Latest from IPE Magazine – Page 367
-
IP Asia
Kyushu Electric revamps its portfolio
The Japanese pension fund has restructured its ¥300bn basic portfolio, with a shift from stocks to super-long bonds and a strengthening of its hedging positions.
-
IP Asia
Asia is stuck with the Dollar
Asian banking chiefs were among the strongest critics of Washington’s poor handling of the recent debt ceiling negotiations. Richard Jerram, Chief Economist with the Bank of Singapore told IPA’s Iain Mills, “Washington has not particularly lost credibility in Asia, so much as everywhere.”
-
IP Asia
The contrarian approach works
Pension Fund client seminars are an essential activity for asset management companies operating in Japan. They allow firms to introduce investment solution ideas to an audience eager to study best practice and obtain guidance on their investment strategy.
-
IP Asia
New venture targets China's FI funds market
Shanghai-based Anzhong has launched the AZ Multi Asset-Renminbi Opportunities Fund, the first UCITS III fund in Hong Kong. IPA’s Iain Mills caught up with Anzhong’s CEO Gerard de Benedetto in Shanghai, to find out more.
-
IP Asia
Aldcroft: dialogue with regulators is important
Cameron Dueck interviews one of the Asian investment industry’s most experienced marketeers, as he embarks on a new adventure.
-
Features
From our perspective: All-terrain vehicles
As one commentator points out in this issue, Dutch pension funds were regarded as high performance cars in the early 1990s. High equity allocations and a cash-flow positive status meant many enjoyed years of good returns in the 1980s and 90s, riding the heights of the equity bull market and barely scathed by the 1987 crash. Perceived as ‘rich’, by politicians, they could be taxed and any remaining surplus distributed to employers.
-
Features
Attention to themes for the long term
Alternative indices may still represent a small portion of the market, but could become much more important in future because they satisfy investor needs for stability and diversity beyond traditional indices. This is the conviction of MSCI, one of the largest providers in this industry, as Theodore Niggli, head of the index business at MSCI, explains.
-
Features
DC products 2.0
The new generation of DC products may well evolve in the way that the internet has turned into web 2.0, according to Nick Lyster and Amin Rajan
-
Features
Different policies on insurance
Using insurance firms to provide protection for pension fund liabilities is a popular solution among DB schemes. Gail Moss looks at the various forms these insurance policies can take
-
Features
IAS19 washes whiter
Stephen Bouvier assesses some reactions to the revised IAS19 accounting provisions on employee benefits
-
Features
Surprise tactics
Martin Steward spoke with Paul Haines, CIO of Trafalgar House Pension Trust, about its break with tradition to launch a pioneering investment strategy
-
Country Report
The Netherlands: Pension deal - the industry reacts
The long-awaited Dutch pension reform agreement has drawn both praise and criticism from the industry, reports Mariska van der Westen
-
Country Report
The Netherlands: Yeah baby, yeah
Tim Burggraaf assesses the Dutch market for PPI structures
-
Features
The long and short of it
With the deep-value trade over and macroeconomic volatility abundant, Lynn Strongin Dodds assesses the case for absolute return in credit
-
Asset Class ReportsEmerging Market Debt: Going multi-asset
First it was equity, then bonds – and most recently investors have been exploring emerging market currencies. Martin Steward asks if it pays to bring the three together
-
Special Report
Securities Services: Embrace the information age
Cyril Demaria argues that private equity has everything to win from a more systematic and transparent approach to reporting information W
-
Special Report
Securities Services: What’s lacking with infrastructure
Infrastructure can generate high administration costs because of non-standard valuation, benchmarking and performance measurement, finds Emma Cusworth
-
Special Report
Curbing corruption
Nina Röhrbein reports on how the investment industry is guarding against the recent rise in corporate corruption
-
Special Report
Driving forward
Niall Mills discusses the relationship between responsible investment and the inflation-linked income generated by infrastructure assets
-
Interviews
Initiative focused
State Street Global Advisors (SSgA) has learnt lessons from the past. Losses incurred during 2007-08 by five of its fixed income funds, which were marketed as conservative strategies, led to lawsuits filed by among others the Houston Police Officers’ Pensions System and Prudential Financial.
