All Roundtables articles – Page 3
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Opinion
Can DGFs be used to boost income with low volatility?
Many diversified growth funds were created to achieve equity-like return with lower volatility and risk, but can they be used to boost income? In the third part of our roundtable series, William Bourne of CityNoble, John Nestor of the MCC Pension Fund, Percival Stanion of Pictet Asset Management, Nicola Ralston of PiRho and Pete Drewienkiewicz of Redington discuss.
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Opinion
Do DGF strategies differ enough from one another?
DGFs were created in part to address correlation across different asset classes, but do they differ enough from one another? In the second part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz discuss how manager's approaches differ across the DGF space today.
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Opinion
How has the DGF space developed?
DGF is no longer the new kid on the block, so how has the area developed recently? In the first part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz discuss where the DGF and multi-asset space has to offer today.
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OpinionOpportunities, risks and manager selection in fixed income
Fixed Income Live: Five industry experts discuss fixed income investment – the direction of interest rates, where the opportunities lie and how schemes can make sure they get the right manager to profit from them.
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Opinion
How schemes can pick the right manager
How can schemes know which manager will perform? In the last part of the Fixed Income Live series, Dalriada’s Simon Cohen, Hymans Robertson’s John Walbaum, Mercer’s Joe Abrams, PGIM’s Edward Farley and Willis Towers Watson’s Chris Redmond discuss whether schemes should let their consultant worry about finding the right specialists and what trustees should be spending their time on.
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Opinion
Are there still areas of fixed income that provide value?
Are there still areas of fixed income that provide value? In the second part of our Fixed Income Live series, Dalriada’s Simon Cohen, Hymans Robertson’s John Walbaum, Mercer’s Joe Abrams, PGIM’s Edward Farley and Willis Towers Watson’s Chris Redmond reveal where they see the best investment opportunities.
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OpinionLDI: Cost concerns, cash flow and skewed models
Roundtable: Six industry experts discuss liability-driven investments - the costs, cash flow impact, European legislation and pitfalls of modelling.
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Opinion
Here to stay? Low interest rates and fixed income investing
Are low interest rates here to stay, and how can pension funds invest in bonds in this environment? In this first part of the Fixed Income Live series, Dalriada's Simon Cohen, Hymans Robertson's John Walbaum, Mercer's Joe Abrams, PGIM's Edward Farley and Willis Towers Watson's Chris Redmond discuss where rates are going and what this means for schemes.
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Features
Are LDI models less perfect than they seem?
Roundtable: Using models can make liability-driven investment seem like a clear-cut decision, but should trustees be more willing to question these models? In the final part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss the pros and cons of LDI models.
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Opinion
How will Emir shape the way schemes use LDI?
Roundtable: Pension schemes have been granted a transitional exemption from having to centrally clear derivatives – a rule contained in the European Market Infrastructure Regulation – but the exemption will end in August 2017. How will schemes be affected and how are they preparing? In the third part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss what the new requirement will mean for schemes.
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Opinion
What about cash flow: Balancing LDI and growth assets
Roundtable: Liability-driven investment can tie up a lot of cash. In the second part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss if there is still room for schemes to absorb illiquidity.
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Opinion
Has LDI become too expensive?
Roundtable: Derisking in an environment of low interest rates makes liability-driven investment look expensive, but is it? In the first part of this roundtable series, Bestrustees’ Huw Evans, HR Trustees’ Giles Payne, Aviva Investors’ Rakesh Girdharlal, KPMG’s Simeon Willis, Cambridge Associates’ Benoît Jacquemont and P-Solve Asset Solutions’ Barbara Saunders discuss what makes the decision to hedge so difficult.
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Opinion
How do trustees monitor strategies and performance in fiduciary management?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, talk about how to monitor and assess a fiduciary manager, in the third part of the roundtable.
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Opinion
What are schemes looking to gain by hiring fiduciaries?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, meet to discuss the pros and cons of fiduciary management, in the first of a four-part roundtable series.
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OpinionFiduciary management: strategies, complexities and benefits
Roundtable: Five industry experts discuss the benefits, complexities and performance of fiduciary management, as well as the impact of market changes and volatility over recent months.
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Opinion
How can we reassure trustees on the more complex aspects of delegated investing?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, consider the more difficult elements of fiduciary management, in the second part of this roundtable series.
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Opinion
How have the past 18 months changed fiduciary management?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, discuss how recent changes in global markets have affected the fiduciary world, in the final part of this roundtable series.
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Opinion
What are the keys to selecting the right manager?
Roundtable: Aberdeen Asset Management’s Mike Brooks, Aon’s James Monk, Buck Consultants’ Nick Ridgway, Capital Cranfield’s Jonathan Reynolds, LCP’s Kevin Frisby and PTL’s David Hosford, discuss the characteristics that combine to make a successful DGF manager, in the final part of this roundtable series.
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Opinion
Will recent equity market volatility have a positive effect on DGFs?
Roundtable: Aberdeen Asset Management’s Mike Brooks, Aon’s James Monk, Buck Consultants’ Nick Ridgway, Capital Cranfield’s Jonathan Reynolds, LCP’s Kevin Frisby and PTL’s David Hosford, discuss how unpredictable equity markets will affect DGFs, in the first of a three-part roundtable series.
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OpinionDGFs: market volatility, choosing managers and DB/DC strategies
Six experts discuss how diversified growth funds are faring amid volatile equity markets, how to choose the right manager, and how trustees use the asset class differently in DB and DC schemes.