Latest from IPE Magazine – Page 261
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Asset Class Reports
European equities: The stock-pickers return
How can European equity portfolio managers find genuinely idiosyncratic stock risk amid the current top-down noise?
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Features
The ‘Japanisation’ of the economy
Martial Godet and Ankit Gheedia warn that their indicators show the rest of the world sliding into ‘Japanisation’ – just as Japan is escaping it
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Special Report
Consultants: Talking heads
IPE asks pension consultants and fiduciary managers for their thoughts on regulation of investment advice for institutions
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Features
Private equity fund performance: Cash today or growth tomorrow?
Pierre Garnier assesses if and when an investor should seek to sell a private equity fund interest
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Features
OECD research: A focus on long-term opportunities
The OECD’s recent survey of large pension funds shows that despite increased interest in alternative investments, there has been less traction in areas like direct infrastructure.
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Features
UK annuity liberalisation: Challenge or opportunity?
Tiziana Perrella assesses the impact of annuity liberalisation on UK DB pension funds
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Country Report
Hedging bets: Dutch pension funds re-think hedge fund allocation
PFZW’s liquidation of its hedge fund portfolio has been seen as a sign Dutch pension funds are cutting ties with the industry. But it’s more complex than that, according to Carlo Svaluto Moreolo.
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Features
Frontier Markets: Surprisingly mature
While frontier markets are now the same size as emerging markets in 1995, in other respects they look like emerging markets circa 2005. Asha Mehta warns investors not to miss out on further turbo-charged convergence
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Special ReportFocus Group: Pension funds get smart
The days of smart beta being all talk and no action in the pensions world are long gone
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Asset Class Reports
European equities: Recovery or retrenchment?
Martin Steward finds European equity managers disagreeing on how to position for the business cycle
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Special Report
Room for smaller players in UK's 'oligopolistic' pension consulting market
Martin Steward finds that the age of true dominance of the UK’s ‘big three’ consultants may have passed, creating opportunity for smaller providers
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Features
Research - Pension Funds: The progression of smart risking
In this final article on a new survey, Pierre Cailleteau and Amin Rajan conclude that improved risk management is the most enduring legacy of the global financial crisis
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Features
Swiss Accounting Standards: Swimming against the tide
Some Swiss sponsors have ditched international standards in favour of local GAAP
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Country Report
PFPP survey: Dutch pension funds' high expectations
Dutch pension funds are more critical of their asset managers than their European peers, according to a major research programme. James Tew assesses the results.
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Features
ESG - Human Capital Management: Human, all too human
Non-financial risks generally centre on sustainability and governance. Now investors are looking closely at human capital management (HCM), according to Jonathan Williams
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Special ReportTactical asset allocation: When diversification is a better bet than timing
Practical difficulties of tactical asset allocation confirm the case for buying, holding and diversifying
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Country Report
Carrot and stick: Asset allocation under new FTK rules
New FTK rules require higher buffers but also allow funds to increase risk under certain conditions – Carlo Svaluto Moreolo writes about the dilemma of how to deploy capital in the current economic environment
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Interviews
Strategically speaking: Candriam
“It was difficult to find a name,” recalls Candriam CEO Naim Abou-Jaoudé, a year after Dexia Asset Management needed a rebrand for its acquisition by New York Life Investments. “All the good names are taken!”
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Special ReportInterview: James d'Ath, Indexx Markets
Indexx Markets’ James d’Ath talks about whether ‘smart alpha’ could strip out unwanted fund costs to deliver purified active management
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Country Report
FTK: Will the new rules change Dutch pension funds' attitude to risk?
Wichert Hoekert and Geert-Jan Troost discuss the recent FTK changes and how they may impact risk strategies in the Dutch pensions industry
