Local government pension schemes are increasingly choosing more expensive alternative investments, including private equity and infrastructure, which is raising the overall fees they pay to asset managers as pension funds seek out higher returns, diversification benefits, and lower investment risk.
Private equity and venture capital trade association Invest Europe has published a guide for pension funds on investing in the sectors. The association writes that The Guide to Private Equity and Venture Capital for Pension Funds contains practical information on why to invest and how to do so, plus an
Gatemore Capital Management, the boutique investment advisory firm, has launched Gatemore Pension Advisory (GPA), a new service aimed at corporate sponsors of underfunded pension schemes. GPA brings together experts across investment, actuary, regulatory, legal and accounting disciplines to serve as an advisory team tasked with identifying the most creative and
Pension fund alternative assets allocations now account for nearly 20 per cent of all pension fund assets across the globe, according to a study by Towers Watson. The 2012 Global Alternative Survey notes the number as a five per cent increase from 15 years ago. The research, which
The Defined Contribution Institutional Investment Association (DCIIA) believes that plan sponsors should consider the use of “alternative” investment structures that provide better risk balance in an attempt to reduce the volatility experienced by the typical plan participant. A newly released DCIIA paper, “Is It Time to Diversify DC Risk
Anova Consulting Group has launched a syndicated study entitled "Private Equity in DC Plans: Retirement Industry Perspectives". As private equity firms seek ways to tap into the individual investor retirement plan market and plan sponsors weigh various options to increase retirement readiness among their participant bases, Anova proposes to
The OPSEU Pension Trust (OPTrust) has reported gross investment results of 10.1 per cent for 2012, surpassing both its funding target return of 6.5 per cent and its composite benchmark. Since its inception in 1995, the plan has achieved an average annual rate of return of 8.6 per cent.
OMERS, one of Canada’s largest pension plans, has seen net assets grow to CAD60.8bn, rising by CAD5.7bn in 2012 and by over CAD17bn since the 2008 global credit crisis. Now in its 50th year, OMERS is an active, diversified investor, pension innovator, and an engine of economic growth and employment
The UK National Audit Office (NAO) has expressed concerns that if the British government, in its desperation to attract pension funds to the infrastructure sector, gave large construction risk guarantees for new projects, substantial liabilities could arise for the British taxpayer. This is an ongoing debate in the UK, but
Following the Chancellor’s announcement that from 2014-15 tax relief will only apply to pension savings of up to GBP40,000 annually, and up to GBP1.25m over a lifetime, the Association of Investment Companies (AIC) has collated quotes from VCT managers who believe VCTs provide a tax effective alternative. Annabel Brodie-Smith, communications
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