TOPICS COVER MULTI ASSET CREDIT AND SYSTEMATIC INVESTING
The Pensions and Lifetime Savings Association has launched two new Made Simple Guides on Multi Asset Credit (sponsored by Eaton Vance) and Systematic Investing (sponsored by Winton), adding to its library of essential resources for the pensions industry.
Commenting on the launch of the new Made Simple Guides, Joanne Segars, Chief Executive, Pensions and Lifetime Savings Association, said:
“2015 was a busy and challenging year for pension schemes, with the implementation of the Pension Freedoms, and this year promises to be no different. Our Made Simple Guides are designed to explain some of the more complex issues in pensions in a straightforward way – helping our members by removing some of the uncertainty around difficult topics.
“We are grateful to Eaton Vance and Winton for their time, expertise and knowledge in developing these guides on Multi Asset Credit and Systematic Investing – both valuable additions to the range.”
MULTI ASSET CREDIT MADE SIMPLE GUIDE
David Morley, Business Development Director, UK Institutional at Eaton Vance, sponsors of the Multi Asset Credit Made Simple Guide, commented:
“Multi-asset credit (MAC) strategies are becoming increasingly popular because they have a flexible, diversified approach that invests dynamically across a range of credit asset classes. This approach can help pension fund investors address many of the current concerns they have around accessing global credit markets.
Choosing the right MAC strategy requires a great deal of care and consideration, which is where this Made Simple Guide comes in, and we are delighted to have had the opportunity to develop it in conjunction with the Pensions and Lifetime Savings Association.
“Our guide explains multi-asset credit in detail, describing all of the underlying asset classes as well as the associated benefits and risks. It also outlines all of the necessary elements that schemes need to consider, putting them in a strong position to select a MAC manager with the right skills and strategy to fit with their needs.”
SYSTEMATIC INVESTING MADE SIMPLE GUIDE
Jonathan Anayi, Head of UK Business Development, Winton, sponsors of the Systematic Investing Made Simple Guide, said:
“Systematic investing is becoming an increasingly important part of many pension fund portfolios. It is worth taking the time to understand it, as it has a lot to offer the typical pension fund portfolio.
“Throughout our Made Simple Guide, we have sought to explain what systematic investing is, how it works, how it has performed, how an allocation can be beneficial to a pension scheme’s wider portfolio and what to consider when investing in such a fund.
“We are happy to have developed this guide with the Pensions and Lifetime Savings Association; in our view it offers a compelling and complementary investment opportunity for UK pension schemes.”
PDF versions of these Made Simple Guides are available to download FREE from the Pensions and Lifetime Savings Association website. Printed copies are also available and can be ordered online at www.plsa.co.uk (£18 for members and £35 for non-members).
The Made Simple Guides were launched at the Pensions and Lifetime Savings Association’s Investment Conference in Edinburgh on Thursday 10 March 2016.
NOTES TO EDITORS:
Other recent made simple guides include topics such as better data, better governance, diversified growth funds and foreign exchange.
THE PENSIONS AND LIFETIME SAVINGS ASSOCIATION
We’re the Pensions and Lifetime Savings Association, the national association with a ninety-year history of helping pension professionals run better pension schemes. With the support of over 1,300 pension schemes and over 400 supporting businesses, we are the voice for pensions and lifetime savings in Westminster, Whitehall and Brussels.
Our purpose is simple: to help everyone to achieve a better income in retirement. We work to get more money into retirement savings, to get more value out of those savings and to build the confidence and understanding of savers.
Winton is a global investment management company specialising in statistical analysis of financial data. Headquartered in London, Winton has offices in Oxford, New York, San Francisco, Hong Kong, Shanghai, Sydney, Tokyo and Zurich. Winton has more than 400 employees and assets under advisement in excess of US$30 billion. www.wintoncapital.com
ABOUT EATON VANCE
Eaton Vance Corp. (NYSE: EV) is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates managed $303.4 billion (USD) in assets as of 31 March 2015, offering individuals and institutions a broad array of investment strategies and wealth management solutions. EVMI, based in London since 2001, is a subsidiary of Eaton Vance Management, and provides investment services to financial institutions, banks and asset management firms globally. For more information about Eaton Vance, visit http://www.eatonvance.co.uk/
MEDIA CONTACTS FOR THE PENSIONS AND LIFETIME SAVINGS ASSOCIATION:
Lucy Grubb, Head of Media and PR, Pensions and Lifetime Savings Association
T: 020 7601 1726, M: 07713 073023, E: [email protected]
Eleanor Carric, PR Manager, Pensions and Lifetime Savings Association
T: 020 7601 1718, M: 07825 171 446, E: [email protected]
Kathryn Mortimer, Press Officer, Pensions and Lifetime Savings Association
T: 020 7601 1748, M: 07901 007 713, E: [email protected]