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Institutional Investors

Roy C. Smith and Ingo Walter

in Governing the Modern Corporation: Capital Markets, Corporate Control, and Economic Performance

Published in print:
2006
Published Online:
September 2006
ISBN:
9780195171679
eISBN:
9780199783618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195171675.003.0006
Subject:
Economics and Finance, Microeconomics

This chapter explores the critical role of institutional investors as fiduciaries and in the governance of public companies. These institutions have more frequently encountered agency conflicts as ... More


Asset allocation

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0005
Subject:
Economics and Finance, Financial Economics

Institutional portfolios with long-term investment horizons, such as endowments, are best invested in assets capable of generating equity-like returns, including those with private equity and ... More


Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Shanta Acharya and Elroy Dimson

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.001.0001
Subject:
Economics and Finance, Financial Economics

There is a profound linkage between the quality of a university and its financial resources. The universities of Oxford and Cambridge rank among the world's finest educational institutions, and are ... More


Manager selection and monitoring

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0010
Subject:
Economics and Finance, Financial Economics

Manager selection is one area of investment activity where most institutions in Oxford and Cambridge sought guidance from a consultant. Several Oxbridge colleges reported asset manager changes over ... More


Institutional Asset Management: Mutual Funds and Pension Funds

Roy C. Smith, Ingo Walter, and Gayle Delong

in Global Banking

Published in print:
2012
Published Online:
May 2012
ISBN:
9780195335934
eISBN:
9780199932146
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195335934.003.0009
Subject:
Economics and Finance, Economic Systems

This chapter discusses six important points about the asset-management industry: The industry is likely to grow substantially in the years ahead. Despite the prospects for rapid growth, the structure ... More


Risk Budgeting for the Canadian Pension Plan Investment Board

Sterling Gunn and Tracy Livingstone

in Reorienting Retirement Risk Management

Published in print:
2010
Published Online:
September 2010
ISBN:
9780199592609
eISBN:
9780191594618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199592609.003.0012
Subject:
Business and Management, Pensions and Pension Management

This chapter recounts the experience of the Canada Pension Plan Investment Board in designing and implementing its Risk–Return–Accountability Framework and risk budgeting. The implementation of a ... More


The Investment Committee

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0002
Subject:
Economics and Finance, Financial Economics

Colleges in Oxford and Cambridge appoint an Investment Committee to oversee the management of endowment assets and related investments. The main tasks of this committee are determining strategic ... More


Performance measurement

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0012
Subject:
Economics and Finance, Financial Economics

An integral aspect of asset management is measuring the overall investment performance of the endowment portfolio. The efficient management of relationships between the sponsoring institution and ... More


Chapter Chapter Why Pension Fund Management Needs a Paradigm Shift

Keith Ambachtsheer

in Reinventing the Retirement Paradigm

Published in print:
2005
Published Online:
February 2006
ISBN:
9780199284603
eISBN:
9780191603013
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199284601.003.0011
Subject:
Economics and Finance, Financial Economics

This chapter addresses the following question: is this traditional lens a good one through which to see the pension fund management world in the future, and if not, why not? What would a better lens ... More


Institutional Asset Management and Insurance

Roy C. Smith and Ingo Walter

in Global Banking

Published in print:
2003
Published Online:
November 2003
ISBN:
9780195134360
eISBN:
9780199833009
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195134362.003.0010
Subject:
Economics and Finance, Financial Economics, International

The institutional asset management industry is likely to be one of the largest and most dynamic segments of the global financial services industry in the years ahead. Offers an analysis of the types ... More


Rebuilding Workers' Retirement Security: A Labor Perspective on Private Pension Reform

Damon Silvers

in Reorienting Retirement Risk Management

Published in print:
2010
Published Online:
September 2010
ISBN:
9780199592609
eISBN:
9780191594618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199592609.003.0008
Subject:
Business and Management, Pensions and Pension Management

This chapter surveys the issues facing policymakers and workers, considering how to rebuild a viable retirement security system, against the backdrop of declining defined benefit coverage and evident ... More


Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries

August Baker, Dennis E. Logue, and Jack S. Rader

Published in print:
2004
Published Online:
July 2005
ISBN:
9780195165906
eISBN:
9780199835508
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/019516590X.001.0001
Subject:
Economics and Finance, Financial Economics

This book discusses the different financial issues surrounding pension plans. It covers the different types of pension plans, fiduciary responsibilities, investment policy, performance monitoring, ... More


Introduction

Alan D. Morrison and William J. Wilhelm Jr.

in Investment Banking: Institutions, Politics, and Law

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199296576
eISBN:
9780191712036
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199296576.003.0001
Subject:
Economics and Finance, Financial Economics

This introductory chapter discusses the types of securities that firms issue, and describes the investment banks that support their issue. The major business lines of the modern investment bank are ... More


Socially responsible investment

Shanta Acharya and Elroy Dimson

in Endowment Asset Management: Investment Strategies in Oxford and Cambridge

Published in print:
2007
Published Online:
May 2007
ISBN:
9780199210916
eISBN:
9780191705816
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199210916.003.0011
Subject:
Economics and Finance, Financial Economics

Socially responsible investment (SRI) or ethical investment is a phrase which covers diverse approaches to investment strategy. An ethical investment policy or SRI may involve looking for companies ... More


The Economics and Management of World Fisheries

Trond Bjørndal and Gordon Munro

Published in print:
2012
Published Online:
January 2013
ISBN:
9780199576753
eISBN:
9780191745973
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199576753.001.0001
Subject:
Economics and Finance, Development, Growth, and Environmental, Financial Economics

Over the past several decades there has been increasing interest in, and concern about, the economics of the world's capture fishery resources. Massive amounts of resource rent are being lost because ... More


Private Banking

Roy C. Smith and Ingo Walter

in Global Banking

Published in print:
2003
Published Online:
November 2003
ISBN:
9780195134360
eISBN:
9780199833009
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195134362.003.0011
Subject:
Economics and Finance, Financial Economics, International

“Private banking” denotes the ranges of investment and financial management services provided to wealthy individuals. Examines the types of clientele who require such services, the spectrum of skills ... More


Wealth and Well‐Being

Partha Dasgupta

in Human Well-Being and the Natural Environment

Published in print:
2001
Published Online:
November 2003
ISBN:
9780199247882
eISBN:
9780191596100
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199247889.003.0012
Subject:
Economics and Finance, Development, Growth, and Environmental

Develops the concept of sustainable development and shows how it is related to the maintenance of social well‐being through time. It is shown that wealth, estimated in terms of accounting prices, ... More


Managing Costs

August Baker, Dennis E. Logue, and Jack S. Rader

in Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries

Published in print:
2004
Published Online:
July 2005
ISBN:
9780195165906
eISBN:
9780199835508
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/019516590X.003.0019
Subject:
Economics and Finance, Financial Economics

The effective management of a pension plan requires managing the costs of asset management. This means understanding and controlling investment costs such as the costs of trading, custody, and so ... More


Trading Strategies, Portfolio Monitoring, and Rebalancing

Riccardo Cesari and Massimiliano Marzo

in Portfolio Theory and Management

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199829699
eISBN:
9780199979790
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199829699.003.0017
Subject:
Economics and Finance, Financial Economics

Trading strategies translate goals and constraints of asset management into dynamic, intertemporal, and coherent portfolio decisions. Under special assumptions, myopic portfolio policies are shown to ... More


Defined Benefit Pension Schemes in the United Kingdom: Asset and Liability Management

Philippe-N. Marcaillou

Published in print:
2016
Published Online:
May 2016
ISBN:
9780198738794
eISBN:
9780191802003
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198738794.001.0001
Subject:
Economics and Finance, Financial Economics

The goal of asset–liability management (ALM) of a defined benefit pension scheme (DB) is to properly manage the risks related to variations occurring in its building blocks on both side of the ... More


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