Latest from IPE Magazine – Page 384
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Country Report
Ireland: Fixing a broken model
The era of the traditonal managed fund is over, writes David O’Connor
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Country Report
Ireland: Ireland’s political football
There is no doubt Ireland is facing an unprecedented sovereign debt crisis, says Jonathan Williams. But is liquidating the National Pensions Reserve Fund the best way to solve the problem?
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Features
The Engaged Investor: UK code, global practice
The UK Stewardship Code has inspired much discussion and activity overseas. However, Nina Röhrbein discovers significant obstacles to implementing something similar in other countries
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Special Report
The Engaged Investor: The South African code
South Africa is on course to become the second country after the UK to publish a stewardship code. The Code for Responsible Investing by Institutional Investors in South Africa (CRISA) works on an apply-or-explain basis and consists of four principles.
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Special Report
The Engaged Investor: When dialogue fails…
...exclusion prevails. Although in most cases a matter of last resort, negative screening among some pension funds is slowly on the rise, as Nina Röhrbein reports
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Special Report
The Engaged Investor: The E and the S in the UK code
Praised for its response to governance issues, the UK Stewardship Code has come in for criticism over its handling of social and environmental risks, as Mike Scott reports
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Special Report
The Engaged Investor: Credit for ESG
There are plenty of opportunities for shareholders to make their ESG views known to boards. Bondholders, however, have fewer chances, but they are applying some creativity. Lynn Strongin-Dodds reports
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Special Report
The Engaged Investor: Philosophy… or strategy?
Martin Steward talks to activist investors about how they justify the costs and risks of engaged ownership
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Special Report
The Engaged Investor: The paradoxes of stewardship
Discussions of stewardship often assume that engaged investing can be integrated with current investment practices. Paul Frentrop says that we need to think again
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Special Report
The Engaged Investor: Asset managers under scrutiny
Louise Rouse of campaigning charity FairPensions takes a look at the public disclosurepractices on voting and engagement undertaken by UK asset managers
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Asset Class Reports
Small & Mid-Caps: Global opportunities emerge
Surprisingly modest historical volatility and excellent diversification benefits: Rob Feldman, Chris Steward and Yogesh Borkar explore the under-analysed world of emerging market small-caps
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Opinion Pieces
Language barriers
Pensions terminology is a confusing mishmash and needs to be simplified. It is causing problems not just for legislators but for all those who are pushing towards comparability in the finance and pensions industries.
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Opinion Pieces
Hard target
Are target-date funds (TDFs) serving the needs of their participants? To answer this question, JP Morgan Asset Management carried out research comparing participants’ behaviour with the common industry assumptions that inform TDF design. The conclusion is that the latter should be more conservative than experts might think.
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Opinion Pieces
Richard Jackson, Center for Strategic and International Studies
“Make large reductions in the generosity of state retirement provision to stave off fiscal Armageddon”
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Features
Going global
Nina Röhrbein spoke with Marinos Gialeli, general manager of the Cyprus Hotel Employees Provident Fund, about its approach to managing its clients’ assets in a period of global economic downturn
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Features
Reality check
Anton van Nunen argues that instead of focusing on an undeliverable level of security, the Dutch regulator should recognise that 100% certainty is not attainable for pensions
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Features
Right, relevant and concise
How can pension funds get their message across to members and pensioners in this fast-moving digital age? Gail Moss gives an overview
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Features
Still at the station
Investors cursing themselves for missing the private equity secondaries train in 2009 can still get onboard, finds Martin Steward
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Asset Class Reports
Small & Mid-Caps: Small is beautiful
epoThe global small-caps universe is one of great diversity and opportunity. Joseph Mariathasan and Martin Steward speak to some top managers about their portfolios
