Latest from IPE Magazine – Page 416
-
Country Report
Dilemma of market gains
Emma Cusworth assesses the funding levels of Swiss pension funds
-
Country Report
Positive voting opportunity
The Swiss vote on pensions in 2010 presents an excellent chance to make the case for a good second pillar, argues André Tapernoux
-
Country Report
Consequences of inflation
Deflation and inflation have differential effects on the redistribution of risks between active members and pensioners, find Lukas Riesen and Alfred Bühler
-
IP Asia
A much-changed landscape for QDII
The initial success of the QDII program exceeded the most optimistic expectations, with several funds raising more than 200% of their available quotas forcing regulators to increase allocations in an effort to satisfy domestic investor demand. Eighteen months later we find ourselves in a very different economic environment. Fund ...
-
IP Asia
A challenging time for real estate investors.
A major component of institutional portfolios, real estate has gone from being the boom asset class of recent years to being the cause of much of the distress investors now find themselves in. What does the future hold for real estate investors in Asia?
-
IP Asia
Adapting to inefficient markets
A new approach to equity investing is drawing attention from some of the more sophisticated Japanese pension funds
-
IP Asia
Whatever happens, this is a new era for Japan
From inside and outside Japan, everyone is wondering whether the Hatoyama revolution will truly herald a new era for Japan, or if this will be just the latest in a string of false dawns.
-
IP Asia
ASFA backs after-tax benchmark series
The move of ASFA into the index business with FTSE represents a significant strategic step for the not-for-profit industry association.
-
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”
-
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.
-
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.
-
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 ...
-
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.
-
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
-
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.
-
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.
-
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
-
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
-
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
-
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
