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.


UrwinWaring1Pension funds that are neither big nor small would benefit from appointing an external, delegated CIO. Angele Spiteri Paris speaks to Andrew Waring of the Merchant Navy Officers Pension Fund which has recently appointed Roger Urwin to this role.

Funds Europe held a pensions roundtable discussion with three senior UK defined benefit figures recently as they themselves reached retirement. Their views about the state of occupational pensions and investment are their own. Chaired by 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SubmarineManual processes to calculate fee rebates are not only outdated but prone to error.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.


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