Latest articles from Jonathan Libre

Seven features that define DB pension schemes

Jonathan Libre (teaser)

Jonathan Libre, a principal in the Emea Insights team at Broadridge Financial Solutions, discusses seven key factors that define DB pension funds, and how they can provide a useful framework through which schemes can be examined. 

Greater platform use will open up alts to smaller schemes

Jonathan Libre (teaser)

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.

Large DC schemes are warming to target date funds

Jonathan Libre (teaser)

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, an increasing proportion of schemes are gravitating towards this structure, says Broadridge Financial Solutions' Jonathan Libre.

Have DGFs had their day?

Jonathan Libre (teaser)

Data crunch: Diversified growth funds continue to face several challenges, from performance problems to competition from new product types. But despite these obstacles, this is not the end of the road for DGFs, argues Broadridge's Jonathan Libre.

What is the most important feature of a good DC scheme?

Data crunch: There is no doubt that defined contribution pension schemes face a large number of challenges in their quest to deliver good member outcomes.

Fixed income's new world: Flexible, absolute return and the rest

Jonathan Libre (teaser)

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.

Risk management should not just focus on assets

Jonathan Libre (teaser)

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.

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 DC member engagement?

Data crunch: Consolidation will change shape of both DB and DC

Jonathan Libre (teaser)

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. Whether or not superfunds take off, consolidation will reshape the nation's pension schemes, says Broadridge's Jonathan Libre.

Have we entered a new investment fee paradigm?

Jonathan Libre (teaser)

Data Crunch: Broadridge's Johathan Libre takes a looks at the changes underway in the asset management fee environment