All IPE articles in January 2016 (Magazine)
View all stories from this issue.
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Features
From Our Perspective: COP21 - what next?
The momentum and excitement in Paris last month at the COP21 UN Conference on Climate Change marks a turning point in the perception of climate change as an economic risk, reinforcing a growing mainstream consensus that institutional investors need to do two things.
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Features
Pensions Accounting: Spot the discount rate
When the US telecoms giant AT&T announced last year that it planned to discount the interest component of its defined-benefit (DB) pension liability using a spot rate, it unleashed a storm of interest among US listed companies. At a stroke, companies stand to wipe billions of dollars off their pension provision costs.
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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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Special Report
Active Management: The active-passive debate
The role of asset managers is under continuing scrutiny as the investment industry continues to question whether active asset management can achieve better results than passive strategies
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Special Report
Pension Funds: What role for active management?
Leading asset managers, consultants and fiduciary managers assess the role of active management in institutional portfolios
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Special Report
Active management: The question of fees
Joseph Mariathasan asks what investors should be prepared to pay for active management approaches
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Special Report
Time to become more active?
Passive investment has been more popular than active over the past five years with investors focused on cost and value. But recent market trends could favour a return to active management
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Special Report
Active management: Patience brings rewards
Recent research on active share that suggests a long-term approach is the best way to achieve sustainable outperformance
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Features
Focus Group: Time to get active?
Almost half of the investors polled in this month’s Focus Group, 12 out of a total of 25, state that active equity management within their investment strategy has increased over the past decade
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Special Report
Pension funds: the active versus passive dilemma
The role of asset managers is in the spotlight as institutional investors question whether active asset management achieves better results than passive strategies
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Features
Age spectre haunts Japan
Abenomics is faring in the battle to bring Japan’s ecomomy out of the doldrums to cope with a rapidly ageing population
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Features
Ahead of the Curve: Repo faces paralysis
As the repo market faces an uncertain future, Andy Hill looks at the ramifications of increased regulation and liquidity demands
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Features
Asset Allocation: The big picture
Global economic growth stuttered badly during 2015, as China and other emerging markets struggled to keep going
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Features
Stop seeking alpha
Alpha has become a virtual obsession for investors and the financial commentariat. They seek it, search for it, hunt it and go on a quest for it
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Analysis
Analysis: Stendevad delivers portfolio redesign
With the raft of changes ATP has been making to its investment strategy now almost complete, it is clear the Danish pension fund has been at pains to take in the big picture – as well as the minutiae of the changed financial world it finds itself in.
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Features
Anders Fogh Rasmussen: Free speech and self-loathing
Anders Fogh Rasmussen, former secretary general of NATO and prime minister of Denmark, gave the opening address at IPE’s 2015 Conference. Speaking in the shadow of the terrorist attacks in Paris, his topic was A World in Flames: New Geopolitical Balances
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Features
Diary of an Investor: Greenstreaming, anyone?
Everyone seems to have an opinion about carbon these days, which probably has something to do with the COP21 climate change talks in Paris at the end of last year
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Country ReportArmenia: A compromise, for now
Armenians were given a one-off chance to withdraw money from pension funds following a constitutional challenge but the system will become mandatory in 2017
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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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Features
European Insurance & Occupational Pensions Authority Conference: Framing the DC debate
Gathering in Frankfurt for the European Insurance and Occupational Pensions Authority’s (EIOPA) annual conference, delegates could be forgiven for assuming the address by chairman Gabriel Bernardino would reflect on his previous successes, and avoid any controversial new proposals.
