Asset Allocation – Page 122

  • Features

    Inflation assets: alternatives from inflation

    June 2008 (Magazine)

    Lynn Strongin Dodds looks at the use of alternative assets as a means of protecting against inflation.

  • After the turmoil
    Features

    After the turmoil

    June 2008 (Magazine)

    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

  • Features

    Buying distressed financials

    May 2008 (Magazine)

    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

  • High returns from private equity
    Features

    High returns from private equity

    May 2008 (Magazine)

    Cyril Demaria argues that private equity is essential for secure pension investment management

  • Overcoming a blinkered mindset
    Special Report

    Overcoming a blinkered mindset

    May 2008 (Magazine)

    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

  • Making SRI an asset management business
  • Saying it right
    Features

    Saying it right

    May 2008 (Magazine)

    The complexity of pension investments makes communication very important. Does the Dutch uniform pension statement offer a solution? Rachel Fixsen reports

  • Features

    A never-ending story

    May 2008 (Magazine)

    Attempts to ensure the sustainability of Germany’s pension system have been underway for years, say Klaus Stiefermann and Cornelia Schmid

  • Moving towards specialisation
    Features

    Moving towards specialisation

    May 2008 (Magazine)

    As the ETF market becomes more mature and efficient providers are looking for opportunities elsewhere. Nina Röhrbein examines the evolution

  • Features

    Markets still off the norm

    May 2008 (Magazine)

    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 ...

  • Institutions focus on risk
    Features

    Institutions focus on risk

    May 2008 (Magazine)

    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

  • Growing demand for thematic ETFs
    Features

    Growing demand for thematic ETFs

    May 2008 (Magazine)

    As the ETF market moves towards more specialist products, Nina Röhrbein looks at fixed income, leveraged and style funds

  • Dealing with volatility
    Features

    Dealing with volatility

    May 2008 (Magazine)

    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

  • Credit crunch chickens come home to roost
    Features

    Credit crunch chickens come home to roost

    May 2008 (Magazine)

    Georg Inderst gives an overview of the effects of the sub-prime generated credit crunch on pension funds

  • When does it stop being responsible?
    Special Report

    When does it stop being responsible?

    May 2008 (Magazine)

    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:

  • Features

    Balancing risks and rewards

    May 2008 (Magazine)

    Value-based asset liability modelling and generational accounting can reveal the hidden value transfers between generations. David White reports

  • Steady performance through asymmetric returns
    Features

    Steady performance through asymmetric returns

    May 2008 (Magazine)

    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

  • Features

    Reviewing asset allocation

    May 2008 (Magazine)

    What are German pension funds really up to? Dirk Söhnholz outlines the findings of a recent survey