All Special Report articles – Page 91
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Special Report
Risk Parity: I’m a (cautious) believer
The principles of risk parity may be sound, the CEO of AIMCo tells Joel Kranc, but the exuberance must be tempered by the current economic climate
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Special Report
Risk Parity: A better balance
Joel Kranc discusses the rationale for a gradual shift to the risk parity model with Bill Estabrook, executive director with Ohio Police & Fire Pension Fund
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Special Report
Risk Parity: Risk parity for a single asset class
Pure risk parity just about works in a multi-asset class context. For individual asset classes, Joseph Mariathasan finds that it needs to be constrained and adapted – but still offers a useful corrective to the biases of the cap-weighted portfolio
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Special Report
Pay proposals in the shareholder spring
Shareholders are beginning to flex their muscles by voting against inflated executive remuneration packages in listed companies, says Nina Röhrbein
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Special Report
DC in Europe: A slow but necessary transition
Rachel Fixsen assesses Denmark’s transition away from DC with guarantees to unit-linked schemes – a move accelerated by the EU’s Solvency II regime
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Special Report
DC in Europe: Waiting for reforms
Talks on reforming Italy’s pension fund legislation to allow schemes to invest in a greater choice of asset classes have been going on for years. Nina Rohrbein reports
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Special Report
DC in Europe: Transition market
The UK trend from defined benefit to defined contribution schemes is expected to intensify with the advent of auto-enrolment and to trigger innovation in investment options, finds Nina Rohrbein
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Special Report
DC in Europe: Lower conversion rate plans
The Swiss government is looking to lower the second-pillar pension system’s conversion rate to avoid the need for further adjustments in the near future, finds Nina Rohrbein
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Special Report
DC in Europe: Opening Pandora’s box
Cécile Sourbes considers how the European Commission plans to regulate defined contribution pensions
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Special Report
Smart Beta: New generation of choices
The ‘smart beta’ revolution is taking investors from one ‘passive’ solution – the cap-weighted index – to many. Rachel Fixsen looks at the questions this raises
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Special Report
Smart Beta: Re-balance of payments
Market-cap equity indices have come in for stiff criticism over recent years, but Martin Steward finds their shortcomings are nothing compared with the bond market. A new breed of indices attempts to address their worst failings
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Special ReportRisk Parity: The truly balanced portfolio
Martin Steward spoke with Ray Dalio of Bridgewater Associates, the pioneer of alpha/beta separation and risk parity, about strategic diversified beta portfolios
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Special Report
DC in Europe: Avoiding a sticking-plaster solution
It is not enough that DB schemes have failed for investors to switch to DC schemes – the latter have to succeed in their own right, argues Amin Rajan
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Special Report
DC in Europe: Australia at a crossroads
Australia has been the poster child of the DC world – yet some are now asking whether there is a better alternative, writes Michael Block
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Special Report
Top 400: Chief concerns
We asked 28 asset management CEOs, CIOs and other senior figures about institutional investment, regulation and corporate governance
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Special Report
Liability-Driven Investing: Enhancing returns while managing risk
Lynn Strongin Dodds surveys the active management techniques and diverse set of instruments that are now found in
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Special ReportLiability-Driven Investing: Best foot forward
As short rates collapsed and curves steepened over the past three years, pension funds have become more attuned to forward rates when deciding to de-risk or to take active risk with their LDI portfolios. Martin Steward finds out why
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Special Report
Moves in microfinance
Despite suffering some negative perceptions, the asset class is cleaning up its act and gaining new fans, says Nina Röhrbein
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Special Report
Liability-Driven Investing:Making the trend your friend
Do absolute- return bond strategies have a role to play in LDI? Martin Steward considers the possibilities
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Special Report
Boutique Asset Managers: In at the ground floor
Even if the performance benefits of early-stage managers might be contested,Lynn Strongin Dodds identifies further positives in the form of negotiated fees, revenue sharing and direct-ownership opportunities
