All articles by Gail Moss – Page 9
-
AnalysisAnalysis: Mixed response to draft TPR notification regulations
Proposed regulations introduce new employer-related notifiable events and bring forward timing
-
FeaturesBriefing: UK fiduciary management
In 2019, the UK government introduced reforms to the investment consultancy and fiduciary management sector. That followed a review by the Competition and Markets Authority (CMA) that identified competition problems.
-
FeaturesBriefing: Dutch fiduciary management
A new pensions agreement between the Dutch cabinet and social partners last year requires nearly all Dutch pension funds to switch to a new defined contribution (DC) contract. It includes a lifecycle system and personal pension pots. The idea is to combine collective and individual components in one pension agreement.
-
News
COVID recovery consolidates as Spanish funds return 10% to Q2
‘Within alternatives, absolute return is the asset class which has increased its exposure by the greatest percentage,’ Mercer says
-
Country ReportIrcantec: High ESG ambitions
Ircantec’s latest four-year plan has a strong emphasis on social responsibility
-
Country ReportFRPS: Awaiting lift off
France’s new form of supplementary pension fund is only gaining traction slowly
-
FeaturesPerspective: Time to weigh collective DC
The UK finally legislates for a collective alternative to pure DC. But will employers be interested?
-
Special ReportMulti-purpose, measuring up and poised for the European mainstream
As the world economy emerges from COVID-19, the relentless rise of ETFs continues. Assets invested in ETFs and ETPs listed globally reached a record $9.35trn (€7.94trn) at the end of June 2021, with year-to-date net inflows at a record $660.7bn, according to research firm and consultancy ETFGI.
-
News
Factor investing increase driven by ESG, risk management – study
57% of institutional investors now use factors within their fixed income portfolios, up from 37% in the previous survey
-
News
Royal Mail could launch first UK CDC scheme in 2022
The new pension scheme will be made up of a CDC section and a cash lump sum section
-
Special ReportFinland: Unified pensions blueprint awaits proposals
A tripartite working group is preparing recommendations on how to merge local government and private-sector pension systems
-
Special ReportIceland: Pension reform hits the doldrums
Major review brought to a halt by concerns about insufficient consultation and criticisms of some proposed changes
-
AnalysisAnalysis: Trustee tactics for takeovers
UK merger and acquisition activity is buoyant, with £6.1bn-worth of domestic companies acquired by foreign entities in the first quarter of 2021
-
News
COVID recovery sparks 13% return for Spanish funds
For the first time, equities have become the largest individual domestic asset class
-
News
Spanish government planning auto-enrolment pension system
The new Spanish public pension fund will be government-sponsored but privately run in terms of fund management and administration
-
News
Shift to equities as sovereigns seek liquidity, Invesco survey shows
Tilting towards active allocations and longer time horizons seen mitigating risk of high valuations
-
News
Portuguese funds’ Q1 gains boost post-lockdown returns to 13.1%
Most pension fund managers in Portugal hold durations slightly below benchmarks
-
FeaturesBriefing: New benchmark to reduce cost of FX transactions
Among the areas of focus for a pension fund looking to cut costs are the fees charged by its asset managers, usually as an annual percentage of assets under management, plus costs for other services. As part of a cost-cutting exercise, however, foreign exchange (FX) is often neglected. But as funds increasingly invest outside their home country, FX transactions are acquiring more significance because of the need to hedge foreign currency fluctuations. And these deals can carry hidden costs.
-
NewsActive management of public equities bolsters Church’s 10.4% return
The Church’s active fund management approach helped maintain its funding despite last year’s uncertainty that hit some financial markets
-
News
Retrospective LGPS exit credit change is lawful, says court
‘The court concluded there were compelling public interest reasons for making a retroactive change, and that any interference in property rights was justified’
