Latest from IPE Magazine – Page 350
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IP Asia
ANU seeks to boost in-house management
Australian National University’s investment team is looking to increase the level of in-house management and may boost the use of exchange-traded funds. Daniel Grioli looks at the plan.
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IP Asia
HK mulls further changes to the MPF system
Cameron Dueck looks at the major changes that Hong Kong is considering for its government pension scheme.
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IP Asia
The family office fund manager selection process
Richard Wilson, in his work with family offices and the dozens interviews conducted, has constructed the process family offices employ in selecting fund managers.
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IP Asia
Asian Special Situations
Albourne’s Richard Johnston explores opportunities in the illiquid credit market space.
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IP Asia
Harvest sees growth in frontier market consumption
Tan says. “We have a total of 300 million new consumers, you can feel the heartbeat of consumption.”
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IP Asia
Credit rating - costly mistakes and their consequences
Astute investors then ask the big question: How much accountability do such agencies accept for their deliberations?
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IP Asia
Managing the ethical risks of investing in emerging economies
Emerging markets can be a sustainable source of wealth or a significant risk to your entire business, writes Paul Wenman of InvestAssure.
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IP Asia
Shocks, Black Swans and Climate Change
Among the top ten global risks identified by the experts were fiscal crises, wars and global corruption. However, ranked the very highest when likelihood and impact were combined was climate change.
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IP Asia
SWFs will continue to dominate
Curt Custard, head of global investment solutions at UBS Global Asset Management took time out of his Asian business trip to speak to IPA about the differences he sees between western developed markets and the rapidly growing emerging markets, many of which are here in Asia.
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IP Asia
Choppy commodity flows may persist
After a jittery 2011, the commodities markets look set to continue their bumpy ride this year with slowing growth in China and a second recession looming in the euro zone. But for gold, this remains a good year. Orlando Bowie reports.
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IP Asia
LUCRF Super taps alternatives for returns
Daniel Grioli looks at Australia’s LUCRF Super and the recent review of its balanced fund’s strategic asset allocation.
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IP Asia
Investing in Japan, one year after the earthquake
The Tohoku earthquake of March 2011 was one of the most devastating natural disasters of recent times. Martin Steward asks if it has changed the way investors look at their Japanese equity portfolios.
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IP Asia
Securities Services interview with BNP Paribas
IPA recently caught up with Patrick Colle, CEO of BNP Paribas Securities Services and his colleagues Lawrence Au, Head of Asia Pacific, and Jing Zeng, Managing Director (China) to hear their views on how Chinese institutions can move abroad, lessons for Asia from the European experience, and how technology is transforming back-end investment procedures.
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IP Asia
Equity sectors: The best form of defence
If you must hold equities, during volatile times it pays to be invested in the ‘safest’ businesses. But Martin Steward finds a changing world challenging old assumptions about which sectors contain these defensive stocks.
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Features
The more you struggle…
Remember Chinese finger traps? Those childhood toys that hold your fingertipsever more tightly the more you struggle to pull them free? Europe is full of them.
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Features
Alphabet soup
The UK’s pensions minister, Steve Webb, is brave to try to keep alive the concept of pensions risk sharing. At the annual chairman’s dinner of the National Association of Pension Funds (NAPF) in February, he advocated what he termed ‘defined aspiration’ or ‘DA’ pensions to add to the already familiar DB and DC.
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Features
No Tobin for pensions
The concept of a universal financial transaction tax is a flawed one.
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Features
Returns up despite equity losses
Considering the year that was 2011, many pension fund CIOs would have been happy to balance out equity losses with returns in other asset portfolios. This is the situation for most pension funds to report their 2011 results – with diversification able to offset the volatile equity market that for some schemes led to losses of 20% in stock holdings.
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Features
Do hedge funds delay reporting to save face?
It is well known that databases of historical hedge fund returns suffer from a range of biases – chiefly ‘survivor bias’. The worst funds cease reporting their results, sometimes simply because they go out of business, and some of the best stop reporting when they no longer need to raise assets.
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Features
Trouble at the top
The news that Dutch civil service pension scheme ABP is suing Goldman Sachs over claims of a mis-sold collateralised debt obligation (CDO) raises questions over what counts as adequate due diligence. The €246bn fund – which has already sued Credit Suisse, Deutsche Bank and JP Morgan over the same issue – alleges in a complaint filed in New York that the bank knew the product was riskier than it let on.
