Environmental, Social and Governance (“ESG”) factors represent a new focus for pension schemes, given the rising ethical considerations and increasing regulatory requirements
WillSeptember 3, 2021
Lucia Sinapi-Thomas
Corporate Finance and Risk Management Director, Capgemini S.A.
Many of our previous papers have focussed on portfolio diversification and how this can be achieved by outsourcing to carefully selected risk-parity or diversified growth…
WillJuly 8, 2021
The rapid rise to prominence of fiscal stimulus in 2020 is unlikely to be temporary. Monetary policy is no longer enough to stimulate economies by…
WillApril 21, 2021
Many investors have been underwhelmed by multi-asset approaches over the last decade, particularly in comparison with very strong returns from simple equity and bond allocations
WillNovember 10, 2020
However, the detailed approach proposed by the Pensions Regulator (“tPR”) in its recently closed first consultation on a new Funding Code appears designed to increase…
WillOctober 13, 2020
This paper aims to summarise why the primary method used to stimulate economies is changing from a monetary to fiscal approach
WillOctober 12, 2020
As parts of the world are still going through the Covid pandemic, the path and timing of the recovery remains very much uncertain
WillJuly 29, 2020
In this month’s market update, we focus on the past performance of UK assets relative to the rest of the world
WillJuly 3, 2020
In this paper, we describe an original yet extremely simple investment method which brings together our best discoveries and could form the core foundation of…
WillOctober 16, 2019
As many pension plan sponsors approach the year-end, they are being told by their actuaries and auditors to expect a P&L charge for “GMP Equalisation”…
WillNovember 29, 2018
It is now widely accepted that rates of improvement in mortality have slowed, making longevity harder to predict for sponsors and trustees. As this change…
WillMay 30, 2018
Equities have traditionally been the investment of choice for investors looking to generate growth/real returns over the long term. The typical expectation, supported by historical…
WillMay 30, 2018
Diversification is often not well understood and many interpretations abound. It is also rarely measured or quantified effectively so that any proposal to improve diversification…
WillFebruary 7, 2018