REPORTS

Change is taking place all the time. The real question for everyone involved in finance is: what impact does change have on me, even if the change isn’t finance related?

Clear Path Analysis’ free reports examine the answers to these questions. Our contributors taken from the highest tiers of the pensions and fund management industry, provide their first hand views on how change has, and is likely to, affect their organisation and the steps they recommend taking to fellow peers.

Have a look at the topics that are likely to affect you from our list of reports below.

 

Quantitative Investment & TradingQUANTITATIVE INVESTMENT & TRADING

The online report where pension schemes, insurance funds, family offices and other asset owner groups come together with the algorithmic investment community to examine the relevance of quantitative investment & trading styles in todays market environment and how to gain the best from technology, data and trading platform solutions.

Auto-Enrolment for Pension Schemes COVERAUTO-ENROLMENT FOR PENSION SCHEMES

The online report where Pension Scheme Managers, HR Directors and Finance Directors discuss the key issues faced with auto-enrolment and the best ways to over-come the challenges of responsibility, flexibility and costs of implementation.

DATA & TECHNOLOGY MANAGEMENT FOR PENSION SCHEMES

The online report where pension managers, sponsors, trustees, government representatives and third parties address the key issues in managing data and the role of technology in light of upcoming regulatory requirements.

DC PENSION PLAN NORTH AMERICADC PENSION PLAN NORTH AMERICA

The online report where North American pension plan officers, treasurers and chief financial officers, investment consultants, fund and service providers come together to debate the evolution of the defined contribution/401(k) pension sector in the u.s. And canada along with the challenges facing corporate sponsors as new regulation and changing employee sentiment comes into effect.

DC Pension Design and Investment DISTRESSED DEBT INVESTING

The first report where pension scheme managers and trustees analyse alongside their distressed debt fund manager peers the opportunities emerging from the fall out of continuing Euro-zone economic troubles and forthcoming banking regulation for capital reserves on the distressed debt sector.

Environmental, Social and Governance InvestingENVIRONMENTAL, SOCIAL & GOVERNANCE INVESTING

The online report where institutional investors explore environmental, social and governance issues surrounding their investment decisions and policies.

FUND & ASSET MANAGEMENT TECHNOLOGY

The online report where hedge fund, private equity, traditional fund managers and those serving DC pension schemes address the role that technology can play in improving the management of specific functions of their business.

Fund FormationFUND FORMATION

The online report where fund managers, both established and emerging, examine the key steps to creating a succesful fund in the face of changing tax laws, market regulation and investor appetite.

FUND OUTSOURCING

The online report where a cross section of hedge fund, private equity, traditional and alternative fund managers share their insights on the challenges and opportunities in outsourcing key functions to a third party organisation.

Independent Investment Research and BrokerageINDEPENDENT INVESTMENT RESEARCH & BROKERAGE

The online report where institutional investors and independent research providers examine how developments in the independent research marketplace are changing the shape of investment research amongst both alternative and traditional fund managers and the fresh opportunities for investment performance as a result.

Inflation Hedging for Institutional InvestorsINFLATION HEDGING FOR INSTITUTIONAL INVESTORS

The online report where pension managers, trustees and corporate sponsors examine alongside their institutional investment peers how best to position asset allocation strategies for a high inflation scenario plus the asset mix that will best protect against growing inflationary pressures.

Inflation Hedging for Institutional Investors North AmericaINFLATION HEDGING FOR INSTITUTIONAL INVESTORS, NORTH AMERICA

The online report where U.S and Canadian pension managers, trustees and corporate sponsors examine alongside their institutional investment peers how best to position asset allocation strategies for a high inflation scenario plus the asset mix that will best protect against growing inflationary pressures.

INSURANCE LINKED SECURITIES FOR INSTITUTIONAL INVESTORSINSURANCE LINKED SECURITIES FOR INSTITUTIONAL INVESTORS

The first online report where Pension and Endowment Fund Managers, Asset Managers and Consultants come together to discuss the emerging opportunities in catastrophe and life insurance risk and how market changes will bring ILS instruments into the mainstream of investment vehicle choice.

Investing in Diversified Growth & Multi-Asset FundsINVESTING IN DIVERSIFIED GROWTH & MULTI-ASSET FUNDS

The second annual online report where pension sponsors and their scheme representatives analyse the issues faced in utilising diversified growth and multi-asset funds, including the challenges of transparency, benchmarking and identifying a fund manager’s skill base, experience and resources.

Investing in Emerging Market Currencies and DebtINVESTING IN EMERGING MARKET CURRENCIES & DEBT

The online report where pension schemes, sovereign wealth funds, asset managers and hedge funds address the key issues and concerns associated with investing in emerging market currencies and how to better understand their volatile nature.

Investing in Frontier MarketsINVESTING IN FRONTIER MARKETS

The online report where pension schemes, sovereign wealth funds, and private banks examine the thematic and practical issues surrounding frontier market investment and discuss the growing potential and opportunities therein.

Investing in High Yield BondsINVESTING IN HIGH YIELD BONDS

The online report where institutional investors come together with the high yield bond provider community to explore the opportunities for high yield bond investments, and the concerns over the future outlook of the market place.

Pension De-Risking: Investment Strategies, EuropePENSION DE-RISKING: INVESTMENT STRATEGIES, EUROPE

The online report where UK and European pension plan sponsors and plan managers come together with the fund management and service provider community to discuss challenges in reducing pension liabilities, picking appropriate investment approaches and managing risk from a defined benefit and defined contribution perspective.

Pension De-Risking Longevity Hedging and Buying Out 2012PENSION DE-RISKING: LONGEVITY HEDGING AND BUYING OUT 2012

The second annual report where European pension plan trustees, corporate sponsors, advisors, brokers, asset managers, regulators, and third party groups share their views on engaging in longevity hedging, the development of the sector and opportunities for insurance linked security investors.

Pension De-Risking Longevity Hedging and Buying Out 2012PENSION PLAN DE-RISKING: NORTH AMERICA

The first report whereby North American pension schemes and their company sponsors come together to discuss the value of de-risking and mitigating risk through investment plans, better management and an increased understanding of the exposures pension plans face.

Preparing Pension Members for AnnuitiesPREPARING PENSION MEMBERS FOR ANNUITIES

The second annual report where European pension plan trustees, corporate sponsors, advisors, brokers, asset managers, regulators, and third party groups share their views on engaging in longevity hedging, the development of the sector and opportunities for insurance linked security investors.

RE-DOMICILING &  CO-DOMICILING  FOR FUND MANAGERSRE-DOMICILING & CO-DOMICILING FOR FUND MANAGERS

The ‘Re-Domiciling and Co-Domiciling for Fund Managers’ report will examine how and why domiciliation funds can add value to a business and asses the key decisions that must be made prior and in the process of moving or co-locating a fund or its management company.

Retail Investment Product SelectionRETAIL INVESTMENT PRODUCT SELECTION

The online report where independent financial advisors (IFAs) and private wealth managers examine how developments in the retail investment sector are altering investors, advisors and product providers’ attitude and approach to the retail investment market place.

TECHNOLOGY FOR SOLVENCY II

The online report where independent financial advisors (IFAs) and private wealth managers examine how developments in the retail investment sector are altering investors, advisors and product providers’ attitude and approach to the retail investment market place.

 

 

REPORTS ARCHIVE