All Interviews articles – Page 15
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Interviews
Strategically speaking: RBC Global Asset Management
We ask Damon Williams, co-chief executive officer of RBC Global Asset Management, what sets his company apart from other asset managers
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Interviews
On the Record: Do you believe active management adds value?
Three leading pension funds - UK’s Environmental Agency Pension Fund, Germany’s KZVK-VKPB, and Switzerland’s Publica - share their views on active management
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Interviews
Strategically speaking: Pictet Asset Management - Starting from scratch
As in other walks of life, things go in and out of fashion in institutional investment. Multi-asset investing is a case in point. Once, a few balanced managers held centre stage in pension fund management in countries like the UK, the Netherlands and Switzerland. Then, in the 1990s and early 2000s, the orthodoxy was for manager diversification using segregated mandates or multi-manager approaches. Faith in the equity market premium was high, as was the thesis espoused by Gary Brinson that asset allocation is the primary driver of portfolio returns, ahead of market timing or stock selection.
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Interviews
On the Record: What is your outlook for 2016?
Three pension funds share their views on the outlook for 2016
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Interviews
Strategically speaking: Principal Global Investors - A glimpse into the future
At least no-one dies as a result of what the investment management industry does or does not do. Unlike technological companies considering drone pizza deliveries or driverless cars, and where real issues of safety and liability may arise, asset management executives only have a set of financial outcomes to consider.
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Interviews
On the Record: Do you invest in clean energy infrastructure?
We ask three pension funds - AP3, Kommunal Landspensjonskasse and Strathclyde Pension Fund - about their exposure to clean energy investments.
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Interviews
Strategically speaking: Amundi
Perhaps one of the greatest lessons of the 2007-08 period for institutional investors was about liquidity. Equity markets dropped precipitously and credit spreads widened, while liquidity in safe-haven assets dried up and other instruments became impossible to trade
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Interviews
On the Record: Are you restructuring your fixed income allocation?
Three pension funds - ÄVWL, PP Pension and Sparinstitutens Pensionkassa - talk about their fixed income portflolios
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Interviews
Strategically speaking: Terra Firma Capital Partners
“The private equity industry is in the midst of a far-reaching structural change that is leading to a bifurcation of the industry,” says Guy Hands, chairman and chief investment officer of Terra Firma
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Interviews
On the Record: Do you employ smart beta strategies?
Three pension funds - FRR, NEST and USS - share their thoughts about smart beta strategies
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Interviews
Strategically speaking: Oaktree Capital Management
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management, known in the investment community for memos to clients which detail distressed debt, credit and other investment strategies, insights into the economy, as well as for his distinctive investment philosophy
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Interviews
On the Record: Are you restructuring your emerging market allocation?
Three pension funds - Amonis, BNL BNP Paribas, and UMR Corem - talk about their exposure to emerging markets
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Interviews
Strategically speaking: NN Investment Partners
The rebranding of ING Investment Management, a well-recognised name in European asset management, is the epilogue to an intricate story that began during the financial crisis of the late 2000s
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Interviews
On the Record: Are you anticipating a European recovery?
Three pension funds - APK, Fondenergia and Pensioenfonds TNO - share their views about Europe’s recovery
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Interviews
Strategically speaking: Astellon Capital Partners
Responding to a reporter’s question about what he most feared could blow his government off-course, the British prime minister Harold Macmillan is supposed to have said: “Events, dear boy, events.”
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Interviews
On the Record: What is your approach to private markets?
This month three pension funds share their views on investing in private markets
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Interviews
Strategically speaking: Kames Capital
Edinburgh-based Aegon Asset Management UK made a nod to its home city when it changed its name to Kames Capital in 2011
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Interviews
On the Record: How does regulation affect your activities?
This month three pension funds explain how the changing regulatory landscape affects their activities
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Interviews
On the record: What is your currency risk hedging strategy?
As investors worry over the fate of Europe’s economy and the effectiveness of the ECB’s quantitative easing programme, three European funds - PKA, PME and Pensionkasse SBB - share their views on currency risk management
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Interviews
Strategically speaking: Candriam
“It was difficult to find a name,” recalls Candriam CEO Naim Abou-Jaoudé, a year after Dexia Asset Management needed a rebrand for its acquisition by New York Life Investments. “All the good names are taken!”