Asset Allocation
From allocation to implementation
The challenge facing institutional investors increasingly centres on overcoming the operational friction that can hinder long-term success. Fulcrum Asset Management’s Matthew Roberts explains why implementation has become the next frontier.
Thinking beyond retirement
TPT Retirement Solutions’ Georgie Edwards sets out why private markets can play an important role in DC pensions after retirement – but only if schemes can navigate an increasingly uncertain policy landscape.
Manager selection key to direct lending
As direct lending matures and defaults begin to rise, institutional investors are placing greater emphasis on underwriting discipline, workout capabilities and manager specialisation.
How long should private markets stay in DC portfolios?
As private markets become established within DC portfolios, the next challenge is to determine how long members should remain invested after they reach retirement.
Mansion House moves into execution phase
Pensions UK says the focus must now shift from headline commitments to the practical mechanics of deploying long-term capital into UK venture, infrastructure and…
How TPTIM approaches the Mansion House Accord
TPT Investment Management investment director sets out his thinking on making allocations to meet government objectives – and do best by members
Can net zero and fiduciary duty be reconciled?
As political pressure on pension capital rises, pension scheme trustees are being forced to resolve the tension between sustainability aims and maximising returns.
TPT’s superfund and CDC push signals wider potential for private markets
TPT’s expansion into alternative structures for pension funds highlights how larger allocations to illiquid assets can be utilised during the retirement phase
LPs adopt PE secondaries as core liquidity tool
Record-low distributions have forced investors to rethink private equity liquidity, with secondaries and continuation vehicles increasingly being used as portfolio management tools.
Sir Nicholas Lyons: Mansion House target is only a ‘staging post’
Standard Life chairman calls for DC fund signatories to more than double 10% private markets allocations Standard Life chairman Sir Nicholas Lyons used a…
Will UK investors miss the small-cap opportunity?
With UK small caps trading at a historic discount and macro headwinds easing, Artemis says improving earnings and renewed confidence could trigger a self-reinforcing growth loop.
The link between private market assets and member outcomes
Julius Pursaill, an adviser to the Cushon Master Trust, says highlighting the connection between private markets and retirement outcomes helps to create ‘task persistence’ among members