Asset Allocation – Page 122
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Features
Inflation assets: alternatives from inflation
Lynn Strongin Dodds looks at the use of alternative assets as a means of protecting against inflation.
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Features
After the turmoil
While many investors have been left with severe losses, the massive dislocations raise new opportunities for those brave enough to enter the marketplace, Joseph Mariathasan finds
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Features
Buying distressed financials
Current market turbulence is creating opportunities for private equity financial services acquisitions. But if the upside potential is huge, so is the downside, says Stephanie Schwartz Driver
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Features
High returns from private equity
Cyril Demaria argues that private equity is essential for secure pension investment management
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Special Report
Overcoming a blinkered mindset
Guy Fraser-Sampson argues that despite the attractions of private equity as an asset class, many pension funds will be tempted by sub-optimal strategies
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Features
Saying it right
The complexity of pension investments makes communication very important. Does the Dutch uniform pension statement offer a solution? Rachel Fixsen reports
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Features
A never-ending story
Attempts to ensure the sustainability of Germany’s pension system have been underway for years, say Klaus Stiefermann and Cornelia Schmid
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Features
Moving towards specialisation
As the ETF market becomes more mature and efficient providers are looking for opportunities elsewhere. Nina Röhrbein examines the evolution
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Features
Markets still off the norm
Yield curve/duration Central banks across the world have been putting in place new measures in order to melt the liquidity freeze. Market conditions have generally improved over the month, although have hardly returned to anything like their historical norms. For example, spreads between LIBOR and other rates remain very wide ...
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Features
Institutions focus on risk
German investment managers are seeing increasing demand for risk management services, including high reporting standards. And this has heightened in the wake of the credit crunch. Barbara Ottawa asked asset managers for their views on current thinking and on the outlook and trends in institutional business
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Features
Growing demand for thematic ETFs
As the ETF market moves towards more specialist products, Nina Röhrbein looks at fixed income, leveraged and style funds
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Features
Dealing with volatility
Finding global equity managers likely to thrive in the current market environment will be difficult. Joseph Mariathasan asks which approaches are likely to do most well
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Features
Credit crunch chickens come home to roost
Georg Inderst gives an overview of the effects of the sub-prime generated credit crunch on pension funds
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Special Report
When does it stop being responsible?
IPE asked three pension funds in Italy, the Netherlands and Norway the same question: ‘What is your approach to exclusions and the screening of stocks?’ Here are their answers:
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Features
Balancing risks and rewards
Value-based asset liability modelling and generational accounting can reveal the hidden value transfers between generations. David White reports
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Features
Steady performance through asymmetric returns
Victoria-Volksbanken Pensionskassen has tried to move away from the traditional Austrian pension plan model. David White speaks to Claudio Gligo, who is responsible for the plan’s investments, about meeting members’ risk aversion
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Features
Reviewing asset allocation
What are German pension funds really up to? Dirk Söhnholz outlines the findings of a recent survey