All Investment strategy articles – Page 2
-
News
Scottish Widows looks to overcome long-term market challenges
Scottish Widows has announced plans to enhance its asset allocation strategy in response to lower projected returns and potentially long-lasting volatility as a result of the coronavirus crisis, following a strategic review conducted earlier this year.
-
News
Fiduciary managers outperform during coronavirus crisis
Analysis: A year after emerging from the scrutiny of the Competition and Markets Authority, fiduciary managers are now embracing transparency to advertise outperformance of traditional advised defined benefit schemes.
-
News
Regulator concerned by master trust investments weaknesses
Investment strategies pursued by some of the UK’s authorised master trusts are exposing pension scheme savers to unnecessary risks, according to the Pensions Regulator.
-
News
Diversification helps Nest mitigate FTSE slump
On the go: Diversification in Nest’s default funds seems to be paying off, as the government-backed workplace pension scheme has seen a decrease of 17.6 per cent since the beginning of this year, while the FTSE 100 has fallen by 34.3 per cent.
-
OpinionCollective defined contribution schemes: Smooth operators?
According to the Pensions Policy Institute, collective defined contribution schemes could provide “improved and less volatile retirement incomes” when compared with individual DC schemes. But how are these pension funds different, and can IDC schemes learn anything from CDC strategies?
-
News
Trustees should act now to guard against market collapse
On the go: Trustees and sponsors of defined benefit schemes should increase their asset allocations to alternatives and hedge funds in light of high valuations and stretched yields, Cambridge Associates urges in new research.
-
NewsXerox MNT constituency opened up for all members
The Xerox Pension Scheme has broadened its employed member constituency for member-nominated trustees to include all members, due to the dwindling number of members who are employed by Xerox.
-
OpinionAre DC default strategies diversified enough?
Recent history and the performance of simple balanced portfolios would suggest defined contribution defaults are overly diversified. But we cannot assume the future will accurately mimic the past.
-
OpinionInvesting in alternatives: Opportunities and obstacles
Pension scheme investment into alternative asset classes has increased significantly over recent years.
-
FeaturesBBC matches cash flows after strong 2017 returns
The BBC Pension Scheme has slashed its exposure to equity markets, in an attempt to lock in recent outperformance with liability-driven investment, private credit and alternative matching assets.
-
OpinionSchemes should make space for global real estate
Historically, most UK pension funds have focused on domestic real estate. This contrasts with scheme exposure to many other asset classes such as equities and fixed income, where allocations have become far more globally orientated.
-
Opinion
DC Debate Q3: Getting the right amount of risk in defaults
In the first instalment of this quarter's DC Debate, five experts dive into the appropriate amounts of risk and diversification for defined contribution members at various points in their savings journey.
-
OpinionWould your portfolio benefit from a hedge fund allocation?
Multiple institutional investors have brought their sizeable hedge fund allocations under review over recent years, prompting a wider reassessment of the asset class.
-
OpinionCrowd control: Avoiding the next quant crisis
Quantmare, quantquake, quantageddon. Whatever clunky portmanteau you choose, the resurgence of quantitative factor investing, particularly through cheaper generic implementations, has led some trustees to question whether these popular strategies risk becoming overcrowded in a repeat of the quant crisis of 2007.
-
OpinionDC investment design: How to ensure good member outcomes
The UK defined contribution landscape has been shifting from evolution to revolution, where the rapidly increasing number of workers auto-enrolled in pension schemes has made DC the dominant form of pension provision.
-
Features
Liquid alternatives: How diversified is your DC default?
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?
-
News
Now Pensions default struggles as industry lacks standardisation
Now Pensions has the worst performing default fund of any major defined contribution provider, according to a new report by product review company Defaqto.
-
FeaturesJLR drives down costs with DC strategy refresh
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.
-
News
Could DGFs deliver a better DC experience?
Analysis: The perceived wisdom of defined contribution investment had always been one that places an emphasis on simplicity.
-
Opinion
How pension schemes allocate to EMD
The benefit of pursuing diversification and long-term risk-adjusted return opportunities is widely known.