Latest Special Reports – Page 82
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Transparency under the spotlight
The mandatory reporting regime of the UN Principles for Responsible Investment has caused controversy. But advocates say it will shine a light on ESG integration. Mark Nicholls reports
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ESG integration – no one size fits all
Nina Roehrbein surveys best practice among investment managers in ESG integration
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Securities Services: New rules, new threats, new opportunities
We leave the bad news for custodians until last in this month’s special report on securities services. Andrew Williams of Mercer Sentinel outlines the difference that a good transition-management process can make relative to a bad one. Then he questions which of those categories leaving it to your custodian falls ...
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Securities Services:Taking ‘solutions’ into custody
With regulators questioning the delegation and concentration of powers under fiduciary management and implemented consulting models, Iain Morse finds custodians sensing a business opportunity
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Securities Services: Global custodians go local
New regulation is changing the relationship between custodians and depositories – but will this tilt the market in favour of global or local institutions? Iain Morse investigates
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Securities Services: KAS Bank: ‘We call it custody 2.0’
Over recent years custody has changed drastically from simple safekeeping to high-tech data management, says Albert Röell, CEO of KAS Bank, and custodians sit, like spiders, at the center of a web of data trade and position data.
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Securities Services: The indefinite article
Article 47.3 of the technical standards of EMIR is about to pose challenging questions for Europe’s custody banks. Cécile Sourbes finds out why
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Securities Services: Case study: BNY Mellon strikes out on a new path
There is one idea banks traditionally stick to: the quicker you adapt to new regulatory changes, the easier you are likely to cope with them. And if you can anticipate the changes, you might even take one step ahead of your competitors. That may have been the thinking behind BNY ...
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Securities Services: Defining custody’s contribution
As DC builds assets, trust-based structures come into their own and cost-saving aggregation opportunities abound. Iain Morse finds custodians well-positioned to put them into action
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Securities Services: Stuck in the shadows
Securities lending took a major hit in the 2008 crisis. For those funds that stayed the course, Cécile Sourbes finds new regulation promising more activity, but threatening to raise costs
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Securities Services: Transitional, but not trivial
Most investors now recognise the advantages of specialist transition management. But Andrew Williams warns against the easy route of deploying one’s custodian to the task
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Top 1000 Pension Funds: The thrifty thousands
Roger Urwin, global head of investment content at Towers Watson, noted earlier this year that the world’s leading investors are upping their internal resources and adopting the organisational characteristics of asset managers. Urwin’s focus was on what he calls the ‘Thrifty Fifty’ largest institutional asset pools. Our reference to ‘Thrifty Thousands’ on the cover of this year’s Top 1000 supplement owes a debt to Urwin’s coinage.
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Top 1000 Pension Funds: Improvement, not punishment?
Michel Barnier appeared to make a major concession when he announced a delay in the implementation of solvency requirements in the revised IORP Directive last May. But the result has arguably not been greater clarity. Cécile Sourbès outlines a number of scenarios for the future of the Directive
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Top 1000 Pension Funds: Information overload
The amendment to the law governing Austrian Pensionskassen needed to be amended before it was even implemented. Barbara Ottawa reports
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Top 1000 Pension Funds: Discouragement for early retirement
The government has held the official retirement age at 65, while introducing measures to progressively raise the minimum early retirement age, writes Nina Röhrbein
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Top 1000 Pension Funds: Tax reforms and Solvency II on the agenda
Some pension funds defy a 2% cap on dividend payments agreed in the government-industry pact while the regulator continues to update and tighten the rules, writes Rachel Fixsen
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Top 1000 Pension Funds: Final phase of reform aims to take account of all risks
Finland’s financial regulator wants risks faced by pension providers to be assessed using the same principles as in the rest of the financial industry, according to Rachel Fixsen
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Top 1000 Pension Funds: Pressure for deeper and more thorough reforms
The government is working on new measures to overcome the growing pension deficit, which is expected to swell to €20bn by 2020, writes Cécile Sourbes
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Top 1000 Pension Funds: Progress on pooling through AIFMD implementation
Jonathan Williams notes the advent of the Investment-KG pooling vehicle but few policies to support occupational pensions ahead of September’s federal election
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Top 1000 Pension Funds: Reform on the cards under new government
Pension fund members will no longer be able to draw assets from their accounts from 2014, but capital controls remain in place. Nina Röhrbein reports