Latest from IPE Magazine – Page 469
-
Features
Getting the right rate
There is increasing focus on how to select discount rates for international valuations of German retirement obligations. Udo Bauer, Raimund Rhiel, Friedemann Lucius and Alf Gohdes assess the options
-
Features
Choice set to narrow as custodians merge
Has the recent spate of mergers in the global custody industry changed anything for custody clients? Ross Whitehill, chief operating officer at Thomas Murray, a London-based custody and capital market infrastructure ratings company, says yes. Clients have less choice each time there is M&A activity, he says, although it is ...
-
Features
Retiring later and living longer
Orla Gough examines the likely impact of a raising of the retirement age in the UK and how this will affect trustees’ decision making
-
Features
Holding up in the face of competition
Luxembourg overhauled its law on specialist investment funds in February this year, presenting competition for German Spezialfonds.Luxembourg SIFs are less regulated than their German cousins, but it remains to be seen to what extent they will attract the interest of German investors. The year 2006 saw a reduction in the numbers of Spezialfonds-KAGs. But growth in Spezialfonds assets was still in double digits even if this was less than 2005. Till Entzian presents his annual survey of the market
-
Features
Germany's wise man of pensions
Prof Bert Rürup is a well-known figure in Germany and has played an important role in recent years in the formation of public pension policy. He spoke to Liam Kennedy about reform and the future
-
Features
Trying to stay ahead of the pack
Switzerland’s fiercely competitive asset management landscape has nevertheless provided opportunities for foreign asset managers, particularly in niche areas. Nina Röhrbein finds Swiss investment players optimistic about their prospects as pension funds continue to diversify
-
Features
Assessing the strategy
What is fuelling the rash of 130/30 products? And are they a legitimate relaxation of unnecessary constraints or a pernicious hybrid that combines the worst aspects of long-only managers’ asset-gathering philosophy and hedge fund-style fees? Joseph Mariathasan examines the drivers and drawbacks of 130/30 strategies
-
Features
The great debate
Quant or fundamental? Which type of manager has the right stuff to manage 130/30 strategies? Lynn Strongin Dodds examines the pros and cons
-
Features
Getting the research right
David White asks how fundamental houses are adapting their research processes to cater for the short selling element within 130/30 funds
-
Features
The prime broker view
Current market volatility may delay the arrival of some, but 130/30 funds are definitely on their way. Prime brokers and fund administrators are readying themselves for when the time comes, writes Lynn Strongin Dodds
-
Features
A matter of experience
When it comes to picking a 130/30 manager, the track record counts, writes Pirkko Juntunen
-
Features
The hard road to a new world
UCITS III 130/30 funds are set to become part of the investment landscape. But compliance requirements are going to be tough for smaller players to meet, reports Lynn Strongin Dodds
-
Features
Taking stock of a buoyant market
Barbara Ottawa finds that even a market fall has not deterred Pensionskassen from moving away from bonds and further into equities
-
Features
Keeping it simple and long term
Carolyn Bandel finds that building on a traditional approach can pay dividends
-
Features
Second pillar growth surges ahead
Local stock exchange performance based on economic growth is fuelling strong returns across the region, says Krystyna Krzyzak
-
Features
Revaluation boosts real estate
Strong small-caps performance lead a domestic equity rally, finds Pirkko Juntunen
-
Features
Bedding in reforms
Pirkko Juntunen finds that the implementation of the Puro Commission proposals has resulted in increased equity allocation
-
Features
A long and winding road
A conservative outlook restricts performance, writes Nina Roehrbein
-
Features
Tectonic plates begin to shift
The movement towards funded vehicles is picking up in pace, finds Nina Roehrbein
-
Features
Changing the portfolio
Irish pension funds are moving out of equities but are not yet ready for bonds, according to Shayla Walmsley
