All IPE articles in September 2013 (Magazine) – Page 2

  • Asset Class Reports

    Emerging Market Debt: Throwing light on the shadows

    September 2013 (Magazine)

    Joseph Mariathasan looks at the little-understood world of Chinese SME non-bank financing, which is fast on its way to becoming one of the world’s most important debt markets

  • Country Report

    UK: The DC information gap

    September 2013 (Magazine)

    The growing significance of defined contribution pensions means trustees should be prepared to serve members with better information on retirement income options, writes Ros Altman

  • Special Report

    Securities Services:Taking ‘solutions’ into custody

    September 2013 (Magazine)

    With regulators questioning the delegation and concentration of powers under fiduciary management and implemented consulting models, Iain Morse finds custodians sensing a business opportunity

  • Special Report

    Securities Services: Global custodians go local

    September 2013 (Magazine)

    New regulation is changing the relationship between custodians and depositories – but will this tilt the market in favour of global or local institutions? Iain Morse investigates

  • The Fifth Analyst Call
    Opinion Pieces

    Retirement on course

    September 2013 (Magazine)

    Five years after the Lehman collapse, Americans’ retirement savings look like they have overcome the shock and are growing steadily. In fact they’ve reached the record amount of $20.8trn (€15.7trn) according to the latest data published by the Investment Company Institute (ICI), the national association of US investment companies.

  • Country Report

    UK: Divorce can be costly

    September 2013 (Magazine)

    Ian Fraser finds that Scottish independence would create a host of complications for newly created cross-border pension funds. But neither the London nor Edinburgh governments seem willing to engage with the issues

  • Asset Class Reports

    Emerging Market Debt: The great correlation

    September 2013 (Magazine)

    Emerging market debt has been driven by Fed policy more than fundamentals

  • Asset Class Reports

    Emerging Market Debt: Corporate issues

    September 2013 (Magazine)

    How will emerging market corporate debt fare through the first real challenge since it became a genuinely mainstream asset class? Federico Carballo and Florence Duculot offer their prognosis

  • Special Report

    Securities Services: Defining custody’s contribution

    September 2013 (Magazine)

    As DC builds assets, trust-based structures come into their own and cost-saving aggregation opportunities abound. Iain Morse finds custodians well-positioned to put them into action

  • Country Report

    UK: Filling the contract-based governance vacuum

    September 2013 (Magazine)

    Phil Duly surveys the issues surrounding DC pension governance

  • Features

    Reform saga continues

    September 2013 (Magazine)

    The long and winding tale of Dutch pension reform entered a new chapter in July, when the council of ministers signed off on a consultation document outlining changes to Dutch pension legislation, in particular the financial assessment framework (FTK).

  • Country Report

    The Netherlands: A complex improvement

    September 2013 (Magazine)

    Pension experts think that the new Dutch pension governance legislation is complicated. But on balance they agree that it will significantly improve the representation of all stakeholders, according to Leen Preesman

  • Features

    Clwyd: Cultivating the difference

    September 2013 (Magazine)

    Nina Roehrbein speaks with Philip Latham, pension fund manager at Clwyd Pension Fund, about its unusual asset allocation strategy

  • Opinion Pieces

    Securities Services: Viewpoint: Upcoming changes in the CSD landscape

    September 2013 (Magazine)

    Placed at the ‘top tier’ of the securities holding chain, central securities depositories (CSDs) provide market participants with a central point for depositing all kinds of financial instruments, and they have not escaped the ambitious reform agenda of policy makers.

  • Features

    Webb’s policy challenges

    September 2013 (Magazine)

    The achievement may seem modest, but September 2013 marks 40 months since Steve Webb became pensions minister, a junior post within the UK’s Department for Work and Pensions, but one with far-reaching influence over the design, structure and, by extension, asset allocation of occupational pensions in UK.

  • Features

    Conceptually challenged?

    September 2013 (Magazine)

    Back in April, the International Accounting Standards Board was debating the content of its discussion paper on the International Financial Reporting Standards conceptual framework.

  • Opinion Pieces

    Paul Schott Stevens, president and CEO, Investment Company Institute

    September 2013 (Magazine)

    “Global funds have more work to do as part of this retirement savings evolution”

  • Features

    Buyout now while stocks last

    September 2013 (Magazine)

    Pension longevity transfer, whether through full insurance buyouts, bulk annuities or longevity swaps, is still largely a UK business.

  • Features

    Buyout market in flux, but outlook rosy

    September 2013 (Magazine)

    Over the summer, the UK de-risking market has seen significant deal activity, as well as a number of important changes. Lucida, closed to new business since late 2012, was sold to rival Legal & General, while Goldman Sachs announced its intention to sell Rothesay Life, which itself acquired Paternoster less ...

  • Country Report

    UK: Buy now – spread the premium

    September 2013 (Magazine)

    David Barker reviews deferred premium buyouts, a development in the insurance market that allows employers to spread the cost of a buyout