All Data Research articles
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FeaturesResearch: Operational challenges for investors
A new study on operational and informational efficiency highlights the challenges for smaller funds
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Features
Research - DB pensions: a high-wire act in the end game
In the second article in a series, Pascal Blanqué and Amin Rajan outline the intricacies of managing a defined benefit pension plan in the run-off phase
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FeaturesResearch: DB plans caught in a Catch 22
Pascal Blanqué and Amin Rajan argue that a toxic confluence of demographics, regulation and interest rates are undermining the finances of pension schemes
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FeaturesResearch: A new understanding of investor satisfaction
Compelling statistics highlight the differences in the economic value of service quality in institutional markets
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FeaturesResearch: The shift from virtue to value
In the final article in a series of two, Pascal Blanqué and Amin Rajan argue that the success of ESG investing rests on a just transition to a low carbon future
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AnalysisResearch: Back to basics will drive asset allocation
In the final article on a new report, Pascal Blanqué and Amin Rajan conclude that liquidity management has become vital as quantitative easing reaches a point of diminishing returns
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FeaturesResearch: Pension investors seem to be losing faith in quantitative easing
In the first of two articles on a new survey of pension plans, Pascal Blanqué and Amin Rajan find that unconventional monetary policy has taken a toll on pension funds
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FeaturesPassive investment: Dawn of a new banner theme
This follow-up article on the rise of index investing highlights how pension plans are seeking to promote stewardship among their index managers
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FeaturesResearch: Passive investors, active owners
The rise of index investing raises important question about ownership rights and governance
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Features
Pension Investing: Distortions hasten innovation
In this third article on a new survey, Pascal Blanqué and Amin Rajan show that as old methods of investing have lost relevance in a landscape distorted by quantitative easing, a search for new ways has intensified
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Features
Pension Investing: Is the tide of globalisation turning?
In the first of a series of articles, Pascal Blanqué and Amin Rajan argue that Britain’s vote to exit the EU will hit asset valuations, mainly via political contagion rather than corporate profits
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Features
Research: The rise of private debt
Asset classes once considered too esoteric can be seen as safe havens when the market environment changes, argues Amin Rajan
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Features
Asset Management: Expectations coming down to earth
In this final article on a new study, Nicholas Lyster and Amin Rajan argue that the tail winds from quantitative easing (QE) will be easing noticeably
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Features
Research: Caution on the equity risk premium
In this second article in a series on a new study, Nick Lyster and Amin Rajan argue that artificially low interest rates have dragged the predictive power of the equity risk premium to near zero
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Features
Focus Group: Recovery to continue
Fourteen of the 21 investors polled for this month’s Focus Group are confident that Europe’s economic recovery is sustainable in the medium term. “No inflation and labour problems are too serious to be solved in the next 18 months,” said an Italian fund.
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Features
IPE-Fundo: UK Pension Indices
The new IPE-Fundo UK pension index series gives trustees and pension funds a reliable, transparent and free composite benchmark against which to assess the performance of their scheme
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Features
Research - Pension Funds: The progression of smart risking
In this final article on a new survey, Pierre Cailleteau and Amin Rajan conclude that improved risk management is the most enduring legacy of the global financial crisis
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Features
OECD research: A focus on long-term opportunities
The OECD’s recent survey of large pension funds shows that despite increased interest in alternative investments, there has been less traction in areas like direct infrastructure.
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Special ReportFocus Group: Pension funds get smart
The days of smart beta being all talk and no action in the pensions world are long gone
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Features
PFPP survey: Delivery against objectives
In the first in a series of articles analysing the most recent reporting output of the Pension Fund Perceptions Programme, we assess how pension funds perceive their managers
