All Investment strategy articles – Page 6
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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News
Schemes drop gilts to diversify fixed income
UK pension funds were at the forefront of European institutional investors dumping government bonds for higher-yielding fixed income assets in the first three months of 2014, investment data have shown.
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News
Pension funds drive property surge as index linkage takes off
Schemes are looking towards property for further diversification, having expanded alternative property investments fivefold last year, as experts predict improved economic sentiment and a lack of development sites could stimulate rental growth.
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News
Waltham Forest invests in impact bonds for diversified returns
Waltham Forest Pension fund has invested in a £20.8m impact investment fund as it seeks to diversify its returns and support UK-based social capital projects.
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Features
Charges cap stifles investment sophistication, say experts
NAPF Investment Conference 2014: A cap on annual management charges could lead to some actively managed funds becoming unavailable to defined contribution schemes, industry figures have said, as they called for greater transparency and innovation in DC investment.
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Opinion
Do schemes understand multi-asset investment?
JLT’s Allan Lindsay, Buck Consultants’ Ciaráan Mulligan, Capital Cranfield’s Jonathan Reynolds and Invesco’s Georgina Taylor discuss schemes’ grasp of the strategy’s place in their portfolios, in part four of PW’s multi-asset investment roundtable.
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Opinion
Pension schemes take advantage of broader credit opportunities
Market volatility and unreliability have forced schemes to consider employing a multi-asset credit manager to ensure decent diversification.
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News
Teesside ups cash awaiting more profitable equity market
Teesside Pension Fund has increased its cash holdings by nearly a quarter after deciding to wait for more favourable conditions before investing further in equity markets.
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NewsCadbury shuffles fixed income to improve efficiency
Cadbury Pension Fund has increased its allocation to alternative credit in a restructure of its fixed income portfolio.
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Opinion
What a 1% cap could mean for AE value
In this week’s In Depth, Emma Powell analyses how a charges cap could affect managers and members of DC pension schemes.
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Opinion
Diversity of thought needed on trustee boards
To achieve optimal board diversification, distinct ways of thinking should be sought first and foremost, argues The Pensions Trust’s Sarah Smart in the latest Informed Comment.
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News
Hackney: equities better than bonds over long term
Equities are more attractive in the long term than bonds, according to the London Borough of Hackney Pension Fund, which is even modelling the impact of a 100 per cent equity allocation on the scheme’s investments.
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Opinion
CofE scheme ups overseas property to reduce UK bias
Property constitutes 7.5 per cent of the Church of England pension fund’s growth assets, but its faith in overseas markets in particular has led it to target a 10 per cent allocation.
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Features
Telereal dumps gilts for EMD in hunt for performance
Turbulence in the developed debt market has shown even the largest economies are no longer secure. George Coats finds a scheme with a radical approach to achieving outperformance.