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DB Pensions: Is Cash Flow–Driven Investing Right for Everyone?

Published by : AllianceBernstein

UK defined benefit schemes are now mostly cash flow–negative.* Increasingly, attention is shifting to investment strategies that focus on matching cash flows to member benefits. But depending on a scheme’s circumstances, we think there may be a range of strategic options.

Published: 19 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Global Pensions Buyout Index

Published by : Mercer UK

Pension risk transfer transactions increasingly involve an international element. Mercer Global Pension Buyout Index monitors the general trend in the pricing of bulk pension annuity transactions in the US, UK, Ireland, Canada, and Germany.

Published: 06 April 2018

Business Area: Global Growth

Type: Portable Document Format (.pdf)

Member Options: Increasing member choice, reducing plan risk

Published by : Mercer UK

In the past, offers made to members to restructure their benefits or transfer from DB to DB were sometimes viewed with suspicion. However, a code of practice endorsed by the Pensions Regulator has helped removed fears of mis-selling as we as give plan trustees and sponsors clear guidance on how

Published: 06 April 2018

Business Area: Risk

Type: Portable Document Format (.pdf)

Effective cashflow management for DB pension schemes

Published by : Legal & General Investment Management

DB pension schemes are maturing. According to Mercer, over half of UK DB pension schemes are cashflow negative or soon will be, with 85% of cashflow positive schemes expected to turn cashflow negative within 10 years.

Published: 05 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Managing transfers out of DB pension schemes

Published by : Legal & General Investment Management

We consider the implications of transfers out of pension schemes in the short and long term and how schemes can best prepare.

Published: 03 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Smart beta for DC

Published by : State Street Global Advisors

Investors are now more convinced of the benefits of both Smart Beta and ESmart beta strategies aim to isolate factors that have been shown to outperform market-cap-weighted indexes over time. Rather than simply weighting stocks by their market capitalization, these indexes are constructed to

Published: 26 March 2018

Business Area: Defined Contribution Pensions

Type: Portable Document Format (.pdf)

The Best of Both Worlds? Smart Beta and ESG Combined

Published by : State Street Global Advisors

SG and are looking for ways to bring both into their portfolio. This requires a thoughtful approach that will incorporate the implementation challenges of sometimes conflicting objectives.

Published: 26 March 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Defining the two types of cashflow-driven investing

Published by : Legal & General Investment Management

LGIM’s Graham Moles and John Roe look at the difference between cashflow matching and cashflow aware investing and discuss the role equities can play as part of the CDI spectrum.

Published: 23 March 2018

Business Area: Collective defined contribution

Type: Portable Document Format (.pdf)

Institutional Investment Intelligence: Restructuring and special situations

Published by : M&G Investments

Institutional interest in M&G’s distressed credit and special situations strategies points to continued demand for differentiated sources of growth.

Published: 15 March 2018

Business Area: Investment

Type: Portable Document Format (.pdf)

Will inflation-linked bond funds disappoint investors?

Published by : Hermes Investment Management

As the fear of rising inflation resurfaces, investors are embracing inflation-linked-bond funds in efforts to preserve capital1. We agree with their motive, but not their course of action: the instruments are more sensitive to interest rates than many people realise and are likely to outperform only

Published: 01 March 2018

Business Area: Global Growth

Type: Portable Document Format (.pdf)