Latest from IPE Magazine – Page 280
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Asset Class Reports
Small & Mid-Cap Equities: The cycle turns
Dispersion among the top-performing European small-cap managers could split along ‘quality growth’ versus ‘quality value’, writes Martin Steward
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Features
Back to the future
Pension fund boards and their investment teams should form a new partnership to promote flexibility in strategy, argues Théodore Economou
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Features
Focus Group: Shareholder voting policy
Thirteen of the 18 investors polled for this month’s Focus Group have shareholder voting policies – and of those that do not, just one is working on such a policy.
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Features
How do you colour-code that?
At Wasserdicht Pensioenfonds, some of our trustees have started to scrutinise our internal investment organisation.
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Opinion Pieces
Are they taking my job?
Had anyone told me that McKinsey and the Canada Pension Plan Investment Board (CPPIB) would challenge the institutional investment system as I’ve been doing, I’d have laughed. But when tipping points are reached, paradigm change can happen fast. Coming hard on the heels of the Kay review and the UK fiduciary duty review, two insiders have acknowledged that institutional investor behaviour is harming business performance and society.
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Country Report
Ireland: A vision of the future?
Iain Morse finds out what makes the CWPS scheme so confident that its members cannot find an alternative offering the same benefits at a lower cost
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Special Report
Corporate Governance: Springing into action
It has been two years since the so-called Shareholder Spring, which saw a large number of investors voting against company proposals. Nina Röhrbein asks whether the movement maintained momentum, and how corporate governance has developed as a result
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Features
Trust me, I manage money
No-one doubts that trust, ethics and integrity are central to pension and investment management.
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Features
When China sneezes… 2014
The spectre of the volatility that struck emerging markets in 2013 hangs over many of the investment pages of this month’s IPE. And no wonder – it feels like last year provided confirmation, at last, that these markets are entering a new paradigm.
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Features
On the quiet
Activist investors are sometimes a colourful breed. One of them was the now infamous Florian Homm, who fell from grace in September 2007 in spectacular style.
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Features
Large schemes warming to local investment
Dutch pension funds’ assets of €1trn were the Holy Grail for politicians and companies to plug banks’ funding gap of €478bn last year. By taking over a substantial amount of mortgage loans, pension funds could free up banks’ lending capacity and kick-start the ailing housing market and local economy.
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Features
The journey to single EU financial legislation
The reform efforts of EU financial authorities are mostly focused on life insurance. But there are no grounds for the occupational pensions sector to rejoice – its turn will come later if regulatory plans come to pass.
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Features
Taking it one step at a time
The success or failure of Prof John Kay’s proposed investor forum hinges, unsurprisingly, on its ability to attract a critical mass of asset managers and owners to the table.
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Opinion Pieces
Opposing oil divestment
Divestment from oil companies to stop climate change will not work. But by being largely disinterested, the investment industry has given clients and NGOs nowhere else to go. So how should investors push back against divestment?
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Opinion Pieces
Not ready yet
‘Retirement readiness’ is the catch phrase of 2014 in the US pension industry.
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Opinion Pieces
Nitin Mehta, CFA Managing director, EMEA, CFA Institute
“Over recent decades, secular shifts in values have resulted in too much emphasis on profits and not enough on professionalism”
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Features
Talking about risk
The UK Financial Reporting Council wants business to get serious in its conversation with investors about business risk. Vijay Krishnaswamy and Jon Hatchett tell Stephen Bouvier what these changes mean
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Features
Real ambition
Nina Röhrbein asked Benny Buchardt Andersen, CIO at PenSam, about his fund’s aim to target future purchasing power and how it will achieve this
