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Searching for: topic is "Investment - Management"

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Two-thirds of retirees leave investments alone despite volatility
Two-thirds of retirees leave investments alone despite volatility
AEGON
21 Nov 2018	United Kingdom	Advisers, Annuities and Income Drawdown, Investment - Management
Research from Aegon has found that whilst retirees are concerned about recent market volatility, they are refraining from changing the investment policies of their drawdown products. According to the findings, 52% of retirement age adults said they had not decreased their rate of drawdown withdrawal as a consequence, although 11% said they were reassessing their investment strategies. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
A411302DF

Nearly 90% of public pension savings exposed to global warming despite UN warning
Nearly 90% of public pension savings exposed to global warming despite UN warning
Asset Owners Disclosure Project
23 Oct 2018	United Kingdom	Investment - Ethical and SRI, Investment - General, Investment - Management
According to research conducted by the Asset Owners Disclosure Project, only 13% of savings collectively managed by the world's 100 largest public pension funds have undergone formal assessment for exposure to climate-related risks. It is estimated that this leaves £7.5trn of savings unprotected from the economic risks associated with climate change and vulnerable to potential losses in the long term. The research also found that only 10% of the largest public pension funds have made formal pledges to align their priorities with the goals of the Paris Agreement, and that 85% of funds have no formal policy for excluding thermal coal. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
5E112541A

Nationwide survey reveals LGPS Funds’ high levels of confidence
Nationwide survey reveals LGPS Funds’ high levels of confidence
Hymans Robertson
18 Sep 2018	United Kingdom	Accounting, Administration, Investment - Management, Investment - Performance, Local Government, Scheme Issues & Trends
Hymans Robertson has published the results of the first ever nationwide survey of Committee and Local Pension Board members of the Local Government Pension Schemes. The survey received input from over half of all LGPS funds and asked participants to rate their confidence levels across eight key knowledge areas, including pensions governance, investment performance and risk management and pensions accounting and audit standards. The participants identified investment performance and risk management and committee role and pensions legislation as the two areas of their work in which they had the greatest confidence, with 91% of respondents feeling "mostly or completely confident" in the latter. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
E01120126

Transaction costs amongst large asset owners
Transaction costs amongst large asset owners
CEM Benchmarking
Sep 2018	United Kingdom	Administration, Investment - General, Investment - Management
CEM Benchmarking has published the results of an in-depth study into the transaction costs incurred by 19 pension and sovereign wealth funds that are amongst the world's largest and most complex institutional investors, with combined assets worth over £2trn. The study found that for the average fund transaction costs account for 24% of total investment costs. It also highlighted a large range of transaction costs incurred by funds. The key reason for this variation identified by the report was asset mix, although it also suggested that other factors contributing to total transaction costs included assumptions, volumes and how much funds pay for transactions. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
271120947		Click here to contact the authors.

Pensions Buzz
Pensions Buzz
Professional Pensions
30 Aug 2018	United Kingdom	Administration, Industry Bodies (excl. Regulatory Bodies), Insolvency, Investment - Management, Pension Liberation, Regulatory Bodies (excl. tPR), Regulatory Bodies - the Pensions Regulator, Scheme Issues & Trends, Surpluses and Deficits
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include: Do you agree with government proposals to potentially disqualify or fine directors which avoid pension obligations through pre-pack administrations or ‘phoenix’ companies?; The PLSA has reiterated calls for a mandatory authorisation regime for all pension schemes, starting with the smallest, to help avoid scams. Do you agree?; Should the mandatory tenders for fiduciary management proposed by the CMA be run on a closed or open basis?; The Pensions Regulator is encouraging DB schemes to match dividends with deficit repair contributions. Do you think this is right?; and Over half of DC asset managers will miss their cost disclosure deadlines, according to research by LCP. Should DC schemes remove a manager if they are unable to disclose transaction costs within a reasonable period of time? More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
DF111678F		Click here to contact the authors.

OECD Annual Survey of Investment Regulation of Pension Funds 2018
OECD Annual Survey of Investment Regulation of Pension Funds
Organisation for Economic Co-operation and Development (OECD)
Jun 2018	WORLDWIDE	Investment - Management, Worldwide News
The Organisation for Economic Co-operation and Development (OECD) has published its "Annual Survey of Investment Regulation of Pension Funds" which describes the main quantitative investment regulations applied to pension funds in OECD and selected non-OECD countries as of December 2017. The information collected for the report concerns all forms of quantitative portfolio restrictions (minima and maxima) applied to pension funds at different legal levels (law, regulation, guidelines, etc). More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
E411058F3

Pensions Buzz
Pensions Buzz
Professional Pensions
18 Apr 2018	United Kingdom	Investment - Management, Local Government, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include: To what extent will the new fiduciary management performance disclosure standard developed by IC Select improve tendering processes?; Do you think defined benefit 'superfund' consolidators will take off?; Do you think there will be further consolidation among the eight local government pension pools in years to come?; Should investment consultants and fiduciary managers be forced to be legally separate?; and Will TPR's 2018 funding statement materially impact the way valuations are carried out? More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
53109584F		Click here to contact the authors.

Pensions Buzz
Pensions Buzz
Professional Pensions
13 Feb 2018	United Kingdom	Investment - General, Investment - Management, Regulatory Bodies - the Pensions Regulator, Savings, Scheme Design (inc. DB & DC), Trustees
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include: What is the maximum rate that average total DC contributions could rise to?; Are trustees too slow to act in removing investment managers if their performance is not consistent with scheme investment objectives?; Should The Pensions Regulator’s powers be applicable to events or actions occurring before the powers came into existence?; Will the Government’s response to the Taylor review of gig economy practices lead to improved pension savings for gig economy staff?; and Are investment strategies becoming too complex for the average MNT to comprehend without significant and expensive actuarial and legal advice? More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.
AE1084744		Click here to contact the authors.

2017 KPMG UK Fiduciary Management Survey
2017 KPMG UK Fiduciary Management Survey
KPMG
Nov 2017	United Kingdom	Administration, Advisers, Investment - Management, Investment - Performance, Scheme Design (inc. DB & DC), Scheme Issues & Trends
KPMG has published its Fiduciary Management Survey for 2017, which charts the increase in the number of UK DB pension schemes using fiduciary management. The survey found that around 14% of schemes now engage with a fiduciary manager, 87 more schemes than in 2016. The research also found that more organisations are now providing a wide range of different fiduciary management services. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
37107332C

Fiduciary Management Survey 2017
Fiduciary Management Survey 2017
Aon Hewitt
6 Sep 2017	United Kingdom	Advisers, Investment - General, Investment - Management, Scheme Issues & Trends, Trustees
Aon Hewitt's eighth survey on the fiduciary management of DB pension schemes has revealed that 48% of schemes now have some form of fiduciary management, compared to 45% in 2016. The survey also showed 'investment expertise' was cited by 51% of respondents as a key advantage of fiduciary management. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
831059627		Click here to contact the authors.

Final Salary Pension Members Don't Want to Lose Guaranteed Income
Final Salary Pension Members Don't Want to Lose Guaranteed Income
Prudential
26 Jun 2017	United Kingdom	Transfers, Scheme Design (inc. DB & DC), Pensioners & Retirement, Investment - Management, Advisers
Analysis by Prudential has revealed that final salary pension scheme members are cautious about moving their benefits to DC schemes because they fear making a mistake in transferring as well as losing the guaranteed retirement income. Of the 1,047 DB scheme members asked, 81% have not considered transferring out of the guaranteed income for life, with 29% giving their reason as not wanting to make a mistake. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
46104758B		Click here to contact the authors.

Pensions Buzz
Pensions Buzz
Professional Pensions
17 May 2017	United Kingdom	Technology & Systems, Scheme Design (inc. DB & DC), Investment - Management, Investment - General
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include: Do you believe alternatives to CPI and RPI inflation measures should be developed for schemes?; Is your scheme or the scheme(s) you work with reviewing cyber security in light of the WannaCry virus attack?; Should it become mandatory for a scheme to appoint a pensions lawyer?; Do you think the Government's Green Paper will change the way DB schemes are run?; and Should the Government limit how much investment risk NEST can take? More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
AE1042BC		Click here to contact the authors.

Investment funds are lacking independent governance
LCP fund governance survey report
Lane Clark & Peacock (LCP)
May 2017	United Kingdom	Investment - Management, Corporate Governance, Administration
According to Lane Clark & Peacock's survey of the governance arrangements for the investment funds used by its clients, 56% of the UK funds did not have any independent Directors. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
BA10412E		Click here to contact the authors.

Adapting to an uncertain world - Trustee Barometer
Trustee Barometer - January 2017
Hymans Robertson
30 Jan 2017	United Kingdom	Trustees, Scheme Design (inc. DB & DC), Investment - Management
Hymans Robertson's annual Trustee Barometer has revealed that only 1% of trustees look at the probability of paying their members' pensions as a key measure. The survey also found that 57% of trustees said that having a fully integrated approach to funding remains one of the biggest challenges. More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.
9110235A		Click here to contact the authors.

Pensions Buzz
Pensions Buzz
Professional Pensions
23 Nov 2016	United Kingdom	Savings, Investment - Performance, Investment - Management, Investment - Ethical and SRI, Advisers, Trustees
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include: If Donald Trump pulls the US out of the Paris Agreement on climate change would this make it harder for UK pension funds to pursue ESG investments?; What is the biggest barrier that prevents trustees changing their investment consultants more often?; Should the pensions industry start using more emotion-based rather than fact-based communications to encourage more saving?; Would greater Government intervention in the investment consultant market improve outcomes for members?; and Do you think corporate pension consultants are worth their fees? More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.
161013CF		Click here to contact the authors.

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