All Features articles – Page 60
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Features
Research: The need for retirement bonds
Government-issued retirement bonds with a GDP-related coupon would help redress the savings imbalance by increasing government investment and mitigating the effects of quantative easing on pension funds, Jean Frijns, Theo van de Klundert and Anton van Nunen write
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Features
Value Chain: A price worth paying
A better investment value chain would involve lower short-term profitability for providers in return for greater long-term sustainability of relationships, according to Tim Hodgson
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Features
A dollar decline is overdue
For anyone who follows currency trends, and indeed asset markets more generally, the triennial survey from the Bank for International Settlements is invaluable
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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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Features
Risk: Plane disaster lesson for investors
Stephan Lods says analysing decisions that led to a 1977 airline disaster could help investors better understand risk
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Features
Hedge Funds: Seeding to enhance returns
Institutional investors face challenging allocation decisions in the current low-yield environment. Mark de Klerk explores how seeding could enhance returns of a hedge fund allocation
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Features
Research: Retirement Income - How much is enough?
Bonnie-Jeanne MacDonald outlines a new approach to the calculation of retirement income adequacy
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FeaturesHow we run our money: HeidelbergCement
Marc Boone of HeidelbergCement explains why the group’s approach to running its many pensions schemes is like sailing a fleet of ships
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FeaturesFrom Our Perspective: How transparent?
Gerard van Olphen, CEO of APG, contends that the Dutch pension sector is in denial about the need for transparency. The same accusation could be levelled against pension funds in other places.
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Features
An industrial revolution
There used to be a stark divide in pensions, particularly in the UK and the US, with a high level of security in defined benefit (DB) and a low level in defined contribution (DC)
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Features
Rethinking political risk
In recent conversations with investors about the prospects for global growth, the focus seemed to be more on the upcoming US election and Brexit than on economic fundamentals. It struck me how musings on political risk can influence an investor’s view on long-term market returns.
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Features
Italy: The Atlante 2 impasse
A series of forthright announcements from Italy’s professional sector pension funds might have disappointed government hopes for money to prop up ailing banks but have served to reassert the sector’s commitment to fiduciary duty
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Features
US Pension Governance: Upgrading for the 21st century
US public pension scheme trustees are having to develop the expertise and structures to deal with increasingly complex operations and demands of the sector. Christopher O’Dea reports
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Features
From Our Perspective: Brexit adds to the pressure
Future observers might point to the 23 June EU referendum as a turning point for UK occupational pensions. The fall in Gilt yields has added pain to trustees and sponsors, vindicating those who had hedging strategies in place
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Features
Ahead of the Curve: The constants amid the flux
Dominic Wallington says investors need not fear new disruptive technology or turbulent times if they seek out companies with the qualities to survive and flourish
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Features
Asset Allocation: The big picture
Uninspiring macro economic data releases are accepted as the norm, often with less bad economic news received positively because it was not as dire as the consensus had expected
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Features
Strategic Investment Funds: Different animals to deal with
Strategic investment funds offer interesting co-investment opportunities but have their own rules and incentives, according to Georg Inderst
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Features
Asian Pension Funds: Strength in numbers
Partnerships, co-investments and asset pooling are on the rise as Asian institutions take a more collaborative approach towards investment
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Features
Italian Banks: Little cause for panic at this stage
While Italy’s banks are languishing because of a legacy of poorly performing loans, there is a belief that the EU will not let the sector fail
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Features
Brexit: Block out the financial noise
If there is one thing the Brexit referendum proved without doubt, it is how difficult people find it to resist confirmation bias
