InvestmentRSS

The jury is still out on robo-advice

Pensions & Life Trends & Data Conference 2017

The pensions industry must focus on technology and consumer engagement to keep up with changing demographics and work habits, but opinions are divided over whether robo-advice is the best solution. 

FCA market study: All-in fee might not be all-in cure

The consultation stage of the Financial Conduct Authority’s market review of the asset management industry closed last week, with experts welcoming the boost to transparency but remaining reticent over proposals for an all-in fee structure.

LPFA feels divestment pressure

The London Pensions Fund Authority is under pressure from London Mayor Sadiq Khan to divest entirely from fossil fuel holdings, but says it prefers working with companies and fund managers over divesting.

DCIF: Mastertrusts must up their game on investment design

Mastertrusts must place greater importance on investment design to achieve the best possible outcomes for members, a new study suggests.

Cancer Research scheme takes the plunge into LDI

cover graphic - Cancer Reserach (Teaser)

Trustees of Cancer Research UK’s defined benefit pension fund have put in place a new liability-driven investment allocation, minimising funding volatility following the EU referendum.

Managers improving stewardship disclosure, but ESG has a way to go

source: Getty Images

Quality of stewardship reports among asset management firms is steadily improving, according to the Financial Reporting Council, but some managers continue to dismiss environmental, social and governance issues.

Dairy Crest churns up a new investment strategy

Getty Images

The Dairy Crest Pension Fund has derisked while restructuring its investment portfolio by moving away from UK investment grade credit and ‘going global’, as schemes continue to reassess the purpose of their credit exposures.

Trustees overlook strategic objectives due to deficit distraction

Deficits distract the majority of trustees from focusing on the ultimate goal of paying members’ pensions, recent research has found, but some experts highlighted the role of covenant strength and scheme size in deciding where the priority should be.

Industry on right track with diversity initiatives, but further change is needed

Helena Morrissey (source: Bloomberg)

Any other business: The need for greater diversity across the pensions and asset management industry is evident, so what progress has been made so far to improve the situation?

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