As a regular attender at pension conferences it struck me as interesting that whilst the content of many presentations given by investment managers are good to very good on the technical side : for instance analysis of the macro-economic outlook or an assessment of investment prospects for one asset class : very few address or even touch upon two key areas for pension schemes: broader asset allocation and the investments implications as part of liability management.
This lack of focus is particularly strange as attention here could help to build differentiated marketing bridges to trustees and advisers and it’s no ‘trade secret’ that changes in technical provisions and roll-forwards are often responsible for more variation in funding levels than fluctuation in asset prices.
Comments are welcomed !
Over to You:
- If you found this content useful, please feel free to share it using the buttons at the bottom of the webpage
- If you’d like to be kept in touch with my writings as they are published, please subscribe to my Mailing List
- If you think I might be able to help your business with your pensions related challenges – please email or call me
Author: Martin Veasey
© www.veaseyassociates.co.uk 2011 – 2018