AlphaSimplex Group’s Post

Interesting and characteristically wide-ranging article from Ruston Smith MBA, FPMI, FCMI, FRSA I'm increasingly convinced that the idea he mentions of an integrated savings product which is part-pension, part housing deposit vehicle and part short-term savings buffer is the way to go. It's time to start thinking holistically about saving, rather than live in our pensions/housing/cash silos! https://lnkd.in/eBqwDdxH

In the latest issue of European Pensions, Pomerantz Partner and Head of Client Services Jennifer Pafiti and Director of ESG and UK Client Services Dr. Daniel Summerfield discuss how securities litigation is being used beyond the United States to hold corporations accountable and promote ESG initiatives. Read more: https://lnkd.in/eQgmizWZ #EuropeanPensions #ClassAction #SecuritiesLitigation #CorporateGovernance #SecuritiesLaw

Over the past few years, more plan sponsors have begun partnering with Outsourced Chief Investment Officers (OCIOs) to help see positive returns in the face of a changing investment landscape. In our paper "Defining the OCIO Benefit," OCIO and Head of North American Pensions, Sona Menon, discusses some of the situations that may encourage plan sponsors to consider outsourcing and highlights the key components of a successful OCIO relationship. Read more here: https://ow.ly/lvAA50QE4Ig

How to craft outstanding submissions for the 2024 Influential Women in Institutional Investing awards! Tune in now!

Creating a nest egg for your loved ones is so important

Another day, another conference stage! Tomorrow I'll be moderating the panel discussion on pension asset allocator trends at The Pensions Asset Allcoation summit, hosted by SG Pensions Enterprise. Looking forward to hearing what my excellent panel - Lucinda Downing, Mark Walker, Gordon Ross and Mark Thompson have to say! See you there tomorrow. #events #moderating #paneldiscussion #pensions #assetallocation.

Saving a nest egg can give your children a great start in life - and it can help the financial well-being of your whole family. Recent research by St. James's Place revealed that more than two-thirds (69%) of clients expect to provide some form of financial support for a family member at some point* – over and above day-to-day ‘running costs’ Let's look at the options; such as children's pensions or a Junior ISA. *Intergenerational Wealth Transfer Survey, SJP and The Wisdom Council, 2023, survey size 887. #FinancialWellbeing #AnglianWealthManagement #WealthManagement

In April, Professional Pensions assembled a panel of experts to discuss what the future holds for defined benefit (DB) schemes, against the backdrop of a rapidly changing environment and an avalanche of consultations and proposals from government and regulators. The event, held in association with Russell Investments and chaired by PP editor Jonathan Stapleton, looked at the changing environment for DB schemes – assessing how scheme governance is likely to evolve and looking at the impact the new DB funding framework will have. Read the full article here: https://lnkd.in/eD_wwE_V #TheActuaryGroup #DefinedBenefit #Schemes

Consolidation is a major theme in the UK pensions industry and it was the focus of a great session at the #plsainvest24 PLSA conference this morning. There was general agreement that consolidation in DC will improve member outcomes, but only if there is appropriate quality trustee governance in place to drive and monitor it. One memorable comment : “For years DC governance has been the poor relation to DB governance. Good dc governance is more demanding than db governance.” Suggests there is a clear role here for professional trustees Pi Partnership

Climate-related risk represents a material financial risk to members' assets but also provides opportunities. Check out my colleague Lucy Cresswell's article in this month’s edition of PMI’s Pensions Aspects magazine about how governance-led sustainability can help.... #sustainability #governance