All articles by Stephanie Schwartz-Driver – Page 2

  • Features

    CalPERS moves assets in house

    October 2005 (Magazine)

  • Features

    Turning to private markets

    April 2005 (Magazine)

    The expectation of continuing low returns over the next decade has left investors scrambling for new approaches to asset allocation, desiring to move beyond the horizons of modern portfolio theory and on to the postmodern universe. One stab at defining a postmodern portfolio theory is presented in a recent report ...

  • Features

    "Je ne regrette rien..."

    August 2004 (Magazine)

    The lure of greater freedom and flexibility is enticing successful fund managers to leave the security of traditional, large investment firms to try their luck in smaller, more nimble and adventurous hedge fund start-ups. Once out, they are finding that they relish the challenge and excitement. And many of those ...

  • Special Report

    On the spot

    April 2004 (Magazine)

  • Features

    Ironing out the creases

    February 2004 (Magazine)

    In their eagerness to court increasingly powerful consultants, investment management firms throughout Europe have created consultant relations positions. But the consultants themselves are still not convinced that they are getting what they need. Like client relationship managers, consultant relations executives are the first point of contact for consultants looking for ...

  • Features

    Judge before jumping in

    February 2003 (Magazine)

  • Features

    Why home teams are winners

    October 2002 (Magazine)

    As the trend towards outsourcing continues to gather pace, and both external managers and investment consultants intensify their marketing efforts, internal managers must be feeling a little beleaguered. But they are sure to find some reassurance in the WM Company’s latest analysis of internal investment management in the UK pensions ...

  • Features

    Indexing puts pressure on indices

    March 2002 (Magazine)

    Index tracking for fixed income portfolios is growing in Europe, as the bond markets continue to become more diverse and more sophisticated. The fixed income arena has followed the trend for indexing as a whole, benefiting from the same sorts of advantages – in particular in terms of cost savings, ...

  • Features

    Slow growing band of advisers

    March 2002 (Magazine)

  • Features

    Dipping a toe in the water

    November 2001 (Magazine)

    As hedge funds continue to win a measure of acceptance from pension funds and other institutional investors, they seem set to change the dynamics of the relationship between consultants and their pension fund clients. Across the board, consultants are finding that their larger, more active clients are expressing curiosity about ...

  • Features

    Role of funds checked by survey

    October 2001 (Magazine)

    A recent survey into institutional investment in property1 has found that the available benchmarks reflect the true market situation, despite a lack of clarity both in the questionnaires used to obtain data and the categories used to report the findings. The study, by DTZ Research on behalf of Royal & ...

  • Features

    Wake-up call to suppliers

    October 2001 (Magazine)

    Reluctance to outsource pension scheme administration has continued for the eighth year running, according to the Capita Hartshead Annual Pension Scheme Administration Survey. This is despite an overall trend in industry in favour of outsourcing non-core functions, and despite clear cost advantages. The survey results were based on a questionnaire ...

  • Features

    Using insurance to wrap stakeholder pensions

    September 2001 (Magazine)

    The recently launched stakeholder pensions in the UK look set to have a significant impact on the balance of power between asset managers and insurance companies. While the asset managers won substantial business with the growth of the defined contribution (DC) market, the different requirements demanded by stakeholder pensions are ...

  • Features

    Climbing on the bandwagon

    March 2001 (Magazine)