Publications

Intelligent de-risking - 09 July 2010

De-risking means progressively moving assets off risk, with the eventual aim of buyout or being a self-sufficient scheme not taking investment risk. Even if that aim seems a long way off, it is important for trustees and sponsors to plan now, because doing so helps inform the decision around how much investment return to seek now.

To achieve de-risking effectively, it must be done intelligently. It should recognise the preferences of trustees and sponsors, and adapt to changing market conditions. There are different ways of implementing de-risking, but the key is that decisions must be made and implemented swiftly.

Riding The Recovery - 01 August 2009

Following the significant market falls over 2008 and the beginnings of a recovery, we examine the opportunities available to investors in on-risk assets.

Many investors set strategic weightings to on-risk and off-risk assets and only review these allocations on a periodic basis. Should market conditions also be used as a catalyst for review? We consider whether there is merit in investors using the significant falls in many on-risk asset classes to adjust their strategic weightings.

The Case for Emerging Markets - 22 June 2009

We consider the potential economic growth available from emerging markets and the case for increasing emerging market equity weightings.

Emerging market equities have typically formed only a small part of investors’ equity allocations. We believe that these countries have been less affected by recession, are better placed to deliver strong economic growth and that investors will benefit from making more meaningful long-term allocations to emerging markets.

Broad Bond Update - A Spring Opportunity - 03 April 2008

An overview of the Broad Bond mandate and the potential for using a diverse portfolio of bond assets for return generation.

The concept of using bonds as a return source rather than a defensive asset is new to many. Evidence suggests that a broadly invested bond mandate can deliver attractive returns, thus offering diversification to equity investment. We consider the characteristics of this mandate and the attractiveness of investment at this time given the widening of credit spreads.

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