Pension Investment Association of Canada’s Post

Interviews | Emmanuel Bocquet, CFA: “Focus on what makes a difference to your objectives, what ‘moves the needle’.” The chief investment officer of the Lothian Pension Fund (LPF) talks about being on a learning curve, having a clear strategy, managing assets in-house, a 20-year track record in infrastructure and having an open-door policy. Andrew Holt met him. #Assetowners #ESG #investmentportfolio #LGPS #LocalGovernmentPensionSchemes

Led by Clive Holmes, Holmes Investment Management helps clients navigate milestone moments which can feel big and daunting, like the sale of a business or the first steps into retirement. They help clients take a step back, learning what motivates them – priorities, values, and goals – and translate that into a comprehensive wealth plan. https://lnkd.in/eaQip5AN #RichardsonWealth #WealthManagement #Brantford

While it does make sense to wait as long as you can, Sherman Hohenberger, lead wealth planner at Wells Fargo Wealth & Investment Management, recommends you reevaluate your situation every year in retirement before deciding whether to continue delaying the beginning of Social Security benefits

In his 2013 letter to shareholders, Warren Buffett suggested to the trustee managing his widow's upkeep ‘My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard’s.)’. That approach probably would have worked out very well to date, but I am not sure he would say the same now as he holds $325billion in cash. Key message is get the investment of your pension and investment assets right in the approach to and during retirement. Titan Wealth Planning can help. #retirementplanning #pensionplanning #workplacepension

Since early 2023, retirement funds have been able to allocate up to 45% of assets to offshore and infrastructure investments. How are institutional investors dealing with this new reality? Get the latest views from our panel with Sonja Saunderson, CIO of the EPPF. #investing #retirementfunds #offshore #providentfunds #regulations

*Marketing material for professional clients only* 🌟 New insight for pension schemes on endgame portfolio strategies!🌟 We are excited to share the latest #Schroders article: "Crafting investment portfolios for low dependency and run-on strategies." This in-depth guide explores the potential investment portfolios for schemes targeting 'low dependency' or 'run-on' strategies. Discover how to optimise your portfolio approach, and manage investment risks. 📈 Read Full Article: https://okt.to/9RoyQl 🔗 Subscribe to our Insights: Stay updated with the latest insights relevant to your interests https://okt.to/gDoRAY For more information or to start a conversation about these strategies, contact us at Schroders. #Investment #PensionSchemes #SchrodersEndgameSolutions #LowDependency #RunOnStrategy

For smaller, medium and large scale investors alike - individuals to significant pension funds - we provide clear, consistent and reliable reporting on our holistic and comprehensive management of your investments, whilst proactively seeking opportunities to enhance your portfolio both existing and by expansion. #AssetManagement #CharteredSurveyors #CommercialPropertyInvesting #Investors #Investment

There's no room for secretive actions for Alpha Capital's dealings with our clients. We know that democratising finance simply means "power to you", in as far as your portfolio is concerned. Thus, maintaining an open line of communication is part of our ongoing commitment to you. The Portfolio Management program gives you direct access to the investment professional responsible for managing your hard-earned wealth. Whether or not you are saving for a child’s education, planning for your retirement or preserving your estate for your heirs, ongoing communication helps your Portfolio Manager make adjustments to your portfolio as circumstances dictate. #democratisingfinance #capitalmarkets #portfoliomanagement #retirementplanning #INVESTMENTTANZANIA

An investor-specific approach to evaluating the performance of private equity investments applied to the investments of public pension plans, from Arthur Korteweg, Stavros Panageas, and Anand Systla https://lnkd.in/eWD7waTm

How are pension funds managing liquidity in an uncertain economic climate? In this video from the 2024 Funds Congress, Michael O'Brien FIA CFA of Carne Group and Barry Kenneth of the Pension Protection Fund (PPF) discuss PPF’s approach to this issue during recent market instability, including managing risk and exploring distressed debt opportunities. Learn more about other factors impacting investor preferences toward asset allocation on the Funds Congress website: https://lnkd.in/ebXRSpdS #FundsCongress Carne Group PwC