All Investment articles – Page 73
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OpinionSchemes should make space for global real estate
Historically, many pension funds have invested in domestic property, but there is a strong case for schemes to invest in global real estate, argues Aon’s Oliver Hamilton.
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OpinionESG should be default option for DC schemes
Environmental, social and governance investing is all about financial risk. DC schemes should therefore include it in any investment analysis, and be aware of how ESG factors behave differently between asset classes, writes Royal London Asset Management’s Ashley Hamilton Claxton.
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OpinionHow will the ageing population affect markets?
Of all the forces set to reshape the investment landscape over the coming decades, one stands above all others – the ageing of the world population.
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Opinion
DC Debate Q3: Updating asset allocations
In the second part of this quarter’s debate, our five DC professionals look beyond the traditional bond and equity portfolio to consider issues including diversified growth funds, alternatives and ESG.
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FeaturesLPFA looks to build on latest property allocation
The London Pensions Fund Authority will cut the ribbon next year on the Pontoon Dock, a residential property project incorporating 154 high quality privately rented homes and 82 affordable homes available for rental or shared ownership.
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Opinion
DC Debate Q3: Getting the right amount of risk in defaults
In the first instalment of this quarter's DC Debate, five experts dive into the appropriate amounts of risk and diversification for defined contribution members at various points in their savings journey.
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OpinionThe rise and rise of factor investing
Data Crunch: Factor investing has attracted a lot of attention from the UK pensions industry. Defined benefit schemes have seen factors as a way to diversify their growth assets and achieve greater control of risk, while defined contribution schemes are exploring default investment strategies that may offer better value for money to their members.
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OpinionWould your portfolio benefit from a hedge fund allocation?
Concerns over performance and value for money have put some institutional investors off hedge funds, but is this justified? Cardano’s Dev Jadeja discusses how trustees can evaluate whether the strategy is right for their scheme.
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FeaturesRhondda Cynon Taf approves plan for alternatives
The Rhondda Cynon Taf Pension Fund has agreed to wind down its lofty equity exposure in favour of new allocations to absolute return bonds and infrastructure.
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OpinionCrowd control: Avoiding the next quant crisis
Quantmare, quantquake, quantageddon. Whatever clunky portmanteau you choose, the resurgence of quantitative factor investing, particularly through cheaper generic implementations, has led some trustees to question whether these popular strategies risk becoming overcrowded in a repeat of the quant crisis of 2007.
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FeaturesAvon asset managers warned over poor performance
The Avon Pension Fund has raised the prospect of dropping some of its active managers after a significant period of underperformance.
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News
Lookers merges defined benefit schemes
UK motor resale company Lookers has amalgamated two of its defined benefit pension schemes, as experts highlight the improved efficiency and cost savings associated with mergers.
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OpinionMechanical bulls: the dangers of index capitalism
If the 1980s saw the world move into money manager capitalism, today’s markets are evidence of a new era of index capitalism, whose economic consequences could be severe, write Cardano’s Stefan Lundbergh and the University of Groningen’s Dirk Bezemer and Joeri Schasfoort.
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News
Mid-market direct lending approach 'too constraining', WTW says
Mid-market direct lending is “now demonstrating signs of material deterioration in credit underwriting and future return potential”, according to a report by consultancy Willis Towers Watson, which is instead recommending its clients invest in debt for US real estate and UK commercial real estate.
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OpinionDC investment design: How to ensure good member outcomes
Columbia Threadneedle’s Andrew Brown explains how trustees can help to ensure good outcomes for DC members by regularly reviewing the suitability of the default, ensuring adequate investment governance and establishing measurable performance objectives.
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News
DB transfers heading into costly drawdown products, research finds
Defined benefit members transferring out of their scheme to take advantage of freedom and choice may be wasting money on fees for flexibilities they are unlikely to use, according to a new report.
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OpinionDWP consultation will force trustees to take notice of ESG
Pension trustees walk something of a tightrope these days, having to balance maximum short-term returns with being mindful of long-term factors that might affect future performance.
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News
Select committee launches costs and transparency inquiry
The Work and Pensions Committee is to conduct an inquiry into transparency in the pensions industry, questioning whether individuals are able to understand the cost, performance and value for money of their pension products.
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News
Bank of England raises base rate to 0.75%
The Bank of England has raised its base interest rate to 0.75 per cent, its highest level since February 2009.
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NewsFTSE 100 steps up derisking drive as deficits shrink
Defined benefit schemes of FTSE 100 employers continue to derisk investment portfolios at a rapid rate, despite mismatching of assets and liabilities generating attractive returns over the last year.