Latest Special Reports – Page 57
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IPE at 20: Mental models of the future
When IPE was founded in 1997, the mainstream investment approach was based on the Modern Portfolio Theory. The approach allowed users to apply statistical and mathematical protocols to construct portfolios, which was convenient
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Special ReportIPE at 20: Writing on the walls
Economists love cycles. But the only well-known economist also known as a good investor was John Maynard Keynes
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IPE at 20: The purpose of investment
The management industry must evolve to become primarily a stewardship provider or it may lose its social licence to operate
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IPE at 20: Time for a new implicit contract in alternative investments
An outstanding phenomenon of the past 20 years is the relentless rise of alternative investments, say Amin Rajan and Anthony Cowell
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Special ReportSpecial Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
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China prepares for a bumpy road
The feeling in China is that President Trump is someone they can do business with, despite his tough rhetoric on trade
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Turkey: A case for cautious optimism
Turkey has many things going for it as a destination for investors, but first it has to change its image
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Mexico: Who dares may win
The uncertainty around Mexico’s future relationship with the US could create an opportunity for braver investors to get into the market
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Special ReportSpecial Report Active Management: The active game
Asset management is attracting growing attention from new competition as well as regulators and politicians, finds Brendan Maton
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Factors shaking the alpha world
Active management is under increasing scrutiny as investors become more savvy about how returns are generated. This is leading to a debate about alpha equity factors
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Sharing Alpha: A fair share of the rewards
Investors should discuss how they share alpha with asset managers. But it is easier said than done
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Transaction Costs: Keep tabs on price of investing
Commissions are far from the only fees that investors and managers need to take account of when carrying out investment transactions
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Manager Selection: Active management still valid
Jakob Møller Hommel and Casper Hammerich argue that actively managed funds should not be written off yet. The key is to choose and monitor active managers with care
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Is faith in past winners justified?
Oliver Kunkel and Hansruedi Scherer weigh up the risks involved in selecting asset managers based on historical investment performance
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The trustee perspective: active manager still has a place
Alfred Slager argues that active management still has a place as an effective investment strategy but with new metrics, better data and innovation by managers
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Special Report: Fees & Costs - Light in the fog?
A Europe-wide discussion on asset management fees and costs is heating up. Some regulatory and industry initiatives are proving successful at providing common disclosure frameworks for pension funds and their asset managers
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Netherlands: Joint efforts yield results on cost disclosure
Carlo Svaluto Moreolo outlines how Dutch pension funds have changed the way they gather and present information on investment costs
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UK regulator homes in on costs
The issue of fees has been steadily moving to the forefront of regulators’ minds in the UK. Jonathan Williams examines the steps now being taken by the FCA
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Pension Funds: The bigger cost picture
Asset management costs are only one part of the total equation. Assessing the total cost picture means taking into account investment, transition, custody and administration costs
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Switzerland: Devil in the detail
The Swiss supervisor has put pressure on the asset management industry to increase transparency. Now the authorities must move to achieve full disclosure
