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From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

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Looking back at the road travelled
15 September 2021

Looking back at the road travelled

The Pensions Regulator’s (TPR’s) Chief Executive Charles Counsell reflects back on a year like no other, outlining how the Regulator has responded to challenges of the pandemic and continued its work to support the pensions industry and protect savers.

Read more
Why ESG is essential for cash flow matching success
15 September 2021

Why ESG is essential for cash flow matching success

With defined benefit (DB) pension schemes maturing and many turning cash flow negative, cash flow matching portfolios are increasingly important. Fiduciary managers must lead in ensuring environmental, social and governance (ESG) factors play an increasingly integrated role in the process and portfolios of cash flow matching strategies. Integrating ESG is a vital evolution, not only in delivering on trustees’ regulatory obligations but in ensuring that portfolios are more resilient and value additive. Here, we set out why integrating ESG matters, and what we consider when identifying managers to help us provide bespoke cash flow matching ESG to pension schemes.

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The top concerns trustees have for members approaching retirement
15 September 2021

The top concerns trustees have for members approaching retirement

There are many risks around accessing pensions which have become increasingly complex and uncertain. With this in mind, WEALTH at work conducted some research with the Pensions Management Institute to look at this in more detail and have revealed the results.

Read more
ESG engagement: going above and beyond investor letters
15 September 2021

ESG engagement: going above and beyond investor letters

Over the past couple of decades, responsible investing has evolved from a niche area of our industry to much more mainstream. Engaging with companies on environmental, social and governance (ESG) issues is a huge part of what it means to be a responsible investor, because using our influence in this way can help drive real, positive change for people and the planet. We recently discussed ESG engagement with three of the companies we engage with to understand how they’ve witnessed engagement evolve and to get their opinions on what good engagement looks like.

Read more
Accessing alternative assets to build diverse portfolios
15 September 2021

Accessing alternative assets to build diverse portfolios

Assets under management in private markets have grown exponentially in recent years, hitting $4.74 trillion by the end of 2020*, and growth is set to continue on this trajectory**. It is a growing universe, but one which is out of reach for most investors, as assets are generally held in long-dated funds with no redemption rights and large minimum investment limits.

Read more
Gold – creating opportunities from risks
15 September 2021

Gold – creating opportunities from risks

Any path to recovery is beset with challenges, something exemplified by financial markets’ performance so far this year. The first six months of 2021 saw swings in asset prices, sentiment and optimism as the global economy continued its quest for a much-needed recovery. Some say we are hitting an inflection point with growth, inflation and policy stimulus potentially peaking, but uncertainty remains high.

Read more
Looking back at the road travelled
15 September 2021

Looking back at the road travelled

The Pensions Regulator’s (TPR’s) Chief Executive Charles Counsell reflects back on a year like no other, outlining how the Regulator has responded to challenges of the pandemic and continued its work to support the pensions industry and protect savers.

Read more
Why ESG is essential for cash flow matching success
15 September 2021

Why ESG is essential for cash flow matching success

With defined benefit (DB) pension schemes maturing and many turning cash flow negative, cash flow matching portfolios are increasingly important. Fiduciary managers must lead in ensuring environmental, social and governance (ESG) factors play an increasingly integrated role in the process and portfolios of cash flow matching strategies. Integrating ESG is a vital evolution, not only in delivering on trustees’ regulatory obligations but in ensuring that portfolios are more resilient and value additive. Here, we set out why integrating ESG matters, and what we consider when identifying managers to help us provide bespoke cash flow matching ESG to pension schemes.

Read more
The top concerns trustees have for members approaching retirement
15 September 2021

The top concerns trustees have for members approaching retirement

There are many risks around accessing pensions which have become increasingly complex and uncertain. With this in mind, WEALTH at work conducted some research with the Pensions Management Institute to look at this in more detail and have revealed the results.

Read more
ESG engagement: going above and beyond investor letters
15 September 2021

ESG engagement: going above and beyond investor letters

Over the past couple of decades, responsible investing has evolved from a niche area of our industry to much more mainstream. Engaging with companies on environmental, social and governance (ESG) issues is a huge part of what it means to be a responsible investor, because using our influence in this way can help drive real, positive change for people and the planet. We recently discussed ESG engagement with three of the companies we engage with to understand how they’ve witnessed engagement evolve and to get their opinions on what good engagement looks like.

Read more
Accessing alternative assets to build diverse portfolios
15 September 2021

Accessing alternative assets to build diverse portfolios

Assets under management in private markets have grown exponentially in recent years, hitting $4.74 trillion by the end of 2020*, and growth is set to continue on this trajectory**. It is a growing universe, but one which is out of reach for most investors, as assets are generally held in long-dated funds with no redemption rights and large minimum investment limits.

Read more
Gold – creating opportunities from risks
15 September 2021

Gold – creating opportunities from risks

Any path to recovery is beset with challenges, something exemplified by financial markets’ performance so far this year. The first six months of 2021 saw swings in asset prices, sentiment and optimism as the global economy continued its quest for a much-needed recovery. Some say we are hitting an inflection point with growth, inflation and policy stimulus potentially peaking, but uncertainty remains high.

Read more