All articles by Liam Kennedy – Page 8
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Special ReportTop 1000 Pension Funds 2020: Europe’s €8trn pension pot
This year’s 7.25% increase in overall assets for IPE’s Top 1000 European Pension Funds 2020 sample to €8.3trn must inevitably be seen in light of 2019’s strong year for asset returns and 2020’s tumultuous COVID-19-related market crash. By comparison, the overall asset increase in 2019’s survey was 6.93%.
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Opinion PiecesDutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
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Asset Class Reports
Credit: PGGM - A partnership approach
PGGM has taken its credit-risk-sharing strategy a step further by forging a partnership with Sweden’s Alecta
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Opinion PiecesThe shape of capital to come
In the Netherlands, the Afsluitdijk is a 32km by 90m dyke and causeway running between the provinces of North Holland and Friesland
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InterviewsStrategically speaking: Dimensional Fund Advisors
“Implementing the great ideas in finance for clients” is the stated mantra of Dimensional Fund Advisors’ founder and executive chairman David Booth. But at times of market stress and volatility, such as this year and in March in particular, even the most sophisticated and long-term-focused investors can question the validity of great ideas.
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Special ReportTop 500: Ebb and flow of a rising tide
2019 saw a stark increase in global assets as measured in our annual survey of the world’s leading asset management groups
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Special ReportPhenix Capital: Measuring the market
A new report by Amsterdam-based Phenix Capital runs the rule over the growing marketplace for impact funds
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Special ReportImpact investing: Build back better
It is a common observation – supported by the likes of the World Bank and the United Nations – that incorporating resilience into communities after a natural disaster helps prepare them for future catastrophes. This is known in the jargon as ‘building back better’.
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Opinion PiecesGuard against mission creep
As the impact of the coronavirus continues to make itself felt, largely out of sight in hospitals and care homes, the parallel with today’s social, market and economic situation feels unusually apt
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NewsPhenix launches impact fund rating service
Amsterdam-based consultancy has already rated 40 managers’ funds prior to debut
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News
Sector biases skew low vol smart beta performance in downturn
US low volatility strategies fail to provide downside protection in 2020 crash
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NewsIPE Survey: Pension funds fend off COVID-19 effects
At least three participating funds reported a fall in value of up to 15%
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News
Obituary: Fritz Janda of Austria’s pension fund association
The death has been announced of the long-serving managing director of the Austrian Fachverband der Pensionskassen
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News
BlackRock bond CIO sees buying opportunities
Selective potential in high yield where collateral and covenants are better
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Opinion PiecesKnowns and unknowns
“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002
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Book ReviewBook review: Radical Uncertainty by John Kay and Mervyn King
Within the terms of their own analysis, the authors of Radical Uncertainty might be remembered for a prescience they could neither possess nor aspire to
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InterviewsUK auto enrolment: The architecture of a reform
The UK’s auto-enrolment policy has been successful. But this success has been no accident, as a new research project shows
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Opinion PiecesCoronavirus: Letter from Liam Kennedy, editorial director, IPE
Very few of our readers will not be affected in some way by the spread of coronavirus and COVID-19. For IPE and most of its editorial team based in the centre of London, the virus has curtailed travel and meetings. We have also taken the decision to postpone events, including ...
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Opinion PiecesDelivering sustainable long-term value
Some private equity investors claim the increased focus in private ownership imposes a new long-term perspective
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Opinion PiecesEasier to abolish than to reform
The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people.
