All articles by Pensions Expert – Page 23
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Opinion
What role does credit play in a portfolio?
How can schemes of different sizes get the best exposure, and is the asset class liquid when it needs to be? Bestrustees’ Bob Hymas, PGIM’s Jonathan Butler, PTL’s Richard Butcher, Redington’s Greg Fedorenko and Willis Towers Watson’s Chris Redmond discuss credit investment.
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Opinion
DC Debate Q1 (part 1): Which investment strategies work for DC investors?
In the first DC Debate of 2017, eight defined contribution specialists discuss the pros and cons of illiquid assets, traditional indices and smart beta strategies.
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Opinion
DC Debate Q1 (part 2): How can the industry create value for savers?
In the first DC Debate of 2017, eight defined contribution specialists discuss the benefits of building a dashboard and look at the charge cap and whether the industry has come closer to defining value for money.
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OpinionLDI: How hedging strategies should be adapted for the cash flow era
How has liability-driven investment evolved recently, and how does it need to change to be fit for the future? Six experts discuss the issues and opportunities for LDI.
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Opinion
How can LDI be combined with cash flow delivery?
How should maturing pension schemes adapt their LDI strategies to meet increasing cash flow demands, and what solutions can help them navigate collateral issues? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster discuss.
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Opinion
Is there still a place for triggers in LDI strategies?
How should schemes react to never seeing their hedging triggers hit, and is a time-based strategy better suited to the current rates environment? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster pick apart the implementation issues for today's LDI investors.
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Opinion
What changes are needed in LDI strategies?
Where are interest rates going to move over the next few years, and should schemes be worried by signs of rising inflation? Is cash flow the overriding concern? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster discuss.
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News
How has LDI changed over the last year?
Have falling interest rates over the last year finally persuaded trustees and sponsors that yields may not revert to the mean, or do they expose liability hedging as expensive flattery of scheme balance sheets? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster discuss.
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OpinionSmart beta: What it can do for DC, and how the sector needs to change
Five experts discuss the current state of the smart beta market, what schemes should consider when investing, and what role smart beta can play in the defined contribution space.
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Features
What changes are needed in the smart beta sector?
What risks still exist in smart beta investing, and how can pension funds spot them? Does the industry need to change to attract greater scheme interest? 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.
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Features
Is there a place for smart beta in DC portfolios?
Are smart beta products suitable for default defined contribution funds, or are they too complex? Could reduced volatility address problems with DC saving? 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.
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NewsChancellor proposes ban on cold calling, refrains from pensions tax overhaul
In his first and last Autumn Statement, Chancellor Philip Hammond swapped the timing of the Budget and the Statement but had comparatively little to say about pensions for now; one of the larger measures – a consultation into pensions fraud – was welcomed by the industry.
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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.
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Opinion
What is limiting scheme uptake of smart beta products?
Is a lack of education and transparency around smart beta confusing schemes and trustees? AQR's Scott Richardson, Capital Cranfield's Jonathan Reynolds, RPMI Railpen's Steve Artingstall, SpenceJohnson's Robert Holford and Xerox HR Services' Simon Hill examine the challenges facing the sector.
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Opinion
How has fiduciary management changed in the past year?
Which areas of the market is fiduciary management moving towards, and how is it defined? Six experts discuss what has happened in the fiduciary arena in the past year.
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OpinionGovernance, guidance and good investing – the DC Debate part 2
Eight panellists discuss the new defined contribution code of practice, the future of free guidance and the role of behavioural finance.
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OpinionHow bright is the future for AE – the DC Debate part 1
In the third DC Debate of 2016, seven defined contribution experts reveal their thoughts on automatic contribution increases, small businesses which mean business, and the possibility of Nest entering the decumulation market.
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Opinion
Pensions Expert takes a (print) break
We have started our summer print break but will continue to bring you news and analysis of your industry at pensions-expert.com.
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OpinionDGFs: How schemes can navigate the growing market
Five experts look at how the diversified growth fund space has evolved and where they would like to see it move in the near future.
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Opinion
Which DGF strategies are likely to be successful over the next two years?
In the final part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz reveal their outlook for the DGF space.