All Asset allocation articles – Page 8
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NewsPensions Trust leaps into lending gap with £125m private debt commitment
The Pensions Trust entered the private debt space with a commitment of £125m at the beginning of this year, as it looks to use the withdrawal of banks from the sector to generate growth.
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NewsM&S scheme in ample surplus as hedge pays off
The Marks and Spencer Pension Scheme has swung into surplus, thanks to a combination of outperformance of return-seeking assets and full hedging of interest rate risk, the company said last week.
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News
DB funding pressure rises but scheme closures plateau
Data Analysis: The aggregate funding level of UK defined benefit schemes has deteriorated again despite asset allocation trends moving towards lower-risk investments, but the number of schemes open to new members has stayed level.
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OpinionHow underpricing political risk could hit pension funds
Grexit and the Brexit are just two of the economic risks facing the UK's pension funds today, and their potential impact should not be discounted.
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Features
Long-term view clouded by uncertainty for LGPS
Long-term risk-reduction planning remains the priority for the Local Government Pension Scheme, but growing uncertainty about the future is making it difficult for member funds to carve out strategic objectives.
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Opinion
What fixed income ETFs can bring to your portfolio
Low yields and unpredictable markets make life difficult for fixed income investors. BlackRock’s Brett Olson asks whether ETFs could provide some relief.
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FeaturesGreenwich charts course to diversified alternatives
A radical change in investment strategy is underway at the Royal Borough of Greenwich Pension Fund, as it introduces new asset buckets for diversified alternatives and multi-asset strategies.
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OpinionA decade on: The evolution of the PPF
Talking Head: This year marks the 10th anniversary of the Pension Protection Fund and the evolution from a start-up with no invested assets and two external fund managers, to an organisation with 225,597 members, £22.6bn of assets and around 70 fund managers.
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Opinion
Scheme hunger for alts drives fragmentation and innovation
From the blog: Scheme maturity as well as changes to regulations and accounting rules have been the driving factors behind portfolio diversification over the past 50 years, boosting pension scheme appetite for alternatives and overseas investments.
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News
Environment Agency fund shares five-point ESG selection test
Environment Agency Pension Fund has detailed the five-point criteria it uses to assess managers for its responsible investments, as it awards £180m to a global sustainable equity mandate.
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Opinion
How will the DGF market develop over the coming year?
Roundtable: LCP's Andy Cheseldine, Legal & General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle, discuss what the next 12 months will hold for diversified growth funds, in the final part of this series.
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OpinionHow the pensions lifeboat is steering towards its 2030 funding target
An innovative liability-driven investment strategy is paying dividends for the Pension Protection Fund, says CIO Barry Kenneth.
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OpinionEditorial: Navigating risk and reward
The term ‘low-yield environment’, which once struck fear into the hearts of scheme trustees tackling deficits, has all but got its feet under the table. We are almost, but not quite, at home with the reality, like the in-laws who came for two weeks but ended up staying for six months.
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Opinion
Global equities survey – part two
In part two of our analysis of the global equities market, Gill Wadsworth considers how the wider trend, performance and current valuations are influencing UK schemes’ attraction to the asset class.
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Opinion
What we can learn from how £1bn-plus schemes control costs
The future for final salary pension provision looks bleak. So goes the rhetoric: benefit rules, EU legislation, the Pension Protection Fund levy and more, have been blamed for increasing costs and hammering that final nail in the defined benefit coffin.
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Opinion
Nest: How schemes can tackle home bias with global equities
Sticking close to home can sometimes be a perfectly sensible thing to do. But when it comes to equities, adopting automatic positions that place a large amount of scheme members’ portfolios in the UK exposes them to risks.
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News
Lloyds scheme turns to alt credit as it shrinks equity risk
Lloyds Bank’s larger defined benefit pension fund has ditched a proportion of its equity holdings in favour of credit and hedge fund strategies, as pension funds widen their search for diversified sources of return.
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Opinion
Are you letting silos dominate your investment portfolio?
Any other business: Traders in the City’s investment banks sit for hours executing fixed income or equity trades but will rarely cross the floor to speak to the desk of another asset class.
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News
Shipbuilding scheme sails towards 10% property allocation
The Shipbuilding Industries Pension Scheme plans to boost its property allocation to around a tenth of its overall portfolio in its hunt for diversification, capital preservation and income.
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News
How the slump in oil prices is hitting schemes
As oil prices fall below $50 (£33) a barrel, investment experts have urged pension schemes to seize the opportunity to hedge their liabilities against inflation and heed the impact on their commodity markets exposure.