All IPE articles in October 2006 (Magazine) – Page 4
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Features
Conversion rates take a downhill path
The Swiss government’s attempt to lower conversion rates is likely to spark off increased controversy about pension returns. Peter Hunziker reports
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Features
Incremental steps for change
In Belgium, pension funds have traditionally taken an even-handed approach to the bond-equity split. And because they weighted their asset allocation neither heavily to debt nor to stocks, there were few changes to make when broader investment opinion came around to their way of thinking. Since the crash ...
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Features
Logistics: choose carefully
Exponential growth is forecast for Asia’s logistics sectors but investors must do their homework, says Margaret Ng
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Features
Bridging the social divide in Europe
Paritarian ideas are alive and well in Europe and could go some way to shaping its future identity, as Daniel Brooksbank discovers at AEIP’s tenth anniversary event
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Features
Boom or bubble?
Investor interest in the Spanish market is increasing fast as it continues to exhibit healthy growth. But investors must temper their bullishness with some caution as Gail Moss explains
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Features
Japan leads government bonds revival
Yield curve/duration ccording to OECD data, it seems that the G7 economies (US, Japan, Germany, UK, France, Italy and Canada) are in the midst of a slowdown, with the US ‘in the lead’ and the European economies joining the trend most recently. With inflation fears lessening, markets have taken significant ...
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Features
Bleak future for Taft-Hartley plans
Last May the FBI spent almost $250,000 (€197,000) digging for the remains of Teamsters leader Jimmy Hoffa, who disappeared in 1975 a few miles from Detroit, Michigan. Many members of the union that used to be led by Hoffa and is now managed by his son James would have preferred ...
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Features
Equities help deliver 'best year'
Pension funds post good returns against a background of sluggish reform. George Coats reports
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Features
Event driven strategies outperform in August
The month of August was characterised by rather strong performance of the stock markets, as indicated by above average returns of the S&P 500, while volatility remained at the same level as last month, still close to its historical lows. After the first positive return of the ongoing year posted ...
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Features
Arnott's RAFI models: 'dumb and smart'
Rob Arnott, RAFI’s designer, describes the basic model as “dumb”, meaning that it is a purely passive index. Research Affiliates and Informed Portfolio Management (IPM), the Stockholm based arm of First Quadrant, have since introduced a “smart ” or enhanced version of RAFI to show what a little judicious tweaking ...
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Features
A growing appetite
Contrary to the negative impression given by the German financial press private equity investment in Germany is becoming more popular, according to new research.Francesco di Valmarana and Joanna Jordan look at the numbers
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Features
Longevity dulls risk appetite
Growing liabilities and the regulatory regime means pension funds are focusing more on matching assets and liabilities. George Coats reports
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Features
Prospect of yet another reform
Despite several reform initiatives over the past decade, a hefty budget deficit means a further attempt is inevitable, George Coats reports
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Features
Amonis spreads diversification net
At Belgian professional medical sector fund Amonis, the equity-bond ratio is exactly level at the moment - quite a change from the ratio before 2000 which was far more heavily weighted towards stocks. “Before then we had about 62% in equities and 30% in bonds,” says chief financial officer Tom ...
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Features
The subtleties of the quest for alpha
The search for alpha, the current grail of active investment managers, has obscured the fact that alpha can be either positive or negative. Identifying and removing negative alpha can be as profitable for investors as finding positive alpha. In the current institutional investment climate, that is the strongest argument in ...
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Features
All-round changes impact investments
Graziano Lusenti reports on the legislative and other key changes that are taking place in the field of occupational pensions in Switzerland
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Features
Who has the lowest costs of all?
If we measure the long-term average annual investment management cost incurred by funds from different global regions, we find that European funds, at 19 bps, spend the least while Australian funds, at 44 bps, spend the most. However, before we conclude that European funds are the world’s lowest cost funds, ...
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Features
Currency predictions: do they add value?
In IPE’s March issue, Compendeon’s Erik van Dijk and Harry Geels investigated if the strategists of investment management firms included in IPE’s Investment Managers Expectations survey added value through their bond market predictions. In this article, the authors analyse the added value of forecasts by currency strategists using a similar approach. Once again, they come up with some very interesting conclusions
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Features
Aegon’s €40bn pooling project with Citigroup
Citigroup Global Transaction Services is to build an investment platform for Aegon The Netherlands that will enable the Dutch insurance and pensions company to pursue a range of asset strategies across multiple jurisdictions. Sikko van Katwijk, managing director at Citigroup, said the platform is designed to help investment managers change ...
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