All Diversified growth funds articles – Page 2
-
Features
Are diversified growth funds the place to be?
Analysis: Experts remain divided over the value offered by diversified growth funds. While DGFs offer a source of return that comes with reduced risk and daily pricing, they have come in for criticism in recent years over a perceived lack of performance and value.
-
News
Now Pensions default struggles as industry lacks standardisation
Now Pensions has the worst performing default fund of any major defined contribution provider, according to a new report by product review company Defaqto.
-
News
Plymouth & South West Co-op introduces illiquids and cuts DGFs
The Plymouth & South West Co-operative Society pension fund is decreasing its diversified growth fund exposure and introducing a new allocation to illiquid credit.
-
Features
Barnet switches DGFs for property and private equity
The £1.1bn London Borough of Barnet Pension Fund has resolved to cut its 20 per cent allocation to diversified growth funds managed by Schroders and Newton Investment Management.
-
OpinionHow demand for multi-asset strategies is changing
Diversified growth funds have been a popular investment choice in the past years; Magnus Spence from market research company Spence Johnson looks at the challenges these products might encounter.
-
FeaturesJLR drives down costs with DC strategy refresh
UK automotive stalwart Jaguar Land Rover has embarked on a complete overhaul of its defined contribution offering in a bid to drive down costs and improve member outcomes.
-
OpinionWhat does value for money in a DC default look like?
There is a worrying lack of consensus in the DC default market around investment strategy and risk. Hymans Robertson’s Rona Train says outcome-focused trustees and independent governance committees will conclude that younger members can tolerate risk, while older members can pay for protection.
-
News
Could DGFs deliver a better DC experience?
Analysis: The perceived wisdom of defined contribution investment had always been one that places an emphasis on simplicity.
-
OpinionData crunch: Net flows highlight a European derisking trend
European investors are continuing to derisk, says Magnus Spence from research company Spence Johnson.
-
OpinionAre DGFs really diversified?
From the blog: Over the past five years, diversified growth funds have generally performed well. In fact, all three median DGF series compiled by Camradata met or exceeded their return targets from January 2012 through December 2016.
-
OpinionAre DGFs still proving popular?
With a variety of diversified growth fund styles on offer, five experts share their views on what trustees should look for in a manager, while discussing developments in how both defined benefit and defined contribution schemes are allocating to DGFs.
-
Opinion
How will the DGF market develop?
Will the diversified growth fund sector grow or shrink? And do illiquid assets have a role to play in DGFs? Shuntao Li from Barnett Waddingham, Percival Stanion from Pictet Asset Management, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield and Naomi L’Estrange from 2020 Trustees discuss how the market is likely to develop.
-
Opinion
What should trustees look for in a DGF manager?
What should schemes look for in a diversified growth fund manager? Shuntao Li from Barnett Waddingham, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield, Naomi L’Estrange from 2020 Trustees and Percival Stanion from Pictet Asset Management discuss how to go about selecting a DGF manager, and whether there is conflict between some consultants and the DGF model.
-
Opinion
How are DGFs being used in DC?
How are defined contribution schemes using diversified growth funds, and what roles do member engagement and cost constraints play? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Stanion from Pictet Asset Management discuss DGFs in DC and the issue of fees.
-
Opinion
How are DB schemes allocating to DGFs?
How are defined benefit pension schemes using diversified growth funds in their portfolios, and how can trustees choose between the various strategies on offer? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Station from Pictet Asset Management discuss how pension funds are approaching DGFs.
-
FeaturesPearson moves away from hedge funds into DGFs
The pension plan of publishing giant Pearson Group has scrapped its hedge fund exposure and invested in diversified growth funds, in a bid to control investment risk and costs as the scheme nears self-sufficiency.
-
Opinion
How to decide which DGFs are worth investing in
How do schemes choose the correct DGF or the right DGF manager? Adam Porter of Hymans Robertson takes us through the selection process.
-
Opinion
DC Debate Q2 (part 2): The limits of DC
In the second DC Debate of 2017, seven defined contribution specialists discuss why schemes will look for more delegation, whether member engagement can be counterproductive, and if auto-enrolment should be extended.
-
FeaturesVauxhall boosts LDI and DGFs in scheme overhaul
The Vauxhall pension plan has restructured its asset allocation by increasing exposure to liability-driven investments and diversified growth funds, as experts agree these are “sensible” steps to take.
-
NewsBromley tilts towards income as outflows bite
Faced with a projected cash outflow of nearly £5m in 2016-17, the London Borough of Bromley pension fund is trying to keep income up with a new investment strategy.