All Special Report articles – Page 53
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Consultants: Changing roles
IPE asked pension consultants across Europe and beyond how they are responding to changes in the wider pension sector. Here is a selection of their views
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IPE at 20: Time for retirement ‘SeLFIES’?
The potential global retirement crisis needs to be addressed by timely innovation. The longer governments wait, the higher the cost, argue Robert Merton and Arun Muralidhar
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IPE at 20: Change pension regulation and enhance economic growth
Low growth is a worldwide economic problem. Western economies, in particular, suffer from the effects of secular stagnation, balance-sheet recession and stringent budgetary rules prohibiting extra government spending, write Jean Frijns, Theo van der Klundert and Anton van Nunen
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IPE at 20: Mental models of the future
When IPE was founded in 1997, the mainstream investment approach was based on the Modern Portfolio Theory. The approach allowed users to apply statistical and mathematical protocols to construct portfolios, which was convenient
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Special ReportIPE at 20: Writing on the walls
Economists love cycles. But the only well-known economist also known as a good investor was John Maynard Keynes
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IPE at 20: The purpose of investment
The management industry must evolve to become primarily a stewardship provider or it may lose its social licence to operate
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IPE at 20: Time for a new implicit contract in alternative investments
An outstanding phenomenon of the past 20 years is the relentless rise of alternative investments, say Amin Rajan and Anthony Cowell
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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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IPE at 20: Insights from 100 conversations
While researching his book on the future of pension management, Keith Ambachtsheer spoke to some 100 pension funds from all around the world. He shares insights from those conversations
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Special ReportSpecial Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
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Mexico: Who dares may win
The uncertainty around Mexico’s future relationship with the US could create an opportunity for braver investors to get into the market
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Turkey: A case for cautious optimism
Turkey has many things going for it as a destination for investors, but first it has to change its image
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China prepares for a bumpy road
The feeling in China is that President Trump is someone they can do business with, despite his tough rhetoric on trade
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Is faith in past winners justified?
Oliver Kunkel and Hansruedi Scherer weigh up the risks involved in selecting asset managers based on historical investment performance
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Transaction Costs: Keep tabs on price of investing
Commissions are far from the only fees that investors and managers need to take account of when carrying out investment transactions
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Factors shaking the alpha world
Active management is under increasing scrutiny as investors become more savvy about how returns are generated. This is leading to a debate about alpha equity factors
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Sharing Alpha: A fair share of the rewards
Investors should discuss how they share alpha with asset managers. But it is easier said than done
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Special ReportSpecial Report Active Management: The active game
Asset management is attracting growing attention from new competition as well as regulators and politicians, finds Brendan Maton
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Manager Selection: Active management still valid
Jakob Møller Hommel and Casper Hammerich argue that actively managed funds should not be written off yet. The key is to choose and monitor active managers with care
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The trustee perspective: active manager still has a place
Alfred Slager argues that active management still has a place as an effective investment strategy but with new metrics, better data and innovation by managers
