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Diary of an Investor

Diary of an Investor: An independent soul

March 2017 (Magazine)By Pieter Mullen

Rolf, our chairman of trustees is having a reception to mark his 30 years working for Wasserdicht. An engineer by profession, he was worked for us all over the world and has many stories to tell

Diary of an Investor: Political perils

February 2017 (Magazine)By Pieter Mullen

Last month I met with my old friend Thijs, who is CIO of a large UK corporate pension scheme, working in a small investment office in the UK with an enlightened CEO

Diary of an Investor: Too much information

January 2017 (Magazine)By Pieter Mullen

Our investment committee members had quite a few questions at the final meeting of 2016. Brexit, Trump, the equities rally, long-bond yields, emerging markets: the trustees kept the topics coming thick and fast

Diary of an Investor: Diversity counts

December 2016 (Magazine)By

Recently we had to admit that the trustee board of the Wasserdicht Dutch pension fund isn’t very diverse. Of course, we fulfil the requirement to have one female trustee and one under the age of 40 and have for some time

Diary of an Investor: War stories

November 2016 (Magazine)By

Last month I joined our co-operation partners at PensionKøbenhavn in Copenhagen for a private round table of institutional investors discussing real assets

Diary of an Investor: At the high table

October 2016 (Magazine)By Pieter Mullen

Recently, I was invited to join a network of financial academics as a ‘practice adviser’, which means I speak to them regularly about the challenges our pension fund faces and what we are doing in the investment portfolio.

Diary of an Investor: Project Waffle

September 2016 (Magazine)By Pieter Mullen

For some months now, the powers that be here at Wasserdicht headquarters have been looking at moving our Dutch pension fund over the border to Belgium

Diary of an Investor: What chain?

July / August 2016 (Magazine)By

Last year, if anyone had mentioned blockchain my first associations would have been Bitcoin, the dark web and cybercrime. But such new concepts have a habit of shifting shape

All Diary of an Investor

On the Record: How do you deal with geopolitical risk?

March 2017 (Magazine)By

Three pension funds - Industriens Pension, Migros Pensionskasse and SPMS – explain their approach to managing geopolitical risks 

robin ellison

How We Run Our Money: Carillion Pension Trustees

March 2017 (Magazine)By

Robin Ellison, chairman of Carillion Pension Trustees, tells Carlo Svaluto Moreolo about the scheme’s approach to de-risking and regulation

Strategically Speaking: Lyxor Asset Management

March 2017 (Magazine)By

Fiduciary management is a potential solution to the problems of countless pension funds in Europe. Lyxor Asset Management is raising its efforts in this area

Frank Juliano - Compenswiss

How We Run Our Money: Compenswiss

February 2017 (Magazine)By

Frank Juliano, head of asset management at Compenswiss, tells Carlo Svaluto Moreolo what lies ahead for Switzerland’s social security funds

On the Record: How will your equity exposure change this year?

February 2017 (Magazine)By

Three pension funds - Amonis, Fondenergia and UMR Corem - talk about equity risk 

Strategically Speaking: Dodge & Cox

February 2017 (Magazine)By

For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm

On the Record: How do you ensure successful manager selection?

January 2017 (Magazine)By

Three pension funds - Sparinstitutens Pensionskassa, Grafton Pension Plan and Advocates Pension Fund - share their views on manager selection

stefan dunatov

How We Run Our Money: Coal Pension Trustees

January 2017 (Magazine)By

Stefan Dunatov, CIO of Coal Pension Trustees, tells Carlo Svaluto Moreolo about his vision for managing the UK coal industry’s legacy schemes

All Interviews

Active Fixed Income: Battle for the edge in bond markets

March 2017 (Magazine)By Paul Amery

Active bond managers are having to work hard to convince investors that they can provide better value for money than passive strategies

Equity Strategy: Each to their own

March 2017 (Magazine)By

What one investor sees as risk might not be the same for another, writes Joseph Mariathasan. It all depends on the objective of the individual investor

Macro Matters: Shades of Görtz’s folly

March 2017 (Magazine)By Bob Swarup

Bob Swarup warns that blaming central banks for all the ails of the world lets politicians off the hook

World Trade: Is protectionism on the rise?

February 2017 (Magazine)By

Developments in the US and Europe presage a substantial change in the conduct of international trade

All Briefings - Investment

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