Latest from IPE Magazine – Page 342
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Features
Engagement prompts accountability
Proposals for a binding vote on shareholder remuneration, as set out by the UK department for business, innovation and skills earlier this year, could give institutional shareholders a platform to speak out on an issue that has grown in importance since the crisis.
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Features
Faith in the long term
A notable feature of the institutional investors’ panel at the Milken Global Conference in Los Angeles at the end of April was a faith in the ability of investors to reap long-term risk premia and a determination to do so.
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Features
Moment of reckoning
The 300 Club, a grouping of leading investment professionals, believes that modern portfolio theory and practice are failing institutional investors at a time when depressed funding levels require smarter ways of investing. It has issued its first paper, The Death of Common Sense, written by Amin Rajan, a member of the 300 Club and a regularcontributor to IPE. We asked him some questions
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Opinion Pieces
Long-term Matters: Shareholder Spring?
The recent AGM votes on executive pay at UBS, Barclays, Aviva and Citi are obvious signs of fundamental change, no?
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Features
Pensions Accounting: Don’t hold your breath
In short, the answer is ‘no’. The International Accounting Standards Board (IASB) is not going to add a pensions accounting project to its agenda.
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Opinion Pieces
Virginie Maisonneuve & Katherine Davidson, Schroders
“Maternity wards and primary schools in London are experiencing a spike in births, and retailers should benefit”
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Features
Bad news travels
Thanks to potential underfunding, most Dutch pension schemes have already announced they will cut pension payments.
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Features
A safe harbour
Nina Röhrbein spoke with Cees Blokzijl, director of pensions at Vopak Pension Fund, about the interaction between the fund and its fiduciary manager
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Country Report
The Mediterranean: Uncertainty reigns
Cyprus’ economic proximity to Greece is causing uncertainty. Nina Röhrbein looks at the effect of regional economic turmoil on the investment strategies of pension funds
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Country Report
The Mediterranean: Pensions in crisis
Pension reform proposals have been put forward, writes Roxane McMeeken. The trick will be to implement them amid the current political and economical chaos
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Features
Boarding time approaches
For liquid investors with an eye on the medium term, investing in the maritime industry could be just the ticket, argues Marcel C. Saucy
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Features
Restless continent
Africa is set for a busy year of elections – and it has already experienced an old-fashioned coup. Charlotte Adlung assesses the political risks behind the investment opportunities
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Special Report
Pay proposals in the shareholder spring
Shareholders are beginning to flex their muscles by voting against inflated executive remuneration packages in listed companies, says Nina Röhrbein
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Special Report
Smart Beta: New generation of choices
The ‘smart beta’ revolution is taking investors from one ‘passive’ solution – the cap-weighted index – to many. Rachel Fixsen looks at the questions this raises
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Special Report
Smart Beta: Re-balance of payments
Market-cap equity indices have come in for stiff criticism over recent years, but Martin Steward finds their shortcomings are nothing compared with the bond market. A new breed of indices attempts to address their worst failings
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Asset Class Reports
US Equities: Squeezing the last drops
US corporate margins have expanded impressively since the crisis. Joseph Mariathasan asks where the next wave of growth is going to come from
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Features
Smooth operators
The Swiss are taking pains to make their banks as risk-free as possible to ensure client loyalty, finds Iain Morse
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Features
Avoiding the shadows
Iain Morse reports on the growing use of real-time collateral management
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Interviews
De-leveraging, beautiful and beastly
Bridgewater’s Pure Alpha is famed as the world’s largest hedge fund, earning $13.8bn for investors in 2011 alone. But today, over coffee in a luxury London hotel, the focus for Bob Prince, co-chief investment officer of the Connecticut-based firm, is on a beta strategy called ‘risk parity’.
