Asset Allocation – Page 153
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Features
Filling in an empty space
Hedge funds and private equity have the depth of experience needed, argue proponents of restructuring. David White reports
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Features
No easy entry strategy
Opinion is divided on whether European small and mid caps can add sufficient value to a manager’s overall portfolio. Joseph Mariathasan reports
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Features
Shining a new light on an old continent
The dramatic economic changes taking place in Africa means there is a case for investors taking a closer look at what is happening, as outlined by Roelof Horne
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Features
Legislation keeps consultants on their toes
While demand for advisory services in Spain has been squeezed, legal changes have helped keep things ticking over in Portugal. Rachel Fixsen reports
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Features
The shape of things to come
Liability driven investment (LDI) has become a high priority in shaping asset allocation for some pension funds in Europe where full-funding is a necessity, but some say there are complicated issues around it. In many continental European countries, liability-driven investment is less of a driving force within asset allocation than ...
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Special Report
What the smart CEO needs to know
CEOs and other corporate leaders often lack direct knowledge and experience in managing social responsibility challenges. How can they maintain their focus on value creation while minimising the potential disruptions to their business from these increasingly powerful external forces? There are five essential issues that CEOs should focus on to ...
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Features
Post-election pension blues
US pension fund industry players are bracing for the new Democratic Congress. Their lobbyists and attorneys had hoped to obtain some industry-friendly amendments to the new Pension Protection Act, signed last August by President George W Bush. But with the new Democratic majority in both the House and the Senate ...
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Features
Beware ridiculous investment cases
Although commodity markets have been around for centuries, investors’ interest in them has always been quite limited. Over the last few years, however, this has changed completely. Commodities have very quickly become very popular and investment in commodities is growing at an unprecedented rate. It is estimated that over the ...
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Special Report
Towards a better understanding
Yasuteru Aizawa of the CSR lobby group IPERI describes his aspirations changing attitudes towards the environment in the boardrooms of across Japan
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Features
Backdrop to the Pacific century
Richard Newell looks at some of the key dynamics at play in the Asian region
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Features
Back to basics
Pension funds are recognising that getting asset allocation right is an essential first principle. Rachel Fixsen reports
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Features
Fine art of asset management
In the iconography of European asset management, Dexia Asset Management could be cast as the hero from zero. In the 1990s it was merely a gleam in the eye of the Franco-Belgian Dexia banking group. Today it is one of Europe’s leading asset managers, with over €100bn assets under management. ...
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Features
The FII approval process
Vikrant Gugnani, CEO of Reliance Mutual Fund in Mumbai explains the background to the foreign investment rules: “FIIs were first allowed to invest in India in 1992. Initially the FII holdings in any company were subject to various investment limits. Also funds invested by FIIs had to have at least ...
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Features
Tough time for alternatives
The opportunities in Spain have become more restrictive for hedge funds, Gail Moss finds
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Features
‘Smart’ diversification aids quest for stable high returns
Danish pension fund ATP has carried off the award for best liability-driven investment because of the innovative way it has transformed its business, creating a consistent framework not only for LDI, but also for investment-driven liabilities.The cornerstone of this approach is ATP’s belief that excellence in pension fund management requires ...
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Features
Three steps to heaven
An increasingly broad fund offering has produced a potential nightmare for investors faced with comparing and assessing the tax, legal and regulatory frameworks. John Forbes advocates a structured approach
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Features
A listless market?
Institutional investors are flocking to the non-listed, offshore real estate fund market, attracted by flexibility and tax advantages. For many though, there are not enough opportunities. Maha Khan Phillips reports
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Features
Too much control?
A heavy bias towards investing locally – and directly – is a hallmark of Swedish institutional investment in real estate. Martin Hurst examines why
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Features
Stir crazy
Those seeking to diversify their portfolios properly are eagerly awaiting the new investment regulations, as Lynn Strongin Dodds explains
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Features
Dipping a toe in the water
Iceland’s pension funds have a long history of real estate investing but are only now adopting more dynamic strategies. Gail Moss reports
