Columns – Page 12
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Opinion Pieces
Long-Term Matters: Carbon footprint envy
An explosion of providers and events promise to turn investors into low-carbon heroes. Even campaigners use it to benchmark managers. What will it deliver? Raj Thamotheram writes
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Opinion Pieces
Guest Viewpoint: Jon Little - Northill Capital
“Successful managers are hard to find but those that do exist generally share some common characteristics”
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Features
Diary of an Investor: Diversity counts
Recently we had to admit that the trustee board of the Wasserdicht Dutch pension fund isn’t very diverse. Of course, we fulfil the requirement to have one female trustee and one under the age of 40 and have for some time
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Features
Diary of an Investor: War stories
Last month I joined our co-operation partners at PensionKøbenhavn in Copenhagen for a private round table of institutional investors discussing real assets
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Opinion Pieces
Long-Term Matters: The lost decades
Evidence is emerging that the oil and gas sector knew about the risks of climate change for 40 years and buried this information. Had the world started decarbonising earlier, we could have done more to protect biodiversity and human life
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Opinion Pieces
Guest Viewpoint: Chris Curry - Pensions Policy Institute
The pensions world is constantly changing. In the UK, more DC savers, coupled with recently introduced flexibility of access, will increase the levels of risk and complexity for many
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Opinion Pieces
Long-Term Matters - Addicted to dumb ideas
With the UK retailer Sports Direct in the news, it is worth recalling what one large investor said only 12 months ago
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Opinion Pieces
Guest Viewpoint: Peter Kraneveld - International Pensions Adviser
Pension funds are not about politics, but their investment portfolios include political risk
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Features
Diary of an Investor: At the high table
Recently, I was invited to join a network of financial academics as a ‘practice adviser’, which means I speak to them regularly about the challenges our pension fund faces and what we are doing in the investment portfolio.
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Opinion Pieces
Long-Term Matters: Have an affair or see a therapist?
An estranged couple, frustrated by their sex life, face a hard choice: have an affair or see a therapist and commit to renewing their relationship.
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Opinion Pieces
Guest Viewpoint: Ros Altmann - Former UK pensions minister
“It is time the authorities addressed the serious side effects of monetary policy on UK pensions”
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Features
Diary of an Investor: Project Waffle
For some months now, the powers that be here at Wasserdicht headquarters have been looking at moving our Dutch pension fund over the border to Belgium
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Opinion Pieces
Long-Term Matters: A world (nearly) on fire
The passion of the Brexiters, Donald Trump supporters and the far right in many countries is a wake-up call for those who think that all is well with globalisation.
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Opinion Pieces
Guest Viewpoint: Dan Waters - ICI Global
“Easier, cheaper fund distribution would help build stronger capital markets”
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Features
Diary of an Investor: What chain?
Last year, if anyone had mentioned blockchain my first associations would have been Bitcoin, the dark web and cybercrime. But such new concepts have a habit of shifting shape
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Opinion Pieces
Long-Term Matters: Absolutely no excuses
The big US proxy fights – at Chevron, Exxon and Southern Company – over resolutions to publish 2°C climate change stress tests happened in May. Did common sense prevail?
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Opinion Pieces
Guest Viewpoint: Alfred Gohdes - Willis Towers Watson
“The cost for a German young person to provide for a pension has roughly tripled since 2008”
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Features
Diary of an Investor: It’s the way you say it
Wasserdicht’s Dutch pension fund is looking to improve the way it communicates with members. Or as Rolf, our chairman of trustees, puts it, the way we talk about bad news
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Features
Diary of an Investor: Stretch and flex with credit
Years ago, people used to claim that the equity-risk premium was the most important metric in a pension fund’s long-term investment plans
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Opinion Pieces
Long-Term Matters: Hug a whistle-blower
Ask any board director or chief executive of a well-run company what they worry about most and the answer is invariably ‘what I don’t know is happening’