All IPE articles in November 2006 (Magazine) – Page 4
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Features
Time to take the commodities plunge?
With the bull market now at an end many fund managers are considering a move into commodities, but there are risks attached, as Lynn Strongin Dodds reports
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Features
The return of beta
Much maligned in the early 2000s, beta is now back in vogue with asset managers keen to embrace a wider universe. Georg Inderst reports
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Features
On the prowl for themes
Themes for Sarasin’s thematic investment are devised by a theme origination committee, headed by its chief economist Subitha Subramaniam who joined Sarasin from the World Bank. Subramaniam is responsible for translating global macro trends into the thematic process. ” We basically try to identify long term trends that are taking ...
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Features
A question of priority
New private REITs are good for long-term investment, but there are also good reasons for investors take the public route, says Mark Lindeis
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Features
The politics of portability
At a recent EPPF meeting, the EC’s portability proposals drew fire from almost all quarters, Daniel Brooksbank reports
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Features
Pensions open for outsourcing
In the current regulatory and accounting environment in Holland, outsourcing is an idea whose time has come. AZL, a leading Dutch provider of pension fund management services, explains its plans to Cyril Widdershoven
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Features
The long and short of it
Are real estate securities a reflection of the real estate market or more representative of equities? John Glascock and Shaun Bond report
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Features
Looking for improvement
The circus came to Hong Kong in September. MIPIM, the real estate industry’s annual French Riviera jamboree, put down its first mark in Asia. How did the idea translate from Cannes to Wanchai? Richard Newell reports
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Features
How the indexation label works
Parliament has decided that a new indexation label will be added to all pensions statements in the Netherlands to tell scheme participants about the purchasing power of their entitlements. Theo Nijman, Bas Werker and Peter de Goeij consider the draft version
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Features
Over the hill?
US real estate is riding the crest of the wave now – the question is, how long will that crest last? This was the question being discussed at PREA’s annual conference in Washington DC in October. Stephanie Schwartz-Driver reports
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Features
Securities show Swift growth
Securities and securities related payments traffic sent over the Swift network now represent 45% of volumes, making the securities industry the fastest growing sector of the Brussels-based financial messaging co-operative. As a result, securities issues are high on the agenda during Swift’s annual conference, Sibos, attended by nearly 5,000 people ...
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Features
Flat period for FoFs
The Eurekahedge fund of funds index was virtually flat in September (+0.02% returns). But there was a major hedge-fund-industry-specific market event during the month: Amaranth Advisors, a $10bn (€7.9bn) Connecticut-based multi-strategy fund, lost 35% of its assets in natural gas positions (natural gas prices fell over 30% during the month) ...
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Features
Euro-swapping to be optimised
Swedish insurers can benchmark more effectively by using euro swaps, argue Mark van Maaren and Jan-Willem Wijkmans
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Features
Rise and rise of private equity fees
Partnership structures fees and other compensation systems may have to be reviewed given the rapid expansion of private equity in recent years. John Barber reports
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Features
Encompassing a multitude
To regard EMD as a single asset class is wrong, particularly now the rise of local currency debt is now such a major factor when investing. Joseph Mariathasan reports
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Features
Opening doors to performers
Thematic investment enables an investor to take a complex world of more than 2,000 stocks and, through a disciplined process, turn it into a manageable, investable portfolio. This is how Guy Monson, chief investment officer of Sarasin Chiswell, explains the appeal of thematic investment. Monson pioneered the use of thematic ...
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Special Report
The perils of divestment
Pension funds in Europe have always sought to screen out irresponsible businesses, says Shayla Walmsley, but drawing the line has never easy and double standards abound
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Features
Dedicated leaders of investment fashion
While funds of hedge funds offer advantages to their traditional hedge counterparts they are now under threat. Stephen Oxley reports
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Special Report
Dedicated to SRI - profits or not
IPE asked three pension funds – in Belgium, Denmark and Austria – the same question: ‘Do you do SRI and if so how and does it give a good return?’ Here are their answers:
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Features
Large funds equals lower costs
Jacob Bikker and Jan de Dreu find evidence that the bigger a pension fund, the lower its administrative costs are likely to be, reinforcing the case for mergers between Dutch funds and a move towards industry-wide schemes
