Latest from IPE Magazine – Page 335
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Features
Profits with purpose are still an uphill battle
Not all profits are born equal. This simple view was put forward by Towers Watson’s global head of investment content Roger Urwin as he unveiled the consultancy’s latest research project, Telos, conducted in conjunction with Oxford University.
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Features
Dealing with the financial crisis
The vast majority of sovereign debt will end in effective default – at least that is according to Philippa ‘Pippa’ Malmgren, president of Principalis Asset Management.
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Features
EFRP seeks priority in insolvency cases
Responding to the European Commission’s White Paper on Pensions from February late last month, the European Federation for Retirement Provision (EFRP) has called for the proposed review of the IORP Directive to grant pension funds greater security in the instance of sponsor insolvency.
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Opinion Pieces
Long-term Matters: Kay - make your voice heard
The Kay review is the best thing we’ve had on short-termism for decades
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Features
Pensions Accounting: A man on the moon? Easy
IFRIC Draft Interpretation D9, Employee Benefit Plans with a Promised Return on Contributions or Notional Contributions, refuses to die
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Features
Diversification 2.0
With asset class correlations no longer following their historic norms, a new form of diversification focused on risk is emerging, according to Jim McCaughan and Amin Rajan
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Opinion Pieces
Flavien Duval, Risk officer, Edmond de Rothschild Asset Management
Thousands of reports are produced and distributed to hundreds of people who don’t know what they’re supposed to do with them
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Interviews
On the Record: Govvies in decline
What is your strategy in developed market sovereign bonds?
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Features
Squeezing out the last drops
Brendan Maton assesses the favourability of tax-transparent Dublin and Luxembourg pooled funds as a way to avoid being ensnared by US withholding tax
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Features
Investing in solar and student loans
Nina Röhrbein spoke with Hans Wilhelm Korfmacher, managing director at WPV about the pension fund’s highly diversified investment strategy.
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Special ReportGerman Asset Management: End of the KAG
A new draft law proposes placing KAGs under a new framework, writes Till Entzian. The industry’s challenge will be to retain the identity and reputation of the Spezialfonds
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Special Report
German Asset Management: Risky bond business
The euro-zone crisis has reminded German pension funds that bonds carry risk, as Nigel Cresswell and Alexander Zanker explain
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Special Report
German Asset Management: A quiet revolution
Nina Röhrbein speaks to one of the asset managers trying to introduce fiduciary management to Germany
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Special Report
Fiduciary Management: Trust and mistrust
Dutch pension provision is losing touch with its history of trust, aided and abetted by the DNB, writes Brendan Maton
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Special ReportFiduciary Management: A catalyst for growth
Increasing scrutiny by financial directors of UK pension arrangements will promote fiduciary management as a future savings solution, as Nigel Birch explains
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FeaturesGo with the flows
Dividends really do pay off in emerging markets. Martin Steward asks why, and what the theories tell us about how far investors should tilt towards higher yields.
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Features
If the euro breaks up
Declan O’Sullivan and Lindsay Trapp outline some of the operational challenges that fund managers could face in the event of a break-up of the single currency
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Special Report
As safe as houses
The fixed index-linked cashflows provided by social housing and infrastructure investments can be attractive to investors comfortable with long-term investing, finds Nina Röhrbein
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Asset Class ReportsSovereign Bonds: Curve balls from credit markets
The temptation to look beyond sovereigns for yield is understandable. But Martin Steward finds that the obvious move into top-quality corporates may not be the way to do it
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Asset Class Reports
Sovereign Bonds: Competing premia
Martin Steward finds portfolio managers agreeing on the need to find some spread. But where – in corporate bonds, or peripheral sovereigns?
