01. Januar 2020

How can pension fund trustees provide effective governance on the subject of cost? Ensuring value for money is central to fulfilling fiduciary duty.

• Fees
• Governance

Weiterlesen: How Can Trustees Ensure Value for Money?

01. Dezember 2019

Foresters Friendly has been drawing the attention of the insurance investment industry in 2019, with accolades for its new approach featuring a high-quality multi-asset solution complemented by new forays into private markets.

• Equity
• Fixed Income
• Private Markets
• Governance
• Infrastructure

Weiterlesen: Small Insurer Boosts Sophistication, Adds Alternatives

01. November 2019

In 2019, RPMI Railpen insourced the majority of factor investing strategies in its equity management programme. It is the latest milestone in a five-year journey towards understanding value for money and bringing down costs. 

• Fees
• Equity
• Governance
• Investor Spotlight
• Strategic Portfolio Design

Weiterlesen: Railpen Pursues Smart Insourcing

01. Oktober 2019

“Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and outperformance based on idiosyncratic risk exposures.

• Fees
• Equity
• Fixed Income
• Governance
• Risk
• Manager Selection
• Portfolio Design

Weiterlesen: What Does “Paying for Alpha” Really Mean?