All articles by Carlo Svaluto Moreolo – Page 9
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Asset Class ReportsActivist investors: Muscular stewardship
New types of activist investor are attracting support from long-term asset owners, particularly on environmental and social topics
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InterviewsOn the record: Stewardship in action
IPE asked three pension funds about their stewardship strategies and agendas ahead of the 2021 AGM season
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InterviewsOn the record: The inflation question
IPE asked three pension funds about their outlook for inflation and how they would seek to adapt their fixed-income strategies to a new rates environment
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InterviewsStrategically Speaking: Cardano
The central argument of the 2015 documentary ‘Boom, bust, boom’, which features several high-profile experts including Nobel laureates Paul Krugman, Robert Shiller and Daniel Kahneman, is that financial crises are natural events caused by human nature.
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InterviewsHow we run our money: Bayer-Pensionskasse
Stefan Nellshen (pictured), CEO of the Bayer-Pensionskasse, tells Carlo Svaluto Moreolo about the fund’s ALM approach
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InterviewsHow we run our money: Sampension
Henrik Olejasz Larsen, CIO at Denmark’s Sampension, talks to Carlo Svaluto Moreolo about the fund’s bias towards value equities and its diversification strategy
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Asset Class ReportsTrade Finance: Weathering the storm
Trade and supply-chain finance has faced several threats in recent years but the opportunity for institutional investors is alive and well
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InterviewsOn the record: Value makes a comeback
IPE asked two European institutional investors what biases are built in their equity portfolios, as value equities show signs of new-found strength
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Special ReportAP3’s partnership approach
Claudia Stanghellini, head of external management at Tredje AP-fonden (AP3), talks about the fund’s strategy when selecting managers
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InterviewsOn the Record: Securities lending
We asked two European pension investors how they reconcile their securities lending and short-selling activities with their responsible-investment policies
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InterviewsHow we run our money: Pensionskasse Manor
Martin Roth (pictured), CEO of Pensionskasse Manor, talks to Carlo Svaluto Moreolo about the fund’s diversification strategy and long track record in alternatives
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Opinion Pieces‘Whatever it takes’ may not be enough
Italy has another new government; the 67th since 1946. An argument over the management of EU COVID-19 recovery funds led to the appointment of Mario Draghi, the former president of the European Central Bank (ECB), as prime minister. He is after all credited with saving the euro-zone by pledging to do “whatever it takes” during the 2012 debt crisis.
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Special ReportOn the record: The path to recovery
Six major pension investors chart the risks and opportunities ahead as the world moves into a recovery phase
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InterviewsHow we run our money: Local Pensions Partnership
Chris Rule (pictured), CEO of the £19.7bn Local Pensions Partnership (LPP), speaks to Carlo Svaluto Moreolo about building an in-house investment management outfit
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Opinion PiecesCOVID-19 barely tested the financial system
The financial system seems to have coped well with COVID-19. This is despite the repeated recent warnings about a build-up of systemic risk. In turn this has been linked to the abundance of cheap debt and the growth of the asset management industry.
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InterviewsOn the record: Search for robust equity portfolios
IPE asked two investors how their equity portfolios are positioned
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Opinion PiecesThe real meaning of engagement
Empirical evidence suggests that individuals are unengaged with DC pensions. This is demonstrated by the vast majority of DC members remaining in default funds and reluctant to increase contributions.
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Special ReportDefined contribution: The engagement fallacy
The idea that successful defined contribution (DC) pension solutions require a high level of member engagement is being questioned
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InterviewsHow we run our money: BT Pension Scheme
Frank Naylor, CIO of the UK’s BT Pension Scheme, talks to Carlo Svaluto Moreolo about building a resilient portfolio
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News
Italian industry-wide DC funds team up for private debt investment
Four funds have committed €195m in total
