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November, 2013
Activist investing in the current market
Mark ShawPortfolio ManagerPermal Group It is very clear from what you read in the media that the activist style of equity investing has returned to the fore and has become more established, better known, and is increasingly gaining recognition as a benefit for all shareholders. Mark Shaw of Permal explains more Shareholder engagement has progressed from ...
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November, 2013
Managing your alternative investments risk
Toby Goodworth, Head of risk, bfinance. Many traditional methods of measuring risk can fall short when applied to alternative investments. Toby Goodworth of bfinance outlines an approach which could help investors when assessing their portfolio risk Institutional investors’ focus on risk management has increased substantially since the beginning of ...
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November, 2013
Fair Deal Guidance on pension transfers a potential game changer
Consultants LCP have called the long-awaited, revised Fair Deal Guidance on pension transfer for public sector workers a significant game changer, as it will encourage companies to tender for public sector contracts without taking on defined benefit pension risks. Under the revised guidance from the Treasury, employees transferring out of many forms of ...
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November, 2013
Smart beta under the spotlight with Towers Watson
Towers Watson has published a research paper, “Understanding Smart Beta”, which looks at the use of smart beta to give exposure to a wide range of assets at low cost. Smart beta can provide a relatively simple, low-cost and systematic method of gaining exposure to asset classes which can be expensive, difficult to access or illiquid in nature. The ...
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November, 2013
Pension fund moves to secure liabilities
Rothesay Life, the provider of de-risking solutions to defined benefit (DB) pension schemes, has carried out a bulk annuity transaction with the Philips Pension Fund covering £484 million of liabilities. Under the transaction, the trustees of the Philips Pension Fund will hold an insurance policy covering liabilities for pensioners and their ...
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November, 2013
Navigating the changing investment landscape
Richard Batty, Fund Manager - Multi Asset, Invesco Perpetual. Invesco Perpetual Fund Manager Richard Batty explores some of the ways in which multi asset investing can exploit the rich seam of opportunities in today’s challenging financial markets We see the investment landscape as having changed significantly in recent years, which has important ...
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November, 2013
Government seeks advice beyond Whitehall on pension fund consolidation
Local government minister Brandon Lewis has called for financial markets experts to help find savings in the management of local government pension funds, as part of a drive to consolidate the 89 separate funds. Lewis said that the government will ask a bank, actuarial firm, think tank or other external institution, to give advice on the potential for ...
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November, 2013
Beyond borders and books
Stephen WayCFA, SVP & Portfolio ManagerAGF Investments Inc. EVA uncovers economic realities, not just accounting conventions. Stephen Way of AGF outlines how economic value-add can help identify investment opportunities The global economy has undergone a profound transformation in the wake of the 2008 financial crisis as weak economic growth continues ...
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November, 2013
Be the card counter, not the patsy
Steve Cain, Fund Manager, Alternative Investments, Henderson Global Investors. Aneet Chachra, Senior Analyst, Alternative Investments, Henderson Global Investors. Steve Cain and Aneet Chachra of Henderson examine how investors can find value through strategies that exploit liquidity risk premia Imagine you are at a party and are offered an ...
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November, 2013
Arbitration developments that could affect UK investment in the US
Thomas DubbsSenior PartnerLabaton Sucharow Mandatory arbitration is a subject of increasing controversy on both sides of the Atlantic. While provisions imposing mandatory arbitration are an effective device for corporations to avoid private litigation in civil courts, the practice also substantially diminishes shareholders’ ability to seek redress for ...
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