All articles by Stephanie Schwartz-Driver
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Special Report
Latin America: The fat of the land
Fertile soil and good water supply – but lagging development – present a compelling opportunity for agriculture investors, finds Stephanie Schwartz-Driver
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Features
Buying distressed financials
Current market turbulence is creating opportunities for private equity financial services acquisitions. But if the upside potential is huge, so is the downside, says Stephanie Schwartz Driver
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Features
Location, location, location
Given widely varying market fundamentals, investors in outperforming US office must choose their city carefully. Stephanie Schwartz-Driver reports
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Special Report
Steering a careful path between DB and DC
In his new book Keith Ambachtsheer advocates a pensions revolution based on sustainability and transparency, as Stephanie Schwartz-Driver reports
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Features
Secondary cities, prime targets
To avoid the fierce competition for US real estate assets, foreign investors are looking outside the main cities. But these new opportunities present new risks, Stephanie Schwartz-Driver reports
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Features
Making sense of information
In a dramatically changed research landscape, BNY ConvergEx now offers a new service for both independent research firms and money managers. Stephanie Schwartz-Driver reports
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Features
Wealth from the woodlands
Timberland investments can offer high longer-term returns to institutional investors, mainly through specialised vehicles, says Stephanie Schwartz-Driver
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Special Report
UN leads from the front
Over the past year the United Nations has been working with financial institutions to establish a common ethical framework, as Stephanie Schwartz-Driver discovers
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Special Report
Investing for a cleaner planet
Stephanie Schwartz-Driver discovers how exchange traded funds offer socially responsible investment, developed by a number of US innovators
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Features
Over the hill?
US real estate is riding the crest of the wave now – the question is, how long will that crest last? This was the question being discussed at PREA’s annual conference in Washington DC in October. Stephanie Schwartz-Driver reports
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Features
Bridging the credibility gap
The divergence between asset managers and pension funds about the products funds need is symptomatic of a wider gulf. Stephanie Schwartz-Driver reports
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Features
US managers face new challenges
“Never in 39 years in the industry have I known what our clients need more clearly than I do now,” says John Casey, chairman of Connecticut-based Casey, Quirk and Associates (CQA). “But how you do it is the question. We’re seeing a lot more urgency – the answers are not ...
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Special Report
SRI now in the mainstream?
While European institutional investors have incorporated environmental, social, and governance (ESG) considerations into their investment decision-making methodologies, the big American investors, for the most part, are lagging behind. Will they catch up – and are they even interested? On the surface the figures are buoyant. In the Social Investment Forum’s ...
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Features
What do funds have to lose?
The number of securities class action suits in American courts has been growing consistently, a fact that those foreign companies listed on US exchanges are well aware of. According to the Stanford University Securities Class Action Clearinghouse, there were 327 securities class action lawsuits filed in 2001, an increase of ...
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Special Report
Missing the ESG sea-change
Fiduciary responsibility has been reinvented to include environmental, social and governance (ESG) considerations – this was the clear message to pension funds and their trustees, as well as the consultants and asset managers who work with them that emerged from the 2005 United Nations Environment Programme Finance Initiative (UNEP FI) ...
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Features
Benefiting from backlash
In the wake of the Securities and Exchange Commission (SEC) investigation of potential conflicts of interest in consulting firms, small independent consultants are finding themselves in vogue – and they are determined to hold on to their position in the long term by proving that they offer superior service. Since ...
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Features
Seeking new sources of return
The first of its kind, the New Sources of Return Survey for 2005 undertaken by asset manager JP Morgan Asset Management, questioned 125 representatives of 120 of the largest US pension plans. Both corporate and public plans were included, as well as a few non-profit, Taft-Hartley, and other plans. Differences ...
