All Investment articles – Page 74
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Features
UK schemes slash equities following long bull market
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.
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Features
Data crunch: Do better returns trump greater contributions?
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.
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FeaturesGSK launches new investment options for DC members
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.
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PodcastsPodcast: ESG - Trustee investment duties explained
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.
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News
Merseyside goes green with £400m multi-factor equity allocation
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.
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OpinionHow to beat volatility in 2019
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.
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Features
Cummins scheme introduces sharia-compliant option
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.
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News
Fees can cut returns by 25 per cent, finds ESMA
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.
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News
PIC invests further £125m in University of Exeter
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.
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Opinion
Hedging Brexit: An unfortunate necessity for trustees
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
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OpinionHow is UK schemes’ appetite for private market assets changing?
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.
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News
Trustees urged to hold investment advisers to account on ESG issues
On the go: Trustees should hold investment consultants to account on environmental, social and governance issues, the Association of Member Nominated Trustees and the UK Sustainable Investment and Finance Association have argued.
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News
FCA examines barriers to investing in patient capital
Experts have welcomed a recently published Financial Conduct Authority consultation, which seeks to address barriers the watchdog's rules may present to investment in patient capital, but concerns remain over the suitability of this type of investment for defined contribution schemes.
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News
CMA ups pressure on trustees and advisers to seek best deal
New requirements on trustees to shop around for fiduciary management and challenge their advisers will generate better value for members, experts have said in response to measures set out by the Competition and Markets Authority.
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News
CMA upholds competition judgment on consultants and fid mans
On the go: The Competition and Markets Authority has published its final report into investment consultancy and fiduciary management, maintaining its finding of an adverse effect on competition in both sectors.
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OpinionDC governance: How to ensure your scheme is on the right track
When it comes to ensuring good governance, few things are more important than the process applied to the default investment strategy, says AllianceBernstein’s David Hutchins.
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News
Tower Hamlets completes £700m equity protection strategy
On the go: The London Borough of Tower Hamlets Pension Fund has undertaken a £700m equity protection strategy with Schroders.
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OpinionTop tips for a successful approach to the bulk annuity market
From the blog: 2018 is set to be a record-breaking year in the bulk annuity risk transfer market.
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NewsM&B switches to drawdown and moves deferreds to master trust
The Mitchells & Butlers pension scheme has updated its defined contribution default strategy to target drawdown purchase, directing members to a master trust for retirement provision.
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OpinionSRD II: A blockbuster sequel
From the blog: It is often said that a sequel is never as good as the original. While that might be true for some films, the new European Shareholder Rights Directive is a welcome revision of 2007’s first instalment.