All Investment strategy articles – Page 5
-
Opinion
Scheme hunger for alts drives fragmentation and innovation
From the blog: Scheme maturity as well as changes to regulations and accounting rules have been the driving factors behind portfolio diversification over the past 50 years, boosting pension scheme appetite for alternatives and overseas investments.
-
News
Strathclyde pours over £130m into niche assets
Strathclyde Pension Fund has approved more than £130m of investment in alternative assets such as wind farms and trade finance, as it explores niche investments.
-
News
Pension schemes spill into DGFs to lower volatility
Pension funds now have almost five times more invested in diversified growth funds than in 2010, research has shown, but experts emphasise the importance of careful selection when allocating to funds.
-
Opinion
Making the case for hedge funds
Hedge funds offer the chance for extra return and can help pension funds diversify their portfolios, says Robert Howie.
-
Opinion
Nest: How schemes can tackle home bias with global equities
Nest’s CIO Mark Fawcett explains why investing beyond the UK matters to scheme portfolios, and how trustees could attack their global equity strategy to achieve diversification.
-
News
Schemes explore niche assets for uncorrelated income streams
Interest in shipping as an asset class is growing among UK pension schemes, say some investment experts, as schemes look to diversify into real assets and niche investments.
-
Opinion
How to build your multi-asset credit portfolio
Loomis’s Kevin Kearns details how portfolios can take advantage of a diverse range of credit cycles to minimise risk and generate outperformance.
-
Opinion
Eight ways to manage the volatility of your EM exposure
Emerging market equities have had a bumpy 18 months. Axa IM’s Yoram Lustig outlines an eight-point plan for schemes considering an allocation to the asset class.
-
Opinion
Nationwide, Strathclyde and British Coal among top five 2014 investment stories
Ditching hedge funds, the rise of responsible investment and the growing success of property mandates have all featured in a tricky year for UK pension fund investment.
-
Opinion
Is it possible to compare fiduciary managers on performance?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn discuss performance, reporting models and metrics, in the first of a four-part panel debate on fiduciary management.
-
Features
South Yorks ups property, EMD and high-yield in search for returns
South Yorkshire Pension Fund has increased its allocation to property and placed greater emphasis on emerging market and high-yield debt as it searches for greater balance between risk and returns.
-
Opinion
Are alternatives proving their worth in volatile markets?
Alternative investments have been the target of pension schemes seeking to minimise the risks associated with volatility through diversification. But how correlated are these assets?
-
News
Riding choppy markets: Are equities worth the associated risk?
Schemes are looking at ways to limit the impact of spikes in equity volatility as financial markets once again wreak havoc on investments.
-
Opinion
Taking a break from your investment worries
Talking head: Redington’s Rob Gardner looks at the current worries facing institutional investors, and how they can get past them.
-
Opinion
How can schemes judge DGF performance?
Kevin Frisby from LCP, JLT Investment Consulting’s Allan Lindsay, Axa IM’s Yoram Lustig, HR Trustees’ Giles Payne, Aon Hewitt’s Ryan Taylor and Bruce White of LGIM discuss how schemes can measure the performance of diversified growth funds, in the first of a four-part panel discussion.
-
News
PPF adds hybrid allocation, trims traditional assets
The Pension Protection Fund has revised its statement of investment principles, trimming its allocation to cash, bonds and equities as it seeks to capitalise on the illiquidity premia of so-called ‘hybrid’ assets.
-
News
Oxfordshire latest to ditch hedge funds on fee and transparency concerns
Oxfordshire County Council Pension Scheme is axing its allocation to hedge funds in favour of diversified growth funds and infrastructure, as it seeks lower fees and greater transparency in investments.
-
Opinion
Altmann: Exceptional measures needed as monetary policy tightens
Speaking to pension trustee boards, they are clearly grappling with the challenges of managing their investment strategy in today’s exceptional times.
-
News
Dorset ditches hedge funds for infra after strategic review
Dorset County Council Pension Fund has moved into infrastructure investment and increased its diversified growth fund allocation after a shift in its investment strategy intended to reduce risk without affecting returns.
-
Features
Islington to build on residential property bet in alts push
Islington Council’s pension fund plans to reduce its allocation to equities and diversify further into alternatives, in a stated desire to gain greater and more stable returns.