Investor Strategy – Page 228
-
News
German institutions eye tactical asset allocation
GERMANY - German institutional investors are increasingly focusing on the possibilities for tactical asset allocation (TAA) within their portfolios.
-
News
UK says trustees highly dependent on consultants
UK – A new report commissioned by the government’s pensions department says trustees are “highly dependent” on investment consultants.
-
News
USS and Railpen in global engagement forum inititative
GLOBAL – Two of the UK’s largest pension schemes have established a forum for global investors to address the issue of cross-border shareholder activism and corporate governance.
-
News
Pictet study makes contradictory SRI findings
EUROPE – A new study by Pictet Asset Management has come up with a contradictory view about socially responsible investing.
-
News
Big names back new Dutch pension periodical
NETHERLANDS – Some of the biggest names in the Dutch pensions industry are backing a new pensions quarterly called Pensioen Bestuur & Management, or Pension Administration & Management.
-
News
Funds should manage core internally - IPE panel
NETHERLANDS - European pension funds should manage the core of their business internally, and outsource only the specialist areas of asset management to external managers.
-
News
Baring AM hires Kiddie as Walker retires
UK - Baring Asset Management has hired David Kiddie, former head of equities at Rothschild Asset Management.
-
News
Dexia sees rise in institutional inflows
BELGIUM – Dexia’s institutional fund management business has seen increasing net in flows over the first nine months of the year.
-
News
'Value' consistently outperforms 'growth' - UK study
UK - The first comprehensive study of the ‘value effect’ in the UK equity markets demonstrates that value stocks have outperformed growth stocks for almost 50 years.
-
News
“We are getting this behind us,” says Putnam
GLOBAL – A top executive at Putnam Investments has told IPE in an interview that the firm is putting the improper trading scandal quickly behind it.
-
News
CSAM boosts Swiss real estate team
SWITZERLAND – Credit Suisse Asset Management’s Swiss arm has named Werner Richli a senior research analyst for real estate.
-
News
AP2 tenders global tactical asset allocation
SWEDEN – The second Swedish national pension fund, Andra AP-fonden or AP2, is tendering one or more global tactical asset allocation mandates, with a notional value of around one billion dollars each (850 million euros).
-
News
Mercer builds currency overlay universe
GLOBAL – Mercer Investment Consulting is building a currency overlay performance universe.
-
News
Mercer buys Nordic consultant Benefit Network
NORDIC – Mercer Human Resource Consulting is expanding in Norway and Sweden, having entered definite agreements to acquire parts of Benefit Network ASA and Benefit Network Consulting AS.
-
News
UBS says it gains E4bn in institutional assets
GLOBAL – UBS added 6.3 billion Swiss francs (four billion euros) in institutional assets under management in the third quarter of this year.
-
News
UK’s GAD uncertain about client payments
UK - The Government Actuary’s Department says it has trimmed spending due to uncertain client payments.
-
News
HSBC tops new R&M survey of trustee banks
UK – R&M Consultants have released the results of its first survey of trustee and depositary banks – which shows that HSBC is the top choice of investment managers.
-
News
Swissca says chief executive von Ah leaves
SWITZERLAND – Swissca Portfolio Management’s chief executive Roman von Ah has left with immediate effect, the company said in a statement.
-
News
CSAM sees E3.5bn institutional outflow
GLOBAL – Credit Suisse Asset Management saw an outflow of four billion dollars (3.5 billion euros), mostly from institutional clients, in the third quarter of this year.
-
News
Chile’s Piñera sees growing global PAYG crisis
GLOBAL – The architect of Chile’s pension reform, José Piñera, says demographic “megatrends” will accelerate the crisis in pay-as-you-go pension systems.





