All Diversified growth funds articles – Page 3
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NewsBromley tilts towards income as outflows bite
Faced with a projected cash outflow of nearly £5m in 2016-17, the London Borough of Bromley pension fund is trying to keep income up with a new investment strategy.
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FeaturesLuxfer Group ups DGFs in portfolio restructure
Global materials technology company Luxfer Group has restructured the growth portfolio of its defined benefit scheme to invest in diversified growth funds, as research has predicted continued demand for these strategies.
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News
DGF growth expected to continue despite challenges
Experts predicted the continued growth of the diversified growth fund market this week, even as the asset class comes under increased scrutiny over performance and competition from advisers.
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FeaturesNESPF adds DGFs and PE after global equities disappointment
The North East Scotland Pension Fund has taken further steps to diversify its growth portfolio, divesting from underperforming global equities and allocating to a range of private equity houses and diversified growth funds.
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FeaturesRBS scheme diversifies with US life settlements
The RBS Pension Scheme has made a number of new investments as part of its long-term plan to diversify its portfolio.
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News
Risk-averse DC members shy away from DGFs
At a Pensions Expert event this week, panellists debated how best to incorporate multi-asset strategies into defined benefit and defined contribution portfolios, agreeing that such strategies will become much more geared towards DC in the future.
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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.
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Features
Carclo deficit highlights pitfalls of equity exposure
Technical plastics manufacturer Carclo is adding liability-driven investment mandates and continued support for diversified growth funds to its defined benefit scheme portfolio, after poor equity market performance saw its deficit almost double.
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Opinion
Can DGFs be used to boost income with low volatility?
Many diversified growth funds were created to achieve equity-like return with lower volatility and risk, but can they be used to boost income? In the third part of our roundtable series, William Bourne of CityNoble, John Nestor of the MCC Pension Fund, Percival Stanion of Pictet Asset Management, Nicola Ralston of PiRho and Pete Drewienkiewicz of Redington discuss.
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Opinion
Ernst & Young overhauls DC scheme to fit the new freedoms
The Specialist: Professional services firm Ernst & Young has adapted the lifestyle and freestyle strategies of its defined contribution plan to suit the pension freedoms and increase risk in the lifestyle strategy, a move designed to provide for growth.
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Opinion
Do DGF strategies differ enough from one another?
DGFs were created in part to address correlation across different asset classes, but do they differ enough from one another? In the second 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 discuss how manager's approaches differ across the DGF space today.
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NewsState of the nation: What's going on in DC accumulation?
One of the spectres that hung over the announcement of freedom and choice in the 2014 Budget was the fear the proposition would be so attractive people would abandon their defined benefit schemes to make the most of the flexibility.
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Opinion
How has the DGF space developed?
DGF is no longer the new kid on the block, so how has the area developed recently? In the first 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 discuss where the DGF and multi-asset space has to offer today.
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OpinionDC investments have come a long way
Defined contribution pensions face an increasing number of challenges and one of the biggest is getting the investment approach right.
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OpinionRisks, costs and flavours of DGFs
From the blog: With markets volatile and growth opportunities scarce, diversified growth funds retain their popularity by providing exposure to a wide range of assets within a single fund and dynamic management.
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News
Honeymoon for DGF performance could come to an end, experts warn
Experts have warned diversified growth funds could suffer from lower returns in the future and called for increased innovation among providers, but others still expect the asset class to grow in coming years.
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Features
Shell diversifies away from equities over market fears
The Shell Contributory Pension Fund has diversified its growth asset portfolio and reduced its equity holdings in response to concerns about the level of risk.
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Opinion
Innovation within the charge cap
DC Investment Quarterly: Ever since defined contribution funds have had to demonstrate value for money to members, they have sought to drive up performance of the investment strategy while controlling volatility.
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Features
How pension schemes reacted to volatility amid a turbulent 2015
Analysis: Volatile markets and economic uncertainty drove pension schemes into multi-asset strategies and alternative assets in 2015, data show, as they looked to mitigate losses from equity markets.