Latest from IPE Magazine – Page 368
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IP Asia
The long view on climate investments
Investments in new energy-efficient technologies and business practices that help reduce the effects of climate change have not been significantly undermined by the global economic crisis, says the Asian head of the IFC.
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IP Asia
Can PE deliver for Asian funds?
Major institutional asset owners, including Asia’s large public pensions such as Korea’s National Pension Service and China’s National Social Security Fund, intend to augment their exposure to alternatives including private equity. Bee Ong assesses how they might achieve this.
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IP Asia
Quant: It’s all in the numbers
Anthony Harrington asks what went wrong for quants during the crisis, but also questions the received wisdom that ‘all quants are the same’
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IP Asia
Climate Change: Collaborative Effort Needed
Multiple stresses in Asia will be compounded further due to climate change. It is likely that climate change will impinge on sustainable development of most developing countries of Asia.
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IP Asia
A playground for event–driven managers
Martin Steward finds an unusual corporate event cycle teeing up opportunities for event-driven hedge funds – but not necessarily classic merger arbitrage or distressed debt
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IP Asia
Paying heed to inflation risk
Stephanie Schwartz talks to New York-based fund manager Jenny Yiu about her pure play portfolio focused on inflation-linked bonds.
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IP Asia
Alpha in Asian long short funds
Looking back over the years from 2007 to 2010 is a good “stress test” to see how Asian long short hedge funds managed during the last year of the bull market, the correction and subsequent recovery. Albourne’s Richard Johnston reports
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IP Asia
Plans for Broader, Deeper Insurance Market
Individual components of the 12th Five-year plan are steadily emerging, the latest of which relates to the insurance industry. Iain Mills reports
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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.
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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.”
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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.
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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.
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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.
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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.
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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.
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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
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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
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Features
IAS19 washes whiter
Stephen Bouvier assesses some reactions to the revised IAS19 accounting provisions on employee benefits
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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
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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
