Latest from IPE Magazine – Page 237
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Features
How we run our money: ABB
Elisabeth Bourqui, head of group pensions at ABB, explains the Swiss multinational’s innovative approach to managing its 100 defined benefit pension plans
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Features
Asset Allocation: The big picture
This year looks like it could be remembered as the Bund sell-off year, or perhaps even the Bund Blowback, with one of the intraday price falls larger than any recorded (by Bloomberg) in the past quarter century
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Features
Ahead of the Curve: Peer share efficiency
John Alexander examines the use of active share, active share efficiency and peer share efficiency for institutional investors
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Features
Focus Group: From a board perspective
Just over half of the funds polled for this month’s Focus Group consider diversity on a pension fund board to be important
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Features
Diary of an Investor: How much?
I know that almost everyone thinks they are underpaid. Unfortunately, that group of people includes some members of our team
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Asset Class Reports
Equity Investment: Is the cult of equities dying?
In this first article in a new series, Nick Lyster and Amin Rajan ask whether equities are in remission or revival
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Opinion Pieces
ESG Viewpoint: The energy transition challenge
Investors need to systematically address secular global mega-trends in their investment selection and portfolio construction strategies. None of those is more critical than climate change
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Interviews
Strategically speaking: Oaktree Capital Management
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management, known in the investment community for memos to clients which detail distressed debt, credit and other investment strategies, insights into the economy, as well as for his distinctive investment philosophy
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Features
QE: Uncertainty is Queen
It is unsurprising that Dutch pension funds sought to voice their concerns about the effect of QE on their sector before that decision was ratified
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Country Report
Switzerland: Pensionskassen keep calm under negative rate storm
Switzerland has not seen negative rates since the 1970s, years before the creation of the current BVG second-pillar system
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Asset Class Reports
Euro-zone sovereign bonds: A parallel world
Regulation continues to push European pension funds to invest in euro-zone government debt at increasingly unattractive yields
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Special Report
Two cheers for the euro-zone
January’s announcement by the ECB of its bond purchase programme has been followed by good numbers
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Special Report
Top 400 Asset Managers 2015: Global assets top €50trn
Once again, IPE surveyed over 400 managers for this year’s study, canvassing end-2014 data in most cases. The results give a broad overview of the global asset management sector, with granular depth on European managers and institutional business
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Country Report
Altersvorsorge 2020: An ageing reform package
Switzerland’s system of direct democracy is complicating the debate about pensions reform
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Asset Class Reports
Grexit and euro-zone ratings
Greece’s exit from the EU could cause other countries to follow, and ultimately lead to the destruction of monetary union
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Special Report
Euro-zone recovery: Catching a tailwind
Euro-zone assets have generally performed well in recent years, but there are some substantial hurdles if their growth is to be sustained
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Special Report
Top 400: Investing for the future
Changing institutional investor thinking has profound implications for asset managers. Here, eight leading figures from six international organisations outline progress made on an initiative to realign institutional investment with long-term goals
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Special Report
Top 400: Disruptive change - an end to the innovator’s dilemma?
The combination of technology and innovation like exchange-traded funds looks set to change some aspects of the asset management value chain, according to Amin Rajan and Subhas Sen
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Country Report
Talking Heads: Ask the experts
Swiss Investors are grappling with negative bond yields and interests rates on cash deposits. We asked experts to assess the situation and share their thoughts for the future of the second-pillar
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Special Report
The unique case of Greece
The tribulations of recent years have turned Greece into a unique case within the euro-zone