All Investment articles – Page 70

  • Opinion

    Could thematic investment help engage DC members?

    2019-03-01T00:00:00Z

    Data crunch: Thematic funds struck a chord with European investors last year, pulling in significant sums of money. To a large extent, their popularity can be attributed to the simple fact that they invest in accordance with themes that the general public understand and relate to. With this in mind, could thematic investment approaches improve defined contribution member engagement?

  • Features

    Data Crunch: Rush of pension capital into infrastructure continues

    2019-02-28T00:00:00Z

    Pension money is pouring into infrastructure. Portfolio analysis by Pensions Expert’s sister title Mandatewire reveals that the cash-generative asset is proving the perfect fit for mature defined benefit schemes, despite buyout looming for some trustees.

  • Features

    LGPS funds strive to make an impact with build to rent

    2019-02-22T00:00:00Z

    A minor revolution is taking place in town halls across the country. Local authority pension funds are changing tack, eschewing traditional equities for alternatives, and looking to make a difference with their allocations.

  • Features

    Alternative risk premium funds fail to deliver on promises in testing 2018

    2019-02-21T00:00:00Z

    Analysis: Pension schemes continue to pour assets into fast-growing alternative risk premium strategies, despite a torrid 2018 for returns and concerns over the diversification benefits delivered by the funds.

  • Getty Images
    News

    Norfolk Pension Fund wins legal case against US biotechnology company

    2019-02-19T00:00:00Z

    The Norfolk Pension Fund has won a court case against an American pharmaceutical company and the company’s CEO and board chairman, with a jury finding them liable for securities fraud.

  • News

    Only 8% of UK investors ready to comply with EU SRDII

    2019-02-13T00:00:00Z

    On the go: A tiny proportion of institutional investors across Europe are ready to comply with the EU Shareholder Rights Directive II coming into force this year.

  • News

    IGC reports are ‘vague’ and lacking information, says Labour MP

    2019-02-08T00:00:00Z

    The effectiveness of independent governance committees has come under the spotlight in the Work & Pensions Committee’s hearing on pension costs and transparency inquiry, with the bodies blasted for lacking information.

  • News

    Nest searches for a global corporate bond fund manager

    2019-02-07T00:00:00Z

    On the go: Master trust Nest inviting tenders from fund managers to run an actively managed global investment grade corporate bond fund.

  • News

    DWP consultation ramps up pressure on small schemes to consolidate

    2019-02-06T00:00:00Z

    The Department for Work and Pensions is ramping up the pressure on small schemes to consolidate and to consider long term illiquid investments.

  • Features

    UK schemes slash equities following long bull market

    2019-01-30T00:00:00Z

    The global financial crisis gave rise to a record-long bull run, but in recent years many DB pension funds have been preparing for the inevitable end to these highs by reducing their reliance on equities.

  • Bloomberg
    Features

    GSK launches new investment options for DC members

    2019-01-25T00:00:00Z

    Global healthcare company GlaxoSmithKline and the trustees of its pension plans have introduced two new defined contribution lifestyle options, responding to a change in member retirement saving behaviour following the introduction of pension freedoms in 2015.

  • Features

    Data crunch: Do better returns trump greater contributions?

    2019-01-25T00:00:00Z

    One of pensions’ great conundrums is the question of whether the size of contributions or investment performance has the greater impact on the size of the pension pot. 

  • Podcasts

    Podcast: ESG - Trustee investment duties explained

    2019-01-24T00:00:00Z

    Podcast: New regulations coming into force this year mean pension schemes will be required to publish more-detailed statements of investment principles. These will address financially material environmental, social and governance risks, such as climate change. In this episode, Stuart O’Brien, a partner at law firm Sackers, discusses recent ESG-related developments, the danger of conflating ethical matters with ESG considerations, and explains how schemes can respond to member and pressure group queries.

  • News

    Merseyside goes green with £400m multi-factor equity allocation

    2019-01-22T00:00:00Z

    Merseyside Pension Fund has committed £400m to a new climate-friendly multi-factor fund, developed in collaboration with FTSE Russell, as part of its strategy on managing environmental, governance and social risks.

  • Getty Images
    Opinion

    How to beat volatility in 2019

    2019-01-21T00:00:00Z

    With an eye purely on the numbers, it might be tough to pinpoint exactly what has led to the worst year for stock markets since the end of the global financial crisis.

  • Features

    Cummins scheme introduces sharia-compliant option

    2019-01-18T00:00:00Z

    The Cummins UK Pension Plan has launched a fund for defined contribution members wishing to invest their pension in compliance with sharia law, while experts call for better sharia pensions provision across the UK.

  • News

    Fees can cut returns by 25 per cent, finds ESMA

    2019-01-11T00:00:00Z

    On the go: The EU’s financial regulator has warned of the impact charges can have on savers’ returns, in a sign of further pressure on investment managers to control fees.

  • News

    PIC invests further £125m in University of Exeter

    2019-01-10T00:00:00Z

    On the go: Pension Insurance Corporation has completed an additional £125m investment with University Partnerships Programme, allowing UPP to design, build, fund and operate affordable accommodation for the University of Exeter.

  • Opinion

    Hedging Brexit: An unfortunate necessity for trustees

    2019-01-01T00:00:00Z

    Politicians have failed to give pension funds the certainty they need in their preparations for Brexit, and trustees must now attempt to insulate their portfolios against a number of threats, writes Kames Capital’s Stephen Jones

  • Peter Hobbs and Sam Gervaise-Jones
    Opinion

    How is UK schemes’ appetite for private market assets changing?

    2018-12-18T00:00:00Z

    While private market investments that deliver protection, yield and diversification should continue to be attractive to schemes in 2019, implementation choices will be key to ensuring that outcomes for investors live up to expectations, according to bfinance’s Peter Hobbs and Sam Gervaise-Jones.