July-August 2011

Beach-shedsSmaller pension funds could learn a lot from larger plans when it comes to taking control of commercial property investments. Senior executives talk to Angele Spiteri Paris about the new rules of engagement.


SandcastleReal estate investment managers have had to adapt to the exacting requests pension fund clients have been asking of them. Angele Spiteri Paris reports


CakeEurope’s pension schemes must transform their asset allocations if they are to balance de-risking with members’ needs, but George Mitton finds that they will struggle to manage the shift on their own.


TreeThe financial crisis revealed flaws in pension fund benchmarks. But until these tools evolve more, trustees need to consider how to best use them and avoid being led astray, finds Nick Fitzpatrick.


Braking-freeLord Hutton’s proposed changes to the state pension system could have considerable implications for the public and private sectors’ schemes, writes Dominic Wallington of RBC Asset Management.


weather-iconsSocially responsible investment funds sell the idea that we can actively help create a sustainable future. Nick Fitzpatrick asks if investors can really make a difference - and if SRI makes a difference to investor’s portfolios.


Chess-piecesEvent-driven strategies are popular with investors looking for alternatives. But Anne-Gaelle Pouille of Paamco says that the state of the world means these funds are taking on more macro risk, and not all managers are equipped to have strong views.


SubmarineManual processes to calculate fee rebates are not only outdated but prone to error. Chris John of Bonaire looks at how a regulated and centralised system can assist all parties involved.


Simon-TortellThe regulatory emphasis on the oversight of the “manager” since the beginning of the financial crisis, and even before that, cannot be overstated.

Baby-adultFund managers Artemis and F&C talk about how to make the second phase of outsourcing work. Nicholas Pratt reports


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Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.