1 janvier 2020

How can pension fund trustees provide effective governance on the subject of cost? Ensuring value for money is central to fulfilling fiduciary duty.

• Fees
• Governance

Lire la suite : How Can Trustees Ensure Value for Money?

1 décembre 2019

Foresters Friendly has been drawing the attention of the insurance investment industry in 2019, with accolades for its new approach featuring a high-quality multi-asset solution complemented by new forays into private markets.

• Equity
• Fixed Income
• Private Markets
• Governance
• Infrastructure

Lire la suite : Small Insurer Boosts Sophistication, Adds Alternatives

1 novembre 2019

In 2019, RPMI Railpen insourced the majority of factor investing strategies in its equity management programme. It is the latest milestone in a five-year journey towards understanding value for money and bringing down costs. 

• Fees
• Equity
• Governance
• Investor Spotlight
• Strategic Portfolio Design

Lire la suite : Railpen Pursues Smart Insourcing

1 octobre 2019

“Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and outperformance based on idiosyncratic risk exposures.

• Fees
• Equity
• Fixed Income
• Governance
• Risk
• Manager Selection
• Portfolio Design

Lire la suite : What Does “Paying for Alpha” Really Mean?