All Investment articles – Page 67

  • News

    Templates launched to improve cost transparency in £2tn industry

    2019-05-22T00:00:00Z

    On the go: The Cost Transparency Initiative has unveiled its templates and guidance for asset managers and suppliers of services to pension schemes, encouraging reporting of costs and charges in a standardised format so trustees can easily compare managers and asset classes.

  • News

    Return to equities not a sign of volatility ending, consultants say

    2019-05-21T00:00:00Z

    Data crunch: UK pension fund allocations to equities ticked upwards in the first quarter of 2019, according to data collected by Pensions Expert’s sister title MandateWire, as managers sought to capitalise on falling prices in late 2018.

  • Getty Images
    Features

    UMSS focuses on sustainability with new equity manager appointments

    2019-05-20T00:00:00Z

    The £609m University of Manchester Superannuation Scheme has appointed two new equity managers who invest in companies picked on sustainability grounds.

  • News

    PIPA 2019 winners revealed

    2019-05-16T00:00:00Z

    The 20th anniversary edition of the Pensions and Investment Provider Awards saw 25 companies crowned best in the business.

  • Shamik Dhar
    Opinion

    How to navigate hypervolatility in equity markets

    2019-05-15T00:00:00Z

    From the blog: We have been in an unusual economic situation for the past 10 years, ever since the end of the global financial crisis.

  • Features

    Phoenix moves to simplify own scheme's benefits with PIE

    2019-05-15T00:00:00Z

    Nearly two fifths of eligible pensioners in a scheme sponsored by Phoenix Group have accepted a pension increase exchange offer, which has shaved about £20m from the bulk annuity insurer's defined benefit liabilities.

  • Sophia Imeson
    Opinion

    Schemes are now part of a sea change in ESG investing

    2019-05-08T00:00:00Z

    Editorial: Pension funds are set to engage with issues such as climate change more than ever before, as regulatory developments and increased awareness push environmental, social and governance considerations up the agenda.

  • Source: Bloomberg
    Features

    USS targets steady returns with KCom investment

    2019-05-07T00:00:00Z

    The actions of bellwether schemes like the £64bn Universities Superannuation Scheme are always closely watched, but scrutiny on USS is particularly acute after widespread strike action last year. Last month, the UK’s largest private plan agreed a £504m cash takeover of telecoms business KCom.

  • Features

    Anglo American dials down equities even further

    2019-05-07T00:00:00Z

    The UK defined benefit schemes of mining multinational Anglo American have halved their already minimal exposure to equities, as the plans near self-sufficiency and reduced risk.

  • Features

    Visa scheme cuts lifestyles and introduces white-labelling

    2019-05-02T00:00:00Z

    Trustees of the defined contribution Visa Europe Pension Plan have reduced the number of lifestyle strategies on offer and introduced white-labelled funds for the first time, one of which invests in direct and listed property.

  • Opinion

    Fixed income's new world: Flexible, absolute return and the rest

    2019-05-01T00:00:00Z

    Data crunch: Absolute return and flexible fixed income strategies have been hugely popular with UK pension schemes in recent years, for a variety of reasons.

  • Features

    Private debt inflows continue as storm clouds gather

    2019-04-25T00:00:00Z

    Data crunch: Patrick Marshall is worried about the prospects for the private debt sector. The direct lending veteran and head of private debt at Hermes Investment Management says the possibility of markets coming back down to earth could leave some of his peers, and by extension the reputation of the industry, facing serious damage.

  • Features

    Time to ask more questions on ESG

    2019-04-23T00:00:00Z

    Time to ask more questions on ESGTrustees told to get tough on greenwashing managers and advisersEnterkeywords.sh_embed {position: relative;height: auto;width:100%;z-index: 0;overflow: hidden;background-color: #222;color: white;font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;}.sh_embed * {-webkit-box-sizing: border-box;-moz-box-sizing: border-box;box-sizing: border-box;}.sh_embed .sh-embed-bg {position: absolute;width: 110%;height: 110%;top: -5%;left: -5%;z-index: -1;background-color: rgba(0,0,0,.8);}.sh_embed #embed_article {display: none;}.sh_embed .sh-embed-img {display: block;zoom: 1;opacity: ...

  • Features

    Active managers unable to mitigate late 2018 volatility

    2019-04-18T00:00:00Z

    For active managers, the ultimate test of mettle will always be whether they can beat their benchmark. As of the end of 2018 the news looks good for stockpickers specialising in UK equities, but analysts say there are still concerns behind the numbers.

  • News

    BlueSky and Crystal master trusts gain authorisation

    2019-04-17T00:00:00Z

    On the go: Two more master trusts have gained authorisation from the Pensions Regulator, bringing the total approved schemes in the sector to five.

  • News

    LGIM votes against record number of companies in 2018

    2019-04-17T00:00:00Z

    On the go: Legal & General Investment Management has broken its record for voting against companies of which it is a shareholder, as the asset manager tries to cement its stewardship credentials.

  • Angus Peters
    Opinion

    In pensions as in Brexit, it pays to plan for the worst

    2019-04-16T00:00:00Z

    Editorial: The government would not be expected to flirt with the prospect of not achieving a Brexit deal without prior contingency planning. It is time for pension fund trustees to think carefully about what they would do if their sponsor goes under.

  • Mark Davies
    Opinion

    Why schemes cannot rely on credit strategies alone for CDI

    2019-04-16T00:00:00Z

    Cash flow-driven investing is the strategy of the moment. While schemes once looked to liability-driven investing to manage liability risk, many are now using CDI to focus more on meeting payments to pensioners.

  • News

    Fiduciary managers struggle in 2018’s testing markets

    2019-04-12T00:00:00Z

    On the go: Fiduciary managers significantly undershot their targets in 2018, with underperformance ranging from 6 per cent to more than 11 per cent, according to the first XPS FM Watch report.

  • News

    South Yorkshire Pension Authority invests £80m in local region

    2019-04-08T00:00:00Z

    South Yorkshire Pension Authority has announced plans to ramp up its local investing efforts, committing £80m to lending aimed at supporting property development in Sheffield and extending an existing allocation to another Yorkshire-based property fund.