All Pensions articles – Page 3
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White papersPension Funds Letter 20 - Looking past short-term noise to the long-term
Our everyday lives are a succession of small decisions. Often unconsciously, we make decisions daily that ultimately influence our longer-term well-being. These range from the seemingly mundane, such as what will we eat, how much will we exercise, in what ways we use our spare cash, to the more significant around professions, relationships and savings.
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White papersCOP28: Limited expectations met with some progress on climate finance
But what might be a diplomatic victory is definitely not a climate one, whatever the efforts and intense negotiations that have underpinned it, as there is still much to be done. Notably the agreement did not say to “phase them out”, which many were calling for.
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White papersIncome strips for insurers: A natural fit?
With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.
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White papers2023 Proxy Season in Review
In a period of unique market and economic dynamics, Neuberger Berman continued our tradition of vocal engagement to encourage best practices from companies.
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Research ReportThe big contribution: How DC pension schemes can build a brighter future with private assets
Private assets can make a big contribution to DC pension schemes by enhancing the quality of member retirements, while helping to contribute to a more sustainable planet.
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White papersWhat has 2024 got in store for DB pensions and how will fiduciary management evolve?
For a pensions market that is all but closed to new members, you would be forgiven for perhaps expecting defined benefit (DB) pension schemes to be taking it easy. In reality this couldn’t be further from the truth. Mansion House reforms, increasing numbers of bulk annuity deals, and consolidation, all set against the backdrop of the upcoming General Election, mean that 2024 is set to be a year with many twists and turns.
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White papersPension plans embracing ESG demand new investment approach
Appetite for responsible investment themes remains strong among pension plans wanting to capture the transition opportunities towards a more sustainable future.
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White papersOptimal Decumulation Strategies for Retirement Solutions
Traditional pension systems based on pay-as-you-go (PAYG) have become more difficult to sustain in developed countries as a result of continued population ageing, fewer children in the family and weak economic growth. Over the past decades, pension systems have gradually shifted from defined-benefit (DB) plan to defined-contribution (DC) plan.
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White papersThe next stage of ESG evolution in the pension landscape
”The ESG pillars have never been so central to the investment conversation.”
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White papersPension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
The twists and turns of responsible investing across the pension landscape
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PodcastThe Investment Podcast: Dissecting the fallout from the gilt crisis
Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop of high inflation and rising interest rates. A significant change in asset class demand dynamics ensued as pension funds sought to meet collateral calls for their LDI mandates.
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White papersA lesson from life: Is buy-out the only option for DB pension schemes?
A lesson from life: Is buy-out the only option for UK DB pension schemes?
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White papersWhy ABS could be an attractive option for European insurers
A fundamental shift in the UK defined benefit (DB) pension market, sparked in September 2022 by the government’s ‘mini budget’, opened the doors to potential opportunities across the balance sheet for insurance companies. Here we explore how European insurers may be in a position to take advantage of the compelling risk adjusted returns on offer in the European ABS market.
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White papersAmundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
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White papersHow pension schemes should view stagflation risks
There is an economic scenario that pension funds perhaps fear the most, but for which most are probably least prepared: Stagflation. Most schemes have a strategic asset allocation based on a relatively optimistic “goldilocks” scenario. Rightly so, you could argue, as stagflation’s heady combination of accelerating prices and meagre growth remains an economic rarity through history.
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White papersInvesting for a positive retirement with private assets
With regulators raising the bar for pension funds on sustainability and ESG, we explore how to make a positive real-world impact while helping investors to make the right decisions for a comfortable retirement.
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White papersChanging demand dynamics: Opportunities for European insurers
September 2022 caused a fundamental shift in the UK defined benefit (DB) pension market, as well as the demand dynamics for certain asset classes. European insurers are one of the few large institutional asset owners who are able to take advantage of these changes with opportunities presenting themselves across the balance sheet.
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White papersOne of the Top Reasons for Retiring Early: Unexpected Job Loss
An important and difficult decision that workers face is when to retire. In a research study by Allspring, nearly half of retirees retired earlier than expected. That can have major consequences.
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White papersNew Pension Standards in Effect
New disclosures are in effect for pension plans. This marks a change for public plan sponsors in particular who should understand the new valuation measure, as we believe there are implications for pension bond portfolios.
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White papersThe Role of Private Assets in Strategic Asset Allocation: a Macro Perspective
The appropriate weight of private assets in portfolios is arguably the key question for strategic asset allocation today. These investments were the fastest-growing share of many portfolios for the past decade: Will the abrupt change in investment regime and greater need for liquidity halt that increase?
