All articles by Carlo Svaluto Moreolo – Page 8
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InterviewsPension funds on the record: Seeking protection in private markets
Unlisted assets are the safe haven for investors searching for safety in choppy markets
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Opinion PiecesShareholder action to curb corporate lobbying is urgent
Corporate lobbying has always existed, but only in recent times have investors concerned with sustainability started to monitor the impact of the lobbying activities of their investee companies.
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Country ReportUK: Interview with Sally Bridgeland
Sally Bridgeland, chair of Local Pensions Partnership Investments, discusses the institution’s net-zero carbon emission and cost-reduction strategies
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Special ReportCorporate lobbying comes under the spotlight
Companies are starting to respond to investors’ demands for transparent and consistent lobbying.
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Asset Class ReportsEmerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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InterviewsIlmarinen: The making of a Finnish pensions legend
Mikko Mursula (pictured), CIO of Finland’s Ilmarinen, talks to Carlo Svaluto Moreolo about equities and the organisation’s 2035 net-zero commitment
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FeaturesUkraine & Russia: Asset allocation and investing in a time of war
It is a well-known fact that geopolitical events have no lasting impact on financial markets. However, Russian president Vladimir Putin’s decision to wage war on Ukraine has forced institutional investors to reassess their strategies. While stock market indices tend to recover fairly soon after the initial shock of a geopolitical event, the conflict between Russia and Ukraine has potentially wide-ranging consequences beyond a sudden spike in volatility.
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Opinion PiecesViewpoint: Invasion reactions show pension funds are more than investors
Before the Russian government’s decision to invade Ukraine at the end of February, the exposure of European pension funds to Russian assets was relatively low, and in some cases non-existent. Nevertheless, those funds that did invest in Russia acted quickly to reassess their exposure and divest from Russia entirely when possible, given the treacherous market conditions.
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Special ReportManager selection: Market trends
Manager selection consultants are helping investors navigate the next stages of ESG integration
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InterviewsUkraine & Russia: War-proofing portfolios
Investors react to outbreak of hostilities and reflect on asset allocation in the months ahead
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FeaturesPerspective – Liability-driven investing: DIY LDI
A multi-decade trend of falling interest rates, the increased complexity of financial markets and the growing burden of regulation have conspired to turn pension provision into an extremely sophisticated activity. This is especially true for defined benefit pension funds, which may be facing a gradual decline in number, but remain a key source of retirement income.
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InterviewsOn the record: Emerging markets
Despite the current volatility and geopolitical tensions, European pension funds continue to actively seek returns from emerging market investments.
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Special ReportRegulation: SFDR put to the test
One year in and the verdict on the EU’s Sustainable Finance Disclosure Regulation (SFDR) is mixed
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InterviewsOn the record: Hedging all bets
We asked three European pension funds about their hedge fund portfolios, as the volatile market environment provides opportunities for absolute-return managers
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InterviewsHow we run our money: Apoteket Pensionsstiftelse
Gustav Karner (pictured), CEO and CIO of Apoteket’s pension foundation, talks to Carlo Svaluto Moreolo about the institution’s renewed strategy
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FeaturesPerspective: La dolce pensione
Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition
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FeaturesStrategically speaking: Eyes on the next frontier
“Riddle me this,” asks Yves Choueifaty, founder, president and CIO of French asset manager TOBAM. “Why would 70 people who are not TOBAM employees be at our Paris headquarters today?”
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Special ReportPEPP: Few players on the starting line
In March, the European Union’s Pan-European Personal Pension Product (PEPP) framework comes into effect, amid doubts about the take-up by providers
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Special ReportThe jury is still out on PEPP: industry views
IPE asked some of the leading voices in the European pension industry to comment on the likelihood of success for the PEPP
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FeaturesStrategically speaking – AlbaCore Capital: Alternative credit with pension fund roots
AlbaCore Capital, a Europe-based alternative credit specialist with North American roots, is a fairly rare example of an asset management company that was spun off from a pension fund. David Allen, founder and CIO, established the company in 2016, with a team of European alternative credit specialists that he led from within the $542bn (€366bn) Canada Pension Plan Investment Board (CPPIB).
