All Investment articles – Page 83

  • News

    Increased use of RAAs is 'inevitable', experts say

    2017-06-05T00:00:00Z

    The Pensions Regulator has agreed a regulated apportionment arrangement with Hoover, as experts say the number of RAAs, as well as the amount of due diligence involved, is likely to increase. 

  • Source: Bloomberg
    News

    US withdrawal from Paris accord no threat to ESG investing

    2017-06-05T00:00:00Z

    US president Donald Trump’s decision to pull out of the Paris climate accord will not affect the UK’s growing implementation of environmental, social and governance criteria on investment strategies, experts have said.

  • Magnus Spence
    Opinion

    Data crunch: Why DB schemes will change their investments

    2017-05-26T00:00:00Z

    Cash flow-driven investment will become more prominent in the near future, predicts Magnus Spence from research company Spence Johnson.

  • Smart beta Roundtable
    Features

    Smart beta: What drives schemes’ appetite for the strategy?

    2017-05-26T00:00:00Z

    Smart beta is often seen as a more transparent, simple and low cost alternative to active management. Five experts discuss what is driving the appetite for smart beta among schemes and how the sector is evolving.

  • Bloomberg
    Features

    HP sets up trustee company in simplification push

    2017-05-25T00:00:00Z

    The Hewlett Packard Limited Retirement Benefits Plan has changed the structure of its trustee board to a trustee company, in a move to simplify processes while increasing scrutiny of trustee actions. 

  • Features

    Is there a risk of crowding in smart beta?

    2017-05-24T00:00:00Z

    Is there a risk of factor‑based portfolios becoming crowded, with increasing popularity potentially leading to overpricing and lower future returns? Eric Shirbini from ERI Scentific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul Black from Capital Cranfield debate whether crowding really is an issue within smart beta.

  • News

    First asset managers commit to LGPS transparency code

    2017-05-19T00:00:00Z

    The Local Government Pension Scheme advisory board has launched its code of transparency to improve cost disclosure, amid early indications that asset managers will sign up.

  • Getty Images
    Features

    Manchester University upgrades investment strategy

    2017-05-18T00:00:00Z

    Trustees of the Manchester University Superannuation Scheme have adopted a new liability-driven investment strategy, while dropping a UK equity mandate in favour of global equities.

  • News

    Advice suitable but disclosure too complex, finds FCA

    2017-05-18T00:00:00Z

    The Financial Conduct Authority has published the findings from its review into the suitability of pensions and investment advice, but while the results are reassuring, experts say more needs to be done to make advice less convoluted. 

  • Features

    How DC schemes should approach smart beta

    2017-05-17T00:00:00Z

    How should defined contribution schemes approach smart beta, and how will environmental, social and governance focused investment change the sector? Eric Shirbini from ERI Scentific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul Black from Capital Cranfield discuss.

  • Features

    S&N dives into infra and absolute return funds

    2017-05-16T00:00:00Z

    The Scottish & Newcastle Pension Plan has agreed to introduce a new allocation to infrastructure debt while increasing its absolute return exposure, as schemes seek steady returns and diversification.

  • Opinion

    What the DB green paper might (not) change

    2017-05-10T00:00:00Z

    Millions of savers across the UK rely on defined benefits to fund all or part of their retirement, but threats to member security, illustrated by a number of high profile cases over recent years, are rocking the boat.

  • Opinion

    Should trustees review their advisers more often?

    2017-05-08T00:00:00Z

    Analysis: There are myriad tasks involved in running a pension scheme, so time is precious and efficiency is key. But when it comes to evaluating advice, how can trustees measure performance, and should they be reviewing their consultants more frequently? 

  • Suffolk goes green
    Features

    Suffolk scheme fills gaps with greenfield infra

    2017-05-04T00:00:00Z

    The Suffolk Pension Fund has added to its alternatives allocation, including a commitment to illiquid credit and an investment in a greenfield infrastructure fund, as experts have highlighted the importance of good governance when investing in illiquids.

  • Vauxhall restructures asset allocation
    Features

    Vauxhall boosts LDI and DGFs in scheme overhaul

    2017-04-27T00:00:00Z

    The Vauxhall pension plan has restructured its asset allocation by increasing exposure to liability-driven investments and diversified growth funds, as experts agree these are “sensible” steps to take.

  • News

    Nolan: Inflexible actuaries and trustees harm DB employers

    2017-04-26T00:00:00Z

    Trustees and their actuaries must consider the impact of deficits and funding negotiations on struggling defined benefit sponsors, the president of the Society of Pension Professionals has warned.

  • Features

    JLT scheme deficit shows rate pain persists

    2017-04-25T00:00:00Z

    The UK pension scheme of consultancy and insurance business JLT Group saw its IAS 19 deficit jump during 2016, as bond yields proved a leveller for schemes of all sponsor types.

  • Opinion

    Pension schemes need to rethink portfolio construction

    2017-04-19T00:00:00Z

    From the blog: Traditionally, for pension funds to provide a secure income in retirement, investments were viewed through an asset class lens.

  • Leonardo
    Features

    Leonardo scheme ups hedge after Care switch

    2017-04-12T00:00:00Z

    The Leonardo Electronics Pension Scheme has adapted its liability hedging strategy to reflect the career salary benefit changes implemented last year to reduce risk and costs.

  • Bloomberg
    Features

    Pru amends DC default, as experts warn against 'wait and see' approach

    2017-04-11T00:00:00Z

    The Prudential staff scheme is due to amend its DC default fund this year in light of the introduction of freedom and choice, amid concerns that some schemes are choosing to wait for retiree data to help them design their default.