All Investment articles – Page 86

  • 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.

  • 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.

  • 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.

  • 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”.

  • 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

    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.

  • News

    Scottish Widows switches DC defaults to target drawdown

    2017-08-16T00:00:00Z

    Scottish Widows has changed the default investment strategy of its group personal pension plan clients to target flexible access drawdown instead of an annuity, as member demand continues to shift away from guaranteed income.

  • Features

    Mastertrusts and platforms: A match made in heaven?

    2017-08-15T00:00:00Z

    Analysis: Greater efficiency and the ability to access a broader range of investments are some of the reasons why mastertrusts appoint third party investment platforms, but as with all providers, monitoring is key, experts say.

  • Rikhav Shah
    Opinion

    What to look for in an active manager

    2017-07-25T00:00:00Z

    Rikhav Shah at EY looks at the active versus passive debate, and explains what trustees should seek in an active manager.

  • Scapa
    Features

    Scapa sticks to risk management strategy with Pie

    2017-07-21T00:00:00Z

    Adhesive tape manufacturer Scapa has carried out a pension increase exchange exercise, in its latest move to manage the cost and risk of its legacy defined benefit scheme.

  • Roundtable
    Opinion

    Are DGFs still proving popular?

    2017-07-19T00:00:00Z

    With a variety of diversified growth fund styles on offer, five experts share their views on what trustees should look for in a manager, while discussing developments in how both defined benefit and defined contribution schemes are allocating to DGFs. 

  • Bloomberg
    News

    Retail platforms review could be 'benchmark' for institutional side

    2017-07-17T00:00:00Z

    The Financial Conduct Authority has kick-started a review into retail platforms to understand if the fast-growing market provides value for money to consumers, as some have called for extending its scope to the institutional side.

  • Features

    Environment Agency fund in surplus with ESG

    2017-07-13T00:00:00Z

    Strong investment returns have lifted the Environment Agency Active Pension Fund into surplus, as it challenged the industry to collaborate to improve uptake of environmental, social and governance-related strategies.

  • Features

    Deficits have dropped, but how should schemes react?

    2017-07-07T00:00:00Z

    Analysis: While there has been a recent improvement in defined benefit pension fund deficits, market volatility, weak covenants and increasing longevity mean trustees should continue to keep a tight rein on risk and cost management.

  • News

    Investor coalition seeks better workforce reporting

    2017-07-03T00:00:00Z

    UK pension schemes are among a $7.9tn (£6.1tn) coalition of investors calling for increased disclosure from companies about their workforce, which campaigners say can help investors to safeguard long-term returns.

  • Bart Heenk
    Opinion

    How consultants can prepare for scheme consolidation

    2017-07-03T00:00:00Z

    Avida International’s Bart Heenk explains why consultants should embrace scheme consolidation, and how they can prepare for change.

  • Leicestershire tops up opportunity pool
    Features

    Leics sees opportunity in bank loans investment

    2017-06-29T00:00:00Z

    Leicestershire County Council Pension Fund has committed to a new capital release fund investment as part of its growing opportunity pool allocation, as banks look to free up capital.

  • Source: Bloomberg
    News

    No all-in fee for asset management firms

    2017-06-28T00:00:00Z

    Asset management firms must disclose estimated and actual fees and transaction costs to clients, but should not be forced to charge a single fee for services, the Financial Conduct Authority has recommended.

  • Opinion

    How do trustees choose the 'right' consultant?

    2017-06-20T00:00:00Z

    The Financial Conduct Authority’s final report on the asset management market revealed that the investment consulting sector has not escaped the watchdog’s scrutiny, but pinning down criteria for a good consultant is not easy.