All Investment articles – Page 73

  • Stefan Lundbergh
    Opinion

    Mechanical bulls: the dangers of index capitalism

    2018-08-13T00:00:00Z

    Markets are behaving oddly these days. The ‘term premium’, which reflects the compensation for investing in longer-term debt, is zero in the US and it is inverted globally.

  • News

    Mid-market direct lending approach 'too constraining', WTW says

    2018-08-13T00:00:00Z

    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.

  • Andrew Brown
    Opinion

    DC investment design: How to ensure good member outcomes

    2018-08-10T00:00:00Z

    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.

  • News

    DB transfers heading into costly drawdown products, research finds

    2018-08-08T00:00:00Z

    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.

  • Lydia Fearn
    Opinion

    DWP consultation will force trustees to take notice of ESG

    2018-08-06T00:00:00Z

    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.

  • News

    Select committee launches costs and transparency inquiry

    2018-08-03T00:00:00Z

    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.

  • News

    Bank of England raises base rate to 0.75%

    2018-08-02T00:00:00Z

    The Bank of England has raised its base interest rate to 0.75 per cent, its highest level since February 2009.

  • FTSE 100 (Getty)
    News

    FTSE 100 steps up derisking drive as deficits shrink

    2018-07-30T00:00:00Z

    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.

  • Mark Davies
    Opinion

    Why equity protection should never be too expensive for schemes

    2018-07-24T00:00:00Z

    From the blog: Equity protection is back in vogue, with falls in markets at the start of the year putting downside protection strategies front of mind.

  • News

    Pension SuperFund asset mix will borrow from PPF

    2018-07-12T00:00:00Z

    The chief executive officer of The Pension SuperFund has said the fledgling defined benefit scheme consolidator's asset allocation is likely to resemble that of the Pension Protection Fund.

  • News

    Luxfer Group offers IFA to deferred members

    2018-07-11T00:00:00Z

    Global materials technology company Luxfer Group has launched an exercise offering deferred members of its defined benefit scheme the opportunity to discuss their benefit options with an independent financial adviser.

  • Opinion

    How are target date funds innovating?

    2018-07-10T00:00:00Z

    Experts have always found it impossible to analyse one without making comparisons with the other. As with footballing greats Lionel Messi and Cristiano Ronaldo, no conversation about the target date fund has ever taken place without mentioning its competitor, the lifestyle fund.

  • David Davison
    Opinion

    LGPS shared services: Loss of control or efficiency booster?

    2018-07-10T00:00:00Z

    Consolidation is undoubtedly a buzzword in the pensions industry at the moment, as schemes look for ways to lower costs, increase efficiency and improve governance.

  • Jon Parker
    Opinion

    What have we learnt from the FCA's Retirement Outcomes Review?

    2018-07-09T00:00:00Z

    The pensions industry will look back on the publication of the Financial Conduct Authority’s final findings from its Retirement Outcomes Review as a watershed moment in the steady shift from defined benefit to defined contribution.

  • Features

    How can pension schemes support banks?

    2018-07-09T00:00:00Z

    Analysis: Around 30 banks have entered into bank capital relief transactions with institutional investors, according to consultancy Aon, with the size of the market estimated at about £20bn, and continuing to grow rapidly.

  • News

    Small schemes making most of accessible LDI solutions

    2018-07-09T00:00:00Z

    The total value of liabilities hedged by liability driven investment strategies increased to £965bn over 2017, as smaller schemes continued to take advantage of more accessible and affordable LDI solutions.

  • Features

    Barnet pension scheme votes to join the LAPFF

    2018-07-03T00:00:00Z

    The London Borough of Barnet Pension Fund has voted to join the Local Authority Pension Fund Forum, with the pension fund committee rejecting mayor of London Sadiq Khan’s manifesto push to bring London local authority pension schemes out of fossil fuel investment.

  • Opinion

    Sidecars suit self-employed

    2018-06-29T00:00:00Z

    Editorial: Self-employment is more common than ever, and the distinct lack of any concrete solution to get these people saving for retirement is becoming increasingly worrying.

  • Features

    Making ESG part and parcel of the DC investment process

    2018-06-27T00:00:00Z

    Earlier this year, the Environmental Audit Committee wrote to the UK’s largest 25 pension schemes to ask how they manage the risks climate change poses to retirement savings.

  • News

    Disclosure standard aims for strengthened trustee buy side

    2018-06-26T00:00:00Z

    Investment consultants could be required to disclose scheme data allowing clients to judge the quality of their advice under a new performance framework, which has already attracted positive early statements from two top 10 firms including 'big three' member Mercer.