All Broadridge articles
-
Opinion
Has the DGF had its day?
Broadridge’s Hal La Thangue asks whether the ability of low-correlation diversified growth funds to shine through crises can save them from a tarnished reputation.
-
OpinionPractising what you preach – ESG in DC
Data crunch: Broadridge’s Hal La Thangue examines the growing prominence of ESG in defined contribution, and reveals a concurrent increase in the wider principle of ‘doing good’ in pensions.
-
Opinion
Drawdown is climbing the DC agenda — but there’s no easy fix
Data crunch: Broadridge’s Hal La Thangue on that as-yet unsolved problem of decumulation products suitable for the coming generations of retirees
-
OpinionStructured finance – panacea or predicament?
The multi-faceted world of structured finance appeals to UK defined benefit schemes, as it provides security of income and attractive yields. However, pension funds still fear these investments due to its connection with the 2008 financial crisis, writes Broadridge’s Hal La Thangue.
-
OpinionThe biggest driver of change in DC
Data Crunch: Broadridge’s Jonathan Libre looks at recent changes in legislation in the defined contribution space and how these schemes have adapted to a fast-evolving world of requirements.
-
OpinionPositive momentum behind responsible investment
Data Crunch: Broadridge’s Jonathan Libre looks at best practices from schemes’ implementing environmental, social and governance strategies and the challenges trustees face in this area.
-
OpinionLGPS: The differing approaches to investment pooling
The belated establishment of LGPS pools has revealed an inequality in resources across differently sized schemes, says Broadridge’s Jonathan Libre.
-
OpinionIs there a future for equities in DB?
Data Crunch: Corporate defined benefit schemes have been shifting allocations away from equities as a means of reducing funding volatility and focusing on assets that can deliver contractual cash flows.
-
NewsGreater platform use will open up alts to smaller schemes
Data crunch: Defined benefit trustees are in a bind on cash flows, with low or even negative yields persisting in traditional fixed income just as their schemes’ liabilities begin to mature and cash injections dry up. Asset managers are responding by offering new solutions to help access alternative, secure income-generating assets.
-
OpinionLarge DC schemes are warming to target date funds
Data crunch: Target date funds have seen widespread adoption in the US defined contribution market, but the UK has so far resisted change with schemes overwhelmingly using lifestyle approaches. However, data from our most recent DC Monitor survey indicates that an increasing proportion of schemes are gravitating towards target date.
-
OpinionFixed income’s new world: Flexible, absolute return and the rest
Data crunch: Broadridge Financial Solutions’ Jonathan Libre takes a look at the increasingly complex range of fixed income products on the market, warning schemes to disregard marketing and look under the hood at funds.
-
OpinionRisk management should not just focus on assets
Data Crunch: Performance numbers alone do not give an accurate picture of the health of a scheme, as the impact of the Brexit vote shows. Broadridge’s Jonathan Libre demonstrates the value of integrated risk management.
-
Opinion
Could thematic investment help engage DC members?
Data crunch: Thematic funds struck a chord with European investors last year, pulling in significant sums of money. To a large extent, their popularity can be attributed to the simple fact that they invest in accordance with themes that the general public understand and relate to. With this in mind, could thematic investment approaches improve defined contribution member engagement?
-
OpinionData crunch: Consolidation will change shape of both DB and DC
Unlike pension systems in the rest of Europe, where large-scale pension funds are common, the UK is characterised by a large number of small, single-employer pension schemes. Some argue the disparate nature of UK pensions has created inefficiencies that should be addressed through consolidation.
-
OpinionHave we entered a new investment fee paradigm?
Data Crunch: Recent investment fee-related headlines from across the globe have created shockwaves that are rippling through the asset management industry.
-
FeaturesBBC matches cash flows after strong 2017 returns
The BBC Pension Scheme has slashed its exposure to equity markets, in an attempt to lock in recent outperformance with liability-driven investment, private credit and alternative matching assets.
-
OpinionThe evolution of the outcome-oriented DB investment solution
Data Crunch: Broadridge’s Jonathan Libre takes a look at the evolution of defined benefit investment strategies to date, and outlines potential new trends as final salary plans mature.
-
OpinionThe rise and rise of factor investing
Data Crunch: Factor investing has attracted a lot of attention from the UK pensions industry. Defined benefit schemes have seen factors as a way to diversify their growth assets and achieve greater control of risk, while defined contribution schemes are exploring default investment strategies that may offer better value for money to their members.
-
OpinionData Crunch: DC property allocations set to catch DB
It seems logical that long-term savings should be invested in long-term assets, and property would seem a candidate for this type of investment.
-
OpinionData Crunch: Retail and institutional – two very different investment worlds
Institutional and retail investment are still worlds apart, explains Magnus Spence from research company Broadridge.