Thank you With Intelligence for hosting the Pension Bridge Private Equity Exclusive in Chicago last week. It was great to hear from all the speakers, including SVP’s Jonathan Waggoner who joined a panel discussing value creation in private equity.
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Achieving the 1,000th derisking trigger for Defined Benefit pension schemes marks a milestone in reducing investment risk and ensuring stability. Derisking involves reducing risky asset allocations. In our latest video, James Lewis, our CIO, and Nathan Baker, UK Head of Investment Strategy, discuss the challenges that remain and end-game strategies. Read more here: https://lnkd.in/ea9-UUf3
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How can covenant concerns impact your DB pension scheme’s run-on strategy? Emily Goodridge, Managing Director at Cardano Advisory, a business of MMC, joined our webinar on ‘Navigating the Surplus Landscape’ to share insights on the role of covenant in scheme strategy. Listen to the webinar recording: https://bit.ly/4hfChY6
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Did you miss our webinar, ‘Navigating the Surplus Landscape’, perfectly timed given this week's announcements? If so, catch up by watching the recording below.
How can covenant concerns impact your DB pension scheme’s run-on strategy? Emily Goodridge, Managing Director at Cardano Advisory, a business of MMC, joined our webinar on ‘Navigating the Surplus Landscape’ to share insights on the role of covenant in scheme strategy. Listen to the webinar recording: https://bit.ly/4hfChY6
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Rachel Reeves proposed pension megafunds, which could reduce costs and benefit UK infrastructure. While clearly benefiting the largest asset managers, Osmosis Investment Management question whether this is at the expense of small boutique managers who drive innovation and competition. #PensionMegaFunds #UKInfrastructure #PensionsforPurpose https://ow.ly/RZUY50UaPmU
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School is back in session- let's talk about educators and their options when it comes to planning for their future: Educators pour their passion into shaping future generations, but it's just as important to invest in their own (financial) futures. From pension plans to 403(b)s and IRAs, there are many tailored options to help teachers plan for a secure retirement. By understanding the benefits of these programs, educators can make informed decisions that ensure their hard work today leads to a rewarding tomorrow.
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Executive Director and EMEA Head HR Business Partner - Asset Management, Wealth Management - Goldman Sachs
Clear, Coherent and concise read on the difference between Fiduciary management and Outsourced Chief Investment Office (OCIO) services !
UK defined-benefit pension schemes are operating in an increasingly demanding environment, and a growing number are seeking outside help in managing their investments. Which options are available to trustees and how do they differ? Discover the key differences between fiduciary management and outsourced chief investment officer (OCIO) services: http://ms.spr.ly/6042Wukq0
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Top story this week: Mergence Investment Managers is fighting the Municipal Employees Pension Fund’s 2023 decision to terminate two of its mandates. The mandates covered about R6.6bn of the fund’s assets. #retirementfund #pensionfund #FinanceNews
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📊 In our recent 2023 annual fundraising report, we navigate a year of significant economic shifts where understanding trends in pension fund allocations has never been more crucial. This report offers a detailed look into how major U.S. public pension funds are adapting their strategies amid changing market conditions. Key Highlights include: ↗️ A strategic pivot towards Private Equity, with an increased allocation despite broader market uncertainties. 📝 Continued leadership and robust investment by CalPERS, particularly in Private Equity and Private Credit. 👉 Download your copy today to gain a deeper understanding of these dynamics and how they might impact future investment strategies: https://hubs.ly/Q02vSZ5D0
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Access timely investment insights on market and industry themes shaping today’s defined benefit plan landscape with PIMCO’s pension solutions strategists Vijendra Nambiar and Aaron Smith. Below are key takeaways from our latest Quarterly Pension Review webcast: https://pim.co/qvn9j94q → Improvements in pension plans’ funded status continued in the first quarter of 2024 → Opportune time for pension plans to lock in investment gains, lower their funding ratio risk, and strategically manage risk/return tradeoffs → Plan sponsors can implement comprehensive liability-driven investing strategies designed to mitigate yield-curve risk and meet plan-specific hedging needs
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Investment professional with 25+ years in asset management and strategic fund oversight seeking permanent or contract work. Specialises in change, transformation, consolidation and integration.
Neither solution is better or worse. Bigger defined-benefits schemes with greater resources may benefit from a disaggregated Outsourced Chief Investment Officer ("OCIO") model with separate advisers. Smaller mandates are likely to benefit from a more full fiduciary management service. In both cases, success will be determined by how well trustees manage their relationships. Setting clear expectations of what success looks like at the beginning will help achieve better results. With effective challenge trustees will be able to hold the outsourced partners to account over a reasonable period of time.
UK defined-benefit pension schemes are operating in an increasingly demanding environment, and a growing number are seeking outside help in managing their investments. Which options are available to trustees and how do they differ? Discover the key differences between fiduciary management and outsourced chief investment officer (OCIO) services: http://ms.spr.ly/6042Wukq0
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