Latest articles from Sophia Imeson

Is there a risk of crowding in smart beta?

Is there a risk of factor‑based portfolios becoming crowded, with increasing popularity potentially leading to overpricing and lower future returns? Eric Shirbini from ERI Scentific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul Black from Capital Cranfield debate whether crowding really is an issue within smart beta.

HP sets up trustee company in simplification push


The Hewlett Packard Limited Retirement Benefits Plan has changed the structure of its trustee board to a trustee company, in a move to simplify processes while increasing scrutiny of trustee actions. 

BA judgment shows value of diligent minute-taking

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British Airways has lost a legal battle against the Airways Pension Scheme involving the trustees' decision to introduce a 0.2 per cent discretionary increase, as experts have stressed the importance of carefully documenting all decision-making processes.

S&N dives into infra and absolute return funds

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The Scottish & Newcastle Pension Plan has agreed to introduce a new allocation to infrastructure debt while increasing its absolute return exposure, as schemes seek steady returns and diversification.

Advice suitable but disclosure too complex, finds FCA

The Financial Conduct Authority has published the findings from its review into the suitability of pensions and investment advice, but while the results are reassuring, experts say more needs to be done to make advice less convoluted.

Manchester University upgrades investment strategy

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Trustees of the Manchester University Superannuation Scheme have adopted a new liability-driven investment strategy, while dropping a UK equity mandate in favour of global equities.

Blockchain and bitcoin: Trustees urged to adapt to change

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Many are still unfamiliar with the concept of bitcoin and blockchain, but experts say the pensions industry must engage with technology and accept change to adapt to an increasingly digital world.

What the DB green paper might (not) change

As the deadline for the consultation on defined benefit security and sustainability approaches, what are the industry's hopes – and fears – for the DB framework?

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