Phoenix Group’s Post

Last week, I moderated a panel discussion at the Private Credit Europe event. The discussion featured a diverse range of opinions on how to handle ESG in private markets, including perspectives on engagement strategies, dedication clauses, and regional or thematic focus areas. While the panel disagreed on several topics, we agreed that private markets are an ideal place to invest patient capital. #privatemarkets #esg #pensions  

Many thanks to Schroders and PwC for hosting last night's thought-provoking discussion on the merits and pitfalls of buy-in versus run-on. It's a truly interesting time for pension schemes - and not in a market crash/credit crunch/LDI crisis kind of way - with lots of issues to consider and challenge as part of your long-term funding strategy. As usual though, whenever you get a few actuaries together in a room, it all boils down to inflation and mortality risk! #ProudToBeSmiths #Pensions #Actuarial

What do pension members really want to know about natural capital? Caroline Hopper shares key insights into the questions your members are asking and how to answer them clearly. From climate concerns to investment impacts, it’s all about engaging and informing with confidence. Read more on our website 👇 https://lnkd.in/enfH8UdZ Want to stay updated? Hit the bell icon on our LinkedIn page to get notified about our latest blogs and insights! #Naturalcapital #pensions #communications

In this month’s featured article in The BCG Pension Insider, BCG Pension Risk Consultants ǀ BCG Penbridge interviews Legal & General Retirement America’s President George Palms, CFA, in a Spotlight Series Q&A: Delivering Pension Plan Outcomes on Both Sides of the Atlantic. George discusses Legal & General’s growth in the U.S. pension risk transfer market and how the market has evolved since the firm entered in 2015. Additionally, George provides insight into Legal & General’s global pension risk transfer capabilities and shares some similarities and differences between the U.S. and U.K. markets.  https://bit.ly/3JxF1B2 * Sign up on BCG’s website to receive The BCG Pension Insider publication in your email each month. https://bit.ly/3ylJ9vz #definedbenefit #pensions #prt #ldi #reinsurance #financialadvisors #plansponsors

An increasing number of DB schemes are actively pursuing run-on strategies, whether because full risk transfer opportunities are not available in the short term and/or they see opportunities for extracting surplus over a longer investment horizon for the benefit of the corporate sponsor and scheme members. Our speaker Matthew Stephenson, is examining the factors needed to achieve effective run-on and surplus management. Ian McKinlay, Pension Chief Investment Officer is moderating the session. #Pensions #Finance #DBPensions #PensionSchemes #RunOn #Conference #SGPE

We’ll be speaking at the Real Deals Summit next week! Sinead Leahy will be on the panel discussing ‘Unlocking pension capital - how are we measuring up?’ a very hot topic for corporates. Do come along to the discussion if you are attending the summit and say hello to our team attending: Nick Gibson, Sinead Leahy and Alex Hutton-Mills. Learn more here: https://lnkd.in/eD_CZgew #RealDeals #RealDealSummit #Pensions #PrivateEquity

Please find attached our latest quarterly review of investment markets. I hope this is both useful and thought-provoking. Please let me know what you think 🙂 . Capita Pension Solutions Benjamin Kwai, Israel Cohen, Jason Becker,Vijay Shah, Peter Rolland, Paul Capel #investments #investing #retirement #pensions

What is ESG investing? ESG stands for Environmental, Social and Governance and moving to an ESG pension fund is one of the easiest, but most impactful, things you can do to help fight climate change. Find out more about our ESG pensions 🌱 ♻️ 🌍 👉 https://hubs.li/Q02zGFnD0 #brighterfinancialfuture #pensions #esginvesting #ethicalinvesting [Capital at risk]

Global pension funds in 22 countries hold $55.7 trillion in assets, accounting for 69% of GDP in their home countries, according to the Thinking Ahead Institute’s Global Pension Asset Study https://ow.ly/BhIe50QIEr1 #InvestmentTrends #InvestmentInsights #pensions #WTWPerspective

Once your DB pension scheme has decided its endgame objective and strategy you can start planning your investment strategy. Check out our 'An investment strategy for every endgame article' for a breakdown of the key characteristics of potential investment strategies tailored to each endgame journey. Discover more here: https://okt.to/zcf7DY #InvestmentStrategy #Pensions #Investments