All Investment articles – Page 91
-
OpinionThere is no one-size-fits-all for comparing fid man performance
Assessing fiduciary manager performance is complex but not impossible, says Xerox HR Services’ Jacob Rubin.
-
FeaturesCombined Nuclear seeks inflation linkage with ground rents
The Combined Nuclear Pension Plan has added a commercial ground rents fund to its portfolio as part of its interest in assets with long-term inflation-linked cash flows.
-
OpinionWhere are the best opportunities for equity investment?
Which active equity strategies can deliver value for pension scheme investors? Cambridge Associates’ Himanshu Chaturvedi gives his views.
-
FeaturesNational Grid goes ahead with new scheme sections
National Grid has decided on the section allocation of scheme members after agreeing on the creation of three independent sections within the National Grid UK Pension Scheme earlier this year
-
Opinion
Illiquid assets: Latest fad or the future of DC investment?
Analysis: Defined contribution investments are still far less sophisticated than those of many defined benefit plans, but there is growing support for making illiquid assets such as infrastructure or private equity part of DC default funds.
-
Features
What factors should schemes consider within smart beta?
Are there too many factors in the smart beta industry, and which ones present attractive opportunities? AQR’s Scott Richardson, Capital Cranfield’s Jonathan Reynolds, RPMI Railpen’s Steve Artingstall, SpenceJohnson’s Robert Holford and Xerox HR Services’ Simon Hill discuss.
-
NewsThames Water pours money into LDI
Trustees of Thames Water’s two defined benefit pension schemes have been focusing on risk reduction over the past year, introducing a new liability-driven portfolio for both funds.
-
News
FCA wants to strengthen duty on managers and consultants
About £109bn of investor assets is held by managers who charge high fees but do not offer significant variation from an index-tracking strategy, the Financial Conduct Authority’s interim report on competition in the asset management market has found.
-
NewsCapital protection key as ABF introduces equities overlay
The Associated British Foods’ UK defined benefit pension scheme has implemented an equities derivative overlay strategy to give added risk protection to its substantial portfolio of growth assets, maintaining a strong allocation to equities.
-
FeaturesMerseyside mulls infra for income
Merseyside Pension Fund is considering an increase in its allocation to infrastructure, as experts have warned that investors should ensure they have access to the relevant skills and experience.
-
Opinion
When things get hairy: Don’t overreact to President Trump
From the blog: Donald J Trump has been elected president of the US, sparking marked but short-lived market fluctuations and suggesting that you probably shouldn’t take investment advice from a pollster.
-
News
Hedging at a high as schemes lose hope for fast rate rise
Institutional investors in the UK increased inflation hedging by 11 per cent over Q3, according to a survey – a sign that schemes and sponsors have reached the limits of their tolerance for widening deficits.
-
Features
HSBC pioneers ESG in DC with £1.85bn multi-factor fund
The HSBC Bank UK Pension Scheme has selected a multi-factor fund with a tilt towards low-carbon businesses as the equity component of its default offering, a switch that will see £1.85bn of defined contribution savers' money invested in line with green principles.
-
OpinionWhere to look for value in real assets
Impax Asset Management’s Peter Rossbach explains why pension funds should invest in renewable energy.
-
OpinionActivating better DC outcomes
Defined contribution investment should not rely on the up and down of global stock markets alone, says AB’s Karen Watkin.
-
OpinionWhat’s behind factor investing
From the blog: With pension funds increasingly embracing risk factor investing, it is essential to ensure a factor premium is supported by empirical analysis, economic rationale and a simple factor definition.
-
News
Company disclosures lack detail, report concludes
Companies need to provide more information on their defined benefit pension obligations, experts have said, after a study by Lincoln Pensions revealed a lack of clarity on many key issues.
-
OpinionData crunch: Investors revise fixed income mindsets
Data crunch: Fixed income isn’t so boring anymore, as the low yields force funds to change their strategies, says Spence Johnson’s Magnus Spence.
-
OpinionAre we engaged enough?
Shareholder engagement has been shown to be beneficial for those schemes that use it, but are schemes using it enough? Mercer’s Aled Jones takes a closer look.
-
OpinionMonitoring the sustainability of your scheme’s investments
PTL’s Richard Butcher outlines a process schemes can use to check up on the route and progress of their investments when it comes to sustainability.