All Investment strategy articles – Page 5
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Opinion
Nest: How schemes can tackle home bias with global equities
Sticking close to home can sometimes be a perfectly sensible thing to do. But when it comes to equities, adopting automatic positions that place a large amount of scheme members’ portfolios in the UK exposes them to risks.
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News
Schemes explore niche assets for uncorrelated income streams
Interest in shipping as an asset class is growing among UK pension schemes, say some investment experts, as schemes look to diversify into real assets and niche investments.
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Opinion
How to build your multi-asset credit portfolio
Multi-asset credit is a diversified strategy that aims to capture credit risk premium on a global basis, using the entire credit quality spectrum to secure superior yield to a government, local or investment grade-only strategy.
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Opinion
Eight ways to manage the volatility of your EM exposure
Not all investors have the risk appetite for investing in emerging market equities. But there are a number of risk-mitigating ways to access the asset class, some of which are relatively easy to implement.
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Opinion
Nationwide, Strathclyde and British Coal among top five 2014 investment stories
Ditching hedge funds, the rise of responsible investment and the growing success of property mandates have all featured in a tricky year for UK pension fund investment.
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Opinion
Is it possible to compare fiduciary managers on performance?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn discuss performance, reporting models and metrics, in the first of a four-part panel debate on fiduciary management.
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Features
South Yorks ups property, EMD and high-yield in search for returns
South Yorkshire Pension Fund has increased its allocation to property and placed greater emphasis on emerging market and high-yield debt as it searches for greater balance between risk and returns.
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Opinion
Are alternatives proving their worth in volatile markets?
Alternative investments have been the target of pension schemes seeking to minimise the risks associated with volatility through diversification. But how correlated are these assets?
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News
Riding choppy markets: Are equities worth the associated risk?
Schemes are looking at ways to limit the impact of spikes in equity volatility as financial markets once again wreak havoc on investments.
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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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News
PPF adds hybrid allocation, trims traditional assets
The Pension Protection Fund has revised its statement of investment principles, trimming its allocation to cash, bonds and equities as it seeks to capitalise on the illiquidity premia of so-called ‘hybrid’ assets.
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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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Features
Islington to build on residential property bet in alts push
Islington Council's pension fund plans to reduce its allocation to equities and diversify further into alternatives, in a stated desire to gain greater and more stable returns.
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NewsSchemes drop gilts to diversify fixed income
UK pension funds were at the forefront of European institutional investors dumping government bonds for higher-yielding fixed income assets in the first three months of 2014, investment data have shown.
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News
Pension funds drive property surge as index linkage takes off
Schemes are looking towards property for further diversification, having expanded alternative property investments fivefold last year, as experts predict improved economic sentiment and a lack of development sites could stimulate rental growth.
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News
Waltham Forest invests in impact bonds for diversified returns
Waltham Forest Pension fund has invested in a £20.8m impact investment fund as it seeks to diversify its returns and support UK-based social capital projects.
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Features
Charges cap stifles investment sophistication, say experts
NAPF Investment Conference 2014: A cap on annual management charges could lead to some actively managed funds becoming unavailable to defined contribution schemes, industry figures have said, as they called for greater transparency and innovation in DC investment.
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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
Pension schemes take advantage of broader credit opportunities
Uncertainty over rising interest rates and the need for higher bond yields are encouraging pension schemes to implement more diversified credit strategies.