Tuesday 22 May 2012

Poll

Should the government commit to a ten year moratorium on key pension rule changes?:

Equities

Balanced pooled funds in the red with returns of -12%

Results were mixed for balanced pooled funds during the third quarter of 2011 with equity funds struggling and bonds performing well, according to latest statistics from BNY Mellon Asset Servicing. Against this backdrop of market uncertainty, balanced pooled funds returned -12.0% during the...
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UK pension funds slash equity holdings

Over the last 10 years there has been a significant shift by UK pension funds away from equities into bonds and Index-Linked.  New research from BNY Mellon shows that the total percentage held in global equities has swung from 73.5% to 51.4% in the last decade (2000/2010), with asset...
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INVESTMENT BRIEF Growth industry

Despite the impressive success of exchange traded funds, UK pension schemes are reluctant to use them. Anthony Hilton, Evening Standard, explains

Some six years ago the chief executive of one of our leading fund management companies told me he was thinking of leaving the business because, looking into the future, he could not see why anyone would buy his funds. It made so much more sense he said to invest through exchange traded funds. And...
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Purple Book 2010 shows DB closures continue apace

The Pension Protection Fund (PPF) and the Pensions Regulator) today published the latest version of the Purple Book which is required reading for all pensions professionals. This is the fifth edition of the publication which highlights trends in defined benefit pension schemes and focuses on...
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DIVERSIFICATION The party’s over for equities

It is time to consider alternative assets for a more diversified portfolio in these difficult economic times suggests Carl Hess, Towers Watson

The desire for continuation of the equity party of the 80s and 90s has resulted in many institutional investors still relying on this asset class to generate most of their returns. But we have now witnessed a lost decade for equities (Japanese style) and over the last five and ten year periods...
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