Asset Allocation – Page 166
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Features
Is there scope for active management
Whatever your views about the valuation of the US large-cap market, because of its predominance – amounts to 35% of world cap – you cannot ignore it, writes Joseph Mariathasan
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Features
Best small European investor - Corem
As a relatively small entity, French pension fund Corem has nevertheless managed to replace its original narrow portfolio of residential properties with a highly diversified spread of commercial real estate. Furthermore, it has done so by investing alongside other institutions in a number of custom-made financial vehicles which have given ...
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Features
Best French fund - Corem
Corem’s award as the best French pension fund is a tribute to its success in transforming a narrow assortment of residential properties into a highly diversified portfolio. This award is sponsored by Schroder Property Investment Management. In early 2003, as part of a shake-up of a previous scheme, Corem was ...
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Features
Be bullish or be late
The formerly labelled ‘sick man of Europe’ is on the mend. The last four years have seen the Turkish economy reverse its fortunes. Since a meltdown of the financial sector in 2001, the country has undergone a complete overhaul and has rewarded investors with an attractive location for capital gains.
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Features
S&P casts doubt over rule changes
Proposed changes to the rules governing Belgian SICAFIs - a local version of REITs - will increase risk and damage corporate ratings, according to Standard & Poor’s. “Loosening restrictions on gearing will increase financial risk,” said Andreas Kindahl, a credit analyst with S&P. The new rules would increase the maximum ...
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Features
Shopping for shorts
Has the time come to let managers go long and short? Alastair Sayer looks at the pros and cons
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Features
Full head of steam for asset managers
With pension funds willing to consider new approaches, the asset managers are experiencing heady times. George Coats assesses the fast moving scene
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Features
Holland vies with Ireland and Luxembourg
The Netherlands has taken a leaf out of Ireland and Luxembourg’s book in its plans to be regarded as the destination of choice for tax transparent pooled funds, Kerry Ann White argues
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Features
Knowing what lies behind hedge funds
Dutch pension funds’ growing interest in alternatives like hedge funds is having an impact on the middle and back offices of securities services providers, says Heather Mackenzie
