All Diversified growth funds articles – Page 2

  • Features

    Liquid alternatives: How diversified is your DC default?

    2018-05-16T00:00:00Z

    Analysis: Defined contribution default funds are facing the unenviable task of constructing diversified portfolios with limited budgets and a requirement for liquidity. Could liquid alternatives help?

  • Features

    Are diversified growth funds the place to be?

    2018-05-08T00:00:00Z

    Analysis: Experts remain divided over the value offered by diversified growth funds. While DGFs offer a source of return that comes with reduced risk and daily pricing, they have come in for criticism in recent years over a perceived lack of performance and value.

  • News

    Now Pensions default struggles as industry lacks standardisation

    2018-04-25T00:00:00Z

    Now Pensions has the worst performing default fund of any major defined contribution provider, according to a new report by product review company Defaqto.

  • News

    Plymouth & South West Co-op introduces illiquids and cuts DGFs

    2018-04-19T00:00:00Z

    The Plymouth & South West Co-operative Society pension fund is decreasing its diversified growth fund exposure and introducing a new allocation to illiquid credit.

  • Features

    Barnet switches DGFs for property and private equity

    2018-03-23T00:00:00Z

    The £1.1bn London Borough of Barnet Pension Fund has resolved to cut its 20 per cent allocation to diversified growth funds managed by Schroders and Newton Investment Management.

  • Magnus Spence
    Opinion

    How demand for multi-asset strategies is changing

    2018-03-16T00:00:00Z

    For many years now we have seen growth in a new type of multi-asset in the UK and elsewhere in Europe.  

  • Features

    JLR drives down costs with DC strategy refresh

    2018-03-09T00:00:00Z

    UK automotive stalwart Jaguar Land Rover has embarked on a complete overhaul of its defined contribution offering in a bid to drive down costs and improve member outcomes.

  • Rona Train
    Opinion

    What does value for money in a DC default look like?

    2018-02-12T00:00:00Z

    Choosing a DC default strategy from the current crop of providers can be a daunting task, with serious consequences for getting it wrong.

  • News

    Could DGFs deliver a better DC experience?

    2017-10-10T00:00:00Z

    Analysis: The perceived wisdom of defined contribution investment had always been one that places an emphasis on simplicity.

  • Magnus Spence
    Opinion

    Data crunch: Net flows highlight a European derisking trend

    2017-09-14T00:00:00Z

    Although there are nuances between different markets, a derisking trend continues to be pervasive across Europe.

  • John Huss
    Opinion

    Are DGFs really diversified?

    2017-08-07T00:00:00Z

    From the blog: Over the past five years, diversified growth funds have generally performed well. In fact, all three median DGF series compiled by Camradata met or exceeded their return targets from January 2012 through December 2016.

  • Roundtable
    Opinion

    Are DGFs still proving popular?

    2017-07-19T00:00:00Z

    With a variety of diversified growth fund styles on offer, five experts share their views on what trustees should look for in a manager, while discussing developments in how both defined benefit and defined contribution schemes are allocating to DGFs. 

  • Opinion

    How will the DGF market develop?

    2017-07-11T00:00:00Z

    Will the diversified growth fund sector grow or shrink? And do illiquid assets have a role to play in DGFs? Shuntao Li from Barnett Waddingham, Percival Stanion from Pictet Asset Management, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield and Naomi L’Estrange from 2020 Trustees discuss how the market is likely to develop.

  • Opinion

    What should trustees look for in a DGF manager?

    2017-07-04T00:00:00Z

    What should schemes look for in a diversified growth fund manager? Shuntao Li from Barnett Waddingham, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield, Naomi L’Estrange from 2020 Trustees and Percival Stanion from Pictet Asset Management discuss how to go about selecting a DGF manager, and whether there is conflict between some consultants and the DGF model. 

  • Opinion

    How are DGFs being used in DC?

    2017-06-27T00:00:00Z

    How are defined contribution schemes using diversified growth funds, and what roles do member engagement and cost constraints play? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Stanion from Pictet Asset Management discuss DGFs in DC and the issue of fees.

  • Opinion

    How are DB schemes allocating to DGFs?

    2017-06-19T00:00:00Z

    How are defined benefit pension schemes using diversified growth funds in their portfolios, and how can trustees choose between the various strategies on offer? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Station from Pictet Asset Management discuss how pension funds are approaching DGFs.

  • Features

    Pearson moves away from hedge funds into DGFs

    2017-06-15T00:00:00Z

    The pension plan of publishing giant Pearson Group has scrapped its hedge fund exposure and invested in diversified growth funds, in a bid to control investment risk and costs as the scheme nears self-sufficiency.

  • Opinion

    How to decide which DGFs are worth investing in

    2017-05-30T00:00:00Z

    When choosing a diversified growth fund, consideration must first be given to which style is most appropriate to the client’s individual circumstances.

  • Opinion

    DC Debate Q2 (part 2): The limits of DC

    2017-05-23T00:00:00Z

    In the second DC Debate of 2017, seven defined contribution specialists discuss why schemes will look for more delegation, whether member engagement can be counterproductive, and if auto-enrolment should be extended.

  • Vauxhall restructures asset allocation
    Features

    Vauxhall boosts LDI and DGFs in scheme overhaul

    2017-04-27T00:00:00Z

    The Vauxhall pension plan has restructured its asset allocation by increasing exposure to liability-driven investments and diversified growth funds, as experts agree these are “sensible” steps to take.