All Equities articles – Page 11
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FeaturesHaringey to swap passive equities for multi-factor strategy
The London Borough of Haringey Pension Fund has agreed to convert nearly half of its equity allocation from a passive fund into a multi-factor global strategy. It has also recently trimmed an overweight position in equities into its multi-asset absolute return and credit strategies.
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FeaturesKent stands by Neil Woodford despite massive underperformance
Despite concerns over the performance of its UK equities mandate with Woodford Investment Management, the Kent County Council Superannuation Fund has elected to retain its mandate with the embattled asset manager.
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News
DB deficits slip back up
The UK's aggregate defined benefit deficit increased over March to £115.6bn from £72.1bn on a section 179 basis, according to Pension Protection Fund estimates.
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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.
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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.
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News
UK assets up but savers still look to bricks and mortar
UK occupational pension assets grew 16.9 per cent over 2017 to cement Britain’s position as the second-largest market in the world, but concerning trends in saver attitudes suggest market returns may be masking fundamental problems.
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FeaturesSouth Yorks plumps for alts as equity concerns bite
The South Yorkshire Pension Fund is trimming its equity exposure and allocating to a range of alternatives, as part of a wide-ranging review that reaffirms the fund’s commitment to environmental, social and governance-based principles.
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Opinion
Market Outlook 2018: Storms in the distance?
For a bull run that has been thought of as the most hated in history, the years since the global financial crisis have been kind to pension scheme asset values.
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Features
Is it time to return to equities?
Analysis: Investors are the most overweight in equities relative to government bonds since August 2014. Might pension schemes share in this bullish outlook on equities?
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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.
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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.
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Features
Structured equity appeals but ‘not a no-risk strategy’
Analysis: For some time now, financial punters have prescribed passive investment as the low-cost panacea for investors bloodied by years of underwhelming active management.
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Features
Where should tomorrow’s schemes allocate their assets?
Pensions Expert 20th Anniversary: In 1997, globalisation and increased investor sophistication powered a bull market that was meant to stretch beyond the confines of a regular business cycle.
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News
Employers urged to review default offerings
Inconsistency in approaches taken to default defined contribution offerings among large contract-based providers could threaten member outcomes, according to a new report, as separate research confirmed the importance of investment returns later in the savings journey.
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FeaturesScapa sticks to risk management strategy with Pie
Adhesive tape manufacturer Scapa has carried out a pension increase exchange exercise, in its latest move to manage the cost and risk of its legacy defined benefit scheme.
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OpinionNow is not the time to get cold feet on equities
From the blog: What goes up must come down. Bull runs cannot last forever and after a prolonged period of strong equity returns – against the background of an economic recovery that has lasted eight years – investors are wondering whether the end of the business cycle is within sight.
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Features
Imperial Tobacco fund sharpens returns focus
The Imperial Tobacco Pension Fund has cut its exposure to shares and corporate bonds in favour of alternative asset classes, with a view to increasing the scheme’s sources of return and reducing reliance on equities.
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Opinion
DC Debate Q2 (part 1): Are equities best for defaults?
In the second DC Debate of 2017, seven defined contribution specialists discuss ESG in default funds, and what to say to members when markets fall.
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FeaturesManchester University upgrades investment strategy
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.
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Features
How has the smart beta sector evolved?
How has the smart beta market developed? Eric Shirbini from ERI Scientific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul Black from Capital Cranfield discuss the range of new opportunities and how the sector has changed.