All IPE articles in September 2009 (Magazine) – Page 2

  • Sweden: Green giant
    Features

    Sweden: Green giant

    September 2009 (Magazine)

    Aside from concerns about the performance and costs of the AP buffer funds, the government has also outlined an ESG agenda for institutional investors, writes Robert Melia Watson

  • Switzerland: Shifting attitudes
    Features

    Switzerland: Shifting attitudes

    September 2009 (Magazine)

    The regulators are under pressure to allow cuts in benefit levels as funding problems increase, reports Emma Cusworth

  • UK: A chink of light
    Features

    UK: A chink of light

    September 2009 (Magazine)

    A small compromise in the treatment of accrued rights might signal a more flexible approach to benefit indexation in the future, finds Liam Kennedy

  • Special Report

    Transition in transition

    September 2009 (Magazine)

    The BlackRock-BGI merger is just the biggest whirlpool in a transition management industry in flux. Brian Bollen examines the intersections between evolving businesses and processes

  • Interviews

    From silos to solutions

    September 2009 (Magazine)

    BlackRock has been active in fiduciary management since 2005, when it purchased the internal asset management operation of the Philips pension fund in the Netherlands and was awarded a fiduciary mandate to manage the assets.

  • Interviews

    From silos to solutions

    September 2009 (Magazine)

    The announcement in mid-June that Barclays had accepted BlackRock’s offer for its asset management arm, Barclays Global Investors (BGI) – to be recommended to shareholders in August 2009 – set the media and industry analysts off on the challenging task of trying to find the pitfalls. All mergers present difficulties, particularly when they are on this scale, but it is difficult to imagine a better fit.

  • A time to be selective
    Asset Class Reports

    A time to be selective

    September 2009 (Magazine)

    Uncertainty in sovereign markets and attractive credit spreads have seen risk concentrate in Europe’s investment grade corporate bond markets, finds Joseph Mariathasan

  • Safe and secured?
    Special Report

    Safe and secured?

    September 2009 (Magazine)

    Collateral management is integral to several activities of the modern pension fund, and the Lehman Brothers bankruptcy re-wrote its paradigms, finds Martin Steward

  • Features

    The time is right

    September 2009 (Magazine)

    Paul Kelly and Mitchell Cole discuss why captive reinsurance companies can be useful tools in dealing with DB pensions

  • Country Report

    Still a realistic option

    September 2009 (Magazine)

    Charlie Finch and Ken Hardman consider the future direction of the pension buyout market in the UK

  • Interviews

    Multiplying the multi-boutique

    September 2009 (Magazine)

    As a giant among asset managers describing itself as “multi-boutique”, one might expect BNY Mellon Asset Management (BNYMAM) to be scouring this consolidating industry, chequebook in hand. The recent announcement that it will buy Insight Investment Management from Lloyds Banking Group for £235m (€273m) shows that it is indeed in the market

  • Features

    Your money or your life

    September 2009 (Magazine)

    Life settlements are emerging as a viable form of exposure to the longevity asset class. Martin Steward asks if there is any place for them in a pension fund portfolio

  • In the interim
    Special Report

    In the interim

    September 2009 (Magazine)

    The challenges of the past two years have led to a broadening of transition management services, and in particular growth in interim asset management, writes Lachlan French

  • Features

    Hot TOPIX

    September 2009 (Magazine)

    The DPJ’s election victory puts Japan back in the spotlight. Martin Steward asks, is it a sleeping Asian dragon – or just a dinosaur?

  • Opinion Pieces

    Guest Viewpoint

    September 2009 (Magazine)

    Target date: “There is ample room for added value between one size-fits-all solutions and do-it-yourself approaches to long-term investment decisions”

  • Special Report

    Spotlight on the guardians

    September 2009 (Magazine)

    Pension funds are becoming increasingly aware of the need to keep tabs on the performance and costs of their custodians as their role becomes ever more complex, writes Ian Morse

  • Special Report

    Top gear?

    September 2009 (Magazine)

    Leveraged and inverse ETFs have been causing a regulatory fuss in the US. Martin Steward unpicks the issues, and asks if these products are of any relevance to pension fund investors

  • Special Report

    Looking to the future

    September 2009 (Magazine)

    The credit crisis – and particularly problems around cash re-investment – focused the attention of beneficial owners on their securities lending programmes. Blair McPherson argues that this is an opportunity for the industry to step out of the shadows

  • Features

    Leading fund strategies

    September 2009 (Magazine)

    Nina Röhrbein outlines leading European pension funds’ investment strategies

  • Features

    Future foundation

    September 2009 (Magazine)

    Liam Kennedy discussed the investment philosophy of Germany’s VolkswagenStiftung with its CIO, Dieter Lehmann