Kempen Capital Management
A post-war approach to inflation?
Supply will need to be rebuilt following the forced shutdown, potentially pushing up inflation and reasserting the need for adequate hedges, writes James Phillips
Brunel opens global small cap equities fund
Brunel Pension Partnership has launched a £300m multi-manager sub-fund focused on global small cap equities.
The waking market for sole trustees
Sole trustee appointments are featuring more often in tender proposals as schemes seek nimbleness and expertise. James Phillips looks at a Kempen white paper on the burgeoning market.
Flying felines: The uncertainty of today's markets
Sectoral diversification has shown its worth in this economic crisis, says Robert Scammell, but whether this is a ‘dead cat bounce’ is yet to be determined.
Five stories you may have missed this week
This week’s top stories included figures from Aon showing the actuarial valuations of at least a quarter of defined benefit schemes are likely to have been badly impact by Covid-19. Also, The Pensions Regulator issued further guidance for employers with...
Kempen expands UK fiduciary team with senior hires
Kempen Capital Management has appointed Andre Keijsers as managing director in its UK office as part of business expansion.
The key barriers to social impact investing
Social impact investing is growing in prominence, but schemes may be failing to truly understand what it entails. James Phillips looks at the key hurdles.
Is governance too difficult to assess?
Schemes are too focused on outcomes when assessing governance, when this may be a result of circumstance not skill. James Phillips looks at whether governance needs more of a framework.
How gender pay gap data is being used in investor engagement
Since April, firms with more than 250 employees have had to report gender pay gap data. James Phillips explores how asset managers and pension schemes are using this in their engagement
Why schemes are flocking to passive funds
Research finds passive funds are to increase in usage by 6% per annum at least until the end of the decade. James Phillips explores the reasons behind the increasing shift
Will 2018 be a turning point for markets?
After a year of stellar growth and stubbornly high valuations, asset bubbles may forming that could lead to market corrections. Stephanie Baxter looks at what 2018 has in store
How useful are ESG fund ratings?
ESG fund ratings are an oft-used tool for impact investing, but lack of standardised data means other analysis is necessary. James Phillips explores their usefulness
Kempen: Industry could be wasting time on implicit cost disclosure
Disclosure of investment costs can be achieved without necessarily finding out the true value of implicit costs, Kempen Capital Management argues.
Kempen hires head of investment strategy
Michel Iglesias del Sol has been named head of investment strategy and part of the management team in Kempen Capital Management's client solutions team.
Election result: Expect more sterling jitters and inflationary pressures
Political uncertainty following the shock election result will lead to more volatility in the pound which could feed inflation, according to investment experts.
Unilever's Mark Walker joins 300 Club
The 300 Club has welcomed Unilever's pension global chief investment officer (CIO) Mark Walker to its team of investment professionals.
Group launched to spotlight 'irrational and dangerous' investment behaviour
GLOBAL - Current investment theory and practice runs the risk of failing investors at their time of greatest need, a new group of investment managers warns.
Group launched to spotlight 'irrational and dangerous' investment behaviour
Current investment theory and practice runs the risk of failing investors at their time of greatest need, a new group of investment managers warns.
Week on the Web: What stories have you missed out on this week?
GLOBAL - Have you missed the biggest stories in pensions this week? Find out below, as we list the top 10 most popular stories on www.globalpensions.com over the past seven days.
Monday Movers
Aon Hewitt names co-CEOs, Schroders lures BlackRock portfolio manager, International Forum of Sovereign Wealth Funds, BNY Mellon, Barings, State Street, Fidelity, Kempen Capital, Old Mutual
Global Movers
Pyramis Global Advisors, Dalton Strategic Partnership, Harmonic Capital Partners, Kempen Capital Management, Mirabaud
