All Interviews articles – Page 4
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InterviewsGermany's VBL: A transformative journey
Michael Leinwand (pictured), CIO of Germany’s VBL, talks to Luigi Serenelli about the pension fund’s growth over the past years and about its evolving responsible investment strategy
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InterviewsOn the record: A new role for alternative investments for Veritas
The degree of diversification that alternative portfolios typically provide can be less than many institutions think. Veritas has reorganised its alternatives portfolio to deliver better diversification
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InterviewsPension funds on the record: In-house due diligence of private debt managers pays off
Experienced alternative credit investors find that risk-adjusted returns are better than in the more liquid credit markets
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InterviewsPZU TFI: Building the future of Polish pensions
Marcin Żółtek (pictured), CEO of PZU TFI, one of Poland’s largest managers of DC pension savings, tells Jakub Janas and Carlo Svaluto Moreolo about the firm’s role in the Polish pension system
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InterviewsInterview: Hanneke Smits of BNY Mellon IM on diversity
The 30% Club started in the UK in 2010 with the ambition to raise female board representation to 30%. It is largely run as a network of volunteers, so new chair Hanneke Smits stresses the importance of having the backing of her “day job” at BNY Mellon Investment Management, where she is CEO. The investment firm was an early supporter of the club, which was co-founded by Helena Morrissey, then CEO of Newton (part of the BNY stable).
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InterviewsNikko Asset Management: Complex, creative thinking
Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian.
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InterviewsBain Capital: Vintage private equity
“In our world, it is quite easy to describe what we do, but it is very hard to do it,” says Robin Marshall, partner at Bain Capital. That statement encapsulates the concept of private equity and is also an effective introduction to his firm. Private equity may be a straightforward idea, but in reality it is an incredibly complex undertaking, which is why the asset class remains a non-core allocation within institutional portfolios.
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InterviewsPME Goes Back To The Future – PME Pensioenfonds
Marcel Andringa (pictured) of PME, the Dutch pension fund for the metal and electronics industry, talks to Tjibbe Hoekstra about the fund’s decision to ditch index investing and move to a more concentrated portfolio
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InterviewsPension funds on the record: Private debt is not all it’s cracked up to be
Investment in the asset class has grown exceptionally in recent years among pension funds, but to some investors the risk-return profile is not attractive enough
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InterviewsImpax rides the sustainability wave
One investment analyst sums up Impax Asset Management as a “pure sustainability play”. And certainly, according to founder and CEO Ian Simm, the core thesis of Impax is to “make the most of the investment opportunities offered by the transition to a more sustainable economy”. These are “on the scale of the Industrial Revolution”, Simm believes.
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InterviewsAP4: A pension fund investing 40 years into the future
Niklas Ekvall (pictured), CEO of Fjärde AP-fonden (AP4), one of the Swedish buffer funds, talks to Carlo Svaluto Moreolo about building a robust and sustainable long-term portfolio
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InterviewsDutch medical specialists: focus on healthy pensions
Marcel Roberts (right), CIO, and Ravien Sewtahal, investment manager of SPMS, the Dutch pension fund for medical specialists, talk to Carlo Svaluto Moreolo about risk management and sustainability
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InterviewsPension funds on the record: inspiring confidence in inflationary times
Rising inflation affects portfolio as much as morale, which is why many pension schemes are making extra efforts to advise their members
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InterviewsNewton’s Euan Munro: Seeking the best of both worlds
Euan Munro has built a formidable reputation in asset management, developing a major multi-asset absolute return strategy at Standard Life Asset Management in the 2000s. But the fortunes of his once mighty Global Absolute Return Strategy (GARS), now managed by Abrdn, have wavered as multi-asset strategies have fallen out of favour.
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InterviewsMirova’s Philippe Zaouati: realistically optimistic
Asset management CEOs tend to be a clever bunch, but there cannot be many who are familiar with the work of Antonio Gramsci, the 20th century Italian socialist philosopher.
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InterviewsPension funds on the record: Reflections on a sobering year
Pension fund managers reflect on an extremely challenging year for markets and look to the future, considering questions such as what is risk-free, how to secure inflation-linked assets, the role of central banks and the risk of liquidity crises
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InterviewsDelivering pensions ‘like a Bosch’: Bosch pensionsfonds
Dirk Jargstorff (pictured right), CEO of the pioneering Bosch Pensionsfonds, and Christian Zeidler, CFO, talk to Carlo Svaluto Moreolo on the fund’s 20-year anniversary
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InterviewsIrcantec: Aiming for core sustainability
Myriam Métais andCécilia Lyet (pictured) of France’s Caisse des Dépôts talk to Carlo Svaluto Moreolo about managing the reserves of Ircantec, the supplementary scheme for public sector employees
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InterviewsNEST Sammelstiftung: A history of sustainable investing
Ulla Enne (pictured), head of responsible investing and investment operations at Switzerland’s NEST Sammelstiftung, talks to Luigi Serenelli about the pension fund’s central focus on sustainability
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InterviewsOn the record: Emerging market debt
At a time of high volatility in interest rates, currencies and GDP, two seasoned investors in emerging market debt discuss their approaches
