All Investment strategy articles – Page 2
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OpinionValue for money: Is 60:40 really good enough for Generation DC?
Pensions regulators rightly stress the primacy of value for money and good governance in defined contribution pensions. But while the primacy of low cost endures, cheap investment solutions’ recent performance masks a real risk to outcomes, says AllianceBernstein’s David Hutchins.
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News
Alternative strategies could wipe out UK’s £190bn DB deficit
On the go: Alternative approaches to scheme funding and investments could eliminate the UK’s current £190bn defined benefit pension deficit, according to new analysis by PwC.
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News
Scottish Widows to divest £440m from ESG failures
On the go: Scottish Widows is to divest £440m from companies that failed to meets its environmental, social and governance standards.
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News
Eviction ‘holiday’ poses threat to schemes’ property investments
The government’s extension of a measure designed to provide relief to struggling tenants could adversely affect pension scheme property investments, especially where the scheme acts as a landlord, experts have warned.
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News
Scottish Widows looks to overcome long-term market challenges
Scottish Widows has announced plans to enhance its asset allocation strategy in response to lower projected returns and potentially long-lasting volatility as a result of the coronavirus crisis, following a strategic review conducted earlier this year.
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News
Fiduciary managers outperform during coronavirus crisis
Analysis: A year after emerging from the scrutiny of the Competition and Markets Authority, fiduciary managers are now embracing transparency to advertise outperformance of traditional advised defined benefit schemes.
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News
Regulator concerned by master trust investments weaknesses
Investment strategies pursued by some of the UK’s authorised master trusts are exposing pension scheme savers to unnecessary risks, according to the Pensions Regulator.
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News
Diversification helps Nest mitigate FTSE slump
On the go: Diversification in Nest’s default funds seems to be paying off, as the government-backed workplace pension scheme has seen a decrease of 17.6 per cent since the beginning of this year, while the FTSE 100 has fallen by 34.3 per cent.
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OpinionCollective defined contribution schemes: Smooth operators?
Barnett Waddingham’s Esther Hawley looks at the differences between collective defined contribution schemes and individual DC strategies, and how workplace pension funds can mirror the new concepts being developed to improve the UK’s retirement outcomes.
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News
Trustees should act now to guard against market collapse
On the go: Trustees and sponsors of defined benefit schemes should increase their asset allocations to alternatives and hedge funds in light of high valuations and stretched yields, Cambridge Associates urges in new research.
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NewsXerox MNT constituency opened up for all members
The Xerox Pension Scheme has broadened its employed member constituency for member-nominated trustees to include all members, due to the dwindling number of members who are employed by Xerox.
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OpinionAre DC default strategies diversified enough?
While recent history and the performance of simple balanced portfolios would suggest defined contribution defaults are overly diversified, we cannot assume the future will accurately mimic the past, says AllianceBernstein’s David Hutchins.
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OpinionInvesting in alternatives: Opportunities and obstacles
While there are plenty of opportunities for pension schemes when it comes to alternatives, there are also a number of obstacles to investing in these asset classes, explains Hymans Robertson’s Adam Porter.
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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.
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OpinionSchemes should make space for global real estate
Historically, many pension funds have invested in domestic property, but there is a strong case for schemes to invest in global real estate, argues Aon’s Oliver Hamilton.
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Opinion
DC Debate Q3: Getting the right amount of risk in defaults
In the first instalment of this quarter's DC Debate, five experts dive into the appropriate amounts of risk and diversification for defined contribution members at various points in their savings journey.
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OpinionWould your portfolio benefit from a hedge fund allocation?
Concerns over performance and value for money have put some institutional investors off hedge funds, but is this justified? Cardano’s Dev Jadeja discusses how trustees can evaluate whether the strategy is right for their scheme.
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OpinionCrowd control: Avoiding the next quant crisis
Old Mutual Global Investors’ Leif Cussen asks whether a quant crisis could reoccur in today’s smart beta products and what can be done to protect against it.
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OpinionDC investment design: How to ensure good member outcomes
Columbia Threadneedle’s Andrew Brown explains how trustees can help to ensure good outcomes for DC members by regularly reviewing the suitability of the default, ensuring adequate investment governance and establishing measurable performance objectives.
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Features
Liquid alternatives: How diversified is your DC default?
Analysis: Defined contribution default funds are facing the unenviable task of constructing diversified portfolios with limited budgets and a requirement for liquidity. Could liquid alternatives help?