Latest from IPE Magazine – Page 225
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Special Report
Technology: Positive chemistry
Christopher O’Dea reports on how technology is transforming the energy sector
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Special Report
Smart beta strategy evaluation and due diligence
Factor investing seeks to identify and capture broad, persistent drivers of return. It is the formalisation of, for example, the idea of seeking inexpensive companies (value investing) or high quality balance sheets (quality investing) – intuitive investment styles that have long been part of the active management toolkit
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Features
From Our Perspective: France rallies to the cause
Opposition to funded pensions has long been popular in France. Trade unions suspect that they will act as a Trojan horse for Anglo-Saxon capitalism and social welfare policy, which would undermine the country’s solidarity-based pension system. Politicians shy away from using terms like ‘pension funds’.
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Features
Infrastructure: A benchmark for rebuilding trust
Pension investors’ interest in infrastructure assets has been rising in recent years, with more than half of those surveyed by Preqin for its most recent investor outlook, saying they would increase exposure to the asset class in future.
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Features
British Steel Pension Scheme: Steeling for a battle over pensions
As the UK faces the prospect of its steel industry winding down, attention has focused not only on the possibility of a temporary nationalisation of some of the assets owned by Tata Steel but also on the fate of the British Steel Pension Scheme
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Book Review
Book Review: The Future of Pension Management
Where others might lose themselves in a discussion on organisational design, regulation or social policy, Keith Ambachtsheer’s book wastes no time in placing pension funds at the heart of capitalism
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Opinion Pieces
Long-Term Matters: Hug a whistle-blower
Ask any board director or chief executive of a well-run company what they worry about most and the answer is invariably ‘what I don’t know is happening’
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Interviews
On the Record: How have you broadened your bond exposure?
Three investors - Ilmarinen, MN and SEB Pension - share details about their fixed income allocations
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Features
Accounting: Lease liabilities are real liabilities
Stephen Bouvier explores the implications for pension liabilities of the IASB’s new leasing standard
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Features
Canada’s model evolves
Pension funds have tripled in size since 2003, largely thanks to investment returns. Joel Kranc examines the Canadian model
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FeaturesHow we run our money: Solidarietà Veneto
Paolo Stefan, director of Solidarietà Veneto, tells Carlo Svaluto Moreolo about the Italian fund’s regionally-focused investment strategy
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Special Report
Mind the infrastructure gap
Energy infrastructure will remain a relevant and interesting field for asset owners as governments look to plug the investment gap, finds Jonathan Williams
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Features
Asset Allocation: The big picture
The quite well anticipated easing from the European Central Bank (ECB), followed by the US Federal Reserve’s more surprising lowering of its expectation ‘dots’, proved supportive for risk assets as the first quarter of 2016 ended
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Features
Ahead of the Curve: The investment conundrum
Alan Porter argues that investors should favour businesses that prioritise long-term capital investment rather than simply seeking out those paying high dividends
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Features
Focus Group: The importance of credit
Seventeen (71%) of the investors polled for this month’s Focus Group say that credit has become more important in their portfolio over the past five years
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Features
Diary of an Investor: Stretch and flex with credit
Years ago, people used to claim that the equity-risk premium was the most important metric in a pension fund’s long-term investment plans
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Special Report
Investors: Focused approaches
A look at how and why pension funds are implementing alternative credit investment strategies
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Special Report
Asset Allocation: Credit where credit’s due
Alex Koriath explores why and how pension funds may want to consider a diversified portfolio of credit strategies
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Special Report
Asset-Backed Lending: Take your pick
Europe offers good prospects for asset-backed lending with opportunities for investors to step into the shoes of banks in certain markets, reports Lynn Strongin Dodds
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Special Report
Private Debt Funds: The price of competition
Institutional investors’ hunt for yield has led to return compression in the private debt market. Emma Cusworth assesses the dynamics
