Latest from IPE Magazine – Page 219
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Asset Class Reports
US Equities: Oil & Gas - Fuel for thought
After a period of high volatility, the recent rally in the global energy sector has brought some hope but the question is whether the rebound is the result of sentiment or a symptom of fundamental change
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Country Report
Pensions In Italy: Regulation - A system in flux
Changing regulation on fiscal and investment matters never ceases to be a challenge for pension funds
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Asset Class Reports
Sensitivity of selected US equity funds to macro factors
Sensitivity of selected US equity funds to macro factors
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FeaturesIPE Expectations Indicator July 2016
During the survey period, managers experienced a different environment than during the two prior months. The dollar reversed its weakening trend, and commodity prices diverged as oil prices rose, metals’ declined, and coming screaming to the forefront of geopolitical headlines was the Brexit vote.
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Features
From Our Perspective: Matters of culture
In Garrison Keillor’s fictional Lake Wobegon, not only are all the women strong and all the men good looking, but all the children are above average
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Features
Norwegian Government Pension Fund Global: Fund urged to help foster tax transparency
As a small country in charge of a not-so-small sovereign wealth fund, it is hardly surprising that the NOK7.1trn Government Pension Fund Global’s power for good or bad causes some level of anxiety in Norway
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Opinion Pieces
Long-Term Matters: A world (nearly) on fire
The passion of the Brexiters, Donald Trump supporters and the far right in many countries is a wake-up call for those who think that all is well with globalisation.
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Features
Exit Interview: Shier looks back on a labour of love
Philip Shier is what they call an industry veteran. An actuary by trade, he will be retiring from Aon Hewitt at the end of July after more than 30 years at the consultancy. The move follows another significant departure this year for Shier.
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Features
Asset Allocation: The big picture
While geopolitics and plain vanilla politics have been exerting huge influences on markets as we head towards summer, the macro news has continued to range from lacklustre to disappointingly poor
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Features
Ahead of the Curve: Fund managers must face fire too
Matthew Spencer argues that investment managers should feel the pain when they under-perform and not just share in the upside
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Features
Focus Group: Split on high pay for trustees
Nine (40%) of the investors polled for this month’s Focus Group say diversity is important or very important on a pension fund board. Just two consider it to be unimportant, although 11 are ambivalent about the issue.
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Features
Diary of an Investor: What chain?
Last year, if anyone had mentioned blockchain my first associations would have been Bitcoin, the dark web and cybercrime. But such new concepts have a habit of shifting shape
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Opinion Pieces
Guest Viewpoint: Dan Waters - ICI Global
“Easier, cheaper fund distribution would help build stronger capital markets”
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Opinion Pieces
Letter from Brussels: Posted worker woes
It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups
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Opinion Pieces
Letter from the US: De-risking threatened
Corporate America is looking at the impact of the Pundt, Edward vs Verizon Communications case after the Supreme Court awarded victory to the retirees
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AnalysisIPE Honorary Commendation 2015 – Dick Sluimers
When Dick Sluimers stepped down as chairman and chief executive officer at what he described as a “natural time” to retire from the €412bn Dutch asset manager and pensions provider APG, his legacy was already well-entrenched, having spent many years in the Dutch government before being ...
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Analysis
IPE Honorary Commendation 2015 – Noël Amenc
Noël Amenc was the founding director of EDHEC Risk Institute (EDHEC), the centre for risk and asset management research established as part of the not-for-profit EDHEC Business School. Under his leadership – a post he relinquished in 2015 to concentrate on building EDHEC’s smart beta specialist ...
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FeaturesIPE Real Estate Outstanding Industry Contribution 2016 - Rupert Nabarro
“Through IPD, Nabarro educated the global property industry to the importance of independent performance measurement, risk management and information transparency. Surely all real estate investors at some stage have used his increasing legacy?” – judge’s comment An economist known extensively for his work in ...
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Features
IPE Real Estate Outstanding Industry Contribution 2009 – Andrea Carpenter
Andrea Carpenter’s experience and tenacity as director of research and marketing at INREV – the European Association for Investors in non-listed real estate – directly contributed to the sector ’s strong stance in the face of extreme adversity at the time. Carpenter joined INREV in 2007 and brought with her ...
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Features
IPE Real Estate Outstanding industry contribution 2010 - APG/PGGM/USS
The joint APG Asset Management, PGGM Investments and the Universities Superannuation Scheme study carried out by the University of Maastricht into the environmental impact of real estate investments was far more than a courageous step. It was a ground-breaking initiative that has since helped shape theinstitutional real estate investment market. ...
