Latest from IPE Magazine – Page 375
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Country Report
Nordic Region: Altruistic allocation
Rachel Fixsen looks at Danish investors’ allocations to the biotechnology industry
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Country Report
Nordic Region: Capital controls stifle allocation
Nina Röhrbein assesses the impact on pension funds of the collapse of the Icelandic banking industry
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Country Report
Nordic Region: Debt crisis shifts allocation focus
Reeta Paakkinen assesses asset allocation trends among Finland’s pension institutions
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Country Report
Nordic Region: The alternative proves popular
Andreas Larsson discusses Swedish pension asset allocation trends. As the appetite for alternative investments is increasing, investors must have the capacity to hold the associated liquidity risks
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Special Report
Commodities: Beyond oil
Lynn Strongin Dodds considers the extra diversification benefits available from commodities with weaker links to the industrial cycle
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Special Report
Commodities: Whipping up the amber waves
Commodity futures investors are not ‘evil speculators’, finds Martin Steward. But do they enable the farmers who are?
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Special Report
Commodities: Grub first, then ethics
Passions run high and evidence is mixed. Nina Röhrbein finds pension fund investors often play safe when it comes to food futures
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Special Report
Commodities: Energy revolutions
Forget renewables. Anthony Harrington finds that the technology that might really disrupt your portfolio’s traditional oil exposures – and much else besides – could be shale gas extraction
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Special Report
Commodities: Water, water everywhere…
…any way to invest? Martin Steward ponders how to turn H2O into EUR, GBP and USD
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Asset Class Reports
Private Equity: Keep a clear head
Growth in earnings rather than gearing will be the key to future private equity success, finds Joseph Mariathasan. But where to find it when the developed world expects economic growth to remain depressed?
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Asset Class Reports
Private Equity: The post-crisis panorama
The 2007-09 crisis has had visible and long-term consequences on the small world of private equity, writes Cyril Demaria
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Asset Class Reports
Private Equity: Growth markets of the north
India, China, Brazil? Iain Morse finds that investors are apt to look at the Nordic countries when considering the most attractive places to commit private equity money
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Features
Good time for private equity
Just over 60% of respondents to this month’s Off The Record survey said their fund invested in private equity. One respondent said they were about to start investing, while the remaining respondents do not invest.
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Opinion Pieces
Making DC kings
Fidelity is still the king of the US retirement market, at number one among the defined contribution (DC) plans with over $940bn (€651bn) of assets in custody as record keeper at the end of 2010, 12% more than the year before. And there is not a traditional bank among the ...
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Features
From our perspective: Meet the governance police
Staffing a company board is many times more an art than it is a science. Appointments largely seek to balance sector specialisation with wider business experience, length and breadth of experience, and softer skills such as communication and advocacy. Other aspects, such as gender diversity, are of growing importance, as seen in the UK’s 30% Club and in Scandinavian countries that have minimum appointment figures for women.
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Features
MPs grill experts in pensions row
“I am sure Mr Bosch would have liked it very much if we’d have endorsed this, but we did not. We never endorse these types of reports.” With these words, Joanne Kellermann, director at Dutch pension supervisor and central bank DNB, distanced herself from a controversial report by consultant Frits Bosch that was commissioned by Dutch news show Zembla. Based on Bosch’s analysis, the show, which aired in February, contended that hundreds of billions of Dutch pension savings had “vanished”. K
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Features
Dutch and Australians bemoan 2/20 fees
Australian and Dutch pension funds believe many alternative asset managers’ fee structures are “grossly” excessive, says Australia’s Centre for Investor Education (CIE). Jamie Nemtsas, director, said the 2/20-style fee structure was a “common stress point” for attendees at the recent Superannuation and Pension Funds Summit on Dutch and Australian Cooperation and Alliance.
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Features
Meet the new investment office
Saker Nusseibeh, head of investment at Hermes Fund Managers, sees something wrong in the current system of pension fund management, which he believes prioritises product proliferation and a mentality of ‘buyer beware’ over trusted advice.
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Features
Going back to basics
Angelien Kemna, CIO of €277bn Dutch pension fund manager APG, is going back to basics. “Pension fund management is not about chasing mandates. We need to ask ourselves: why exactly did we have these investments again? What is their purpose?”
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Features
Celine Piquemal-Prade, Comgest: ‘We haven’t changed for 25 years’
There are two big growth managers based in Paris that begin with the letter ‘C’. One has quadrupled its staff since 2003 and quadrupled its assets under management since 2008, lavishly entertains an army of IFAs at its annual investor conference, and enjoys high-profile advertising and commenting in the press across Europe. The other is Comgest.
