All Investment articles – Page 85
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OpinionEthical investing: All talk and no action?
From the blog: Ethical investing has come to the fore in recent years as more people say they want to align their investments with their moral values, but there are still some obstacles on the way there.
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OpinionPrivate equity: Success brings new challenges
From the blog: Last year, European private equity fundraising reached €74bn (£66bn), the highest level since 2008.
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OpinionWhat are the current challenges in infrastructure investing?
Infrastructure can offer strong diversification while enabling schemes to access the illiquidity premium, but trustees should look at the yield available and consider whether they are forgoing any future opportunities, says P-Solve’s Matthew Simms.
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FeaturesWorcestershire looks overseas for infrastructure
The Worcestershire County Council Pension Fund has agreed to split £150m equally between two new overseas infrastructure funds, in the latest stage of an infrastructure investment programme that has run since 2015.
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Features
Structured equity appeals but ‘not a no-risk strategy’
Analysis: For some time now, financial punters have prescribed passive investment as the low-cost panacea for investors bloodied by years of underwhelming active management.
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OpinionReady for the next 20 years?
Pensions Expert 20th Anniversary: The future of pensions has never been less certain than it is today.
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Features
Wholesale changes to rules are needed to enable DB consolidation
Pensions Expert 20th Anniversary: Amalgamating defined benefit corporate pension funds could reduce costs, improve investment and make for better governance, but it is still unclear whether full DB consolidation is a chimera or the fix to a fragmented system.
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FeaturesShould schemes engage in more shareholder activism?
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.
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Features
Where should tomorrow’s schemes allocate their assets?
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.
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News
Jersey teachers’ fund puts faith in active management
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.
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News
TPR campaign outlines governance basics
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.
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Opinion
Patient capital consultation met with industry scepticism
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.
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Opinion
DC Debate Q3: From platforms to post-freedom changes
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.
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News
Vested interests hamper fintech adoption, start-ups say
Industry interests stop technology from truly benefiting savers through low-cost products, members of the start-up community have said.
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NewsCMA begins consultant investigation as FCA calls trustees 'weak'
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.
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Opinion
How pension schemes allocate to EMD
The benefit of pursuing diversification and long-term risk-adjusted return opportunities is widely known.
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News
Employers urged to review default offerings
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.
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Features
How valuable are transition managers?
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.*
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OpinionDon't end default at AE
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.
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Features
What can pension schemes learn from insurers?
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.