Allen Jones’ Post

From the article: The lackluster market performance led to no change in the number of plans above the 90% funded mark as of January 31, 2024. #PensionFunds #Governance #Investments #FiduciaryDuty #Milliman #FundingIndex

We're proud to see one of our founders Keith Ambachtsheer, and our Head of Product Development Christopher Flynn, CFA included in this article in The Economist. Keith, Chris and Sebastien Betermier's research is referenced about how "Canadian funds invest a disproportionate amount at home when it comes to bonds, property and stocks. But they invest relatively little in domestic infrastructure as the government chooses not to make such assets available to them." You can read the full article here: https://lnkd.in/gp6nmGan

It's interesting the extent to which we see similar conversations in many countries about the appropriate level of domestic investment, along with hand wringing at domestic investors shifting to a more globally diversified portfolio. These conversations seem to generally ignore that investors in other countries are doing the exact same thing.

https://lnkd.in/eF9m65ZP The need and demand for financial advice continues to increase as evidenced by recent research from Rathbones Incorporating Investec Wealth & Investment (UK). # IFA # Investec Wealth & Investment

Canadian lawmakers and business leaders have criticized the country’s #pensionfunds for not investing more domestically, but doing so could introduce risks, a new paper states. https://bit.ly/4eqb2Je Chief Investment Officer #investing #Maple8 #Canada #Canadianpensionfunds #homecountrybias #equityinvestments

Where should the largest investors put their money, in their country or abroad?

https://lnkd.in/eMzhDkHc UK investment and good member outcomes/VfM. Do they compliment each other? Can schemes achieve both and what are the risks? Arguably, a scheme with a strong UK investment allocation would fail the proposed VfM assessment. Should we be moving to a market where smaller schemes consolidate even if they provide VfM? The overriding focus here has to be member outcomes. Good to see some of mine and industry colleagues thoughts on the latest DWP Call for Evidence captured here. The TISA response can be found here: https://lnkd.in/e5dPG5ph

Last week, Chairman Michael Milken visited Australia for Australian Financial Review's – Visy Superannuation Roundtable. During the sessions, Milken highlighted that "Every Australian company is only one or two seconds away from any investor in the world, most of whom will like the rule of law and market sophistication." He also emphasized that Australia has all the building blocks to grow that part of the capital markets, whether it is direct lending/private credit or a corporate bond market. Read more on the discussion and insights from the event: https://lnkd.in/ga7Z2BvT  #Australia #Capital #Finance #Investment #PrivateCredit #Investors #PrivateEquity

At Wells Gibson Limited, we believe managing financial costs is one of five practical imperatives to pursuing a better investment experience - therefore we remain systematic and minimise taxes. #SensibleInvesting #AssetManagement #WealthPlan https://lnkd.in/gGXMWtEb

[ADVISOR VIEW] Carefully selecting the right investment vehicles and understanding their tax implications can help optimise savings growth over time: Gareth Collier - Crue Invest (Pty) Ltd - 2023 FPI Approved Professional Practice™ of the Year. #Moneyweb #InvestmentTips https://lnkd.in/dvabPKHD