Latest from IPE Magazine – Page 235
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Features
Strategically speaking: Loomis Sayles
This year, Loomis Sayles will be celebrating the fifth anniversary of its European headquarters in London. The Boston-based active manager has plenty to cheer about its presence this side of the Atlantic
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Features
Asset Allocation: The big picture
It might have been pardonable to hope for a steady start for capital markets in 2016 after the Fed’s smooth execution of its first interest rate hike in nearly a decade
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Features
Ahead of the Curve: Time to embrace downside risk
The attractions of equity put options as way to reduce a portfolio’s downside risk exposure can make it an expensive play. But offering call options canprovide higher long-term returns
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Features
Focus Group: A changing climate
Climate change risk has been formally discussed by 15 funds polled for this month’s Focus Group
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Features
Diary of an Investor: In the wrong clothes
It has not been a great start to the year at Wasserdicht’s Dutch pension fund. Volatile markets have been worrying our trustees and our coverage ratio has dropped, just like at most Dutch pension funds.
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Opinion Pieces
Guest viewpoint: Saker Nusseibeh - Hermes Investment Management
“Carbon risk is more of an issue for investors today than ever… But most fail to take it properly into account”
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Features
Outsourcing: Avoid the bear traps
In a BBC radio programme last year on business issues, the CEO of Serco, Rupert Soames, said that only “stupid people and lazy people” should not outsource
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Country ReportPoland: Life begins with equities
A gloomy picture coloured by poor market performance and asset shrinkage was further clouded by the election of the Law & Justice party late last year, ahead of a review of Poland’s pension system in 2016
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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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Asset Class ReportsInvestment Grade Credit: A fork in the track
Divergent monetary policy is driving investment-grade bond strategies, with greater opportunity in the US market than in Europe
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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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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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Country ReportRomania: Slow but steady change
Romanian second-pillar funds remain on a positive growth path thanks to small but significant regulatory changes, and despite reduced IPO activity
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Asset Class Reports
Liquidity: Cloud with a silver lining
Lower liquidity in fixed income markets, including investment grade, gives rise to opportunities as well as risks
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Features
Challenging CEE pensions
The breadth of countries, political systems and regulatory set-ups means Central and Eastern Europe (CEE) has a complex patchwork of pension systems. And there has been little of cheer in many countries as pension funds in this diverse region face a wide range of challenges, including demographics, a poor savings culture, complex politics and, of course, an uncertain economic and financial environment.
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Country Report
Baltic funds look for reforms and opportunities
Baltic countries’ pensions systems keep growing and the region’s funds are diversifying. But regulatory frameworks are lagging behind
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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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Country ReportBulgaria: Choice for people upheld
Plans to restrict the ability to switch between the funded pensions system and the first pillar have been dropped
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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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Country ReportRussia: Consolidation trend
Russia’s second pillar in rude health despite a contribution moratorium, with an M&A wave following the central bank’s drive to improve governance and risk management
