All asset allocation articles – Page 9
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News
Tesco chooses cash flow matching over strategic asset allocation
Tesco Pension Fund has moved away from strategic asset allocations towards a risk-based investment strategy, which allows the scheme to get the right mix of assets to meet future cash flows.
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OpinionFive takeaways from this year's Pensions Fund Indicators report
Editor's blog: Here are five data lessons for institutional investors from UBS Global Asset Management's Pension Fund Indicators 2014 – from the slowdown in the rush out of equities, to steady growth in fixed income.
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News
Dorset ditches hedge funds for infra after strategic review
Dorset County Council Pension Fund has moved into infrastructure investment and increased its diversified growth fund allocation after a shift in its investment strategy intended to reduce risk without affecting returns.
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Features
Avon links up with peers to gain exposure to infrastructure
Avon Pension Fund is looking to invest £150m in infrastructure, in conjunction with other local authority funds.
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News
Schemes up proxy matching assets to avoid low-yield bonds
Schemes are seeking proxies for traditional matching assets, investment data have shown, as low yields in fixed income make some investors reticent about implementing liability-driven investment strategies.
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Opinion
Building your tactical asset allocation strategy
UK pension schemes are not the most active of asset allocators.
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Features
Hampshire fund pursues tactical asset allocation
Hampshire Pension Fund has created a new tactical asset allocation portfolio funded from reserves that were temporarily invested in equities.
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News
Hackney: equities better than bonds over long term
Equities are more attractive in the long term than bonds, according to the London Borough of Hackney Pension Fund, which is even modelling the impact of a 100 per cent equity allocation on the scheme’s investments.
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News
Dorset uses LDI loophole to avoid 'unfit' LGPS regs
Dorset County Pension Fund has set up an “expensive” special investment vehicle to circumvent troublesome Local Government Pension Scheme regulations, as it works to manage inflation.
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NewsAlternative assets hit plateau due to 'idea fatigue'
European schemes' interest in alternative assets has ceased its upward climb, with no improvement in uptake from last year, according to survey data.
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NewsLocal authority schemes choose multi-asset to limit volatility
Local authority funds have ramped up their interest in multi-asset strategies as they try to manage the impact of volatility on their investments, according to new investment data.
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FeaturesVolatility requires caution from corporate bond investors
In this week's Investment Blueprint, M&G's director of fixed income Bernard Abrahamsen says schemes should be looking for safety in their corporate bond allocation.
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Features
Schemes turn their backs on traditional assets
Schemes reveal their reappraisal of the risk-reward characteristics of assets and how they have adjusted their portfolios, in the second instalment of the Intelligent Thinking survey.
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FeaturesSchemes warned to keep an eye on illiquid assets
Schemes such as British Coal are closely managing their liquidity risk to ensure they are not locking away too much cash in hard-to-sell investments such as private equity and infrastructure.
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Features
Alternatives replacing equities to protect big funds
Schemes have taken advantage of alternatives to protect themselves from stock market volatility, with The Pensions Trust and GEC funds already benefiting from this approach.
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Features
Diversification not just about assets, advisers warn
In this first instalment of our annual survey of schemes and their advisers, we look at how funds have diversified their investments – and where consultants see room for improvement.
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Features
Small schemes urged to pool funds to reduce fees
Small schemes have been called to consider pooled funds in order to reduce fees and gain access to specialist investment classes.
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Features
Star Group invests third of assets in diversified beta to reduce risk
The Star Group pension scheme has invested a third of its portfolio into a diversified beta fund to reduce its equity exposure and manage the risk of volatility.
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Features
Case study: Shared services saves schemes 20% costs
The two county councils at the forefront of the “shared services” model recommended by an independent review for public sector schemes have achieved 20% savings in pensions administration and fund management.
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Features
Survey finds scheme failure on managing deficits
Trustees and employers have identified funding deficits as the most important scheme risk – but confessed they have had the least success in managing it.