Advisers – Page 66
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News
Feri loses hedge fund specialists (UPDATED)
GERMANY – FERI Institutional Advisors (FIA), the German investment consultant, has lost its entire hedge fund advisory team, as well as Werner Goricki, the head of the unit, it has emerged. Yesterday, IPE reported that FIA had lost Goricki and two members.
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ISS says no to DSM dividend
NETHERLANDS – Institutional Shareholder Services (ISS), the international consultant for institutional investors and investment managers has advised its clients to vote against Dutch chemicals firm DSM’s loyalty dividend.
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JP Morgan and State Street under review at Devon
UK – The £2bn (€2.9bn) Devon County Council Pension Fund is reviewing its custodians JP Morgan and State Street, who together hold an £800m custody mandate for the fund.
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News
Aon Consulting sells off SSAS client portfolio
UK – Pensions consultant Barnett Waddingham has acquired Aon’s consulting and trustee services for Small Self Administered Schemes (SSAS).
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Features
Confidence and commitment
Information gathering and setting out clear terms and conditions from the beginning will help maintain a successful partnership with a fund manager, Shayla Walmsley reports
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RBC Dexia wins satisfaction survey again
GLOBAL – RBC Dexia Investor Services has been ranked best global custodian for the third year running in the annual R&M Survey, based on client satisfaction with service.
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EFRP launches central European offshoot
EUROPE - The European Federation for Retirement Provision (EFRP) launched a Central & Eastern European Forum (CEEC Forum) at a meeting in Bratislava, Slovakia, today.
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Features
Developing an office abroad
Is expanding across borders a good strategy for consultants? What are the pitfalls and advantages? Nina Röhrbein reports
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Features
Concentrating on liabilities
As risk becomes a focus, independent consultants are emerging to meet the needs of pensions funds and other investors. Lynn Strongin Dodds examines how they compare with traditional players
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Looking for alternative advice
Can the mainstream advisers provide what pension investors need on hedge funds and private equity or do they have to turn to specialist investment consultants? Gail Moss investigates
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Features
Building successful client relationships
The carrot rather than the stick is the best way of encouraging client relationship managers to carry out their responsibilities effectively, Simon Murray believes
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News
Dutch Actuarial Society loses managing director
NETHERLANDS - Ineke Schoenmaker, the managing director of the Actuarial Society (AG), has left the organisation as of March 1.
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News
Marchettini sells Adelaide to Hewitt
ITALY – Adelaide Consulting, the executive remuneration adviser set up by Piero Marchettini and Claudio Pinna, has been sold to Hewitt for an undisclosed sum.
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News
JPMorgan wins Wellcome mandate
UK – JPMorgan Worldwide Security Services is to replace State Street as custodian for a £9.5bn (€14bn) mandate with the Wellcome Trust.
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London borough seeks active currency managers
UK – The London Borough of Enfield is seeking to appoint one or more active currency managers for its £520m (€768m) pension scheme.
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Features
Sticking to one's principles
Peter Damgaard Jensen of PKA in Denmark talks about his mentors in pensions and investments
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Features
Measuring the measurers
Blacket – the firm that introduced metrics for investment consultants – folded at the end of last year. But did its demise kill demand for more transparent advice? asks Shayla Walmsley
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Features
Love them or loathe them
While they play an active role in the UK and Ireland, consultants are far less influential in most other European countries, writes George Coats
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Features
Keeping up the pace
Founded in 1979, the Pension Real Estate Association (PREA) has over 1,800 members, representing over 470 member firms across the US, Canada, Europe and Asia. Members include pension funds, property and investment managers and REITs. Its stated mission is to “serve and educate” its members and to act as a “steward for the industry”. PREA’s CEO, Gail Haynes, explains her view of the institutional market to Martin Hurst
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Features
Survival of the fittest
New products and players are increasing pressures on investment consultants. Rachel Fixsen examines how they are coping in a more competitive market
