Rebalancing a portfolio post the Euro

Article Abstract:

European companies are encouraged to study the possible effects of the Euro on the pension funds management and portfolio investments. These companies must realize that a common currency does not mean common investment opportunities for all European Monetary Union (EMU) member countries. The decision of the UK to join the EMU has prompted several British companies to restructure their investment portfolios. Other implications of the UK Euro membership and the liberalization of cross-border pension funds are discussed.

Economic policy, Monetary policy, European Monetary System

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Asset allocation strategies: derivatives - friend or foe?

Article Abstract:

Implementing asset allocation strategies by using derivatives involves certain risks. The technical risks entailed by non-speculative use of futures include roll-over, liquidity and basic risks. Futures markets are likewise prone to systemic risks, prompting a thorough understanding of the futures management program. A key to a successful operation and security of the program concerns the choice of a credit-worthy clearing broker.

Management, Usage, Derivatives (Financial instruments), Futures market, Futures markets

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GIPS: the technological challenges

Article Abstract:

The effect of the introduction of Global Investment Performance Standards (GIPS) in 2000 on the practice of fund managers is assessed, with focus on the technological requirements for recording portfolio performance.

Standards, International aspects, Practice, Investments, Investment advisers

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