Latest from IPE Magazine – Page 245
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Opinion Pieces
Letter from the US: Move to put clients first
Who will manage the new My Retirement Account (MyRA) pension savings vehicle? This is a big question for the US pension fund industry now that President Barack Obama has created the new programme.
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Opinion Pieces
Guest viewpoint: Karel Lannoo - Centre for European Policy Studies
Despite years of harmonising regulation and a single currency, Europe’s capital markets remain fragmented
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Interviews
On the Record: How does regulation affect your activities?
This month three pension funds explain how the changing regulatory landscape affects their activities
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Features
Germany & Austria: Is choice an option for scheme members?
The ongoing shift towards DC pensions and increased member options results in a culture of inertia
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FeaturesHow we run our money: Linde Group
Christoph Schlegel, head of pension investments at Linde, outlines his fund’s economic scenario planning and dynamic investment approach
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Features
Corporate bonds for the long run
The post-crisis world of bond investing is favouring the ‘new’ old-fashioned approach known as buy-and-maintain credit
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Features
Has active share already had its day?
Joseph Mezrich presents research suggesting the much-hyped ‘active share’ measure may have helped select good stock pickers only before 2004
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Features
Active share is no panacea
Andrea Frazzini, Jacques Friedman and Lukasz Pomorski question whether there is any evidence to show that active share predicts active managers’ relative performance
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FeaturesWater: Trickle-down value
Jonathan Williams looks at disclosure of water risk and why asset owners should pay as much attention to it as people do to carbon emissions
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Interviews
Strategically speaking: Kames Capital
Edinburgh-based Aegon Asset Management UK made a nod to its home city when it changed its name to Kames Capital in 2011
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Special Report
Convertibles and Solvency II: Commentary
Nicolas Delrue argues that mixing convertible bonds with equities preserves equity upside exposure with lower downside risk
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Features
Asset Allocation: The big picture
As the US economy continues to recover, the hour when the Fed starts to tighten is approaching
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Features
Trading liquidity for yield
Investing in illiquid, private debt markets is undeniably hard work but the rewards can be significant diversification and improved risk-adjusted return
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Features
Focus Group: Regulatory overkill
Twenty-three of the pension funds polled for this month’s Focus Group survey find their regulators’ approach affects their investment strategy.
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Features
Diary of an Investor: The conference calls
Unlike my friend Eddie, I am not a devotee of the conference scene but I do enjoy a good debate, writes Pieter Mullen
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Special Report
GDP-linked sovereign bonds: Would investors buy them?
Some emerging markets have experimented with GDP-linked sovereign borrowing, and the Greek finance minister is the latest to discuss the idea. We ask whether investors would buy it
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Special Report
Convertible bonds: key lessons from 150 years of issuance
Beat Thoma outlines some of the key lessons from 150 years of convertible bond issuance
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Features
Asset allocation: Where next?
Against the current economic backdrop, trustees and investment committees are unsure which sources of return they should allocate capital to, Liam Kennedy writes
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Features
PFPP survey: Delivery against objectives
In the first in a series of articles analysing the most recent reporting output of the Pension Fund Perceptions Programme, we assess how pension funds perceive their managers
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Features
Regulation roundup: Europe’s changing pensions
Overview of main regulatory and legislative developments affecting workplace pensions across Europe
