HDFC Pension’s Post

In this article you can discover the top 10 performing Balanced pension funds over 1 year and 10 years to 31 December 2023. Balanced funds have 41-60% invested in growth assets.

The money in your recently recovered pension fund could unveil new options and opportunities for you, prompting you to re-assess your financial and lifestyle objectives. Get in touch with us today and start your financial planning journey. https://lnkd.in/e4Fcf7qd #PensionPot #Opportunity #LifestyleGoals

#MoneyToday | NPS fund performance: Here's a snapshot of pension funds' returns in Tier 1 under NPS http://ow.ly/rAKr105Iz8I

EVENT 🎤 – Last week, our colleague Jason Parker, CFA, FCSI, Vice-President, Fixed Income, took part in a panel during the CFA Society Toronto Annual Pension Conference.     Jason, along with three other subject matter experts, explored how pension funds can optimize fixed income investments in the current yield environment.     Stay tuned for an upcoming, must-read article co-authored by Jason and Sebastien Mc Mahon on this topic later this week.      #pensionfunds #conference #fixedincome #thoughtleadership 

Question: Someone at work told me that my pension fund is subject to sequencing risk because it is only invested in 1 diversified fund. What is sequencing risk? Answer: Sequencing risk is the risk that the timing and order of investment returns will adversely affect a portfolio, particularly during retirement when withdrawals are being made. This risk is heightened if significant losses occur early in retirement, as it can deplete the portfolio more quickly and leave less time for recovery. In other words, poor returns early on can undermine the long-term sustainability of the portfolio, as subsequent withdrawals can magnify the impact of these early losses. You should see your financial adviser who can help you design a suitable portfolio to help you manage sequencing risk. If you are looking for a financial adviser, book a free initial call https://buff.ly/3RaGqS4

Discover how master trusts are innovating Sharia-compliant pension funds by incorporating sukuk bonds, which help reduce risk for workers nearing retirement. Aamina Zafar dives into this transformative approach that's set to reshape the landscape of ethical investment. Learn more about this pivotal shift in the industry: https://okt.to/joJ5x2 #shariah #dc #Pensionsexpert

Striking the right balance on pension funds and fiduciary duty Pension fund investment principles, strategies and decision-making have all become more complex in the wake of the growth of sustainability factors in general and climate change in particular #fiduciaryduty https://ow.ly/cXf050RNL2v

Access to a wider universe of alternative investments is becoming a critical trend in pension investment. While traditional assets remain significant, alternative investments are poised to grow, offering the potential for secure, long-term returns. As pension schemes evolve, their strategic use of alternatives could unlock new value for members, especially in the context of improved solvency positions. Learn more by reading the article: https://lnkd.in/gGwFy8iX  #AlternativeInvestments #NextEdgeCapital 

Maximising your Pension fund ✨ The team here at Finlay Wealth Management care about your financial future. Plan your financial future now. For more information like this visit us at www.finlaywealth.co.uk🤝 #finlaywealth #maximiseyourpension #financialadvice #yourfuture #wealthmanagement

Pension finances enjoyed incremental improvement in March, rounding out another solid quarter. Higher stock markets outpaced higher liabilities, producing an improvement in funded status of less than 1% for both model plans we track. Read our latest Pension Finance Update here: https://hubs.la/Q02sC3Mx0