All Passive investment strategies articles – Page 2
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NewsBrunel pool to launch Paris-aligned passive fund
On the go: The Brunel Pension Partnership has licensed a Paris-aligned index, which it will adopt for a passively managed fund that it will launch in September 2021.
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NewsBrunel pool launches first fixed income portfolios
On the go: The Brunel Pension Partnership has launched a passive gilts and a passive index-linked gilts portfolio in conjunction with BlackRock.
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NewsStrathclyde Pension Fund updates investments to target net zero
On the go: The £26.8bn Strathclyde Pension Fund has agreed to a series of commitments to cut its carbon emissions, including targeting net zero by 2050.
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NewsTwo-thirds of schemes to increase allocation to social investments
On the go: Sixty-six per cent of pension schemes expect to increase their allocation to social investment passive funds over the next three years, new research has shown.
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NewsIndex funds present challenge for East Sussex scheme’s ESG aspirations
On the go: The East Sussex Pension Fund was one of the first Local Government Pension Schemes in the country to carbon footprint its portfolio, and also one of the first to explore and adopt a climate-aware index.
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OpinionDriving the ESG agenda through fixed income
BlueBay Asset Management chief investment officer Mark Dowding details how pension schemes can drive the environmental, social and governance agenda through their investments in the bond market.
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NewsWeekly roundup: It’s not easy being Green
Welcome to Pensions Expert’s roundup of a week in which we bade farewell to a few of the high street’s better-known names, and the Pension Protection Fund brightened everyone’s mood with its new doomsday scenario.
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News
Master trusts warn cost concerns overshadowing investment quality
Data crunch: Master trust providers are concerned that their clients excessively focus on cost to the detriment of investment propositions, according to a report by the Defined Contribution Investment Forum.
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OpinionTrustees need help to solve ESG puzzle
As winter approaches, many schemes are starting to switch their attention away from their annual compulsory investment disclosures, and towards how they ensure that their policies are implemented.
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News
Small-cap UK active equity funds find some success in H1 2020
On the go: Just over half of all UK active equity funds have equalled or beaten benchmark returns before fees in the first half of 2020, while 45 per cent trailed behind the S&P UK Broad Market Index.
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OpinionWhat role does culture play in value for money?
Data crunch: I have previously stated that not all managers are equally willing or able to give data, and some are better in both attitude and application than others.
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OpinionCovid-19 – a moment of truth for active managers?
Data Crunch: Based on a snapshot of current returns, active managers need to up their game if they are to win back assets that have flooded into passive strategies, writes Broadridge’s Jonathan Libre
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News
Cyber attacks pose huge risk to portfolios
On the go: Two of the UK’s highest-profile pension schemes have urged fiduciaries to pay more attention to the impact of cyber breaches on the performance of companies they invest in.
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NewsESG divestment set to take place on global scale
Climate change activism and trustee awareness of environmental, social and corporate governance has led schemes to divest from fossil fuels, figures released today show.
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News
LGPS urged to drop active managers for cheaper passive alternatives
On the go: Local authority funds are coming under increasing pressure from the government to switch their active holdings to passive investments.
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OpinionA sharper pensions system offers savers safe harbour
If there is any positive to be taken from the downfall of ‘star’ fund manager Neil Woodford, the source of much chatter in the investment world this month, it is that it reminds us of the value of workplace institutions and the collective saving systems we enjoy in the UK.
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News
Return to equities not a sign of volatility ending, consultants say
Data crunch: UK pension fund allocations to equities ticked upwards in the first quarter of 2019, according to data collected by Pensions Expert’s sister title MandateWire, as managers sought to capitalise on falling prices in late 2018.
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Features
Active managers unable to mitigate late 2018 volatility
For active managers, the ultimate test of mettle will always be whether they can beat their benchmark. As of the end of 2018 the news looks good for stockpickers specialising in UK equities, but analysts say there are still concerns behind the numbers.
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FeaturesIslington scheme to wind down carbon investment
The London Borough of Islington Pension Fund has agreed to reduce its investment in fossil fuels, following lobbying efforts from local environmental activist group Fossil Free Islington.
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OpinionThe rise and rise of factor investing
Data Crunch: Factor investing has attracted a lot of attention from the UK pensions industry. Defined benefit schemes have seen factors as a way to diversify their growth assets and achieve greater control of risk, while defined contribution schemes are exploring default investment strategies that may offer better value for money to their members.