Latest from IPE Magazine – Page 373
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Features
The small print on alternatives
Pension schemes spare no expense buying ‘proper advice’ on investment matters – but often neglect to seek it on their investment vehicles. Winston Penhall outlines the legal niceties of private equity and hedge fund investments
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Asset Class Reports
US Equities: Concentration on quality
High quality franchises with a global outlook can deliver returns well ahead of the US market, finds Joseph Mariathasan. But it can be a bumpy ride
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Special Report
Credit: X marks the spot
The hinterland between investment grade and high yield delivers an intriguing risk profile. But Martin Steward also finds that it has been changing rapidly
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Opinion Pieces
Clearer position on derivatives
Powerful forces are pushing both for and against an opt-out for pension funds from central clearing requirements in proposed legislation on market infrastructure, making it anyone’s guess as to the final result. However, the European parliamentary rapporteur’s softening of position must be reasonable grounds for hope.
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IP Asia
Expanding beyond the resource rush
In the cities of Central Asia, a new kind of foreign visitor is beginning to emerge: Sovereign wealth fund officials. Bee Ong assesses what attracts them to places such as Mongolia, Kazakhstan and Uzbekistan.
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IP Asia
Case study: Investing responsibly in Asia
Alexia Wai-Chun Tye describes the governance turnaround of a Chinese portfolio company
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IP Asia
Best Practices in Currency Execution
Paul Aston describes one practical method of avoiding sub-optimal execution, while also fulfilling fiduciary responsibilities.
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IP Asia
Questioning investors’ capability to manage OTC risk
Institutional investors’ use of over-the-counter derivatives is running ahead of their ability to manage counterparty risks, reports Bee Ong.
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IP Asia
Equal Weight Indexes Attract Attention
Noriyuki Oharazawa presents some alternative options for benchmarking that are finding favour among Asian money managers
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IP Asia
The new goldrush - how to assess agriculture?
Burgeoning demand in emerging markets is accompanied by considerable supply constraints, with good quality arable land shrinking, fresh water becoming a scarcer resource and climate change events creating risks to the production of field crops.
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IP Asia
The rise of smart beta…and how it is changing the game
As a hybrid of passive and active investing, smart beta portfolios are likely to attract a new generation of investors eager to take greater control of their investments in a cost-effective manner. Olivier d’Assier reports
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IP Asia
Japan's tsunami and its impact on hedge funds
Richard Johnston assesses how fund managers were able to respond to the market effects of Japan’s recent disaster situation.
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IP Asia
Discovering Asia’s idiosyncracies
David Walter assesses the key market differences across the region that create opportunity to hedge fund managers.
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IP Asia
How trustees can build a robust framework
Bee Ong finds out the fundamental questions investment committees need to ask.
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IP Asia
Korea - healthy growth in retirement schemes
As part of a wide-ranging study of the Korean pension market, Towers Watson assesses the development of asset management products that are officially registered as suitable for retirement pension funds.
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IP Asia
Finding the rationale for private equity in Asia
Asia is seen as the big opportunity for private equity. But despite the huge growth in the number of specialist managers, there are fears that many Asian deals are attracting the ‘dumb money’. Joseph Mariathasan reports
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IP Asia
LDI in an Asian context
The greater focus on risk that LDI and fiduciary management provide results in a much more stringent framework that enables a control mechanism to preserve value.
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IP Asia
Going down to the crossover
The hinterland between investment grade and high yield delivers an intriguing risk profile. But Martin Steward also finds that profile changing
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IP Asia
Super funds bemoan alternative fees
Australian superannuation funds believe many alternative asset managers’ fee structures are “grossly” excessive.
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IP Asia
Promising future for ETFs in portfolio management
New research into the use of ETFs within the asset allocation process of investment professionals reveals some encouraging trends for the market in Asia.
