Latest from IPE Magazine – Page 774
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Features
What segregated accounts offer
Institutional investors are paying increasing attention to the returns achieved on cash. Although not dependent upon the trend towards specialist management of individual asset classes, this has clearly increased the focus on cash returns. All schemes will necessarily hold frictional cash balances, irrespective of investment view, which as a potentially ...
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Features
Ending cash drag with equitisation
Equitisation is a strategy designed to boost returns. It does this by reducing the drag on performance caused by having unnecessary cash in a portfolio – simple but often overlooked. Having carefully designed a strategy suited to the needs of their fund, many trustees fail to see it implemented efficiently. ...
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Features
UPB fund's growth encouraging
Every month in IPE we analyse a fund using the return-based Portolio Style Analyser by London-based firm Style Research, using the fund’s historic data of the past four years obtained from Standard & Poor’s Micropal. This month we have analysed the investment style of the UBAM US Equity fund, managed ...
