Investment Updates

2011 Quarter 4

Investment Update posted on Feb 01, 2012

Update providing key economic data and market performance statistics for periods to 31 December 2011.

Download (PDF document, 1.0 MB)

2011 Quarter 3

Investment Update posted on Oct 24, 2011

Update providing key economic data and market performance statistics for periods to 30 September 2011.

Download (PDF document, 3.0 MB)

Basics of Liability Driven Investment (LDI) - Microsoft Powerpoint 2010 version

Investment Update posted on Jul 29, 2011

This powerpoint slideshow (with audio) discusses the impact variability in long-term interest rates and price inflation can have on pension scheme funding and how such risks can potentially be mitigated using derivatives. The version of the presentation can be viewed using Microsoft Powerpoint 2010.

Download (ZIP archive, 14.7 MB)

Basics of Liability Driven Investment (LDI) - video version

Investment Update posted on Jul 29, 2011

This presentation discusses the impact variability in long-term interest rates and price inflation can have on pension scheme funding and how such risks can potentially be mitigated using derivatives. The presentation is viewed as a video.

Download (Microsoft WMV video, 80.6 MB)

2011 Quarter 2

Investment Update posted on Jul 28, 2011

Update providing key economic data and market performance statistics for periods to 30 June 2011.

Download (PDF document, 2.1 MB)

2011 Quarter 1

Investment Update posted on Apr 28, 2011

Update providing key economic data and market performance statistics for periods to 31 March 2011.

Download (PDF document, 2.3 MB)

De-risking using funding based triggers

Investment Update posted on Feb 21, 2011

This powerpoint slideshow (with audio) provides an introduction into the use of funding based triggers as a tool to reduce investment risk. Such advance planning is being used by a wide range of pension schemes in an attempt to take advantage of more favourable future market conditions. Please check our Case Studies (under Solutions above) to see how such approaches might be used in practice.

Download (Microsoft PowerPoint presentation, 15.1 MB)

2010 Quarter 4

Investment Update posted on Feb 01, 2011

Update providing key economic data and market performance statistics for periods to 31 December 2010.

Download (PDF document, 7.8 MB)

The Pensions Regulator and Employer-related Investments

Investment Update posted on Dec 14, 2010

The Regulator has issued a statement on the issues trustees, sponsors and advisors need to consider in relation to employer-related investments. This update discusses the main aspects of the Regulator's requirements.

Download (PDF document, 1.4 MB)

2010 Quarter 3

Investment Update posted on Oct 29, 2010

Update providing key economic data and market performance statistics for periods to 30 September 2010.

Download (PDF document, 7.3 MB)