All IPE articles in November 2015 (Magazine) – Page 3
-
Special Report
COP21 and Investors: What will Paris deliver?
One month away from the Paris climate change talks, Jonathan Williams asks how likely are investors to be faced with a repeat of the failed summit in Copenhagen.
-
Special Report
COP21 Viewpoints
Do investors have the ability to tackle climate change? Stephanie Pfeifer from the Institutional Investors Group on Climate Change, Julian Poulter from the Asset Owners’ Disclosure Project and Raj Thamotheram and John Rogers discuss what investors have already done, the challenges facing them in 2016 and how they can flex their fiduciary muscles
-
Features
Pensions Accounting: Sometime, never… maybe?
On 31 July, the Financial Accounting Standards Board (FASB) issued an Accounting Standards Update (ASU) addressing three aspects of pension-plan accounting.
-
Special ReportGold: Pension Fund Achievement of the Year - Helen Kobæk, PenSam
Judge’s comment: “This is what I call an achievement. It shows the CEO’s willingness to look beyond her fiduciary duty. The sense of social responsibility PenSam has assumed should serve as a role model for the industry.”
-
Country Report
Asset Allocation: A hive of activity
Carlo Svaluto Moreolo reviews shifts in asset allocation in the Nordic institutional investment market
-
Special Report
Debate: Is a world currency war ahead?
Yes, says Michael Howell, managing director of CrossBorder Capital As the world gets bigger it seems to become ever more volatile. So its financial markets ride an endemic eight or nine rollercoaster with dizzying, white-knuckle peaks occurring in 1972, 1981, 1989, 1998, 2007-08 and now maybe in 2015 too. ...
-
Features
Ahead of the Curve: ASEAN - the next emerging economy?
Andrew Graham asks whether the ambitious integration plan of the Association of Southeast Asian Nations will unlock the region’s potential, or whether the complexity of the task will overwhelm any chance of success
-
Features
Assessing AIFMD
Kai Braun considers the Alternative Investment Fund Managers Directive (AIFMD) and finds that operating models have stabilised
-
Country ReportAsset Allocation: Revisiting traditional allocations
Casper Hammerich outlines key findings on Nordic asset management trends from Kirstein’s tenth Nordic Investor Survey
-
Country Report
Finland Asset Allocation: The hunt for alternatives
Some pension funds are looking to increase exposure to alternative credit but an ageing population is a concern for the likes of VER, says Reeta Paakkinen
-
Features
Asset Allocation: The big picture
The US Federal Reserve’s decision in September not to hike rates, along with its comments about soft inflation trends and global developments, surprised the markets with its dovishness. However, although rates fell across the curve and the dollar weakened, equities and other risk assets have not taken much solace from these easier financial conditions.
-
Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
-
Special Report
A-shares: The best is yet to come
China is a compelling story for investors despite the recent market volatility, argues Charles Salvador. But he warns against short-term thinking and half-hearted approaches
-
Features
Asset owners in Paris
Next month world leaders will gather in Paris to discuss the future of the planet. It might be a sweeping generalisation to view the UN Climate Change Conference as such a crucial event, but the summit marks the first time since 2009 that governments stand a chance of concluding a treaty to replace the Kyoto Protocol.
-
Special Report
Financial Markets: China’s Big Bang
Timothy Van Housen and Joseph Mariathasan predict a radical liberalisation of financial markets and related regulations, with unprecedented investment opportunities
-
Country Report
Finland: Small is beautiful
Finland’s smaller pension funds argue that they can deliver better solvency levels and returns for their member than the larger pension insurance companies, says Pirkko Juntunen
-
Special Report
Bond bonanza beckons
China’s continuing reforms to open up its fast-growing bond market to foreign investors could make it the largest market yet for global investors, writes Tsering Namgyal
-
Country Report
Sweden: Calm before the storm
From action on climate change to property, Sweden’s AP funds are not sitting still, even if the precise details of a planned overhaul are unknown. Reeta Paakkinen reports
-
Features
Focus Group: General belief in FX hedging
Three-quarters of the investors surveyed for this month’s Focus Group hedge some of their foreign exchange (FX) risk, while just one fund hedges it all. This is a similar proportion to when investors were last polled in April 2013 (81% in 2015 compared with 78% in 2013).
-
Special ReportGold: Best European Pension Fund - British Steel Pension Fund
Judge’s comment: “How British Steel manages to improve from year to year is baffling and beyond me. But it does and this is a seriously impressive organisation. With its pioneering LDI and notable cost controls framework, this is the scheme others should follow. A clear winner this year.”
