Are fund managers aiming for the same goal as the pension schemes that hire them, and do they inspire confidence in the trustees, David Rowley asks PW’s panel of experts from across the UK.
Investment Intelligence
Pensions Week has carried out a series of interviews with trustees and pension scheme managers to gauge their thoughts on how confident they are of meeting liabilities and how their relationships with fund managers are being impacted by low returns. The feedback is below.
Investment intelligence: the trustee confidence index – relationships with fund managers
| 12 November 2012
Investment intelligence: the trustee confidence index
| 29 October 2012Trustees were asked: ‘What word would you use to describe your responsibilities as an institutional investor, and why?’. David Rowley delves into their responses.
Investment intelligence: How confident are you about fulfilling your fund’s obligations?
| 15 October 2012This is a pretty forward question to ask those whose fiduciary duties oblige them to meet the terms of section 67 of the Pensions Act 1995.
Investment intelligence: on the same page
| 01 October 2012‘Is there anything fund managers could be doing better, or that you would like to see more of?’ This was the question asked of trustees and scheme managers. David Rowley reports on their reactions
Video: why don't DC default funds have allocations to emerging markets?
| 30 January 2012Jesal Mistry, DC investment specialist at Aon Hewitt talks to David Rowley, editor of Pensions Week.
Emerging market debt survey: fund managers
| 01 February 2012The second annual emerging market debt survey features the views of 15 fund managers.
LGPS ditches active management
| 26 February 2012A local government pension scheme (LGPS) is selling active equity positions and buying passive, following the failure of active management to perform to benchmarks.
All power to the investment committees at top funds
| 07 May 2012The UK pension funds most admired by the industry are increasingly giving their investment committees full authority to make decisions.
Schemes pile into mortgage-backed income assets
| 29 April 2012Schemes’ exposure to mortgage debt has increased dramatically this year as they move to replace banks as lenders for commercial property purchases.
Risk-based benchmarks introduced for DC
| 22 April 2012Multi-asset funds have given defined contribution savers better risk-adjusted returns than passive equity trackers over the past three years.
DCisions publishes first multi-asset benchmark returns
| 16 August 2012Equity-heavy multi-asset allocations have outperformed cautious ones over the past three years despite difficult markets, research shows.

