Report
-
August, 2019
Investor study shows portfolio changes amid market volatility
The majority of investors globally made immediate changes to the risk profile of their investments during the volatile final three months of 2018, Schroders Global Investor Study 2019 has identified. The study, which surveyed more than 25,000 people in 32 countries, found that 70% of investors modified their portfolios in direct response to markets’ ...
Read More -
August, 2019
LGPS pool preps small-cap equity search
Brunel Pension Partnership has started its research phase for the search of fund managers for its smaller companies equities sub-fund. “The sub-fund, which sits under our active equities portfolio, offers us the opportunity to really investigate the practical issues of investing in smaller companies and to harness the exceptional growth potential of ...
Read More -
August, 2019
Avon reviews investment strategy to cut equities
The Avon Pension Fund, with assets valued at £4.6 billion, has reviewed its investment strategy, in order to reduce its equities allocation from 50% to 40% of total fund assets, with a long-term view of further reducing its exposure to 37.5%. This reduction was driven by the scheme’s improved funding level due to strong asset returns, said David ...
Read More -
August, 2019
Brunel PP kicks off research phase for sustainable equities offering
Brunel Pension Partnership has begun the process of building its sustainable equities offering for its 10 LGPS Client Funds. The objectives of the sustainable equities sub-fund, which is part of Brunel’s active equities range, will be to provide exposure to sustainable focused companies within the global equities market and will aim to generate excess ...
Read More -
August, 2019
Barnett Waddingham revamps fiduciary management services
Previously called Fiduciary Management Oversight, Barnett Waddingham’s fiduciary management services has now changed to FM Evaluate. The move recognises the evolution of the service to offer much more than simply oversight, said Peter Daniels, senior investment consultant and FM Evaluate’s newly-appointed head. “The service we deliver goes way ...
Read More -
August, 2019
PLSA launches ESG guidance for pension fund trustees
The Pensions and Lifetime Savings Association (PLSA) has published a new guide to help pension fund trustees comply with new environmental, social and governance (ESG) requirements coming into force from 1 October and support them in achieving good practice into the future. Using myth-busters, case studies and questions that trustees should be asking of ...
Read More -
August, 2019
Fully funded UK schemes face new challenges
Investment consultant Aon has produced polling results from its Annual Pension Conference, held last Spring, that show that defined benefit pension schemes are beginning to grapple with the challenge of being fully funded or being on track to be fully funded. With around 30% of schemes in a fully funded position on a technical provisions basis, and more ...
Read More -
August, 2019
Border to Coast launches private market offerings
Border to Coast Pensions Partnership has launched its first offerings for private equity and infrastructure with more than £1 billion of commitments from partner funds. These are the first offerings in Border to Coast’s private markets programme, which is expected to grow to £10 billion over the long term. Border to Coast launched its private equity ...
Read More -
August, 2019
Support for outcomes-based approach
Local Government Pension Scheme (LGPS) funds should start preparing now for the introduction of an “outcomes-based” approach to improve fund governance standards, according to investment consultant Hymans Robertson. The proposal, which has been adopted by the LGPS Scheme Advisory Board (SAB), reflects the responses to the firm’s recent industry-wide ...
Read More -
August, 2019
Liontrust to buy rival Neptune
Specialist investment company Liontrust Asset Management is to acquire Neptune Investment Management, subject to regulatory approval. This will increase Liontrust’s assets under management by £2.8 billion to £17 billion. The announcement followed a release by the London Stock Exchange on 29 July 2019. All of the Neptune’s investment team, headed ...
Read More
