The online report where pension schemes examine the phenomenal growth in the diversified growth funds sector, assess the suitability of these funds to today’s pension portfolios and set out a criteria for picking a fund to match differing schemes criteria.
Diversification of investments and protection of downside risk have been the holy grail for pension schemes long before market turmoil. However, with many DB schemes facing weaker employee covenants and DC scheme trustees requiring to protect their members investments, the issue been brought into pointed focus.
Diversified growth funds have grown quickly since their mainstream market birth in 2005, providing pension schemes with a way to access a selection of assets and investment vehicles while maintaining single manager cost control and simple governance oversight. However, the abundance of managers striving to capture lucrative market share has created fund selection confusion with various questions following such as accurate benchmarking of manager performance, the ability of a single manager to perform across markets and interpreting short track records to forecast future performance.
‘Investing in Diversified Growth Funds‘ is the first report of its type where pension fund managers trustees, pension consultants and diversified growth fund managers set out their opinions and solutions for tackling many of the most common questions surrounding diversified growth funds.
Key issues to be addressed will include:
- What are the inherent advantages and risks in a single manager investment model?
- How to set a fund selection criteria with an over-flow of options
- Interpreting track records to forecast future performance
- Benchmarking a diversified growth fund: how to track against their peers
- Measuring the level of risk in your diversified growth fund and suitability to governance and employee appetite
- Capacity in first choice asset classes and investment vehicles: what happens when choice investments become unavailable?
- Setting an effective monitoring process for your diversified growth fund manager
This will be an ideal opportunity for diversified growth fund managers and the organisations who support pension schemes in their choice of investments to sponsor the report and highlight their knowledge in this fast growing area.
Key service and product providers that could benefit from sponsoring this report include:
- Diversified growth fund managers
- Implemented consultants
- Fiduciary fund managers
- Investment consultants
- Employee benefit advisors
- Employee communication consultants
- Risk management consultants
- Trustee search companies
- Plus other third party providers
SPONSORS:
