Latest Special Reports – Page 104
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Special Report
SMART portfolio management
Static portfolio management techniques fail because they cannot respond to changing economic conditions. Arun Muralidhar offers an alternative
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SWFs – case for ALM
Work needs to be done to develop optimal asset allocation and liability-management strategies for sovereign wealth funds, argues Lionel Martellini. The first step is to define each fund’s purpose and source of revenue
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Copenhagen – will it matter?
Conclusive climate change strategies probably won’t emerge in Copenhagen but investors must start planning for them as the clever money needs to think ahead, says Nina Röhrbein
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Surviving stagflation
As the dreaded ‘s’ word edges onto the periphery of economists’ radar screens, Martin Steward assesses the options for defending against it – and the risks those options present
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Refashioning beta
The emergence of alternative systematic equity indices raises profound questions about how we define ‘the market’, and how pension funds should benchmark and invest their core portfolios, writes Martin Steward
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Case for new forms of equity indices
Stockmarket index providers should design their indices to help investors construct efficient portfolios rather than just focusing on being representative of the overall market, argues Felix Goltz
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FoHFs – a good move for institutional investors?
As more and more investors begin allocating direct to hedge funds or using replication and index products, Stephen Oxley and Lisa Fridman offer a defence of the fund of funds
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Multi-strategy gains currency
Investors should adopt a broad and diversified approach when investing in currency markets, finds Lynn Strongin Dodds
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Tap into secondary market
Attractive opportunities are continuing to emerge in the secondary market for hedge funds as a result of recent liquidity challenges, writes John Anderson
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Special Report
ESG concerns for cash funds
SRI money market funds might be growing in popularity, but levels of screening and transparency can leave a lot to be desired, find Dominique Blanc and Caroline Estimé
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Evolution of global super deals
A new type of super-size mandate is emerging and the custody industry needs to respond to a new set of challenges, writes Iain Morse
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An emerging prospect
Pension funds investing in microfinance should take a patient and responsible approach to their investments, says Ivo Knoepfel
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Asia’s green fields of promise
Stimulus packages are helping spur green investments in Asian companies, which already have many advantages over their Western counterparts, including good access to capital and cheaper labour costs, finds Nina Röhrbein
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Special Report
Hedge cuttings
Hedge fund beta products and hedge fund indices potentially offer cheaper and more transparent access to the industry’s key strategies and exposures. Beverly Chandler assesses the options
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Special Report
Fundamental shift in ESG
Nina Röhrbein looks at how the ESG market in Switzerland is moving on from the ideological and political corner of SRI to the real performance of sustainability
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How do you integrate ESG in your portfolio?
Henrik Larsen CIO Sampension Denmark Danish common management company for three pension funds Invested assets: DKK125bn (€16.8bn) Participants/members: 289,000 Defined benefit Date established: 1945 Sampension’s environmental, social, governance (ESG) policy - which was implemented in 1999 - is a result of discussions within ...
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Special Report
Slow and steady
Martin Steward discusses how to win big from controlled risk with Majedie’s Tortoise fund
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Custodians seen in a changed light
Sponsors are increasingly seeking the help of custodians as they feel the pressure, along with trustees, to manage risk and achieve service quality, writes Iain Morse
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Special Report
ESG as a legal obligation?
The UN’s Fiduciary II aims to take ESG integration to the next stage, while a shift in US policy is pushing demographic concerns up the agenda. Nina Röhrbein reports
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Top gear?
Leveraged and inverse ETFs have been causing a regulatory fuss in the US. Martin Steward unpicks the issues, and asks if these products are of any relevance to pension fund investors
