All Bestrustees articles – Page 4

  • LDI roundtable
    Opinion

    LDI: Cost concerns, cash flow and skewed models

    2016-03-29T00:00:00Z

    Roundtable: Six industry experts discuss liability-driven investments - the costs, cash flow impact, European legislation and pitfalls of modelling.

  • Features

    Are LDI models less perfect than they seem?

    2016-03-22T00:00:00Z

    Roundtable: Using models can make liability-driven investment seem like a clear-cut decision, but should trustees be more willing to question these models? In the final part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss the pros and cons of LDI models. 

  • Opinion

    How will Emir shape the way schemes use LDI?

    2016-03-16T00:00:00Z

    Roundtable: Pension schemes have been granted a transitional exemption from having to centrally clear derivatives – a rule contained in the European Market Infrastructure Regulation – but the exemption will end in August 2017. How will schemes be affected and how are they preparing? In the third part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss what the new requirement will mean for schemes.

  • Opinion

    What about cash flow: Balancing LDI and growth assets

    2016-03-08T00:00:00Z

    Roundtable: Liability-driven investment can tie up a lot of cash. In the second part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss if there is still room for schemes to absorb illiquidity.

  • Opinion

    Has LDI become too expensive?

    2016-03-02T00:00:00Z

    Roundtable: Derisking in an environment of low interest rates makes liability-driven investment look expensive, but is it? In the first part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss what makes the decision to hedge so difficult.

  • News

    Enquiries spike ahead of lifetime allowance change

    2016-01-25T00:00:00Z

    As the deadline for members to take action looms, more savers are realising they might be affected by the planned reduction to the lifetime allowance, leading to a spike in customer enquiries at provider Fidelity.

  • Features

    What prep have trustees made ahead of any tax changes?

    2015-09-28T00:00:00Z

    Any Other Business: John McDonnell has laid bare his plans to end austerity and tackle the deficit by taxing the rich.

  • Opinion

    DGFs: the charge cap, smart beta and DC

    2015-06-24T00:00:00Z

    Six experts gather to debate how well diversified growth funds are performing in the context of the charge cap, smart beta and auto-enrolment, and whether there is a place for them in large schemes' portfolios.

  • Opinion

    How will the DGF market develop over the coming year?

    2015-06-23T00:00:00Z

    Roundtable: LCP's Andy Cheseldine, Legal & General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle, discuss what the next 12 months will hold for diversified growth funds, in the final part of this series.

  • Opinion

    How do DGFs interact with smart beta?

    2015-06-23T00:00:00Z

    Roundtable: LCP's Andy Cheseldine, Legal and General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle, talk about the relationship between DGFs and smart beta in the third part of this roundtable series.

  • Opinion

    With so many available, what are the core qualities of a DGF?

    2015-06-23T00:00:00Z

    Roundtable: LCP's Andy Cheseldine, Legal & General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle discuss what makes an ideal diversified growth fund, in the first of this four-part roundtable series.

  • Opinion

    How will the charge cap affect the use of DGFs?

    2015-06-23T00:00:00Z

    Roundtable: LCP's Andy Cheseldine, Legal & General Investment Management's Martin Dietz, Columbia Threadneedle's Craig Nowrie, State Street Global Advisers' Andrew Soper, Peter Sparkes of the Association of Member Nominated Trustees, and Bestrustees' Graham Wardle, debate whether the fees associated with DGFs are worth their value, in the second of this four-part roundtable series.

  • News

    Cranking up the gears on DC contributions

    2015-05-05T00:00:00Z

    Any other business: Jeremy Clarkson and Co’s acrimonious departure from the BBC has left a gaping hole in Top Gear’s line-up, with the loss of the iconic trio leaving the much-celebrated show running on fumes.

  • News

    How competition affects derisking opportunities

    2013-09-13T00:00:00Z

    News analysis: Reduced competition in the derisking market could limit value for schemes despite opportunities from rising gilt yields, Leadership summit delegates heard, while other market experts defended prices.

  • Features

    Case study: M&S’s approach to DC retirement

    2012-12-27T00:00:00Z

    Engagement with members over their retirement date should start when they join the scheme, Marks & Spencer’s (M&S) technical manager has argued.

  • Features

    Merseyside limits losses with low volatility stocks

    2012-12-22T00:00:00Z

    The £5.1bn local authority pension fund has reduced its losses in recent equity downturns through a low volatility investment strategy.

  • Features

    Saul avoids member backlash in switch to Care

    2012-12-21T00:00:00Z

    The Superannuation Arrangements of the University of London used negotiations to avoid a hostile response from members, when it changed its benefits structure earlier this month.

  • Features

    RPMI tackles covenant risk with employer ratings

    2012-12-20T00:00:00Z

    RPMI has rated its more than 150 different sponsors according to how strong their covenant is, as it assesses how to improve the scheme’s security.

  • Features

    RPMI tackles covenant risk with employer ratings

    2012-12-13T00:00:00Z

    RPMI has rated its more than 150 different sponsors according to how strong their covenant is, as it assesses how to improve the scheme’s security.