Diary of an Investor: Risk averse

So good-bye to the new normal (not even adieu) and hello again to old normal. Well, sort of. Marketing seems to be back on the agenda for all those asset managers with such wonderful alpha-producing track records, and of course for all the beta players too. But we are taking beta blockers here at Wasserdicht Pensioenfonds – it’s the A-class performance we want. Except in Germany.

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands