All Investment articles – Page 81

  • Bloomberg
    Features

    Should schemes engage in more shareholder activism?

    2017-09-27T00:00:00Z

    Analysis: Facebook has cancelled its plan to issue a new type of non-voting shares following pressure from investors, but some have said UK pension funds lack the size to exert similar influence.

  • Features

    Where should tomorrow’s schemes allocate their assets?

    2017-09-22T00:00:00Z

    Pensions Expert 20th Anniversary: In 1997, globalisation and increased investor sophistication powered a bull market that was meant to stretch beyond the confines of a regular business cycle. 

  • News

    Jersey teachers’ fund puts faith in active management

    2017-09-20T00:00:00Z

    The States of Jersey Teachers’ Superannuation Fund has bucked the current trend away from active management and increased its exposure to active equities, reducing index shares.

  • Opinion

    Patient capital consultation met with industry scepticism

    2017-09-19T00:00:00Z

    The government closes its consultation on financing growth in innovative firms this week as it looks to increase scheme investment in ‘patient capital’, but concerns persist over the suitability of this asset class for pension schemes.

  • News

    TPR campaign outlines governance basics

    2017-09-19T00:00:00Z

    The Pensions Regulator has launched a new campaign directed at trustees and their advisers, as part of a wider push to raise governance standards, but experts say its success relies on collaboration and engagement from all stakeholders.

  • Opinion

    DC Debate Q3: From platforms to post-freedom changes

    2017-09-15T00:00:00Z

    In the second part of this quarter’s DC Debate, six experts discuss in-scheme drawdown, platforms, and the pros and cons of running a bundled or unbundled scheme.

  • Bloomberg
    News

    CMA begins consultant investigation as FCA calls trustees 'weak'

    2017-09-14T00:00:00Z

    The Financial Conduct Authority has finalised its referral of the investment consultancy industry to the Competition and Markets Authority, beginning an 18-month period of investigation into conflicts of interest in the sector.

  • News

    Vested interests hamper fintech adoption, start-ups say

    2017-09-14T00:00:00Z

    Industry interests stop technology from truly benefiting savers through low-cost products, members of the start-up community have said.

  • Features

    How valuable are transition managers?

    2017-09-13T00:00:00Z

    Analysis: Last week, State Street agreed to pay approximately $35m (£26m) to settle a pair of complaints by the Securities and Exchange Commission that it defrauded six institutional investors while conducting transition management services.*

  • News

    Employers urged to review default offerings

    2017-09-13T00:00:00Z

    Inconsistency in approaches taken to default defined contribution offerings among large contract-based providers could threaten member outcomes, according to a new report, as separate research confirmed the importance of investment returns later in the savings journey.

  • Opinion

    How pension schemes allocate to EMD

    2017-09-13T00:00:00Z

    The benefit of pursuing diversification and long-term risk-adjusted return opportunities is widely known.

  • Features

    What can pension schemes learn from insurers?

    2017-09-08T00:00:00Z

    Analysis: Prudent liability management features among the priorities of pension funds and insurers alike. Experts have previously called upon investors to think more like insurers, but differences in objectives, regulatory requirements and scale mean that total strategic convergence between schemes and insurers is unlikely.

  • Illustration by Ben Jennings
    Opinion

    Don't end default at AE

    2017-09-08T00:00:00Z

    Editorial: Another prominent industry figure has advocated introducing a default option at retirement this week, after last week’s informed comment piece was written with the same in mind.

  • NILGOSC
    Features

    Nilgosc outvotes social infrastructure sceptics

    2017-09-07T00:00:00Z

    The Northern Ireland Local Government Superannuation Committee has voted for social infrastructure as a suitable investment type, despite concerns among some committee members about political risk and the impact on public services.

  • Features

    Schemes regain faith in fid man evaluators

    2017-09-07T00:00:00Z

    Trustees have shown more inclination towards using third-party evaluators as part of the fiduciary management selection process, a new report has shown. Mid-sized schemes continue to flock towards fiduciary management.

  • Opinion

    Positive EMD performance: Will it last?

    2017-09-04T00:00:00Z

    EMD survey: More than four years have passed since the taper tantrum, when the US Federal Reserve started to gradually tighten its quantitative easing programme, leading to investor panic and sell-off in some emerging markets.

  • Opinion

    Asset manager mergers: How they affect pension schemes

    2017-08-30T00:00:00Z

    Analysis: The recent uptick in mergers and acquisitions activity in the asset management industry has sparked debate among experts over potential ramifications for schemes. Fees, innovation and relationships with managers could all be affected.

  • Source: Caterpillar
    Features

    Caterpillar default to target drawdown

    2017-08-29T00:00:00Z

    Trustees of the Caterpillar Defined Contribution Pension Plan have decided to change the scheme’s default fund to target flexible drawdown, as industry experts highlight the importance of looking longer term and communicating default changes carefully.

  • News

    BAA switches manager as LDI competition grows

    2017-08-29T00:00:00Z

    The BAA Pension Scheme is implementing a full interest rate hedge, and has in a first step replaced its liability-driven investment manager to improve “efficiency”.

  • News

    Manager stops single fund meetings as LGPS pools take shape

    2017-08-24T00:00:00Z

    Fund manager Baillie Gifford has stopped attending and presenting at committee meetings of several Local Government Pension Scheme clients, demonstrating the trade-off between fees and face-to-face interaction that can come with asset pooling.