All Investment strategy articles – Page 4
-
NewsDairy Crest churns up a new investment strategy
The Dairy Crest Pension Fund has derisked while restructuring its investment portfolio by moving away from UK investment grade credit and ‘going global’, as schemes continue to reassess the purpose of their credit exposures.
-
OpinionSeeing the wood for the trees: The ins and outs of investing in forestry
Analysis: Whether investing in the UK or overseas, forestry and timberland can be an attractive addition to a pension fund portfolio. So what should trustees be aware of before branching out into this asset class?
-
News
DB outlook 2017: Investment problems remain as deficits dip
Defined benefit deficits worsened during December to an aggregate IAS 19 deficit of £434bn, as experts added sustained low interest rates and cash flow problems to their concerns for pension funds over the course of 2017.
-
Features
Brexit, pooling and transparency: Top investment stories from 2016
Year in review: Investment fees and the impact of Brexit on schemes’ portfolios stood out among the most salient subjects for pension schemes in 2016, while the ongoing low-yield environment prompted funds to seek higher returns and cut back on costs.
-
Features
What factors should schemes consider within smart beta?
Are there too many factors in the smart beta industry, and which ones present attractive opportunities? AQR’s Scott Richardson, Capital Cranfield’s Jonathan Reynolds, RPMI Railpen’s Steve Artingstall, SpenceJohnson’s Robert Holford and Xerox HR Services’ Simon Hill discuss.
-
Opinion
When things get hairy: Don’t overreact to President Trump
From the blog: Donald J Trump has been elected president of the US, sparking marked but short-lived market fluctuations and suggesting that you probably shouldn’t take investment advice from a pollster.
-
Features
Comet scheme enters alternatives space
In a bid to improve diversification and returns, the Comet Pension Scheme has added alternatives to its portfolio, as rising deficits and the current economic environment prompt many pension funds to hunt for yield.
-
NewsProperty buoys Kent's performance after allocation increase
Kent Pension Fund has made a 15.2 per cent return from its direct property portfolio, less than a year after boosting its overall property holdings to 13 per cent.
-
Features
RBS scheme diversifies with US life settlements
The RBS Pension Scheme has made a number of new investments as part of its long-term plan to diversify its portfolio.
-
NewsLGPS guidance opens doors for both investment and intervention
Local government pension schemes will enjoy greater flexibility with their investment arrangements, guidance on forthcoming regulation indicates, but concerns remain about the scope for government intervention.
-
FeaturesVodafone scheme diversifies with alternatives additions
Vodafone has made a foray into a number of new asset classes, including alternative beta, alternative credit and private market investments, for greater diversification.
-
News
Brexit creates opportunity but uncertainty remains, experts warn
Scheme trustees should look to capitalise on opportunities created by the United Kingdom’s vote to leave the European Union, but strategic change should wait until details emerge, experts have said
-
News
Strathclyde adds EMD as cash flow turns negative
Strathclyde Pension Fund has approved a range of investment changes, including up to £300m in emerging market debt and £30m in core UK infrastructure.
-
News
DB schemes’ negative cash flow matters, but is not a crisis
A survey by Hymans Robertson has found that 50 per cent of FTSE 350 defined benefit schemes are or soon will be cash flow negative, and that chief financial officers are more worried about forced disinvestment than trustees.
-
Features
Shell diversifies away from equities over market fears
The Shell Contributory Pension Fund has diversified its growth asset portfolio and reduced its equity holdings in response to concerns about the level of risk.
-
Opinion
How underpricing political risk could hit pension funds
As the UK considers future relations with Europe, MFS Investment Management’s Madeline Forrester explores what a possible exit means for UK pension funds.
-
News
Rebus reviews funding strategy in self-sufficiency drive
Rebus Pension Scheme is shooting for funding self-sufficiency with a review of its investment strategy aimed at boosting returns and diversification, but some commentators have raised questions over its loose definition.
-
Opinion
Emerging markets: Out of adversity comes opportunity
The emerging markets are staging a comeback after three weak years, as structural growth drivers remain compelling, says Columbia Threadneedle’s Irina Miklavchich. But which areas are ripest for investment?
-
News
Hackney seizes on EM value with £50m allocation
Hackney Pension Fund has taken advantage of recent market weakness and allocated roughly £50m each to emerging markets and multi-asset pooled funds in order to diversify its portfolio.
-
Opinion
Private market investing – what schemes need to know
Opportunities abound for trustees looking at the private debt markets, but investment is not straightforward. BlackRock’s Andrew Stephens equips schemes with the essential information.