All articles by Liam Kennedy – Page 12
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FeaturesNorway reduces oil risk
A hallmark of Norway’s sovereign wealth fund has been its transparency. But Norway has also felt the need to tread cautiously when it comes to the fund’s investment policy
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Asset Class ReportsDixon Boardman: Ingeniously simple or a fool’s errand?
Can you replicate hedge fund skill through research and public information? This is a question that Optima Fund Management has asked itself – and answered in an unexpected way
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InterviewsBNP Paribas Asset Management: Marching orders
Frédéric Janbon inherited a complex multi boutique structure in 2015 when he moved from his position as special adviser to the board of BNP Paribas to become chief executive of the asset management business
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Special ReportCredit: The next stage of the cycle
Pension funds have broadened and deepened their exposure to credit since the end of the financial crisis
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Special ReportETFs: The test is yet to come
With assets already surpassing the $4trn mark, ETFs are an undoubted success in the constellation of asset management products
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FeaturesCheer up, it might not happen
Investment committees have been pleasantly surprised by a fairly benign asset growth period from the Trump election onwards
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News
MiFID II update: Fund research costs a sign of alpha, says Amundi CEO
Also: SSGA, Columbia Threadneedle to absorb research costs; DC Thomson invests in research offering
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Features
No DC sugar rush
There is a strong risk that Germany’s pensions reform becomes neither a stunning success nor a stunning failure, but just adds to the complexity of German workplace pensions
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Interviews
Strategically speaking: Bain Capital Credit
Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors
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Special Report
Interview: Gabriella Kindert, NN Investment Partners
“The further away you go from your core zone, the more difficult it gets”
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Interviews
Pictet Asset Management: Fighting proliferation
Product proliferation is a temptation that has become baked into the business model for many asset management, even if it is rarely in the best interest of clients
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Special ReportTop 400 Asset Managers 2017: A new, improved business?
The cosy old world of asset management seems already seems like a different era. One day, CEOs will probably tell their grandchildren about the bygone days of fat margins, soft dollars and dubious intermediary arrangements
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Features
Transition problems
The travails of defined benefit pension schemes and insurers are well known as they seek to meet liabilities made in previous decades in today’s ultra-low-rate environment
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Special Report
Listed Equity: A public role
New indices and ETFs apply impact investment to liquid equities. But corporate reporting and investor focus are central, according to Liam Kennedy
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Features
German pensions: A new not-quite revolution
The current reforms risk repeating some of the mistakes of the Riester plan. Devolving responsibility to social partners for creating new sector schemes risks passing the buck
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Special ReportIPE at 20: Back to 1996 - four moments in pension investing
Fads and fashions ebb and flow, in the world of pension investment seemingly as much as any other. Balanced management is firmly out of favour. Fiduciary management is in. Yet both represent a different take on the outsourcing of investment
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Features
Victims or winners?
There is a live debate in the Netherlands with regard to the pensions (or lack of them) of the million-plus group of self-employed, or zzp’ers in Dutch
