All IPE articles in September 2009 (Magazine) – Page 3

  • Special Report

    The price of everything but the value of nothing

    September 2009 (Magazine)

    Market volatility and shaky counterparties have focused attention on valuation methodologies and the data underpinning them, finds Brian Bollen

  • Special Report

    ESG as a legal obligation?

    September 2009 (Magazine)

    The UN’s Fiduciary II aims to take ESG integration to the next stage, while a shift in US policy is pushing demographic concerns up the agenda. Nina Röhrbein reports

  • Features

    Diary of an Investor: Job security

    September 2009 (Magazine)

    Off to Zurich for a day with my colleagues from around Europe. The English talk ‘brainstorming’ and think ‘outside the box’ but we on the continent want to avoid storms.

  • Country Report

    De-risking redefined

    September 2009 (Magazine)

    The new importance of bond yields for UK schemes’ solvency underlines the re-thinking of liability-driven investing, bond mandates and the need for tactical decision making, finds Martin Steward

  • Features

    A deeper shade of green

    September 2009 (Magazine)

    This month’s Off The Record survey looked at pension funds’ integration of ESG.

  • Features

    Doing mortality to death

    September 2009 (Magazine)

    To invest time following the progress of International Accounting Standards Board’s (IASB) pensions project is generally to waste part of an otherwise productive existence.

  • Country Report

    A DC smörgåsbord

    September 2009 (Magazine)

    Simon Pearse recommends that UK pension trustees should use the Personal Accounts model as a benchmark for their own DC schemes

  • Opinion Pieces

    Target date woe

    September 2009 (Magazine)

    Target date funds (TDF) are still the fastest growing investment option in US 401(k) plans. They have survived the recent hearings held jointly by the Securities Exchange Commission (SEC) and the Department of Labor (DOL), and the industry’s fear that they were going to be constricted by new heavy rules has waned. But investment companies and plan sponsors must better explain TDF risks to workers if they want to grow further.

  • Special Report

    Custody in a post-Lehman world

    September 2009 (Magazine)

    While safe-keeping is now in the spotlight, it is in investment managers’ search for a business model to withstand a bull or bear market that a custodian can addtrue value, says Andrew Gelb

  • Features

    Collateral quality is key

    September 2009 (Magazine)

    Many pension funds stopped their securities lending programmes last year, particularly after the collapse of Lehman Brothers. One year on, has this changed? This month’s Off The Record survey looked at how pension funds approach securities lending.

  • Special Report

    Custodians seen in a changed light

    September 2009 (Magazine)

    Sponsors are increasingly seeking the help of custodians as they feel the pressure, along with trustees, to manage risk and achieve service quality, writes Iain Morse

  • Special Report

    A climate of change driving SAA

    September 2009 (Magazine)

    A new research project by Mercer will look at the opportunities and risks inherent in climate change by region and asset class. Nina Röhrbein reports

  • Features

    Mending the buck

    September 2009 (Magazine)

    Martin Steward asks how investors might analyse money market funds after last year’s shock to the system

  • Interviews

    Bigger in Japan

    September 2009 (Magazine)

    On 30 July Sumitomo Trust and Banking Company, the second biggest money manager in Japan, with assets under management at ¥26trn (€192.3bn), bought Nikko Asset Management, Japan’s seventh largest, with just over ¥9trn. It was second only to BlackRock-BGI in terms of this year’s biggest asset management M&A deals and will create Japan’s new number one, and yet media coverage in Europe was curiously muted.

  • Beset by complications
    Country Report

    Beset by complications

    September 2009 (Magazine)

    With DB in retreat and a conspicuous lack of public debate on the future of supplementary retirement provision, where now for UK pensions? Gill Wadsworth assesses progress, including the profound changes in the Pension Act 2008

  • Country Report

    Basic principles

    September 2009 (Magazine)

    Richard Lowe assesses the UK’s Investment Governance Group and its ongoing work

  • Country Report

    Buyouts take a backseat

    September 2009 (Magazine)

    Buy-in deals are taking over from buyouts as the current economic climate stifles access to sufficient capital, finds Gill Wadsworth

  • Special Report

    Case for bespoke asset management

    September 2009 (Magazine)

    Spezialfonds remain a preferred method of investment for institutional investors. But Till Entzian finds that the investment vehicle could be under threat from AIFM guidelines

  • Features

    Diary of an Investor: Art of designer dealing

    September 2009 (Magazine)

    The team is back from holiday and we look at the equity markets rise. Yet how many months ago were people talking about bath-shaped and U-shaped recoveries?

  • Special Report

    An alternative to Spezialfonds

    September 2009 (Magazine)

    Liam Kennedy spoke with Universal Investment about an alternative to the Spezialfonds that could also assist Germany’s first steps towards attracting international pension pooling business