Latest Special Reports – Page 86
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Special Report
Real Assets: Price to earnings
Helen Fowler looks at how an equity portfolio could be optimsed for inflation sensitivity
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Special Report
Real Assets: Understanding inflation shocks
Kurt Winkelmann and Raghu Suryanarayanan model asset returns under inflation shocks as a first step to designing genuinely inflation-sensitive portfolios – itself the first step towards broader macro-sensitive portfolios
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Real Assets: No real growth
In the aftermath of QE, inflation-plus multi-asset funds seemed like an idea whose time had come. Charlotte Moore asks why they failed to catch on
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Are loyalty shares a game-changer?
Nina Roehrbein asked Mirjam Staub-Bisang about sustainable investment in Switzerland
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Transparency under the spotlight
The mandatory reporting regime of the UN Principles for Responsible Investment has caused controversy. But advocates say it will shine a light on ESG integration. Mark Nicholls reports
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ESG integration – no one size fits all
Nina Roehrbein surveys best practice among investment managers in ESG integration
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Securities Services: New rules, new threats, new opportunities
We leave the bad news for custodians until last in this month’s special report on securities services. Andrew Williams of Mercer Sentinel outlines the difference that a good transition-management process can make relative to a bad one. Then he questions which of those categories leaving it to your custodian falls ...
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Special Report
Securities Services:Taking ‘solutions’ into custody
With regulators questioning the delegation and concentration of powers under fiduciary management and implemented consulting models, Iain Morse finds custodians sensing a business opportunity
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Securities Services: Global custodians go local
New regulation is changing the relationship between custodians and depositories – but will this tilt the market in favour of global or local institutions? Iain Morse investigates
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Securities Services: KAS Bank: ‘We call it custody 2.0’
Over recent years custody has changed drastically from simple safekeeping to high-tech data management, says Albert Röell, CEO of KAS Bank, and custodians sit, like spiders, at the center of a web of data trade and position data.
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Securities Services: Case study: BNY Mellon strikes out on a new path
There is one idea banks traditionally stick to: the quicker you adapt to new regulatory changes, the easier you are likely to cope with them. And if you can anticipate the changes, you might even take one step ahead of your competitors. That may have been the thinking behind BNY ...
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Special Report
Securities Services: Defining custody’s contribution
As DC builds assets, trust-based structures come into their own and cost-saving aggregation opportunities abound. Iain Morse finds custodians well-positioned to put them into action
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Special Report
Securities Services: Stuck in the shadows
Securities lending took a major hit in the 2008 crisis. For those funds that stayed the course, Cécile Sourbes finds new regulation promising more activity, but threatening to raise costs
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Securities Services: Transitional, but not trivial
Most investors now recognise the advantages of specialist transition management. But Andrew Williams warns against the easy route of deploying one’s custodian to the task
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Special Report
Top 1000 Pension Funds: The thrifty thousands
Roger Urwin, global head of investment content at Towers Watson, noted earlier this year that the world’s leading investors are upping their internal resources and adopting the organisational characteristics of asset managers. Urwin’s focus was on what he calls the ‘Thrifty Fifty’ largest institutional asset pools. Our reference to ‘Thrifty Thousands’ on the cover of this year’s Top 1000 supplement owes a debt to Urwin’s coinage.
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Special Report
Top 1000 Pension Funds: Improvement, not punishment?
Michel Barnier appeared to make a major concession when he announced a delay in the implementation of solvency requirements in the revised IORP Directive last May. But the result has arguably not been greater clarity. Cécile Sourbès outlines a number of scenarios for the future of the Directive
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Special Report
Top 1000 Pension Funds: Information overload
The amendment to the law governing Austrian Pensionskassen needed to be amended before it was even implemented. Barbara Ottawa reports
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Top 1000 Pension Funds: Discouragement for early retirement
The government has held the official retirement age at 65, while introducing measures to progressively raise the minimum early retirement age, writes Nina Röhrbein
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Top 1000 Pension Funds: Tax reforms and Solvency II on the agenda
Some pension funds defy a 2% cap on dividend payments agreed in the government-industry pact while the regulator continues to update and tighten the rules, writes Rachel Fixsen
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Special Report
Top 1000 Pension Funds: Final phase of reform aims to take account of all risks
Finland’s financial regulator wants risks faced by pension providers to be assessed using the same principles as in the rest of the financial industry, according to Rachel Fixsen
