Eastspring Investments The starting point provides the investment opportunity 13 June 2013
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Federated Investment Management Company Investments in US high-yield bonds continue to offer both absolute and relative value in this yield-challenged fixed-income world. 12 June 2013
Paul Baybutt Effective risk monitoring has risen to the top of pension trustee's agenda in the face of tougher regulatory requirements and the need for greater transparency about scheme holdings. We investigate how custodians are providing an aggregated view of the portfolio-wide risk profile alongside functionality to drill down to specific component risk factors. 04 April 2013
Will Allport Before auto-enrolment came into effect in the UK, participants in a defined contribution (DC) plan's default investment strategy arguably had made one active decision: to join the plan in the first place. Now, members' income is being deferred on their collective behalf, contributed into an investment vehicle over which they neither have any control, nor the time, interest or perhaps even the skills to oversee. 04 April 2013
Raiffeisen Capital Management Within the scope of this paper, we would like to take a further step in the current broad discussion on risk-parity portfolios. After a number of concerns have been raised by various market participants in the recent past, we think it is time to address these. To begin with, it is key to outline the main characteristics and rationale behind risk-parity as we see it (step 1.0). Thereafter, we would like to cite the central criticisms (step 2.0) and put them into perspective (step 3.0). 03 April 2013
Ernst&Young During 2012, Ernst & Young hosted a series of four webcasts to introduce pension trustees and company representatives to the concept of fiduciary management. In all, over 500 individuals participated in these webcasts. During the webcasts, we asked participants for their thoughts on a variety of subjects. 03 April 2013
Stella Beale Although not always a priority, taking the time to prepare and plan is essential if trustees and sponsors are to successfully de-risk their pension scheme. Equally important is an understanding of the processes to follow if the aim of de-risking is to be realised. 03 April 2013
Richard Dowell Analysis of active equity managers' returns has shown that 'alpha' generation (i.e. outperformance above the market return due to manager skill) has been declining over the past decade. We believe that the rise in correlation between stocks has been an important factor in this decline. 03 April 2013
Burges Salmon Trustees and employers are set for another tumultuous year in 2013. 03 April 2013
Knight Frank Investors The Central London property market remains attractive to overseas investors who continue to be a major influence on investment demand. In the City, for example, it is estimated that around 70% of the transactions in the market over the last twelve months have involved overseas investors. There are a number of reasons for this. 03 April 2013
Marcelo Dellavedova Fiduciary Management is a holistic approach to the management of pension assets relative to the schemes liabilities. Fiduciary management's primary objective is to help pension schemes achieve their long term goals 28 March 2013
Malcolm Booth Once a pension scheme member retires, it can be difficult for the pension scheme to ensure the continued welfare of their retirees. Ironically, it is often at this stage that members are most in need of a friendly ear and reliable advice. Retirement can often leave the individual feeling set adrift and can raise many questions, including where to turn for support and guidance, and how to find answers they can trust. But budget and time restraints can make provision of continued welfare services by the scheme or company itself, impractical and costly. 28 March 2013
Jonathan Bull Liability for breach of trust is a personal liability and a trustee is liable to both the scheme beneficiaries and to scheme creditors. Professional advice should be sought when appropriate and failure to do so may in itself be held to be a breach of trust. If trustees are uncertain as to how to exercise their powers, they can also apply to the court for directions. The risk is potentially greater after a winding up where there may be missing beneficiaries or other contingent liabilities and no assets. A trustee or trustee director is also potentially at risk of having to pay a civil fine for breach of pensions' legislation. Fines for individuals range up to £5,000 and for corporate trustees £50,000. 28 March 2013
Rohan Worrall Investment is one of a trustee's most important responsibilities, but is an area that frightens many people who are unfamiliar with it. Following the Myners Principles, the National Association of Pension Managers (NAPF) endorsed those relating to investments that trustees need to bear in mind; namely clear investment objectives, an awareness of risks and tolerances and effective performance assessment. 28 March 2013
Stuart Rhodes "I invest in three different kinds of companies in order to construct a portfolio that should be able to perform well regardless of the investment background. As well as high quality, stable companies that are expected to grow steadily, I also select businesses that are more economically sensitive and firms that are growing rapidly."Stuart Rhodes, Fund Manager 17 September 2012
Aled Smith I believe now is an opportune time to invest in global equities, and while markets may remain volatile in the short-term, investor fear is driving extreme levels of market myopia that is creating an attractive opportunity for longer-term investors. 20 July 2012
Simon Lue-Fong Simon Lue-Fong, head of Pictet's emerging debt team, which has over USD 19 billion under management, shares his views. To what extent has the distinction between emerging market and developed government bonds blurred? 28 June 2012
Stuart Rhodes Stuart Rhodes, fund manager of the M&G Global Dividend Fund, explains his approach to dividend investing and discusses the importance of having a balance between different kinds of investments to try to ensure good performance in varying market environments. 12 June 2012
Mark E Durbiano Senior Vice President and Senior Portfolio Manager Mark E. Durbiano heads the Domestic High Yield Group at Federated Investors. 27 April 2012
Michael Godfrey and Matthew Vaight In recent years, developing economies have enjoyed robust economic growth and their share of the global economy has increased dramatically. While a strong economy is undoubtedly beneficial for companies, research shows that there is actually little correlation between a country's GDP growth and the performance of its stock market. In fact, countries with the fastest economic growth have tended to deliver the worst returns. 08 March 2012
Susanne Willumsen, Lazard Asset Management Low volatility equities should offer a smoother path to equity wealth accumulation by limiting participation in sharply contracting markets, says Susanne Willumsen from Lazard Asset Management 13 December 2011
Stuart Rhodes, fund manager, M&G global dividend fund Stuart Rhodes, fund manager of the M&G Global Dividend Fund, explains why dividend investing is an effective investment strategy and discusses the advantages that a global approach to dividends can provide. He also sets out some of the pitfalls that are associated with dividend investing and suggests ways to avoid them 24 November 2011
Ihab L. Salib, Senior Vice President and Senior Portfolio Manager, Federated Investors Ihab L. Salib, a Federated Investors senior vice president and senior portfolio manager who heads the Pittsburgh-based financial services company's International Fixed Income Group, discusses the growing role that emerging markets/developing countries now play in the global economy 16 November 2011
Ihab L. Salib Ihab L. Salib, a Federated Investors senior vice president and senior portfolio manager who heads the Pittsburgh-based financial services company's International Fixed Income Group, discusses the growing role that emerging markets/developing countries now play in the global economy 10 October 2011
Many pension funds have traditionally used currency overlay strategies to hedge their foreign currency exposure stemming from their overseas equity holdings. Increasingly pension funds are viewing investments in currencies as an additional source of return 28 September 2011
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