Latest Special Reports – Page 65
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Factor Investing: Navigating the factor maze
IPE’s deputy editor Daniel Ben-Ami remembers the first time he heard the term ‘factor investing’. Although the subject seemed new in some respects, in other ways it was strangely familiar
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Asset allocation in volatile times
Should investors rethink their strategic asset allocation in light of current volatility? Three leading investment consultants tell IPE how they are advising their clients to react to the changing environment
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Assessing Smart Beta: Some rough with the smooth
Anyone hoping to benefit from factor investing should be willing to accept significant periods of underperformance
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Talking heads
IPE asked pension consultants across Europe for their views on how existing and new regulation is affecting their clients and how they are advising them to react
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Special Report
Portfolio Construction: Calculated risks
Factor investing promises to outperform both passive and active management. Carlo Svaluto Moreolo discusses the issue of implementation
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Factor investing: Pension funds in two minds
Factor investing might be a relatively new approach but some pension funds are already employing it with success. Others are looking on with interest
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Railways Pension Scheme: World-class transformation
Gail Moss investigates how the UK Railways Pension Scheme transformed its investment strategies to cope with the low-return environment that has followed the global financial crisis
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Pioneers: Better be smart
Lynn Strongin Dodds finds that as the strategy becomes more popular, pioneers in the alternative-indexation field are warning investors to avoid being just performance chasers
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Special Report
Origins of the smart beta species
Andrew Clare, Stephen Thomas and Nick Motson trace the roots of smart beta that began as a test of the Efficient Market Hypothesis in universities in the 1970s
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Special Report
Index Providers: Benchmark bonanza
The rapid growth and popularity of new of multi-factor smart beta strategies are fuelling the creation of a plethora of indices
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Special Report
Investment Options: Deciding factors
Investors looking to enter the world of factor investing are faced with an array of products from simpler beta strategies to actively managed quant funds
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Special Report
Factor Alignment: Tailor with care
The wide range of uses to which factor investing can be put means investors need to ensure the approach and methodology are suitable for the intended strategy
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Special ReportThe French quant connection
Brendan Maton explores the pre-eminence of engineering in French elite education and the extent of its success in application in asset management
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Special Report
At the core of smart beta
Charlotte Moore attempts to pin down the characteristics at the heart of factor investing
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Special ReportInsurance-Linked Securities: Taking the market by storm
Insurance-linked securities are gaining popularity as a diversifying asset class, but what are the available strategies, underlying risks and costs?
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Special Report
Case Studies: Stability through diversity
Rachel Fixsen speaks to PGGM and AP3, two pioneer investors in the insurance-linked market
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Special Report
Catastrophe Risk: Earth, wind and diversification
Diversification across catastrophe risks between different territories and natural perils is essential, according to Anthony Harrington
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Special Report
Private Placements & Speciality Lines: Sound private arrangements
Diversifying into aviation, marine and energy risks through private placements makes sense from a risk-and-return perspective, writes Anthony Harrington
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Special Report
Who’s afraid of life risk?
Investors in insurance-linked securities (ILS) generally underwrite non-life risk, but sometimes insurers are willing to offload life risk as well, finds Carlo Svaluto Moreolo. What can investors expect from entering the life-risk market?
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Special ReportUK Defined Contribution: Mastering the master trusts
Master trusts are attracting most of the UK’s auto-enrolment savings. We look at the market’s regulation, its sustainability and what could change
