All Investment articles – Page 120

  • News

    BT ups inflation-linked assets in continuing shift

    2014-01-08T00:00:00Z

    BT Pension Scheme has again boosted its inflation-linked assets, moving towards a targeted allocation of almost a third of its portfolio, while investment experts have cautioned schemes may be paying a premium for protection.

  • News

    Where scheme investors went for growth in 2013

    2013-12-19T00:00:00Z

    Year in review: Schemes took a number of different steps to work their growth assets harder during the past 12 months, with property being a particular area of interest for investors.

  • News

    Improved funding levels set off derisking triggers

    2013-12-13T00:00:00Z

    Four in 10 schemes hit derisking triggers in the year to September as funding levels recovered and institutional investors looked to take risk off the table.

  • News

    Investors on the hunt for asset performance

    2013-12-11T00:00:00Z

    2014 preview: Next year will provide defined benefit schemes more derisking opportunities, while defined contribution schemes may need to diversify further during their growth phase, investment experts have predicted.

  • Opinion

    Concerns of rate rises is putting schemes off LDI

    2013-12-09T00:00:00Z

    Schemes’ concerns that interest rates are going to rise is holding them back from derivatives-based LDI strategies, but this could be a mistake, argues Russell’s Sorca Kelly-Scholte, in the latest edition of Informed Comment.

  • News

    How schemes got value from fixed income in 2013

    2013-12-06T00:00:00Z

    This year saw many schemes rethinking fixed income portfolios to gain much needed return in a low-yielding environment. 

  • George Osborne (Bloomberg)
    News

    Autumn Statement 2013: How it affects your scheme

    2013-12-05T00:00:00Z

    Today’s Autumn Statement left schemes mulling state pension rises, a boost to exchange traded fund investment and an option to allow scheme members to top up their additional state pension.

  • Features

    Half of DC schemes opt for multi-asset defaults

    2013-12-05T00:00:00Z

    Data analysis: Almost half (49 per cent) of defined contribution schemes now employ a multi-asset or diversified growth fund in the default phase, reflecting a desire to manage investment volatility for scheme members.

  • News

    Pip founding member details first investment

    2013-12-05T00:00:00Z

    Strathclyde Pension Fund has approved £50m to be invested in the Pensions Infrastructure Platform and revealed the initiative is considering investments in solar energy.

  • Opinion

    Fireproofing your portfolio against market shifts

    2013-12-03T00:00:00Z

    BlackRock’s John Dewey sets out three approaches for schemes to protect themselves against dramatic market movements, in this week’s Technical View.

  • News

    Kent ups property to benefit from stronger yields

    2013-12-03T00:00:00Z

    Kent Pension Fund has decided to increase its exposure to property by almost 20 per cent to take advantage of attractive yields.

  • Opinion

    Learning overseas lessons on DC design

    2013-12-03T00:00:00Z

    In the latest edition of Informed Comment, State Street’s Nigel Aston looks overseas for clues on how employers and schemes offering defined contribution benefits can improve their provision.

  • Features

    Berkshire revisits absolute return to boost performance

    2013-11-29T00:00:00Z

    The Royal County of Berkshire Pension Fund is reevaluating the structure of its absolute return portfolio following the failure to achieve its benchmark target.

  • Features

    Encouraging trustees to embrace sustainability

    2013-11-28T00:00:00Z

    News analysis: Industry experts are coming up with inventive ways to help schemes allocate more of their assets towards sustainable and responsible investments, but pension funds are lagging behind.  

  • SPPA graph
    News

    Schemes take more holistic approach to risk management

    2013-11-27T00:00:00Z

    News analysis: More schemes are taking an integrated approach to investment, covenant and funding in their risk management planning, but there is still a disconnect between schemes’ investment strategy and valuation process, according to research.

  • Features

    The DC Debate – improving retirement income

    2013-11-26T00:00:00Z

    This quarter's debate sees experts discuss the gender gap, decumulation and illiquidity, as schemes strive to attain the best outcome for members close to retirement age.

  • News

    Manager fee restructure lowers costs for LGPS

    2013-11-22T00:00:00Z

    Hammersmith and Fulham along with Cardiff are among eight public sector schemes already benefiting from asset managers restructuring fees in response to the consolidation and costs debate.

  • News

    How Norfolk judges investment fee value

    2013-11-22T00:00:00Z

    Norfolk Pension Fund underwent third-party benchmarking of its investment management fees earlier this year to ensure value, but has warned against a focus purely on cost over quality.

  • News

    How to protect your scheme from liberation scams

    2013-11-22T00:00:00Z

    Trustees are being warned to prepare robust exit contracts to prevent members claiming future benefits if a pension transfer is deemed a scam.   

  • Opinion

    How to build your infrastructure mandate

    2013-11-18T00:00:00Z

    There are places to start for pension funds building their infrastructure portfolios, despite a lack of assets and potentially costly bidding processes, explains PIC’s Allen Twyning in this week’s Technical View.