Latest articles from Sorca Kelly-Scholte

How negative cash flow will shape DB investments

Sorca Kelly-Scholte

From the blog: If there is one thing UK defined benefit schemes are not paying enough attention to, it’s cash flow. As many funds face the prospect of payments to retirees exceeding contribution income that is creating significant implications for investment strategies.

 

Negative cash flow status can be particularly painful for underfunded schemes.

 

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How should DB funding be measured?

Sorca Kelly-Scholte

Schemes should make the discount rate a function of the investment strategy rather than vice versa, says JP Morgan Asset Management’s Sorca Kelly-Scholte.

Concerns of rate rises is putting schemes off LDI

Schemes' concerns that interest rates are going to rise is holding them back from derivatives-based LDI strategies, but this could be a mistake, argues Russell's Sorca Kelly-Scholte, in the latest edition of Informed Comment.