Latest analysis – Page 33
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Opinion Pieces
Letter from Brussels: Campaign to boost pan-EU distribution of UCITS and AIFs
Another step by Brussels to ease financing to business across the EU comes with measures to facilitate the cross-border distribution of investment funds
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Opinion Pieces
Letter from the US: No panic as investors stay the course
Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors.
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Featuresaba Anniversary Conference: ‘Grasp opportunities reform offers’
Germany’s occupational pension association delivered an impassioned defence of the country’s second-pillar pension system at its 80th annual conference in Berlin last month.
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Features
Accounting Matters: Cutting the clutter
The IASB’s disclosure initiative project has passed many people by. It dates back to 2011, when the board needed something to do after the US refused to adopt IFRS
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FeaturesShort Selling: The long and the short
Earlier this year, the UK politician Peter Kyle described BlackRock as “schizophrenic” for holding both long and short positions in Carillion, a London-listed construction company that went bankrupt in January.
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Opinion Pieces
Letter from Brussels: Who cares about our €3.5trn?
PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
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FeaturesSpain protests as pension cuts loom
Since the autumn of 2017, hardly a week has gone by without a mass demonstration taking to the streets of large Spanish cities
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Opinion Pieces
Letter From Brussels: Corporate tax reform in view
Radical upgrades to the EU’s corporate tax base norms have never been so close to fruition
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Opinion PiecesLetter from the US: All eyes on Oregon’s auto enrolment
The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme
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AnalysisAnalysis: Pensionsfonds model to get new lease of life in Germany
IPE’s Barbara Ottawa looks at the pension model tipped to benefit from BRSG reforms
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FeaturesThe right balance
In a world that has demanded greater levels of robustness of financial institutions since the financial crisis, regulators are also faced with how to calibrate the funding requirements of pension funds
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FeaturesIreland: The risk of promising too much on reform
Ireland must be careful of overpromising when it comes to what its reforms can achieve, or it will lose a golden opportunity to boost public trust in the pension system
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Features
Conference Diary: Private markets at SuperReturn
Bank disintermediation since the financial crisis has proven a big opportunity for private equity firms to boost their direct lending and other private-debt activities
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Features
Auditing: Going, going, gone
Could a closer inspection of ‘going concern’ flag up corporate ill health sooner?
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FeaturesLGPS: Asset pools (almost) set for action
The UK’s 89 Local Government Pension Schemes (LGPS) have finalised their asset-pooling plans ready for this month’s deadline
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Opinion Pieces
Letter From Brussels: Default guarantee option dominates debate on PEPP
Europe’s asset management industry is lobbying against any mandatory guaranteed default option in the third-pillar PEPP proposal
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Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
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AnalysisAnalysis: UK regulator decides against relaxing DB transfer rules
Financial advisers told to “start from the assumption” that exiting a defined benefit pension fund is unsuitable
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Features
ESG: European Commission triggers unease with ESG approach
Pension fund associations have warned the European Commission not to take a prescriptive approach to the consideration of environmental, social, or governance (ESG) factors by institutional investors
