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Global Investor Magazine

Investment strategies

  • December

    Deutsche Bank looks for pension pool managers 14 December 2009

    Deutsche Bank will require third-party asset managers for its new Luxemburg pensions pool.

  • Morgan Stanley names asset management head 14 December 2009

    Morgan Stanley has appointed Greg Fleming to head its investment management division and global research operations.

  • Swiss Life launches $343 million property fund 09 December 2009

    Swiss Life Holding has set up a $343 million property vehicle real-estate investment fund.

  • Yale professors and trader launch investment firm 04 December 2009

    Yale University professors, Geert Rouwenhorst and Gary Gorton, have teamed up with the former head of commodities trading at UBS to set up a new firm.

  • Asia to lead global recovery 02 December 2009

    Next year is likely to be the year of global recovery thanks to a synchronised, sizable, and successful global stimulus policy, according to the latest edition of Standard Chartered Bank’s monthly Global Focus report.

  • Brookfield loses San Francisco CMBS mandate 01 December 2009

    San Francisco City and County Employees’ Retirement System has terminated Brookfield Investment Management as a high-yield commercial mortgage-backed security (CMBS) manager.

  • RBC appoints Ballard as director 01 December 2009

    RBC Capital Markets, the corporate and investment banking arm of Royal Bank of Canada, today announced that it has hired Simon Ballard as a director and senior credit strategist in London.

  • November

    Credit Suisse lists 16 ETFs on Xetra 30 November 2009

    Credit Suisse has launched 16 Xmtch ETFs on Deutsche Boerse’s Xetra platform

  • Gloomy outlook for Canadian pensions 23 November 2009

    RBC Dexia Investor Services said today that 89% of defined benefit plan sponsors believe that Canada’s pension system is either poorly positioned or average when it comes to Canada’s future pension prospects.

  • Russell Investments names Southern Asia CEO 20 November 2009

    Russell Investments has appointed Mahendran Nathan as CEO of its Southern Asia business.

  • Market comment: The axis of investment turns east 12 November 2009

    Michael Power, strategist at Investec Asset Management, explores the possibility that local currency emerging markets debt could be a profitable way to educate fixed income investors about tomorrow’s world of risk.

  • October

    Oklahoma teachers awards $400m private equity mandate 30 October 2009

    Oklahoma Teachers’ Retirement System has awarded a $400 million discretionary private equity mandate. It has appointed Franklin Park Associates to run the private equity account.

  • RBC Dexia wins Swedish custody mandate 30 October 2009

    Swedish firm, Keel Capital, has appointed RBC Dexia Investor Services.

  • Telstra super seeks property, alternatives pros 30 October 2009

    Australia’s Telstra Super is seeking a property portfolio manager and an alternatives professional for its investment team.

  • AMP wins asset super SRI mandate 29 October 2009

    Asset Super has hired AMP Capital Investors as the manager of it socially responsible investment (SRI) option.

  • Havering to award $100m mandates 29 October 2009

    London Borough of Havering Pension Fund is looking to award two mandates, worth $100 million in all. It is looking for a global passive equity manager to oversee $49-74 million.

  • HSBC rolls out Indian equity fund in Canada 29 October 2009

    HSBC Investment Funds (Canada) has set up its fourth emerging markets-focused mutual fund in Canada.

  • Stark managers to set up hedge fund 29 October 2009

    Two senior portfolio managers at Stark Investments in Asia are leaving the hedge fund to start their own firm.

  • State Street wins $400m mandate 29 October 2009

    Idaho-based Intermountain Equity Group (IEG) has appointed State Street, Reuters reports. State Street will provide fund administration services to IEG’s $400 million private equity fund.

  • Scottish Widows hires Aviva’s Roger Webb 28 October 2009

    Scottish Widows Investment Partnership (Swip) has hired Roger Webb as its investment director of corporate bonds.

  • Symphony wins $75 million Chicago fund mandate 28 October 2009

    Symphony Asset Management has won a $75 million bank loan mandate.

  • Feature: Nigeria, a BRIC in the making 26 October 2009

    As Nigeria approaches the 50th anniversary of its independence in October 2010, it rarely appears in the news headlines for anything other than for corruption, or violence. But these impressions only tell a small part of the story.

  • Standard Chartered starts new service 26 October 2009

    Standard Chartered has launched the Alternative Investment Fund Administration service for the Asia Pacific and Middle East markets

  • Lewisham to award commodities mandate 22 October 2009

    The London Borough of Lewisham is planning to hire a commodities manager.

  • Aussie Supers invest in Pengana fund 14 October 2009

    Three Melbourne-based superannuation funds have hired Pengana Global Bond Fund

  • FEATURE: improving derivatives processing 13 October 2009

    Derivatives are here to stay, but current economic conditions are frustrating asset mangers’ attempts to process them better. Hugo Cox investigates.

  • FEATURE: OTC derivatives survey 13 October 2009

    Risk management moves to the top of the agenda for managers using OTC derivatives

  • Ex-World Bank team launches EM fund 09 October 2009

    Alternative investment firm, Cartica Management, has set up the world’s first global emerging markets corporate governance fund

  • T Rowe launches global fixed income fund 08 October 2009

    T Rowe Price has established a global fixed income absolute return fund, Financial Times reports

  • September

    Brazilian pension funds may sell $39 billion debt 29 September 2009

    Brazilian pension funds may sell nearly $39.1 billion of government bonds.

  • Pictet to launch physical gold fund 25 September 2009

    Geneva-based Pictet & Cie is looking to start a physical gold backed fund on Oct. 1.

  • Standard Life wins Swedish bond mandate 25 September 2009

    Fund manager, Standard Life Investments, has won a $337.7 million European corporate bonds mandate.

  • Putnam revamps target-date funds 23 September 2009

    Putnam Investments is planning to launch a suite of target-date funds that merge absolute return strategies with traditional mutual funds

  • Tiburon targets $1bn for energy fund 22 September 2009

    Fund manager, Tiburon Partners, is planning to set up an energy fund, Hedge Funds Review reports

  • Veritas prepares $500m China fund 22 September 2009

    Veritas Asset Management is looking to float a $500 million long/short China fund

  • Denver launches money management unit 21 September 2009

    Denver Investments Advisors, a firm with $7.2 billion in assets under management, has launched a multi-strategy money management unit

  • Equity correlation fund set for launch 21 September 2009

    Chris Craig-Wood, previously head of equity-index trading at Deutsche Bank, is planning to launch the LFG Equity Correlation Fund

  • East Riding seeks £500m multi-asset manager 10 September 2009

    East Riding of Yorkshire Council Pension Fund, a UK local government pension scheme, is looking for an investment manager for its $827 million multi-asset portfolio

  • TWUSuper reduces allocation to BlackRock, BGI 10 September 2009

    TWUSuper, in Melbourne, is revamping its Australian equities portfolio

  • KPS Capital boosts fund 09 September 2009

    Special situations private equity firm, KPS Capital Partners, has added $800 million of capital to its KPS Special Situations Fund III

  • PIMCO unveils TIPS funds 09 September 2009

    PIMCO has launched mutual funds focused on investing in Treasury Inflation-Protected Securities

  • Invesco Trimark reshuffles fund managers 01 September 2009

    Invesco Trimark has appointed Dana Love as lead portfolio manager of the Trimark Select Growth Fund.

  • August

    Morgan Stanley to trade Dubai gold 25 August 2009

    Morgan Stanley has made an entry into the market for Dubai gold contracts, by receiving an "approved applicant" status to work at Dubai Gold Securities.

  • Morgan Stanley eyes sale of mutual fund unit 24 August 2009

    Morgan Stanley seeks to revamp its asset management business.

  • Turkey's Anadolu Hayat plans Sukuk vehicle 24 August 2009

    Turkish pension insurer, Anadolu Hayat Emeklilik, is planning to add a new interest-free investment vehicle, designed on the principles of 'sukuk'

  • Nomura to raise $528 million for two REITs 21 August 2009

    Two real estate investment trusts (REITs) managed by Nomura Real Estate Asset Management are expected to raise around $528 million.

  • UOB launches Middle East mutual funds 21 August 2009

    UOB Asset Management is introducing two new mutual funds, which will invest in Middle East bonds.

  • SEI adds Neuberger to fund sub-advisers 20 August 2009

    Asset manager, SEI Investments, has included Neuberger Berman Management to its sub-adviser group.

  • Hedge funds record 'spectacular recovery' 18 August 2009

    Hedge funds have returned to the levels of October last year according to research by Edhec, staging a remarkable recovery.

  • RBS nears asset management sale 18 August 2009

    Royal Bank of Scotland is nearing a deal to sell its asset management business.

  • Duo starts 'Green' investment firm in Hong Kong 17 August 2009

    Jeremy Higgs and Keith Olson have set up a new investment management firm, Environmental Investment Services Asia Limited (EISAL), in Hong Kong.

  • Malaysia launches commodity platform 17 August 2009

    Malaysia has launched the world's first end-to-end Shari'ah-compliant commodity trading platform.

  • ING sell-off to boost Julius Baer in Asia 17 August 2009

    Julius Baer is working on a bid for ING Groep's private banking units in Asia and Europe as part of a strategy to reduce its dependency on European clients.

  • Guggenheim Partners wins $4bn mandate 01 August 2009

    Security Benefit Life Insurance, from Austin, Texas, has selected Guggenheim Partners to manage $4 billion multi-asset portfolio, the biggest mandate of the month. Staffordshire County Council Pension Fund has hired Record Currency Management for a £500 million - £1 billion currency overlay mandate. No further details could be obtained.

  • July

    Thames River launches Africa fund 22 July 2009

    Thames River Capital has launched a multi-manager fund and hopes to achieve a target net return of 15+% per annum.

  • May

    Fund business grows in GCC 01 May 2009

    A report tracks the evolution of the asset management industry in Kuwait and Saudi Arabia

  • Islamic finance comes of age 01 May 2009

    With global financial markets in flux, Shari'a-compliant banking is an increasingly attractive option for Western investors and financial institutions

  • Making sense of market infrastructures 01 May 2009

    Which infrastructure is responsible for what? What are the market specific rules for post-trade activities? These may be simple questions, but in a fragmented world the answers remain complex. BNP Paribas Securities Services looks at why the answers are integral to maximising opportunities

  • Making a comeback 01 May 2009

    Convertible bonds as an asset class had one of the worst years in their history in 2008. Many of the losses were attributed to forced selling by highly leveraged hedge funds and the proprietary trading desks of investment banks. But these instruments are poised for a comeback. Joseph Mariathasan reports.

  • April

    UOB launches Middle East mutual funds 25 April 2009

    UOB Asset Management is introducing two new mutual funds, which will invest in Middle East bonds.

  • Government hires investment managers 07 April 2009

    Government Pension Investment Fund has hired Axa Rosenberg Investment Management, Gartmore Investment, BNY Mellon Asset Management, Fidelity Investments Japan, Principal Global Investors and Legg Mason Investments for its international active equity portfolio. The scheme will use MSCI Kokusai index as a benchmark.

  • March

    Credit Suisse Hedging Griffo sheds light on Brazil's hedge fund market 30 March 2009

    The Brazil based hedge fund manager, Credit Suisse Hedging-Griffo was instrumental in the launch of hedge funds in Brazil. Ian Hall speaks to the fund about its high profile joint venture with Credit Suisse, how the fund has preformed and its role in Brazil.

  • EquiLend, Pirum and Loanet are put to the test 30 March 2009

    In the second in the series of isf IT road test features, Ian Hall speaks to EquiLend, Pirum and Loanet about the post-trade and trading services they provide. Using actual user feedback, we ask the hard questions.

  • Hedge Fund Research's Kenneth Heinz crunches the numbers 30 March 2009

    Sifting through the financial media, you will be hard pressed to not find an article relating to hedge fund losses, redemptions and possible regulation. But to gauge true state of this industry, you must speak to the ones who track the funds. Ian Hall speaks to leading hedge fund industry data provider, Hedge Fund Research's President, Kenneth Heinz about his outlook for the hedge fund industry and what the numbers really say.

  • In the post 30 March 2009

  • Market analysis: Saudi Arabia 30 March 2009

    Removing mystery to realise returns

  • News in brief 30 March 2009

  • People in brief 30 March 2009

  • Investors look to dollar for safe haven 19 March 2009

    The dollar is likely to remain the main beneficiary of the crises affecting the euro and the yen, reclaiming its status as a safe haven currency, writes James Norris

  • FX Trading: The Trusted Counterparty Relationship 19 March 2009

    The Bank of New York Mellon, the global leader in securities servicing, with over $20 trillion of assets in custody, provides a variety of services related to global investment—fund accounting, transfer agency, and foreign exchange services. Also the leading provider of global corporate trust services and sponsored ADR programs, the bank maintains a large presence in the global payments business. As such, it plays a unique role in the financial markets


    Maryland State Retirement & Pension System has committed $1.5 billion, split between funds including Goldman Sachs Vintage Fund V and BlackRock Credit Investors II. Teachers Retirement System of the State of Illinois has hired Heitman to manage a $1.2 billion core real estate separate account, while it terminated Commonwealth Realty Advisors