All Investment strategy articles – Page 4
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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.
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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.
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FeaturesComet 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.
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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.
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FeaturesRBS 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.
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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.
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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.
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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
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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.
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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.
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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.
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OpinionHow 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.
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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.
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OpinionEmerging 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?
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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.
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OpinionPrivate 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.
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OpinionAre diversified growth funds hitting the mark?
DGFs appear promising on paper but are they meeting investors’ expectations? Investec’s Atul Shinh explains how perceptions are changing.
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Opinion
What fixed income ETFs can bring to your portfolio
Low yields and unpredictable markets make life difficult for fixed income investors. BlackRock’s Brett Olson asks whether ETFs could provide some relief.
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Opinion
How to tackle risk in a diversified default strategy
Some defined contribution default investment strategies are stuck in the dark ages, says JPMorgan’s Simon Chinnery. It’s time for more dynamism.
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FeaturesGreenwich charts course to diversified alternatives
A radical change in investment strategy is underway at the Royal Borough of Greenwich Pension Fund, as it introduces new asset buckets for diversified alternatives and multi-asset strategies.