All articles by Carlo Svaluto Moreolo – Page 13
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InterviewsOn the record: Is private equity lagging behind the ESG curve?
IPE asked three pension funds how private equity managers are progressing in terms of integrating responsible investment
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Opinion PiecesFactor strategies should be based on scientific consensus
Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to EDHEC Business School, is a vocal supporter of this approach.
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Special ReportIndustry viewpoints: Research post-MiFID II
How has research consumption changed since the unbundling of sell-side research costs from brokerage fees?
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InterviewsStrategically speaking: Generali Investments
A year into Generali’s ambitious growth plan, it looks set to meet its promises
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Opinion PiecesSystemic risk debate intensifies
The financial system is facing its greatest challenge since the 2018 financial crisis
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InterviewsOn the record: Private credit
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
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Asset Class ReportsCredit: In the eye of the storm
What are the prospects for the credit markets as central bank turn dovish and economic activity slows down?
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Special ReportCredit Ratings: Good credit, bad behaviour?
Rating agencies and asset managers are starting to integrate ESG in bond portfolios
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InterviewsHow we run our money: Amonis
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy
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Special ReportManagement & outsourcing: The rush is on
Competition is intensifying among providers of data analysis and benchmarking solutions
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InterviewsOn the Record: Lower yields
After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields
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InterviewsHow we run our money: ZVK
Gregor Asshoff (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts
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Asset Class ReportsThe small-cap conundrum
Academic studies have cast doubt on the existence of a premium for investing in small-cap stocks
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Opinion PiecesDo not let costs become an obsession
Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective.
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InterviewsHow we run our money: PGB
Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications
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InterviewsOn the Record: Emerging markets
We asked two pension funds whether the distinction between emerging and developed markets still makes sense
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Special ReportItaly: Prioritising early retirement
The 2019 budget allocated funds to allow more favourable early retirement but its impact has been limited
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Special ReportHow fund managers view – and invest in – the rise of China’s middle class
Fund managers share their views on how China’s rising middle class is impacting the country’s economy and outlook
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Special ReportChina: Crazy rich Chinese
Investing in the rise of China’s middle class might seem obvious but it is a complex process
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Special ReportCPPIB’s Asian quest
The largest Canadian pension fund already has a long track-record in the Asia-Pacific region but plans to grow its presence in the region
