Latest analysis – Page 6
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AnalysisPortfolio analysis: to net or not to net?
Portfolio alignment tools can help build a clearer picture of overall portfolio impact but accounting for negative externalities is problematic
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AnalysisAnalysis: German schemes' investment path to renewables
The German government has proposed that by 2030 at least 80% of the gross domestic electricity consumption should come from renewable sources
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FeaturesHealthcare investing: Get ready for the next pandemic
The world will have to collaborate on many fronts to ensure preparedness for the next global health crisis.
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AnalysisAnalysis: UK Solvency II reforms and the pensions buyout market
Reform of the insurance industry’s solvency regulations matters to pensions funds because it has implications for the bulk annuity market
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Opinion PiecesNews Notes: Private investing ‘levels up’ playing field
The UK’s recent government white paper – ‘Levelling up the United Kingdom’ – forcefully pushes for private investing. In it, Prime Minister Boris Johnson claims he is determined to “break that link between geography and destiny, so that it makes good business sense for the private sector to invest in areas that have for too long felt left behind”.
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FeaturesPerspective – Liability-driven investing: DIY LDI
A multi-decade trend of falling interest rates, the increased complexity of financial markets and the growing burden of regulation have conspired to turn pension provision into an extremely sophisticated activity. This is especially true for defined benefit pension funds, which may be facing a gradual decline in number, but remain a key source of retirement income.
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AnalysisAnalysis: German institutional investors still hesitant to invest in Asian equities
German institutional investors allocate around €624bn to equities, of which only €24bn (4%) to Japan, €4.9bn to China (0.77%) and €4.5bn to India (0.70%)
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Opinion PiecesNews Notes: Worth de-risking it all
Several advisers in the UK are predicting 2022 will be the biggest pension scheme de-risking year yet.
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FeaturesPerspective: La dolce pensione
Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition
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Opinion PiecesNews Notes: PEPP cap elicits muted response
The date for authorisation for the so-called Pan-European personal pension product (PEPP) is fast approaching – 22 March 2022 – and yet the European pensions market seems to be relatively quiet about it.
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FeaturesPerspective - Blended finance: the ultimate impact investment
Calls for a greater role for blended finance expose the challenges and opportunities of public-private collaboration
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Opinion PiecesNews Notes: Economies of cost saving
The three main reasons the UK government requested that the country’s 89 Local Government Pension Schemes (LGPS) pool their assets back in 2015 were: establishing common investment vehicles to provide the pension funds with a mechanism to access economies of scale; helping them to invest more efficiently in listed and alternative assets; and reducing investment costs.
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FeaturesPerspective: Sweden reshapes national ethical stewardship
The Swedish buffer funds are taking stock as the long-standing secretary general of the Council on Ethics steps down
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FeaturesResearch: DB plans caught in a Catch 22
Pascal Blanqué and Amin Rajan argue that a toxic confluence of demographics, regulation and interest rates are undermining the finances of pension schemes
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AnalysisAnalysis: Nordic pension funds see soft landing for inflation, but remain wary
AP1 expects opportunities to arise, while Oslo PF chief has ‘never been so concerned’
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AnalysisAnalysis: Mixed response to draft TPR notification regulations
Proposed regulations introduce new employer-related notifiable events and bring forward timing
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FeaturesPerspective: Songs strike a chord
A welter of recent private market deals and artists’ catalogue sales have moved music income strategies into the mainstream
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FeaturesResearch: A new understanding of investor satisfaction
Compelling statistics highlight the differences in the economic value of service quality in institutional markets
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Opinion PiecesPension funds should seek fee reductions in private markets
Pension fund investment in non-listed assets has grown considerably since the 2008 global financial crisis.
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Opinion PiecesNotes on the Nordics: Moves may set up net-zero goal for GPFG
Two events have happened in quick succession that increase the chances of Norway instructing its huge sovereign wealth fund to push for net-zero greenhouse gas emissions in its investment portfolio.
