Latest from IPE Magazine – Page 452

  • What’s the benefit?
    Features

    What’s the benefit?

    April 2008 (Magazine)

    IPE asked three pension services – in Denmark, the UK and the Netherlands – the same question: ‘What are the merits and pitfalls of your benefits models?’ Here are their answers:

  • Waiting for a breakthrough
    Features

    Waiting for a breakthrough

    April 2008 (Magazine)

    Investment consultants has seen little change since the 2003 reforms but actuaries find business is booming, says Rachel Fixsen

  • On the acquisition trail
    Features

    On the acquisition trail

    April 2008 (Magazine)

    Banks dominate the French securities services scene and they are taking their home market expertise abroad, reports Heather McKenzie

  • Looking for more diversification
    Features

    Looking for more diversification

    April 2008 (Magazine)

    The civil servants’ scheme is searching for both an investment consultant and a new CEO to lead a diversification of its investment universe. George Coats reports

  • Choosing the right path
    Features

    Choosing the right path

    April 2008 (Magazine)

    This year’s Rendezvous With Pensions will set the agenda for the next five years and beyond. George Coats assesses the options

  • Features

    Staff thin on the ground

    April 2008 (Magazine)

    The scarcity of experienced back office staff is a major driver of the uptake outsourcing services by both buy side and sell side institutions. With investment managers and pension funds becoming ever more sophisticated in their investment strategies, back offices are struggling to cope with the added processing burdens being ...

  • The sleeping giant  of Valley Forge
    Features

    The sleeping giant of Valley Forge

    April 2008 (Magazine)

    A triumvirate of US asset managers dominate passive investment. Between them, State Street Global Advisors (SSgA), Vanguard and Barclays Global Investors (BGI) manage over $3.5trn (€2.3trn). But while BGI and SSgA have built hedge fund and active management businesses, and have swept up business in European pension markets, Vanguard has ...

  • Defining your portfolio’s values
    Special Report

    Defining your portfolio’s values

    April 2008 (Magazine)

    Pressure from members and media reporting is encouraging funds to review their ESG policies. But the choices are not clear cut. Nina Röhrbein reports

  • Turning the supertanker
    Features

    Turning the supertanker

    April 2008 (Magazine)

    Agirc and Arrco have been seen as the backbone of the French pension system for years. But how will they fair in the future? Alain Lemoine examines the options

  • Refocusing on risk
    Features

    Refocusing on risk

    April 2008 (Magazine)

    After five years of growth the recent market turmoil is leading to a strategic reassessment on the part of asset managers in France. Nina Röhrbein examines the emerging trends

  • How we run our money: Freedom to choose
    Features

    How we run our money: Freedom to choose

    April 2008 (Magazine)

    Most Icelandic pension funds are based on collective agreement, but Frjalsi is different. David White speaks to Arnaldur Loftsson, Frjalsi’s managing director, about his fund’s innovative benefits and investment structures

  • Features

    Institutions stem net outflows

    April 2008 (Magazine)

    Investment management companies with business in Germany managed around €1.4trn as of December 2007, a record volume in investment funds. This sum is divided roughly equally into (retail) mutual fund business and institutional Spezialfonds business. Equity funds are still the predominant category in the area of mutual funds, despite massive ...

  • FI and multi-strategy lose out
    Features

    FI and multi-strategy lose out

    March 2008 (Magazine)

    Funds of Funds, like hedge funds, got off to a rough start to 2008, and the Eurekahedge Fund of Funds index had its worst month since inception, losing 2.9 %.

  • Features

    CTAs are sole performer

    March 2008 (Magazine)

    January was characterised by a strong decline in stock markets, with an S&P500 return of -6.12%. This index, which fell for the third month in a row, finished the month at its level of October 2006.

  • Features

    Market crisis hits 2007 results

    March 2008 (Magazine)

    The financial markets turbu-lence seen in the last five months of 2007 had a major impact on pension fund performance across Europe.

  • EU warning over tax discrimination
    Features

    EU warning over tax discrimination

    March 2008 (Magazine)

    Germany and Estonia received formal notices from the European Commission requesting information concerning different tax treatment of foreign pension funds on dividends and interest.

  • Features

    New Jersey buys financials cheaply

    March 2008 (Magazine)

    These days the most talked about pension fund in the US is New Jersey State’s Retirement System. With $81bn (€54.7bn) in assets, it is the ninth largest US public pension fund. It is also the instigator of a highly innovative attempt to team with other large institutional investors, including foreign ...

  • Filling a gap in the public sector
    Special Report

    Filling a gap in the public sector

    March 2008 (Magazine)

    Contractual workers in the public sector lack the pension rights of their full time colleagues. George Coats finds a man on a mission to redress this imbalance

  • Industry-wide get together
    Features

    Industry-wide get together

    March 2008 (Magazine)

    Sector funds were intended to expand second pillar provision but they have been slow to take off. George Coats examines why