Dutch pension funds from paragons of virtue to robotic monsters without a conscience. Peter Kraneveld suggests how they can avoid such ‘image risk’in the future
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Features
Assessing views on commodities
We asked three funds – in Italy, the Netherlands and Norway: ‘In light of recent commodity price rises but given that they are still historically low, are they a worthwhile diversification tool?’
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Features
Need for pensions wake-up call
Both politicians and trades unions are concerned about pensions in Austria. Barbara Ottawa talks to some of the movers and shakers
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Features
Keeping it Spezial
Despite competition from the world of mutual funds, Spezialfonds are still en vogue. Frank Schnattinger examines why
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Features
Tracking the corporate funding wave
CTAs and Pensionsfonds offer complementary management structures for corporate pensions, says Jan Wagner
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Features
A warning against herd mentality
Gail Moss gives an overview of German pension institutions’ current asset allocation
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Features
Africa rides the Asian zebra
South Africa remains the continent’s superpower but Asian economic influence is increasing in Africa, writes George Coats
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Features
The appeal of Asian debt
Asian debt has a growing investor base as the emerging economies transform their credit fundamentals. Chia-Liang Lian explains why Asian bonds make a good case for global diversification
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Features
Private equity giants home in on Asia Pacific
Alex Frew McMillan assesses the growing popularity of private equity in the Asia Pacific region
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Features
Stronger than before
China’s resurgence will not be halted by periodic market corrections. Richard Newell asks China fund managers for their appraisal of the growth to come
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Features
Bond opportunities increase as financial markets mature
Robert Mann outlines the attractions of Asian bonds for international investors
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Features
Freedom brings new restraints
Funds are navigating their way around a new risk management directive, writes Barbara Ottawa
