Canadian Investment Review’s 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

This is one of the reasons why private credit is going to assume a much larger significance and portfolio allocation in the years to come, as it provides investors with access to less volatile and yet highly attractive income streams - so pivotal given Australia's aging population.

An interesting article in the Economist for #investorrelations officers and #investortargeting strategies in the context of green transport and energy infrastructure. The dangerous rise of pension nationalism https://lnkd.in/dmfC_cBb from The Economist

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

Chancellor Jeremy Hunt's upcoming Autumn Statement is set to address the potential use of pension capital to fuel UK growth. However, recent moves like the HS2 announcement raise questions about the UK's commitment to infrastructure. With pension funds hesitant to invest the asked £50 billion, the UK's low G7 business investment standing becomes evident. Major global brands overshadow British firms in pension portfolios, and escalating costs of projects like HS2 worry investors. The UK must focus on high-growth sectors like biotech and fintech to secure a promising financial future. https://hubs.ly/Q026BKTJ0

12.7 tonnes of CO2 is the carbon footprint of the average UK citizen. An estimated £4.2 Trillion is invested in UK pension funds (including assets backing annuities) Sustainable funds & portfolios exist that avoid investing in carbon intensive industries such that, when compared to funds invested in an average spread of UK equities, have reduced emissions per £100,000 invested equivalent to about 5 average UK citizens/year. If just 1/3 of total pension investments were moved to low-carbon sustainable investments it would offset the emissions of the entire UK population. I hope my maths is correct! £4.2T / 100,000 = £42,000,000 Each £100,000 moved to low-carbon investments = 5 UK citizens. 42,000,000 / 3 = 14,000,000 14,000,000 x 5 = 70,000,000 (UK population is approx. 68.5M)

Accumulation Vs Defined Benefit superannuation funds. One is based on your rate of contributions + your returns. The other is based on a formula.

This article from Barbara Shecter in the Financial Post provides a great historical perspective into the attempts and difficulties of creating win-win partnerships between the Canadian government and pension funds on large domestic infrastructure projects over the past 10 years. #pensionfunds #infrastructure

Brighter Super has achieved double-digit returns for our Balanced and Growth accumulation and pension investment options, delivering strong end-of-financial year results for members*. Find out more at: https://bit.ly/3LtNC8F -Read the PDS and TMD at https://bit.ly/41WFxAR *All returns are based on daily unit prices available to members. They are net of investment fees and taxes, and gross of the administration fee charged by the Fund. Investment returns are not guaranteed. Past performance is not a reliable indicator of future performance. #RightByYourSide #superannuation #performance

Quite rightly the new Government has put reform of the planning system at the heart of it's economic plans. Mandatory targets to build new houses and measures to unlock the planning system are important to both meet the housing crisis that the UK is facing and also to spur economic growth and regional and local regeneration. The Government's ambition to unlock further pension fund investment in the UK is also positive and we see real synergies in using pension fund investments to deliver strong and steady returns to the schemes and savers, while also contributing positively to solving the housing problem. Follow Pluto Finance Investors or get in touch to find out how we can help, amanningbrown@pluto-finance.com #RealEstateInvesting #PlutoFinance #RealEstateDebt #affordablehousing