Investor Strategy – Page 71
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News
FCLT defends radical ambitions after Myners calls for bolder thinking
Short-termism will not be fixed without ‘rice bowls’ being put at risk
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NewsUS election: Trump win raises questions about low-carbon momentum
Election of climate-sceptic president need not spell end of decarbonisation agenda, experts say
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HSBC UK pension scheme adopts climate 'tilted' fund as DC default
Fund targets better risk-adjusted returns, protection against climate change risks
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USS creates head of research role to support high-conviction equity shift
New appointment to help improve equity-investment process
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EIOPA investment-statement review raises harmonisation concerns
Supervisor says peer review shows need for greater ‘supervisory convergence’
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Delta Lloyd AM completes specialist teams in ongoing strategy revamp
Asset manager to focus on ‘integrated, sustainable solutions’
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Risks, opportunities as UN climate deal entry into force sends 'unequivocal' market signal
Paris Agreement to enter into force on 4 November as EU ratification helps propel it over line
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Survey shows average TER of 0.6% at Swiss pension funds
Two-thirds of reported costs stem from portfolio management
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Study confirms investment-fund trend for German pension assets
Kommalpha analysis covers period from 2005 to end of 2015
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FeaturesIPE Expectations Indicator October 2016
The current survey period captured the end of the summer. The number of managers voicing concern about interest rate policy is high. However, the current environment has yet to reflect the alarms of many major investors and the survey results indicate most managers expect little dramatic near-term movement. Whether it is not yet the season for action, or investors expect the status quo to continue, is yet unclear.
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NewsEU strategic fund urged to 'step up' talks with institutional investors
Investor group calls for changes to EU financial regulation to acknowledge climate risk
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Swiss central bank washes hands of role in pension funds' woes
SNB president says monetary policy cannot help pension funds
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RPMI allocates £700m to proprietary momentum factor mandate
Russell Investments to manage mandate, with strategy designed with RPMI Railpen
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FeaturesIPE Expectations Indicator September 2016
As time passes since the UK’s decision to leave the EU, some of the trends of the months prior have returned. This includes: outperforming US equity markets and dwindling faith in US dollar strength against the euro and yen (albeit with some volatility) and in sterling, which continues to drift lower after its post-Brexit decline. Whether managers’ expectations have recovered as quickly as these trends is the subject of this month’s review.
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News
Austrian pension association proposes new long-term savings vehicle
Head of pension fund association also attacks ECB interest rates as ’borderline irresponsible’, expresses hope of greater ’pension coverage
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NewsItalian pension funds drop support for bank rescue fund Atlante 2
Association says casse di previdenza cannot give grants
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NewsUK institutional investors increase inflation hedging by 16%
Second-quarter hedging activity sees pension schemes switch from swaps to bonds
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FeaturesIPE Expectations Indicator August 2016
The expectation survey for August was completed in a post-Brexit market environment in which uncertainty was high, but cooler heads ultimately prevailed. Initial reactions caused a rebound in USD strength and an equity market sell-off, which was ultimately short-lived. Nevertheless, disrupted markets will influence expectations and results from the survey reflect managers’ concerns towards riskier assets.
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News
Choose alternative assets carefully, study warns
PGIM research finds only few types of non-traditional assets worth backing
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EDHEC seeks to debunk Top 10 misconceptions of smart beta strategies
Smart beta does not generate alpha, says research institute in Top 10 mistaken claims list
