Monday, 20 November 2017

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    PI in a Pod: Episode 13 - Diversification Report

    29 August 2017

    Bob Campion, senior portfolio manager from Charles Stanley joins Kimberley Dondo to discuss some of the findings from Engaged Investor’s recent research into investment diversification.

    Why oversight needs to be looked at

    17 August 2017

    Trustees cannot just take on a fiduciary manager and leave it at that - they still need to be involved, says Gill Wadsworth

    Balancing the twin demands of risk and return

    10 August 2017

    Investment has become more complex for trustees says Caroline Escott, defined benefit and investment policy lead at the Pensions and Lifetime Savings Association. That brings new benefits and challenges

    Whitepaper of the Week

    Trustee Guide to Investment 2016

    14 March 2016

    Everything trustees need to know about investments in 2016

    More whitepapers

    Jargon Buster

    Fixed income vs equities

    Traditionally, equities comprised the bulk of pension fund assets. However, a combination of market volatility and the closure of defined benefit pension funds has meant fixed income assets have overtaken holdings in equities.

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