LCP

Is Modern Portfolio Theory still relevant? In this episode of #InvestmentUncut we talk with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory, about the hidden vulnerabilities in traditional risk-return models. Discover why investors need to look beyond diversification to tackle systemic risks like climate change, social inequality and governance challenges. Hosts Jacob Shah and Laasya Shekaran are also joined by LCP's Sapna Patel to discuss our latest #ResponsibleInvestment report and how asset owners should use the insights to drive real-world impact. Listen now 👉 https://bit.ly/4fskzzm

We recently sat down with Philip Smith at PLSA conference in Liverpool. We chatted about his session on DC decumulation and how TPT Retirement Solutions are developing solutions to help people generate a sustainable income from their DC pot. Listen now: https://lnkd.in/eKa6shjk #BeyondCuriousLCP #PLSAannual24

Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families. The government’s decision to include pensions and pensions death benefits within estates for inheritance tax (IHT) will be a “bureaucratic nightmare for grieving families”, Lane Clark & Peacock (LCP) has said. Steve Webb, Rt Hon Rachel Reeves. Check out Martin Richmond's latest article 👇 https://incm.pub/40rVwIy #autumnbudget #budget #budgetnews #investmentnews #investmentmanagement #wealthmanagement #pensions #tax

It's all about #systemic #risk. If you ever wanted a half hour version of the System-level Investing course that William Burckart and I teach in the Sustainable Investing Research Initiative (SIRI) at Columbia | SIPA, this is the #podcast for you. Jacob Shah and Laasya S. interview me about #systemlevelinvesting in this podcast from LCP, a major UK #pension consultant. Following a nice short summary from LCP's @Sapna Patel of the state of #sustainableinvesting in the UK, we get into the strengths and weaknesses of #modernportfoliotheory, what #assetmanagers and #assetowners really think of as #risk. We also go through the tools #investors can use to mitigate systemic risks. Hint: They involve taking action in the real world. https://lnkd.in/eX_ty_qw

📢 In this week's special edition of #LCPBulletin, we explore the key announcements made in today’s #AutumnBudget speech relevant to pension schemes and their members. This includes pensions tax measures that were not announced, unused pension funds to be brought within the scope of inheritance tax, state pension 2025 uprating, and more. Read here: https://lnkd.in/evXabWrV #pensions

💰Are private markets the new frontier for private wealth investors?💰 Next week we will be joined in the studio by experts from Aegon Asset Management, Gravis, LCP and ZEDRA Group. Register now: https://lnkd.in/ejr5scTZ 📨 #pensions #Masterclass #ATVMasterclass #PrivateMarkets #Pensions #Investing #RetirementPlanning #FinanceFuture 🎙Frank Meijer, Albane Poulin, Nick Cooney and Alison Bostock

Our latest survey shows that investment managers have ramped up their responsible investment (RI) efforts over the past two years. But is this effort driving real-world impact? The survey's key findings: 🔍 More managers are working towards net zero, but many expect a disorderly or failed transition. 🔍Board oversight of RI is up, yet only 25% of managers require RI training for board members. 🔍Formal escalation policies and independent voting are on the rise, though engagement still lacks focus and proactivity. 🔍While some managers engage with policymakers, efforts are often sporadic and lack focus on systemic financial risks. Read the full report now 👉 https://bit.ly/3YQereV

We caught up with Andy Fryer, Head of Proposition Development at Just Group plc at the recent PLSA Annual Conference. Andy sat down with Laura Amin and David Fairs to talk about what his role means in practice, Just's recent study on what happens to members after their scheme has moved to buy-out, and his thoughts on the delivery of AI-led advice. ➡️ Listen now: https://lnkd.in/eN5WvYVv #BeyondCuriousLCP #pensions #PLSAannual24

Join our annual risk seminar on the 31 October where LCP insurance experts Catherine Drummond, Katie Garner, Ed Harrison, and Lara Palmer will be covering: - Key risk management challenges for the insurance industry - How firms can navigate these risks - Building and maintaining a positive risk culture at your firm Register here: https://bit.ly/4hgrzRw

Discover our latest market insights: how insurers have expanded capacity to comfortably support over £50bn of annual business at competitive pricing, and why full scheme buy-in pricing is at its best level in years. Read more: https://lnkd.in/eSTUG8uW