The PMI and Schroders are spearheading -The Lifetime Savings Initiative (LSI) bringing together influential stakeholders from across consumer, savings, and pensions markets with an aim to identify, understand and propose solutions to the fundamental challenges faced by people in managing their finances. At yesterday's 2024 Annual Conference, it was great to break down some of the key questions and points regarding the LSI with those who attended. Thank you to all of our speakers at the session! Gareth Tancred PMI Rachel Harris Schroders Solutions Charlotte Cartwright Eversheds Ruston Smith MBA, FPMI, FCMI, FRSA PMI Ronan O'Riordan Schroders Solutions James Barham Schroders Solutions #PMIAnnualConference2024 #empoweringchange #LSI
Pensions Management Institute (PMI)’s Post
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Interesting and characteristically wide-ranging article from Ruston Smith MBA, FPMI, FCMI, FRSA I'm increasingly convinced that the idea he mentions of an integrated savings product which is part-pension, part housing deposit vehicle and part short-term savings buffer is the way to go. It's time to start thinking holistically about saving, rather than live in our pensions/housing/cash silos! https://lnkd.in/eBqwDdxH
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1️⃣ year on……(*wow that’s flown by 🤯) When I joined Schroders Solutions I wrote a piece with Thomas Williams about long-dated real yields 📈 being ⬆️1%. (They’re still there!) We’ve got the ✍️back out and we’ve written about recent innovations in the LDI market (this follows trades we did in Feb and an FT article last month - see comments section for link). In this article we talk through Credit Collateralised Gilt Repo and Corpoate bond repo and discuss how these tools are helpful for managing LDI portfolios. (There’s also a handy explainer in the appendix on how traditional gilt repo transactions work - I hope people find this useful). *ok, it’s technically 11 months but LinkedIn is rounding up to a year….
*Marketing material for professional clients only* Dive into the latest insights on Liability Driven Investment (LDI) from our Schroders Solutions Team. Owen Davies FIA and Thomas Williams explain how recent innovation by Schroders Solutions helps defined benefit (DB) pension schemes better manage risk in their LDI portfolios. This article offers valuable insights for trustees and other stakeholders in the DB pensions space. Read the full article now: https://okt.to/tFlCEp Capital is at risk with investing. #Schroders #LDI #Innovation #CorporateBonds #RiskManagement
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✨ LDI Innovation ✨ The article below sets out how Schroders is using Credit Collateralised Gilt Repo (CCGR) and Corporate Bond Repo in managing our client's LDI portfolios. Please get in touch if you'd like to hear more about this or think it would benefit your client/scheme.
*Marketing material for professional clients only* Dive into the latest insights on Liability Driven Investment (LDI) from our Schroders Solutions Team. Owen Davies FIA and Thomas Williams explain how recent innovation by Schroders Solutions helps defined benefit (DB) pension schemes better manage risk in their LDI portfolios. This article offers valuable insights for trustees and other stakeholders in the DB pensions space. Read the full article now: https://okt.to/tFlCEp Capital is at risk with investing. #Schroders #LDI #Innovation #CorporateBonds #RiskManagement
LDI Innovation: Harnessing the Power of Corporate Bonds in LDI Portfolios
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If you want to find out more about the potential benefits of operational pensions consolidation - this is exactly the video you should watch (popcorn optional).
Operational consolidation – in conversation with Isio’s Andrew Goddard and Alexandra McClelland. With lots of discussion in the DB pensions industry around consolidation, we explore in detail some of the BIG questions. During this deep dive conversation, Andrew and Alex discuss how operational consolidators can solve problems faced by trustees and sponsors, making the running of schemes simpler and easier. The discussion also explores the journey to end-game and how operational consolidation can be an aid to this process. Watch the full conversation here: https://lnkd.in/eGVgJ-D9 #DBConsolidation #OperationalConsolidaton
DB operational consolidation – in conversation
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Operational consolidation – in conversation with Isio’s Andrew Goddard and Alexandra McClelland. With lots of discussion in the DB pensions industry around consolidation, we explore in detail some of the BIG questions. During this deep dive conversation, Andrew and Alex discuss how operational consolidators can solve problems faced by trustees and sponsors, making the running of schemes simpler and easier. The discussion also explores the journey to end-game and how operational consolidation can be an aid to this process. Watch the full conversation here: https://lnkd.in/eGVgJ-D9 #DBConsolidation #OperationalConsolidaton
DB operational consolidation – in conversation
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If 17% of investors are experiencing multi-million dollar errors in their corporate actions, what does that mean for our pensions? Who is paying for these errors? Make sure you download our latest corporate actions report - aimed at reframing the whole discussion around the people that ultimately foot the bill. ...and do reach out if you want to talk more!
How are corporate action problems draining our pensions and savings? We're really excited to be launching our latest factsheet report this week on "Corporate Actions from an Investor's Perspective" - in partnership with The Depository Trust & Clearing Corporation (DTCC). Aimed at re-framing the whole corporate action debate around the specific issues that fund managers and beneficial owners face, this report sheds light on exactly how market inefficiencies are hitting our pensions and investments today. Download the report here https://lnkd.in/gtNwxqfC
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*Marketing material for professional clients only* Dive into the latest insights on Liability Driven Investment (LDI) from our Schroders Solutions Team. Owen Davies FIA and Thomas Williams explain how recent innovation by Schroders Solutions helps defined benefit (DB) pension schemes better manage risk in their LDI portfolios. This article offers valuable insights for trustees and other stakeholders in the DB pensions space. Read the full article now: https://okt.to/tFlCEp Capital is at risk with investing. #Schroders #LDI #Innovation #CorporateBonds #RiskManagement
LDI Innovation: Harnessing the Power of Corporate Bonds in LDI Portfolios
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Helping asset managers better communicate their vision and purpose. Establishing credibility for sustainable asset managers. Print and broadcast journalist.
Another day, another conference stage! Tomorrow I'll be moderating the panel discussion on pension asset allocator trends at The Pensions Asset Allcoation summit, hosted by SG Pensions Enterprise. Looking forward to hearing what my excellent panel - Lucinda Downing, Mark Walker, Gordon Ross and Mark Thompson have to say! See you there tomorrow. #events #moderating #paneldiscussion #pensions #assetallocation.
We are pleased to announce that Charlotte Moore will be speaking at The Pensions Asset Allocation Summit at Plaisterers' Hall on Tuesday 4th June 2024. Charlotte is an award-winning journalist and communications consultant, who has written about investments and pensions for 18 years. Charlotte will be Moderator for the opening panel session of the conference, in which CIOs of LGPS, DB and DC schemes will discuss how optimal asset allocation strategies are playing out in their sectors. See the full agenda at https://lnkd.in/eyeaQFSb Register for the conference at https://lnkd.in/d8uStdTA #sgpensionsenterprise #assetallocation #investmentstrategy #saa #pensionsinvestments #dbpensions #dcpensions #lgps #transitioninvesting #privatemarkets #assetmix
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CEO at AES International | Helping successful families flourish and thrive with increased financial clarity, confidence and control | Described by The Economist as the ‘Field marshal of finance’ 💂♂️💂♂️
Your financial life manager should not only keep you on track to reach a flourishing future for you and your family... But provide value along the way. Thank you to this client who shared their thoughts earlier this year 👇 If you have over £1m in pensions, investments or cash, let's have an initial conversation about how we might add value to your life's journey: https://lnkd.in/dAmn8vdt #investing #customerservice
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How are corporate action problems draining our pensions and savings? We're really excited to be launching our latest factsheet report this week on "Corporate Actions from an Investor's Perspective" - in partnership with The Depository Trust & Clearing Corporation (DTCC). Aimed at re-framing the whole corporate action debate around the specific issues that fund managers and beneficial owners face, this report sheds light on exactly how market inefficiencies are hitting our pensions and investments today. Download the report here https://lnkd.in/gtNwxqfC
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