Investing for outcomes
On Thursday, 5 November, Aviva Investors brought together senior pension professionals for an exclusive half-day forum at the Shangri-La Hotel at the Shard.
Over the course of the day, we focused on how asset managers are working with pension schemes to achieve the meaningful outcomes needed from investments, with a specific focus on strategies that meet the cash-flow requirements of liabilities.
You can view the thoughts of some of our guests in the two videos below:
What is the biggest challenge facing mature pension schemes today?
Should pension schemes be trying to invest like insurers?
Mark Versey discusses Aviva Investors thinking on the day’s two big themes:
Meeting cash flow needs
Investing like an insurer
In conjunction with our Investing for Outcomes theme, we commissioned a research report examining attitudes among pension scheme trustees, managers and consultants to investment decision making, in particular, how DB schemes are meeting their liabilities, and the role of multi-asset and multi-strategy funds in DB and DC schemes.
We found that there was broad consensus that an outcome-oriented approach is the most likely to result in a successful solution, that is, an approach which in the words of one respondent “gives managers a broad range of assets from which to achieve a target return profile, whether it be income or growth,” and which in turn “gives them much more ability to use their skills and effectively play between the silos” to reach the outcomes desired.
Also available to download:
If you’re interested in receiving copies of the presentations from Investing for Outcomes, please contact a member of the team below.
For more information
Please contact our Business Development team.
The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.