We use cookies to support features like login and allow trusted media partners to analyse aggregated site usage.
To dismiss this message and allow cookies to be used, please click "Continue".

Continue

Supplements

In Focus Archive

Twitter board

Follow us
  • RT @PensionsSion: Portfolio Prepared? Join us and @portfolio_inst on 4th July 2018 to hear presentations on latest investment trends, helpi…yesterday
  • RT @csgmoore: My latest feature for @portfolio_inst where I use the USS crisis to explain everything you wanted to know about valuing defin…yesterday
  • RT @JohnRalfe1: @csgmoore @portfolio_inst Very good piece #USSyesterday
  • RT @eVestment: How is interest in #realestate impacting the #UK pension business? @portfolio_inst has a look https://t.co/1w82Kz4o6Vyesterday
  • Karen Shackleton @MJHudsonCorp #SRI implementation as part of risk management is mainstream now @portfolio_inst #SRI Roundtableyesterday
  • John Olsen: "A key strength of the British asset management industry is now asset managers get together and work on… https://t.co/ADtXBGga0qyesterday
  • Discussing investment challenges at the @portfolio_inst #SRI Roundtable with @esmeefairbairn @AonHewitt… https://t.co/r1iYOrYeloyesterday
  • Lively debates at the @portfolio_inst #SRI Roundtable https://t.co/9j0ajME8Ztyesterday
  • John Olsen, fund manager: "Industry wide frameworks on #SRI can kill a lot of constructive dialogue" @MandGcareeers @mandgprofyesterday
  • Tim Manuel @AonHewitt: Challenge with passive #SRI investing - your outcomes could be completely different dependin… https://t.co/U1OjPYqd2syesterday
  • Wim van Hyfte: Short term benchmarking is a huge challenge to #SRI investing which should be more long-term oriented @candriamyesterday
  • Wim van Hyfte, global head of responsible investments and research @candriam : I'm not sure we need a universal def… https://t.co/qvYRbFglf3yesterday
  • Tim Manuel, UK head of responsible investment @AonHewitt: "The best way to progress the discussion on ESG is to foc… https://t.co/hCSwTi55Qqyesterday
  • James Brooke Turner, investment director, @NuffieldFound :"It is no longer acceptable to make money at any price"… https://t.co/vUKTy2ENcYyesterday
  • Beatrice Hollond, trustee at @esmeefairbairn Foundation says overall, pension funds should be responsible investor… https://t.co/4UZcRdjxF5yesterday
  • Our Responsible Investment round table is kicking off, featuring @esmeefairbairn @AonHewitt @MandGCareers… https://t.co/81pUdO6DBYyesterday
  • Beatrice Hollond: "When we started the #ESG focus was very much on smaller funds, we now implement it as part of ou… https://t.co/YyNm9OUoFsyesterday
  • Karen Shackleton @MJHudsonCorp "I can easily see pension funds applying ESG in all equity and bonds investments, th… https://t.co/Fiv4xmbrPKyesterday
  • Tim Manuel @AonHewitt "the benefit of divestment is that is very easy to implement, #ESG engagement requires a much more nuanced approach"yesterday
  • Beatrice Hollond @esmeefairbairn #ESG Engagement with boards can have a deeper impact over time "yesterday

In Focus

Transition Management 2015

Latest In Focus

Transition Management 2015

The nature of the beast

In this feature

  • What implications is the hunt for yield having on the type of transitions investors are undertaking and what special considerations do they need to make in view on the yield-driven environment where liquidity in bond markets is also massively constrained?
  • Currency volatility has seen a dramatic increase in recent times as central banks’ divergent policies continue to create turmoil in the market. What implications does this have for transitions and how can the risks be minimised?
  • To what extent are overlays becoming established practise in transition management? How do they work and what benefits to they bring to investors? What implications do they have in terms of counterparty risk and / or cost?
  • With many investors readying themselves for a move to liability matching strategies as yields hit certain trigger points, how can transition managers help to ensure their readiness once the time comes for a move and what do investors need to think about in advance of that happening?
  • What are the most commonly used methods of measuring the performance of a transition and a transition manager? To what extent does the industry need to see more standardisation in this regard and how much should a transition be measured based on the specific objectives of each client for each transition? How can performance be better demonstrated in post-trade reporting?
  • What impact has the greater regulatory focus had on the transition management industry? Has it driven up costs and who is paying for that?
  • The transition management industry continues to be in a state of flux as they face ever-increasing pressure on their margins. What does that mean for investors faced with selecting one or a panel of providers?
Transition Management 2015

John Minderides, head of Portfolio Solutions EMEA, State Street

Graham Dixon, transitions specialist, Inalytics

Emma Cusworth, contributing editor, portfolio institutional

Martin Mannion, head of trustee services, John Lewis Pension Fund

Roger Mattingly, director, PAN Trustees

Chris Adolph, head of transition management EMEA, Russell Investments

Max Lamb, head of transitions, Towers Watson

If you are interested to participate in one of our future roundtables please contact us for further details.

Sidra Sammi
International Relationship Manager
s.sammi(at)portfolio-verlag.com
T: +44 20 7596 2875

 

Friday View

Friday View

How investor action helps cut CO2 emissions