All Investment strategy articles – Page 3
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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?
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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.
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Features
JLR 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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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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Opinion
How pension schemes allocate to EMD
The benefit of pursuing diversification and long-term risk-adjusted return opportunities is widely known.
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FeaturesNilgosc outvotes social infrastructure sceptics
The Northern Ireland Local Government Superannuation Committee has voted for social infrastructure as a suitable investment type, despite concerns among some committee members about political risk and the impact on public services.
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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.
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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.
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FeaturesLeics sees opportunity in bank loans investment
Leicestershire County Council Pension Fund has committed to a new capital release fund investment as part of its growing opportunity pool allocation, as banks look to free up capital.
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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.
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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.
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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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FeaturesS&N dives into infra and absolute return funds
The Scottish & Newcastle Pension Plan has agreed to introduce a new allocation to infrastructure debt while increasing its absolute return exposure, as schemes seek steady returns and diversification.
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News
DCIF: Mastertrusts must up their game on investment design
Mastertrusts must place greater importance on investment design to achieve the best possible outcomes for members, a new study suggests.