Latest from IPE Magazine – Page 415
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IP Asia
The Sweet Spot - in its final days
The subsequent three months will be quite bumpy, as central banks attempt to clarify how they will time and sequence their exit strategies. In this spirit, Treasury Secretary Geithner recently cautioned that the recovery will have “more than the usual ups and downs”
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IP Asia
Mitigating Risk in Transition Management
Thorny markets and complex portfolios demand sensitive handling of liquidity, market, operational and executional risks during global transitions.
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IP Asia
Are we blind to risk in the financial sector?
A key challenge in analysing financial institutions is their complexity, and, in hindsight, it has become clear that many bankers and internal auditors did not always understand the risks of their own products or their financial exposures.
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IP Asia
Eight Principles For Sustaining Wealth
Stuart Lucas has distilled more than 25 years of managing his family’s wealth, his personal funds and clients’ money into the Eight Principles of Strategic Wealth Management, which underlie his investment decision-making: 1. Take charge and do it early. 2. Align family ...
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IP Asia
Risk and Reward — A Family Office Experience
Stuart Lucas’ family portfolio has been increasingly weighted towards Asian alternative assets over the last 11 years. Now, as the region gains relative vigour, the portfolio’s Asian component may be further augmented.
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IP Asia
How to build financial security
There is currently no known pension infrastructure that adequately addresses all of the key demographic issues. Bee Ong talks to Russell’s Bruce Pflaum about Asia’s future
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IP Asia
The more things change the more they stay the same
The most positive development is undoubtedly the rise of the Asian-based hedge fund investor.
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IP Asia
China catches up with the global index trend
Technical challenges have hampered ETF development in China. Limitations in existing settlement systems also impede the development of ETFs that invest in stocks listed on the Shanghai and Shenzhen exchanges.
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Country Report
PGGM: No ordinary fiduciary manager
When PGGM was spun off from the industry-wide healthcare scheme PFZW in January of 2008, a new giant fiduciary manager seemed to enter the Dutch market. But although PGGM offers ‘integrated asset management’, the organisation has shunned the fiduciary management label. PGGM Asset Management CEO, Else Bos, explains why to Mariska van der Westen
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Country Report
Fiduciary management moves into a new phase
Miranda Schoutsen spoke to five providers about changes in fiduciary services, re-orientation and a changing of the guards
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Special Report
Fundamental shift in ESG
Nina Röhrbein looks at how the ESG market in Switzerland is moving on from the ideological and political corner of SRI to the real performance of sustainability
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Country Report
Law change is just a formality
Swiss pension funds welcome new investment limits on alternatives because of their emphasis on the prudent investor rule, not because they make investing easier, finds Nina Röhrbein
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Country Report
Clear boundaries ahead
An amendment to the legislative framework for pensions aims to reduce the number of supervisory authorities for Pensionskassen with clearer structures and more unified rules on governance, finds Barbara Ottawa
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Features
Risk separation
The 2008 asset allocation review of UBS’ Swiss Pensionskasse turned into a more extensive exercise than the fund had expected, but the fund kept faith with its strategic asset allocation. Nina Röhrbein was in conversation with Christoph Schenk, the funds CIO and recently appointed CIO and head of investments for UBS AG
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Features
‘Perseverance is crucial’
Nina Röhrbein assesses this year’s cross-border fiduciary management deal between APG in the Netherlands and Italy’s PensPlan
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Special Report
How do you integrate ESG in your portfolio?
Henrik Larsen CIO Sampension Denmark Danish common management company for three pension funds Invested assets: DKK125bn (€16.8bn) Participants/members: 289,000 Defined benefit Date established: 1945 Sampension’s environmental, social, governance (ESG) policy - which was implemented in 1999 - is a result of discussions within ...
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Features
Iceland’s crisis fund
Icelandic pension funds are in the process of finalising details of the Icelandic Investment Fund (IIF), which will invest in domestic businesses that have suffered in the economic crisis. Hrafn Magnússon, managing director of the Icelandic Pension Funds Association (IPFA), an umbrella organisation for 33 pension funds, revealed that the IIF is expected to have funds of between ISK 50-75bn (€275-413m) to invest in companies in all economic sectors.
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Special Report
Slow and steady
Martin Steward discusses how to win big from controlled risk with Majedie’s Tortoise fund
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Opinion Pieces
The pensions professor
Teresa Ghilarducci is one of the most watched economists and pension experts these days. She is the Irene and Bernard Schwartz Professor of Economic Policy Analysis and the director of the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York, and the author of the book ‘When I’m Sixty-Four: The Plot against Pensions and the Plan to Save Them’
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Opinion Pieces
AIFM: "Blood and guts"
The European Commission’s proposals for its Alternative Investment Fund Managers (AIFM) directive faces a tough time as it progresses through the European Parliament, and there could be blood and guts flying during hearings in the Economic and Monetary Affairs (ECON) committee.
