Latest from IPE Magazine – Page 68
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Opinion PiecesNews Notes: Worth de-risking it all
Several advisers in the UK are predicting 2022 will be the biggest pension scheme de-risking year yet.
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Opinion PiecesLetter from Australia: Superfunds focus on retirement income
When you’ve spent as much time around superannuation as I have, you get to see a lot of eggs,” says senior corporate regulator Helen Rowell. “Images of eggs, usually in nests, often painted gold, frequently laying on a bed of $100 notes.”
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Opinion PiecesLetter from US: Upcoming court ruling could create complications for DC plan sponsors
By the first half of this year, the United States Supreme Court is expected to issue a decision that could affect the defined-contribution (DC) industry. The case is Hughes vs Northwestern University, one of about 150 similar class-action lawsuits filed nationally in the past few years, alleging that plan fiduciaries breached their duty of prudence under ERISA, the Employee Retirement Income Security Act of 1974.
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InterviewsOn the record: Hedging all bets
We asked three European pension funds about their hedge fund portfolios, as the volatile market environment provides opportunities for absolute-return managers
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Opinion Pieces
Notes from the Nordics: Danish funds keen to invest in green project
Danish pension funds have been at the forefront of discussions on how to achieve the nation’s ambitious goal to reduce greenhouse gas emissions by 70% from 1990 levels by 2030.
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InterviewsExit Interview: AP2’s CIO calls time on travel
After decades of a sometimes punishing travel schedule, Hans Fahlin, the CIO of the Swedish national pension fund AP2 for the past 11 years, has decided to do things differently.
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InterviewsHow we run our money: Apoteket Pensionsstiftelse
Gustav Karner (pictured), CEO and CIO of Apoteket’s pension foundation, talks to Carlo Svaluto Moreolo about the institution’s renewed strategy
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FeaturesJoseph Mariathasan: Avoiding ‘tragedy of the horizon’
Climate change is the “tragedy of the horizon”, warned Mark Carney, then governor of the Bank of England, in a 2015 speech to the insurance market Lloyd’s of London.
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Features
Accounting: IASB’s sustainability challenges
Thinking back to 2007, pensions was the spectre at just about every feast when it came to the work of the International Accounting Standards Board (IASB), not least because of the push to persuade the US to adopt International Financial Reporting Standards (IFRS).
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FeaturesPerspective: La dolce pensione
Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition
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FeaturesResearch: Operational challenges for investors
A new study on operational and informational efficiency highlights the challenges for smaller funds
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Opinion PiecesGuest Viewpoint: Is Europe on track to become sovereign?
The Next Generation EU (NGEU) programme is designed to speed up the EU recovery and spur growth over the medium and long term. More importantly, it represents a unique opportunity to lay the foundations of a deep and liquid European safe asset.
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Features
Briefing – ESG data: material innovations
As environmental, social and governance (ESG) considerations have risen in importance among investors in recent years, so the subject of data quality has become an essential issue.
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FeaturesStrategically speaking: Eyes on the next frontier
“Riddle me this,” asks Yves Choueifaty, founder, president and CIO of French asset manager TOBAM. “Why would 70 people who are not TOBAM employees be at our Paris headquarters today?”
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FeaturesFixed income, rates, currencies: COVID starts to lose grip on GDP
COVID’s huge influence on all our lives, whether through disruption of global supply chains or threats of lockdowns in the face of soaring infection rates, was reasonably constant throughout 2021. However, it now appears that GDP numbers have become generally less sensitive to COVID infection rates than they were, say, 18 months ago, with high vaccination rates (certainly across developed markets), and an awareness from politicians that the public’s willingness to comply with lockdowns may be waning fast.
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FeaturesAhead of the curve: The rise of altcoins and potential institutional adoption
It is interesting to sit between traditional investors and the crypto-native communities: one has just started on the Bitcoin adoption curve while the other might already consider Bitcoin to be a ‘boomer coin’.
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FeaturesIPE Quest Expectations Indicator - February 2022
Wait and see
Omicron surprised a world that thought COVID was almost over. Infections shot up in the EU, UK and US, reaching all-time highs, especially in France. However, while absolute levels remain high, the curves have turned and panic is abating. Death rates were little affected. -
Country ReportCountry Report – Pensions in Central & Eastern Europe (January 2022)
A combination of poor policy decisions and conservative asset allocations have conspired to stifle the development of supplementary pensions in the CEE region since the widespread adoption of the World Bank’s three-pillar model in the 1990s, as IPE Editor Liam Kennedy writes in this issue.
