Asset Allocation – Page 126
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Special Report
Enigmatic as ever
Japanese companies are rightly praised for their stance on many responsible investment issues. But there remain some deep-seated structural problems. Richard Newell reports
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Features
What did we learn from the downdraft?
Richard Johnston of Albourne Partners Asia assesses the data to see how well Asian hedge funds coped with the equity slowdown in 2007
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Features
Displacement theory - and why this time isn't different
When does market exuberance become a bubble? Some argue that the Chinese equity market is different. Their optimism could be dangerous
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Features
Curse of the liquidity freeze
Yield curve/duration: Market liquidity often worsens as end-of-the-year housekeeping and the holiday season approach. It is a regular, usually seasonal, pattern. What is different about the latest year-end is that the bid/offer spread widening spilled over into the futures contracts for the first quarter 2008.
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Features
Asset growth comes under global spotlight
The influx of new foreign fund managers to Australia is a reflection of the maturing of the superannuation funds market. Richard Newell reports
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Features
Out of Africa
Although often seen as too risky, David White finds that the continent could be a useful outside bet
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Special Report
Consequences of a Dutch affair
Leading Dutch pension funds have found it hard to brush off televised allegations about some of their investments. Fair or not, the Zembla programme has certainly stimulated some re-examination of ESG policies, as Nina Röhrbein reports
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Special Report
ESG and sub-prime: any lessons to be learned?
Nina Röhrbein asks whether a wider application of ESG-type analysis would have helped mainstream investors in the sub-prime debacle
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Special Report
ESG soundbites
IPE put these questions to a selection of pension funds, asset managers and other groups: Q1. What does environment, social and governance investing (ESG)/socially responsible investment (SRI) mean to you? Q2. Do ESG/SRI strategies add value to portfolios? Q3. Is SRI/ESG part of a pension fund’s fiduciary duty?
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Special Report
Demand drives thematic indices
Indices that reflect investors’ ESG concerns are proliferating and becoming more specialised, reports Nina Röhrbein
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Special Report
Changing with the climate
As awareness of the reality of climate change grows among governments, businesses and consumers, asset managers too are warming to the subject. Christine Senior reports
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Features
Addressing the default setting
Simon Hildrey reports on shifts within the asset allocation of UK DC default funds – the most popular option for DC scheme members
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Features
Allocating decision making
Joseph Mariathasan assesses who is best placed to assume asset allocation decision making for pension funds
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Features
The strategic landscape
George Inderst charts broad trends in the allocation of pension fund assets
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Special Report
On the sustainable growth path
A tried and tested path for asset managers on the expansion warpath is to buy up competitors or boutiques. But many over eager acquisitions have failed on the tricky side of the equation – the integration of people and processes into a larger unit.
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Features
Taking account of quants
Some quantitative investment models performed erratically this summer, leading to losses for investors in some high profile hedge funds. Liam Kennedy asks two quant specialists about this summer’s events and the lessons for investors
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Features
Shifting to alternatives
Rachel Fixsen assesses recent trends in the asset allocation decisions of European pension funds
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Features
Widening the remit
A law has been drafted allowing Spain’s reserve fund to invest in equities. But, as George Coats finds, its details and timescale are still unknown
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Features
Broadening the options
New regulation may go some way towards widening the investment possibilities for Spain’s pension funds, Iain Morse finds
