'MADE SIMPLE' GUIDES
Pensions and Lifetime Savings Association 'Made Simple' guides are an essential resource for people in the pensions industry. They are written in jargon free English, and cover a range of technical issues. Recent publications in the series are available to download free below. Hard copies of the full range  are available to purchase in the shop.
RELATED DOCUMENTS
Documents

Low volatility equity investing Made Simple guide

19 October 2016

This Made Simple guide aims to explain what low volatility equity investing is, what practical implementation considerations schemes should take into account, and how it can fit within both defined benefit and defined contribution pension plans. Low-volatility equity strategies can be a good fit for a DC pension plan throughout a member’s savings journey and...


Read more
Documents

Exchange Traded Funds Made Simple guide

19 October 2016

In today’s compressed return environment, a growing number of pension schemes are looking to generate additional income by investing in private market assets. As a first step we would encourage trustees to get more familiar with the...


Read more
Documents

Generating income from private markets Made Simple guide

19 October 2016

In today’s compressed return environment, a growing number of pension schemes are looking to generate additional income by investing in private market assets. As a first step we would encourage trustees to get more familiar with the asset class. This guide has...


Read more
Documents

Environmental, Social and Corporate Governance (ESG) Made Simple

17 May 2016

This guide on ESG, developed by BNP Paribas, is a valuable addition to our series of Made Simple guides. The guide features simple explanations and practical help for pension schemes considering integrating ESG factors into their...


Read more
Documents

Multi-Asset Credit made simple

10 March 2016

A concise and informative overview multi-asset credit (MAC), designed to help pension funds address many of the concerns that they have around accessing global credit markets. The guide outlines all the necessary elements that schemes need to...


Read more
Documents

Systematic Investing made simple

10 March 2016

This guide examines one of the most extensive applications of systematic investing – the systematic macro style of hedge fund. The guide explains what systematic investing is, how it works, how it has performed, how an allocation can be...


Read more
Documents

AT RETIREMENT SERVICES - MADE SIMPLE

08 December 2015

This guide is designed to help pension schemes understand the new choices facing savers following the pension freedom reforms and identify where schemes can provide help and support...


Read more
Documents

BETTER DATA, BETTER GOVERNANCE-MADE-SIMPLE

15 October 2015

This guide explains how data management systems work. It explores the importance of managing data and is intended to help trustees understand the different options for holding and managing scheme data...


Read more
Documents

FOREIGN EXCHANGE (FX) MADE SIMPLE

15 October 2015

This guide to FX is a useful starting point for understanding your schemes’ currency exposure, and the significant impact to returns that currency movements can have, both positively and negatively...


Read more
Documents

DIVERSIFIED GROWTH FUNDS MADE SIMPLE

15 October 2015

A concise and informative overview of DGFs, answering some of the questions that arise when exploring this group of funds. The guide explores DGFs in greater detail, including what a DGF is, how they have evolved, how they differ and how they can work for different investor types...


Read more
Documents

Securities Fraud and Investor Remedies made simple

19 May 2015

This latest guide sponsored by Robbins Geller Rudman & Dowd LLP (RGRD) introduces the topic of securities fraud and investor remedies. The cost of financial misconduct can be significant to...


Read more
Documents

Global withholding tax made simple

02 December 2014

This guide offers an accessible and practical introduction to the world of global withholding tax and tax relief on cross-border securities investments ‒ a topic often...


Read more
Documents

Smart Beta made simple

16 October 2014

This guide (including a glossary section) aims to provide clarity and insight into Smart Beta and how it can be used to help meet the investment objectives of Pension Schemes...


Read more
Documents

Private Equity made simple

16 October 2014

This guide has been designed to be used as a general reference for pension funds interested in investing in private equity and venture capital. It provides a simple, easy to follow guide to an asset class...


Read more
Documents

Exchange Traded Funds (ETFs) made simple

16 October 2014

This guide describes what ETFs are, how they work and their different features. The different roles for ETFs in a pension fund portfolio and the key factors to consider when selecting an ETF are also highlighted. The guide explains...


Read more
Documents

Transition management made simple

20 May 2014

Transition management made simple looks at the benefits of transition management, the costs and risks involved and how to mitigate and manage them. It also helps pension funds decide whether they should employ transition management and gives tips on choosing a...


Read more
Documents

Indices and benchmarks made simple

05 March 2014

Written in straightforward terms, Indices and benchmarks made simple has been written to help trustees and pension managers gain a better understanding of these investment tools. Typically indices are used by...


Read more