All IPE articles in October 2007 (Magazine) – Page 2

  • Features

    The great debate

    October 2007 (Magazine)

    Quant or fundamental? Which type of manager has the right stuff to manage 130/30 strategies? Lynn Strongin Dodds examines the pros and cons

  • Features

    Dipping a toe into diversification

    October 2007 (Magazine)

    Recent changes are broadening the horizons of traditionally conservative managers, George Coats finds

  • Features

    Taking the downs with the ups

    October 2007 (Magazine)

    As the waves of the US sub-prime lending crisis lap on Europe’s shores, how worried should Europe’s pension funds be? The credit crunch has affected banks and institutions that borrow on the capital markets, as liquidity has dried up. But how has this affected Europe’s pension schemes and their investments? The evidence is that pension funds are prepared to ride out market volatility without any significant change of course.

  • Features

    A matter of experience

    October 2007 (Magazine)

    When it comes to picking a 130/30 manager, the track record counts, writes Pirkko Juntunen

  • Features

    Province of a select few?

    October 2007 (Magazine)

    Complexity and regulation continue to drive outsourcing of pension fund investments, finds Rachel Fixsen

  • Features

    Finding a half-way house

    October 2007 (Magazine)

    In the aftermath of several scandals,legislation introducing regulatory and governance changes is in the pipeline But, with moves towards regionalisation of supervision, George Coats finds that the debate on the issues is far from over

  • Features

    Germany fund overview

    October 2007 (Magazine)

    n general there is an increase in the investment of institutional assets using mutual funds. The arguments in favour of this trend are the adoption of IFRS accounting standards by corporates, mutual funds’ higher liquidity and fungibility, and the corresponding supply of share classes orientated towards the pricing requirements of ...

  • Features

    Return-seeking puts funds at risk

    October 2007 (Magazine)

    Overweight equity positions aimed at plugging deficits have blinded UK pension funds to long-term liabilities, finds Shayla Walmsley

  • Features

    Germany's wise man of pensions

    October 2007 (Magazine)

    Prof Bert Rürup is a well-known figure in Germany and has played an important role in recent years in the formation of public pension policy. He spoke to Liam Kennedy about reform and the future

  • Features

    Getting the right rate

    October 2007 (Magazine)

    There is increasing focus on how to select discount rates for international valuations of German retirement obligations. Udo Bauer, Raimund Rhiel, Friedemann Lucius and Alf Gohdes assess the options

  • Features

    Getting the research right

    October 2007 (Magazine)

    David White asks how fundamental houses are adapting their research processes to cater for the short selling element within 130/30 funds

  • Special Report

    Signs of progress on governance

    October 2007 (Magazine)

    A survey of corporate governance practice in China illustrates a level of achievement but also a continuing lack of accountability in key areas. Lee Kha Loon reports

  • Features

    Grasping new opportunities

    October 2007 (Magazine)

    Pension funds are hoping a fresh inflow from severance pay will boost the second pillar pensions sector, says Vincenzo Pelosi

  • Features

    The hard road to a new world

    October 2007 (Magazine)

    UCITS III 130/30 funds are set to become part of the investment landscape. But compliance requirements are going to be tough for smaller players to meet, reports Lynn Strongin Dodds

  • Features

    A proud man at the helm

    October 2007 (Magazine)

    Roderick Munsters is the head of investments at Europe’s largest second pillar pension fund, the Dutch civil servants’ scheme ABP. He talks to Brendan Maton about Warren Buffet, Jean Frijns and the opportunities to be found during market crises

  • Features

    Shifting horizons

    October 2007 (Magazine)

    The AHV/AVS Swiss Federal Social Security Buffer Fund, continues to diversify its assets − this year investing into commodities and Japanese small cap equities. However, it faces a long-term funding crisis that could see its assets dwindle to nothing within eight years. Liam Kennedy spoke with Eric Breval, the fund’s managing director

  • Features

    Introducing prudence

    October 2007 (Magazine)

    Last year saw pension funds adapt to the introduction of the EU pensions directive and the implementation of traffic light regulations, says Pirkko Juntunen

  • Features

    No man is an island

    October 2007 (Magazine)

    The Isle of Man government is keen to promote the island as an attractive place to locate a business. To this end, it has published proposals to simplify its tax regime for pensions, with the intention of enabling the Isle of Man to remain competitive with other countries. As such, ...

  • Features

    The targets of Japan Post

    October 2007 (Magazine)

    Oscar Volder reports on how the privatisation and break-up of the Japanese post office is creating a major new player in the investment funds market

  • Features

    Keeping it simple and long term

    October 2007 (Magazine)

    Carolyn Bandel finds that building on a traditional approach can pay dividends