The latest
Research

Real assets and inflation hedge investing

Massachusetts-based consultant, NEPC, advises that clients allocate between 5 and 15 per cent to real assets – including commodities, TIPS and direct investments in real estate, energy and infrastructure. This article by consultant Edward O’Donnell examines the rationale, risks and potential returns of allocating to real assets.
STAFF WRITERAugust 19, 2009
Research

Does freezing a defined benefit pension plan increase company value?

In seeking to minimise pension risk, many companies have chosen to freeze or close defined benefit pension plan in the hope such an approach might give them time to adjust and increase corporate value. In a recent article published in the Financial Analysts Journal, Brendan McFarland, Gaobo Pang and Mark Warshawsky examine the impact of […]
STAFF WRITERAugust 18, 2009
Investor Profile

BT Pension Scheme digs deep to plug deficit

The £31.3 billion ($51 billion) BT Pension Scheme will make additional deficit contributions of $862 million per year over the next three years after suffering an $13.6 billion loss on its investments in 2008. Kristen Paech reports on the scheme’s performance in 2008 and its new strategic asset allocation, which includes a 20 per cent […]
STAFF WRITERAugust 12, 2009
Research

Taking the long view

Governments are among the few agencies that can help the private sector hedge against the increasing problem of aggregate longevity risk. David Blake, Tom Boardman, Andrew Cairns and Kevin Dowd from the Pensions Institute at Cass Business School urge governments to issue longevity bonds as soon as possible
STAFF WRITERAugust 12, 2009
Uncategorised posts

UK funds lead charge on ESG

The £3.6 billion ($5.9 billion) London Pensions Fund Authority has recently beefed up its internal environmental, social and governance capabilities, resulting in more effective engagement, including with the Mayor of London. Kristen Paech talks to chief executive Mike Taylor about LPFA’s short, medium and long-term objectives for ESG and why the fund has taken matters […]
STAFF WRITERAugust 12, 2009
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