All Investment strategy articles – Page 4
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News
Brexit creates opportunity but uncertainty remains, experts warn
Scheme trustees should look to capitalise on opportunities created by the United Kingdom’s vote to leave the European Union, but strategic change should wait until details emerge, experts have said
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News
Strathclyde adds EMD as cash flow turns negative
Strathclyde Pension Fund has approved a range of investment changes, including up to £300m in emerging market debt and £30m in core UK infrastructure.
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News
DB schemes' negative cash flow matters, but is not a crisis
A survey by Hymans Robertson has found that 50 per cent of FTSE 350 defined benefit schemes are or soon will be cash flow negative, and that chief financial officers are more worried about forced disinvestment than trustees.
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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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OpinionHow underpricing political risk could hit pension funds
Grexit and the Brexit are just two of the economic risks facing the UK's pension funds today, and their potential impact should not be discounted.
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News
Rebus reviews funding strategy in self-sufficiency drive
Rebus Pension Scheme is shooting for funding self-sufficiency with a review of its investment strategy aimed at boosting returns and diversification, but some commentators have raised questions over its loose definition.
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OpinionEmerging markets: Out of adversity comes opportunity
Emerging market equities have for the most part delivered stellar returns since the turn of the century, having enjoyed a prolonged period of strong economic growth, fast-growing domestic consumption and appreciating currencies.
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News
Hackney seizes on EM value with £50m allocation
Hackney Pension Fund has taken advantage of recent market weakness and allocated roughly £50m each to emerging markets and multi-asset pooled funds in order to diversify its portfolio.
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OpinionPrivate market investing – what schemes need to know
With funding deficits touching record highs earlier this year it is clear that pension funds need to do something differently to meet these challenges.
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OpinionAre diversified growth funds hitting the mark?
Diversified growth funds are firmly in their second decade as a concept, having experienced an eventful first one that saw a global financial meltdown and a subsequent multi-year bull market.
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Opinion
What fixed income ETFs can bring to your portfolio
Investors in fixed income markets are having to deal with persistently low or even negative yields, the potential for increased volatility – such as recent worries about China – and a lack of clarity over when the US Federal Reserve will start raising rates.
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Opinion
How to tackle risk in a diversified default strategy
Default fund design for defined contribution schemes has evolved significantly over the years, but further evolution will be needed to accommodate changing member requirements.
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FeaturesGreenwich charts course to diversified alternatives
A radical change in investment strategy is underway at the Royal Borough of Greenwich Pension Fund, as it introduces new asset buckets for diversified alternatives and multi-asset strategies.
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OpinionWhy strong manager selection is about quality, not quantity
There are many examples of pension schemes implementing their investment strategy with one or two fund managers capable of running a number of traditional asset classes, such as equities and bonds.
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NewsEMD: Good diversifier or not the right time?
News Analysis: Nest’s recent move into emerging market debt could signal an opportunity for other schemes following the summer sell-offs, but advisers have warned that choosing the right countries and managers is critical.
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Opinion
DB schemes responding to challenges, but is it enough?
Defined benefit pension schemes are showing greater sophistication in their approaches to risk and improving their funding levels, but the challenging wider economic environment is hampering efforts.
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Opinion
Scheme hunger for alts drives fragmentation and innovation
From the blog: Scheme maturity as well as changes to regulations and accounting rules have been the driving factors behind portfolio diversification over the past 50 years, boosting pension scheme appetite for alternatives and overseas investments.
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News
Strathclyde pours over £130m into niche assets
Strathclyde Pension Fund has approved more than £130m of investment in alternative assets such as wind farms and trade finance, as it explores niche investments.
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News
Pension schemes spill into DGFs to lower volatility
Pension funds now have almost five times more invested in diversified growth funds than in 2010, research has shown, but experts emphasise the importance of careful selection when allocating to funds.
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Opinion
Making the case for hedge funds
Hedge funds have an important role in the growth portfolios of institutional investors. These alternative funds provide exposure to non-traditional return drivers that can diversify risks dominating the traditional portfolio, particularly equity risk.