Asset Allocation – Page 255
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Features
How group control helps local plans
Many multinationals have built up pension arrangements that can become complex when they are consolidated at group level. These frequently contain a mixture of defined benefit and defined contribution schemes. They may be invested directly or indirectly – for example, through insurance policies or investment funds – and may have ...
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Features
DC gives more flexibility in Norway
Historically, retirement plans in Norway have been predominantly defined benefit but legislation that came into effect on 1 January 2001 now permits tax qualified defined contribution plans. One of the stated goals for this new law is to encourage pension provision for the 1m or so Norweigan workers without any ...
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Features
GRAM expects markets rebound
The keys to an economic upswing are again households in the US. The question is whether they will increase spending or focus on the rising unemployment and therefore be cautious. Until the market participants become more confident about a recovery, the financial markets could be quite volatile, and we recommend ...
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Features
Funds' fees under scrutiny
The attraction for Belgian institutional investors of investing through funds is understandable. The Belgian market is a small one, and the size of the average pension fund makes investment funds the easiest and quickest way of achieving portfolio diversification. Also there are good fiscal reasons for investors taking this indirect ...
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Features
Looking forward to a last-quarter recovery
Euroland’s equity markets are gearing up for what analysts expect will be an unhindered recovery and sustained period of growth. “Finally things are looking good for investors, especially given the continuous sensitive nature with which investors have been approaching Europe’s markets vis-à-vis risk strategies for the last 18 months or ...
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Features
Time to go stock picking in the US
Equities in the US are ripe for stockpickers, say strategists. The market as a whole is likely to remain flat to firmer in the next few months, but those with an eye for a bargain could be the winners in the current climate, they say. “For now, it’s time to ...
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Features
Xerox's tried and tested strategy
Even for longterm investors 10 years is a longtime in the life of a pension fund. This is exactly how long ago the investment strategy of the £1.5bn (E2.4bn) Xerox pension fund in the UK was put in place. “We have just had our tenth anniversary of this and what ...
