An ESG-aligned, long-term investment strategy can be the front page story of a modernised Statement of Investment Principles. At present, the death wish 'get rid ASAP' mindset pervades most SIP’s opening paragraphs. But now is time to rejuvenate and provide a new, positive approach. Asset managers should shape the portfolio composition in the expectation that the scheme will be there for 10 years plus.
As actuarial assumptions come under more scrutiny on investment returns and demography, the onus on the downward spiral of return expectation can end. As trustees have confidence to value and exercise discretion, so fund managers can invest in a positive, forward looking manner benefitting all stakeholders.To the extent that anything on this website constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by members and do not endorse any underlying funds.
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