What are really your pension liabilities?


Liabilities in UK pension schemes are grossly under-estimated with the current valuation system not recognising  the perilous funding position in both corporate and public systems. The implications for not addressing this include huge financial costs borne unfairly by younger members of the schemes. Stefan Lundbergh, head of innovation, and Andrew Stewart, client manager at Cardano, believe reform is needed.   If you…

Behind the long-horizon equities mandates at The Pensions Trust
How to implement long-term ideology is one of the enduring questions for investors. Unilever UK Pension Fund, The Pensions Trust and the Environment Agency Pension Fund have collectively allocated $750 million to the start-up, Ownership Capital, for its long-horizon engagement-focused strategy. For The Pensions Trust chief investment officer, the decision to allocate to a specialist engagement strategy was simply an…

Future Fund focuses on finding the best people
Australia's sovereign wealth fund, the A$101 billion Future Fund, has just upped the stakes in not only attracting the best co-investment deals from fund managers, but in its bid to attract the world's best investment professionals. Two months ago the fund's long serving chief investment officer, David Neal, become chief executive in name (following the resignation of the previous CEO Mark…

Towards a new generation of pension funds in Australia


Numerous surveys suggest that Australians are not completely satisfied with superannuation as it exists today. First, fund members tend to think that they will not have enough to retire and second, that investment plan providers are not necessarily acting in their best interest. In this context, we asked in a recent study supported by AXA Investment Managers whether the recent rapid development…

OECD’s plan to incentivise long-term investment
G20 financial ministers and central bank governors welcomed the findings of the G20/OECD roundtable on institutional investors and long-term investment last month, which included clear plans to incentivise institutional investors to undertake more long-term investments. The roundtable, “From solutions to actions: implementing measures to encourage institutional long-term investment financing”, held in Singapore recognised that long-term investment in infrastructure will contribute to…

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A study of 300 US pension funds by CEM Benchmarking reinforces the importance of asset allocation, highlighting the performance of asset [more]
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As the fixed income asset class undergoes rapid change and the opportunity set expands, unconstrained bond funds have become popular. But as this article examines, with that expanded opportunity set [more]
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What, really, are your pension liabilities?

  • by
  • October 25, 2014

Liabilities in UK pension schemes are grossly under-estimated with the current valuation system not recognising ... [more]

Behind the long-horizon equities mandate at The Pensions Trust

How to implement long-term ideology is one of the enduring questions for investors. Unilever UK ... [more]

Future Fund focuses on finding the best people

Australia’s sovereign wealth fund, the A$101 billion Future Fund, has just upped the stakes in ... [more]

The cost of bad asset allocation

A study of 300 US pension funds by CEM Benchmarking reinforces the importance of asset ... [more]

Towards a new generation of pension funds in Australia

  • by
  • October 10, 2014

Numerous surveys suggest that Australians are not completely satisfied with superannuation as it exists today. ... [more]

The OECD’s plan for long-term investment

G20 financial ministers and central bank governors welcomed the findings of the G20/OECD roundtable on ... [more]

Why long-horizon investors should adopt factor-based asset allocation

Long-horizon investors can withstand macro-economic volatility and so should tilt towards strategies that are exposed ... [more]

The case for long-termism

Keith Ambachtsheer’s lead article in the Fall 2014 edition of the Rotman International Journal of ... [more]

Are your managers as active as you think they are?

Measuring how active managers actually are is a useful tool for investors. A metric called ... [more]