Investment Briefing, Q3 2018

What are the most interesting opportunities in climate-related investment right now? In this briefing  we reproduce the contributions Rob Skelton, Head of Investment Research, made to a recent Climate Investing Roundtable. A full version of the panel discussions is also available within the briefing.

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Investment Briefing, Q1 2016

Uncertainty is the only certainty when it comes to the forthcoming EU referendum. However, that uncertainty may provide opportunities for pension schemes to lock into an improved funding position. We look back at the Scottish independence referendum of 2014 for lessons learned, and recommend 4 actions to consider.

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Investment Briefing, Q2 2016

We look at the impact of the EU referendum result on financial markets at the time of writing, and discuss potential actions for trustees to consider.

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Investment Briefing, Q3 2016

UK Corporate bonds are an important investment component for many schemes. In view of the role of quantitative easing in pushing prices up, we ask: should trustees sell their UK corporate bonds and invest the profits elsewhere?

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Investment Briefing, Q4 2016

The decision to hedge, or not to hedge, currency exposure is an important one. Following significant change in the value of sterling, we take a timely look at the factors pension schemes should consider.

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Investment Briefing, Q1 2017

In this briefing we ask – is now a good time to invest in property? January 2017 saw inflows of £434m into European property, the majority of which were to UK-centred property funds. Property has performed strongly over recent years, but does this mean that a crash is due?

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Investment Briefing, Q2 2017

Ryan Templeton from our Investment team speaks with Rob Skelton, who leads our investment research, and Phil Kelly from our buy-out team about annuities as a potential investment.

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Investment Briefing, Q3 2017

In 2016 the Financial Stability Board set up a Task Force to assess climate change risk. In this briefings, we discuss the implications of the Task Force's recently-published recommendations. We also look at the investment case for funds focused on Environmental, Social and corporate Governance (ESG), highlighting investment options in...

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Investment Briefing, Q4 2017

Dominic West, the latest graduate to join our investment team, speaks with Rob Skelton and Tiksha Kaul about issues of particular interest in fund management today and what it's like working in this area.

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Investment Briefing, Q2 2018

Guidance on how pension schemes can gain access to private market investments, along with our quarterly market performance analysis.

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Investment Briefing, Q1 2018

The Financial Conduct Authority (FCA) recently investigated whether fund ratings, provided by investment consultants, provide value to clients. In this quarter’s Investment Briefing, we discuss the CMA’s main findings.

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Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

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The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

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Bolton Cares

Taking responsibility for care services previously provided by a local authority, Bolton Cares turned to First Actuarial for help in setting up a competitive and affordable DC pension scheme for its staff.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

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