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Publication: AiCIO

First reported 19 hours ago - Updated 18 hours ago - 3 reports

European Innovation Awards

From aiCIO Europe's June issue: aiCIO chose the Savoy Hotel in London for its pedigree as an innovator in its field. We invited our institutional investor guests for exactly the same reason. More than €1 trillion in institutional investment assets were ... [Published AiCIO - 18 hours ago]

Entities: Invention, CIO, British Coal, Bill Mahoney, Pension Protection Fund

First reported 18 hours ago - Updated 18 hours ago - 1 reports

Amsterdamned

From aiCIO Europe's June issue: The Netherlands, once renowned for its innovative investment strategies, is in danger of being castrated by regulatory pressures, terrified pension fund boards, and the smoothing regime. Charlie Thomas reports. Post-crisis ... [Published AiCIO - 18 hours ago]

Entities: Hedge Fund, Netherlands, Crisis, CIO

First reported 18 hours ago - Updated 18 hours ago - 1 reports

Bridgewater Associates

Tony Broccardo Keeps Things Ship Shape

From aiCIO Europe's June edition: With complex global investment structures and £24 billion in the pot, simplified governance -structures are the way to go. Having a 25-year career in asset management and a highly financially literate trustee board is ... [Published AiCIO - 18 hours ago]

Entities: Bill Mahoney, Bridgewater Associates, Allotment

First reported Jun 19 2013 - Updated 19 hours ago - 1 reports

New Litigation Fee Option for Pensions…

Damages Based Agreements provide new payment options for pension litigation. (June 19, 2013) -- Could a new way of paying litigation fees make it easier for UK pension funds to take errant fund managers to court?The question is being posed after the introduction ... [Published AiCIO - Jun 19 2013]

Entities: Litigation, Jason Shaw, Claimant, Bill Mahoney, Contingency Fee

First reported 19 hours ago - Updated 19 hours ago - 1 reports

Is this the End of Risk-Factor Investing? Or Only the Beginning?

From aiCIO Europe's June issue: Latin—the root of most common idioms on the European continent—and risk-factor investing have run an oddly similar course. Don’t believe it? Elizabeth Pfeuti invites you to read on. Latin was born in Europe a couple thousand ... [Published AiCIO - 19 hours ago]

Entities: Manuel Suarez, Bill Mahoney, Stichting Pensioenfonds Zorg en Welzijn, Bridgewater Associates, Credit Spread

First reported 19 hours ago - Updated 19 hours ago - 1 reports

Battle of the Fund Domiciles

From aiCIO Europe's June issue: Europe’s financial centres want your money—and they are pulling out all the stops to get it. As multinational companies are using every trick in the book to avoid paying tax, it is worth remembering that in some instances ... [Published AiCIO - 19 hours ago]

Entities: Luxemburg (Luxembourg), Taxes, United Kingdom

First reported Jun 19 2013 - Updated Jun 19 2013 - 1 reports

Moody's Corporation

…and Ideas on How to Avoid Litigation while De-Risking

Alternative investing and annuitization were major topics at Moody’s summit on corporate risk. (June 19, 2013) -- When shifting from a defined benefit (DB) plan to an annuity or a defined contribution (DC) plan, sponsors must make absolutely sure to follow ... [Published AiCIO - Jun 19 2013]

Entities: Litigation, Fiduciary, ERISA, Moody's Corporation, Bill Mahoney

First reported Jun 19 2013 - Updated Jun 19 2013 - 1 reports

Slow Recovery for Fund of Hedge Funds

The sector is falling back into fashion…but slowly. ... [Published AiCIO - Jun 19 2013]

Entities: Hedge Fund

First reported Jun 19 2013 - Updated Jun 19 2013 - 1 reports

The Inflation Hedge Myth

Thought you could hedge your inflation risk with equities, commodities, and infrastructure? Think again. ... [Published AiCIO - Jun 19 2013]

Entities: Inflation, Inflation Risk, Commodities

First reported Jun 19 2013 - Updated Jun 19 2013 - 1 reports

Irish Ministry Calls for Pension Overhaul

The Irish Pension Board aims to consolidate DBschemes, shift to DC plans, and inform trustees. ... [Published AiCIO - Jun 19 2013]

First reported Jun 18 2013 - Updated Jun 18 2013 - 1 reports

When is Volatility a Good Thing?

A new investment strategy from Finland raises questions about the status quo with portfolio design. (June 18, 2013) -- A new framework for portfolio optimization has been developed in which the direction of returns is used to determine asset allocation ... [Published AiCIO - Jun 18 2013]

Entities: Volatility, Bill Mahoney, University of Turku, Bridgewater Associates, Allotment

First reported Jun 18 2013 - Updated Jun 18 2013 - 1 reports

CIO Profile: Should Pensions Merge Custodial Searches?

Glenn Cossey, investment manager for the Norfolk Pension Fund, tells aiCIO that there is strength in numbers. (June 18, 2013) - There are 99 local authority pension funds in the UK and Glenn Cossey wants to speak to all of them. Collectively they manage ... [Published AiCIO - Jun 18 2013]

Entities: Custodian, CIO, Due Diligence, Bill Mahoney, Bridgewater Associates

Quotes

...Having a 25-year career in asset management and a highly financially literate trustee board is a good place to start… "I arrived five days before Lehman as the inaugural CIO of the Barclays UK Staff Pension Fund—my first role as an asset owner.$ The fund had no in-house investment structure, and it became clear we needed some. In 2005/2006 the trustees had diversified out of UK equities into overseas equities, commodities, hedge funds, and increased credit exposure. Numerous subcommittees had led to sequential diversification, which wasn't the most efficient approach."

Tony Broccardo Keeps Things Ship Shape [Published AiCIO - 18 hours ago]

Story continues... "He was cool in a crisis, steadfast in times of trouble, the first to pick up the bill, the last to leave the party.” —Charles Ruffel on Bill Mahoney (1957-2013), former equity partner and early fundraiser for Bridgewater Associates"

Amsterdamned [Published AiCIO - 18 hours ago]

...bonds, so they didn't really have a diversifier, such as equities," says Jose Manuel Suarez, a director and adviser to several Dutch pension funds. "Coming from the 1980s, when we had bond yields of 5% to 7%, it was easy to match liabilities and long-term interest rates, so when the need increased to get outperformance in the 1990s, the introduction of the diversified portfolio arrived and institutional pension funds came to a different view of investing."

Is this the End of Risk-Factor Investing? Or Only the Beginning? [Published AiCIO - 19 hours ago]

..."It is all about capturing new business," he says. "The UKUK government is ready to start a road-show outside its own borders to showcase what the ACS is about and how it can help investors."

Battle of the Fund Domiciles [Published AiCIO - 19 hours ago]

More Content

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Tony Broccardo Keeps Things Ship Shape [Published AiCIO - 18 hours ago]
Amsterdamned [Published AiCIO - 18 hours ago]
European Innovation Awards [Published AiCIO - 18 hours ago]
The Young Europeans [Published AiCIO - 18 hours ago]
Bienvenue, Välkomna, Tervetuloa... [Published AiCIO - 19 hours ago]
Is this the End of Risk-Factor Investing? Or On... [Published AiCIO - 19 hours ago]
Battle of the Fund Domiciles [Published AiCIO - 19 hours ago]
Slow Recovery for Fund of Hedge Funds [Published AiCIO - Jun 19 2013]
…and Ideas on How to Avoid Litigation while De-... [Published AiCIO - Jun 19 2013]
New Litigation Fee Option for Pensions… [Published AiCIO - Jun 19 2013]
The Inflation Hedge Myth [Published AiCIO - Jun 19 2013]
Irish Ministry Calls for Pension Overhaul [Published AiCIO - Jun 19 2013]
Chinese SWF Boosts Domestic Banks As Economy Slows [Published AiCIO - Jun 18 2013]
CIO Profile: Should Pensions Merge Custodial Se... [Published AiCIO - Jun 18 2013]
When is Volatility a Good Thing? [Published AiCIO - Jun 18 2013]
CalPERS Staff Urges Board to Adopt Risk-Factor ... [Published AiCIO - Jun 18 2013]
Californian Unfunded Liabilities: Double What W... [Published AiCIO - Jun 17 2013]
Chrysler De-Risks with DB Plan Freeze [Published AiCIO - Jun 17 2013]
BAE Brought in from the Cold by Norway’s KLP [Published AiCIO - Jun 17 2013]
Investors Demand Better from Managers over Crisis [Published AiCIO - Jun 17 2013]
Governments under Fire for Damaging Workplace P... [Published AiCIO - Jun 14 2013]
Insurers’ Investments Key to European Recovery,... [Published AiCIO - Jun 14 2013]
Annuitization May Bring ‘Financial Stability Ri... [Published AiCIO - Jun 14 2013]
Norway Retains Its Sovereign Wealth Crown [Published AiCIO - Jun 14 2013]
Hybrid DB/DC System the Way of the Future, says... [Published AiCIO - Jun 13 2013]
Mid-Size Endowments Miss Bond Bandwagon [Published AiCIO - Jun 13 2013]
How Do You Solve a Problem Like Uncertainty? [Published AiCIO - Jun 13 2013]
How Pensions Made Canada Great [Published AiCIO - Jun 13 2013]
The Cost of Diversification: Returns [Published AiCIO - Jun 13 2013]
Better Governance, Better Contracts [Published AiCIO - Jun 12 2013]