All Diversified growth funds articles – Page 5
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Opinion
DGFs: performance, charges and post-Budget DC
A panel of industry experts discuss current challenges for the diversified growth fund market and whether continued strong equity growth will threaten its popularity among UK pension funds.
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Opinion
How can DGFs adapt to fit under the DC charge cap?
Kevin Frisby from LCP, JLT Investment Consulting's Allan Lindsay, Axa IM's Yoram Lustig, HR Trustees' Giles Payne, Aon Hewitt's Ryan Taylor and Bruce White of LGIM discuss how diversified growth funds can work in line with the defined contribution charge cap, in the third of a four-part panel discussion.
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Opinion
Are DGFs a good investment for schemes amid strong equity performance?
Kevin Frisby from LCP, JLT Investment Consulting's Allan Lindsay, Axa IM's Yoram Lustig, HR Trustees' Giles Payne, Aon Hewitt's Ryan Taylor and Bruce White of LGIM discuss whether diversified growth funds are a good investment for schemes given the strong performance of equities, in the second of this four-part panel debate.
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Opinion
Editorial: Measuring up
This week we consider how pension funds can consider performance in two areas of their investments: diversified growth funds and fiduciary management.
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Opinion
How can schemes judge DGF performance?
Kevin Frisby from LCP, JLT Investment Consulting's Allan Lindsay, Axa IM's Yoram Lustig, HR Trustees' Giles Payne, Aon Hewitt's Ryan Taylor and Bruce White of LGIM discuss how schemes can measure the performance of diversified growth funds, in the first of a four-part panel discussion.
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Opinion
Local authorities dump hedge funds for DGFs – different rose, same thorns?
Hedge funds have taken somewhat of a battering from local authority schemes, as we have reported over the past couple of weeks.
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News
Oxfordshire latest to ditch hedge funds on fee and transparency concerns
Oxfordshire County Council Pension Scheme is axing its allocation to hedge funds in favour of diversified growth funds and infrastructure, as it seeks lower fees and greater transparency in investments.
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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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Opinion
How to predict member outcomes in the new normal
Myriad products could help grow pension savers’ assets following the Budget changes, but caution is recommended.
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Features
How JPMorgan and RBS give DC members retirement flexibility
JPMorgan and Royal Bank of Scotland are working to offer members of their defined contribution schemes flexibility in how they access their retirement savings, in light of the Budget reforms.
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Opinion
Why bullish equity markets won't dent DGF appetite
Defined benefit pension schemes' investment challenges have grown over the past decade, and this is reflected by their changing asset allocation choices.
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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
Surrey looks to lock in gains as funding level rises
Surrey County Council Pension Fund is exploring derisking strategies after its assets made further gains against liabilities since its 2013 triennial valuation.
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News
Low-cost passive DC loses ground as schemes seek 'smoothed' returns
The number of FTSE 100 trust-based defined contribution schemes using lower-cost, fully passive management for their default options has dropped by almost a half as diversified growth funds become more popular, research has found.
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Opinion
A blueprint for designing the DC growth phase
Even with the rapid changes taking place in workplace savings, the investment decision still remains one of the key challenges.
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Features
Schemes weigh up long-term value in Japanese equities
News analysis: Despite recent turbulence, Japanese economic prospects opened the window for pension schemes to invest in the country's equities market, consultants have said – provided investors approach it with caution.
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News
Equity market growth sees schemes rerisking
Data analysis: Schemes were rerisking in the last quarter of 2013 as they sought to benefit from rising equity markets to improve their funding levels.
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Features
Half of DC schemes opt for multi-asset defaults
Data analysis: Almost half (49 per cent) of defined contribution schemes now employ a multi-asset or diversified growth fund in the default phase, reflecting a desire to manage investment volatility for scheme members.
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Opinion
Do schemes understand multi-asset investment?
JLT’s Allan Lindsay, Buck Consultants’ Ciaráan Mulligan, Capital Cranfield’s Jonathan Reynolds and Invesco’s Georgina Taylor discuss schemes’ grasp of the strategy’s place in their portfolios, in part four of PW’s multi-asset investment roundtable.
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Opinion
Editorial: Nothing new under the sun
Does an investment strategy need to be new to be newsworthy? Is an old investment strategy applied to a new asset class worth reporting?