Latest from IPE Magazine – Page 203
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Special Report
The trustee perspective: active manager still has a place
Alfred Slager argues that active management still has a place as an effective investment strategy but with new metrics, better data and innovation by managers
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FeaturesFrom Our Perspective: Packaging pensions ‘just right’
In 2001, the Myners report raised the issue of the investment value chain and how pension funds could improve outcomes through their governance structure. It also highlighted market inefficiencies in areas like peer-group herding and investment consulting. The interaction between fiduciary duty and the provision of institutional investment services had not been explored so extensively before and the report resonated widely outside the UK.
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Analysis
Analysis: Dutch funds escape cut threat – for now
Almost all Dutch pension funds, including the largest five, have made a miraculous escape. For the majority of 2016 they were headed for widespread rights cuts
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Analysis
Analysis: Norges Bank - Looking before leaping
The Norwegian government is having to make up the rules for the NOK7.5trn (€826bn) Government Pension Fund Global (GPFG) as it goes along. One of the principles appearing to guide lawmakers in this process is building up as much expertise as possible before doing something new.
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Opinion Pieces
Long-Term Matters: Be a positive maverick
Trump and I agree on one thing: liberals and centrists love to whinge. If we are clever, we engage in intellectual self-gratification, showing how well we understand the complexity. If now isn’t the time for a big pivot in how we show up in the world, in actions and not just sophisticated banter, when would be?
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Features
Pensions Accounting: Working together
The out-going chairwoman of the US Securities & Exchange Commission, Mary Jo White, wants her successor to do what competing priorities left her unable to do: keep interest in global accounting standards alive. The end game is a possible shift by US domestic companies to International Financial Reporting Standards (IFRS).
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Features
Pension Investing: Distortions hasten innovation
In this third article on a new survey, Pascal Blanqué and Amin Rajan show that as old methods of investing have lost relevance in a landscape distorted by quantitative easing, a search for new ways has intensified
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Features
Germany: A disappointing revolution
The government is opening the door to pension plans that will lighten the burden on companies, yet the pensions industry is still dissatisfied, Barbara Ottawa reports
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FeaturesHow we run our money: Compenswiss
Frank Juliano, head of asset management at Compenswiss, tells Carlo Svaluto Moreolo what lies ahead for Switzerland’s social security funds
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FeaturesIPE Expectations Indicator February 2017
With two full months of post-US election information to sift though, shifts in manager expectations have been as extreme as some reactions to, and rhetoric from, our newest world leader. Even more so than the prior month, the conviction that there will be movements in certain asset classes is surprisingly high.
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Interviews
On the Record: How will your equity exposure change this year?
Three pension funds - Amonis, Fondenergia and UMR Corem - talk about equity risk
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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FeaturesESG: UN goals strike a chord
The UN Sustainable Development Goals, agreed by world leaders in September 2015, have captured the imagination of many in the European institutional investment community
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Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
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Features
Asset Allocation: The big picture
Could 2017 be the year developed market economies see the end of monetary easing?
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Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Features
Focus Group: A changing climate
The average listed equities allocation in the portfolios of funds polled for this month’s Focus Group is 31%, with the level of respondents’ allocation ranging from 10% to 59%
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Features
Diary of an Investor: Political perils
Last month I met with my old friend Thijs, who is CIO of a large UK corporate pension scheme, working in a small investment office in the UK with an enlightened CEO
