Resources

The future of investor engagement: Discover what BMO Global Asset Management believe will shape investor engagement this decade

Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice carried out by mission and faith-based investors to a mainstream investor activity. This year, BMO Global Asset Management are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.

“Great things never came from comfort zones”

The devil you know.

Fear of moving pensions administration to another third party administrator (TPA) is enough to put anyone off carrying out a market review in the first place. This can happen even when there is evidence of poor service from an incumbent administrator. It often takes time to get used to the idea of change and the forthcoming disruption.

This article aims to provide some insight and tips on how to alleviate the pain of moving administrator (or first time outsource). It is not possible to cover all aspects in this article which is deliberately focused on project oversight, data and calculations.

Looking for the silver lining

A question that we see regularly in the pensions press is what pensions policy or legislation the industry would like to see over the coming 12 months? The answers are always varied – we all have our own shopping lists – but there are always more ‘wants’ than parliament or regulators have the time or inclination to deliver on.

Another step towards improving DC member outcomes

With small pots and small schemes hot topics once again, the Department of Work and Pensions (DWP) has published a response to its February 2019 consultation on ‘Investment Innovation and Future Consolidation’.

Procrastination – not the endgame’s friend

If I was setting a pensions-related quiz for this publication, I would expect a number of you to identify the 1670s as the decade in which pensions originated. Within a generation (1732 to be precise), a saying that has recently been thrust back into the national consciousness was reportedly used for the first time.

The great risk transfer

How risky does your life feel? In the middle of a pandemic, probably more risky than usual. We’re living through a time where even society’s adrenaline junkies, those most comfortable with taking risks, are probably spending a little time every day weighing up the risk of popping out for a loaf of bread, catching the bus, or hugging their parents.