Latest from IPE Magazine – Page 415
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Features
Diary of an Investor: Simple train of thought
Yesterday we had an ‘aha’ moment. Our departmental assistant, Maria, wondered why we were all doing so much. “Equities, government bonds, corporate bonds, property, currency, commodities, hedge funds, I don’t know how you keep track all of this.
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Features
Cautious about alternatives
This month’s Off The Record survey looked at alternative investments.
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Special Report
Evolution of global super deals
A new type of super-size mandate is emerging and the custody industry needs to respond to a new set of challenges, writes Iain Morse
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Special Report
An emerging prospect
Pension funds investing in microfinance should take a patient and responsible approach to their investments, says Ivo Knoepfel
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Special Report
Asia’s green fields of promise
Stimulus packages are helping spur green investments in Asian companies, which already have many advantages over their Western counterparts, including good access to capital and cheaper labour costs, finds Nina Röhrbein
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Special Report
Hedge cuttings
Hedge fund beta products and hedge fund indices potentially offer cheaper and more transparent access to the industry’s key strategies and exposures. Beverly Chandler assesses the options
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Asset Class ReportsSanctuary in the crisis
Emerging market debt has had a good crisis and is now firmly established in the mainstream. But, as Joseph Mariathasan finds, the complex matrix of exposures it represents raises the question of whether it is one asset class or many, and demands a properly considered allocation process
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Features
Easy riders
Portfolios of minimum variance stocks appear to reproduce a true risk factor beta that can outperform cap-weighted benchmarks. Martin Steward asks why no-one uses them in the real world
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Country ReportA time of radical changes
Jan Willers outlines some of the key findings of the fourth Nordic Investor Survey of Copenhagen-based Kirstein Finans, including muted interest in international diversification due to solvency concerns
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Country Report
Home advantage
Last year’s equity sell-off interrupted Nordic investors’ progress towards more international exposure, but there are good reasons to like this home bias anyway, writes Martin Steward
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Country Report
Wag the dog
Liam Kennedy spoke with the chief executive of the UK’s NAPF, Joanne Segars, about pensions, lobbying and the association’s ideas for optional indexation H
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Features
Essential governance
Gail Moss presents IPE’s guide to pension fund governance and how to do it better
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Features
Sorry, we forgot
At IASB’s July staff meeting on pensions, two concerns sprang to mind. One was the risk of too many cooks spoiling the broth. The other was that in addition to the other woes that have plagued her project, senior project manager Anne McGeachin has had human resource management added to the list.
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Opinion Pieces
Pensions re-think
As the drive to reform private pensions in the US gathers pace, features of the UK’s forthcoming personal accounts system – which includes mandatory automatic enrolment, prohibition of fund withdrawal and the mandatory annuitisation of benefits – could be adopted in the US. One of the US lawmakers pushing in this direction is George Miller, Democrat Representative for California, chairman of the House Education and Labor Committee.
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Features
Risk and human bias
Risk managers are being advised to take more notice of the human element when investing in the financial markets and economic theory cannot truly work unless it incorporates human emotional traits, according to research conducted by Investor Analytics and BNY Mellon Alternative Investment Services’.
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Features
Tide turns on PE balance of power
Calpers, the giant US public pension fund, announced in September that it would endorse principles set out by the Institutional Limited Partners Association (ILPA) to promote stronger alignment of interests between private equity limited and general partners. Experts in the private equity market are touting those principles as a foundation ...
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Opinion Pieces
“Is your pension fund a Sweden or a Colombia?”
Longevity is widely recognised as a key risk. Hewitt’s recent global risk survey, carried out in the fourth quarter of 2008, recognised that improvements in longevity appear high on the list of risk factors concerning companies – more so in the UK than equity market risk. But how many schemes ...
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Features
The yin and yang of asset allocation
In the third article in a series on a new study, Amin Rajan and Jim McCaughan show that clients are testing contrasting approaches
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Features
Swaps are now an option
Gail Moss assesses approaches to longevity. Aside from raising the retirement age, pension funds now have a longevity swap market to add to their toolkit
