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Insights
TPR’s annual funding statement
The Pensions Regulator (tPR) has issued its annual funding statement , the content of which is particularly relevant to schemes with actuarial valuation dates between 22 September 2018 and 21 September 2019 (referred to as Tranche 14 reviews).
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Insights
The dark side of investment management failure
There are four “dark side” traits that are usually responsible for the failure and derailment in fund management and other careers, writes Adrian Furnham.
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Insights
The CMA investigation
In December 2018 the Competition and Markets Authority (CMA) issued its final report into the investment consulting and fiduciary management market (CMA Final Report). We are generally supportive of the report’s findings and its remedies.
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Insights
‘Smart’ beta spurned
Factor investing (or smart beta) has developed into one of the hottest investment trends in recent years. It has proved particularly popular among investors in search of a new investment paradigm, whether in pursuit of additional sources of return, enhanced risk management or tactical allocation strategies.
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Insights
Investment consultants market investigation (Stamford response)
This letter sets out Stamford’s views on the provisional findings and remedies detailed in the Competition & Markets Authority (CMA) report titled “Investment Consultants Market Investigation – Provisional Decision report” (the Report).
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Insights
The Psychology of failure: Implications for the investment management industry
The costs of leadership failure and derailment are high for all stakeholders and the consequences considerable. Yet, management failure, as opposed to success, has only been studied for the last thirty or so years.
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Insights
A Perspective on Multi-Asset Strategies
In recent years, the concept of multi-asset strategies (often marketed under the banner of ‘diversified growth funds’) has risen to prominence within the UK pension fund community, and is predicted by its most vehement proponents to continue growing at a remarkable rate. Many investors, perhaps feeling chastened by the experiences of their equity investments during … Continued
-
Insights
TPR’s annual funding statement
The Pensions Regulator (tPR) has issued its annual funding statement , the content of which is particularly relevant to schemes with actuarial valuation dates between 22 September 2018 and 21 September 2019 (referred to as Tranche 14 reviews).
-
Insights
The dark side of investment management failure
There are four “dark side” traits that are usually responsible for the failure and derailment in fund management and other careers, writes Adrian Furnham.
-
Insights
The CMA investigation
In December 2018 the Competition and Markets Authority (CMA) issued its final report into the investment consulting and fiduciary management market (CMA Final Report). We are generally supportive of the report’s findings and its remedies.
-
Insights
‘Smart’ beta spurned
Factor investing (or smart beta) has developed into one of the hottest investment trends in recent years. It has proved particularly popular among investors in search of a new investment paradigm, whether in pursuit of additional sources of return, enhanced risk management or tactical allocation strategies.
-
Insights
Investment consultants market investigation (Stamford response)
This letter sets out Stamford’s views on the provisional findings and remedies detailed in the Competition & Markets Authority (CMA) report titled “Investment Consultants Market Investigation – Provisional Decision report” (the Report).
-
Insights
The Psychology of failure: Implications for the investment management industry
The costs of leadership failure and derailment are high for all stakeholders and the consequences considerable. Yet, management failure, as opposed to success, has only been studied for the last thirty or so years.
-
Insights
A Perspective on Multi-Asset Strategies
In recent years, the concept of multi-asset strategies (often marketed under the banner of ‘diversified growth funds’) has risen to prominence within the UK pension fund community, and is predicted by its most vehement proponents to continue growing at a remarkable rate. Many investors, perhaps feeling chastened by the experiences of their equity investments during … Continued