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...Senior industry professionals say they are worried about the growing involvement of overseas reinsurance firms operating outside UK regulation in corporate pension deals....
...Its adjusted funds from operations, which Green Street uses to analyse public property trusts, was $2.1bn, or 74 per cent of dividends, while Breit’s “funds available for distribution” were $1.7bn, or 61...
...The group would use mutuality as a pitch to pension trustees, chief executive Barry O’Dwyer told me....
...Gilmore starts at the largest US public pension plan in July, ending a seven-month vacancy in the top position at the $494bn pension fund....
...— has quite the job ahead of him, which he obliquely nodded to in the pension plan’s statement: “I’m grateful to CalPERS’ leaders for the trust they’ve put in me to help shape the pension fund’s next chapter...
...Trusts can be set up in a number of ways, including through outright gifting, but also on the back of a will....
...Older investors also gained exposure to technology through the Liontrust Global Technology fund and Polar Capital Technology Trust....
...The nuclear option for activists to engineer a complete winding up of a heavily discounted investment trust....
...PEPs allowed investments in authorised unit trusts and investment trusts if at least 75 per cent of the value of the investments held by the fund were invested in eligible UK companies....
...Four public pension plans with more than $4bn allocated to China-focused private equity funds told the Financial Times they were ready to delay redemptions from investments nearing the end of 10-year lifespans...
...Yet in the fourth quarter of 1974, fearful insurance companies, pension funds, investment trusts and unit trusts together sold more shares than they bought for the first and last time during the decade....
...That figure is roughly one-tenth of 1 per cent of BlackRock $10tn in assets under management, and some Republican state pension funds still have well north of $20bn parked with the money manager....
...These must have exclusively charitable purposes for the benefit of the public, and the trustees of the charity must act in the best interests of the foundation, not the commercial company....
...Second, the government should introduce incentives to encourage investors, whether pension funds or foundations, to invest for growth in a way that is aligned with their charitable mission or members’ interests...
...Thirty-six “master trusts”, the largest workplace DC pension schemes, held three-quarters of the DC pension sector’s £143bn total assets, or £105bn, as of June, according to The Pensions Regulator....
...Mutual funds got another boost in the 1980s, as big companies started shifting away from defined benefit pensions....
...Her main investment is in an innovative finance Isa with Triodos, through which she funds Thera Trust. This creates homes designed for the needs of people with learning disabilities....
...manager of the UK-focused Merchants Trust....
...A Treasury spokesperson said: “The FSCS announced last week that they will provide compensation for customers of Hartley Pensions to fund the movement of customers away from Hartley to other Sipp providers...
...Yet when you look at flows, even half that amount would help reverse the estimated £14bn withdrawn from UK equity funds last year or boost the £9bn or so in annual flows by UK pension funds into UK equities...
...I think we’ve been operating in a backdrop where active management as a percentage of funds under management has been shrinking....
...“It has been an honour to lead and guide this massive global investment trust fund for the teachers of California,” said Ailman....
...Wellcome Trust warns of private equity ‘shakeout’ Nick Moakes, chief investment officer of the £38bn Wellcome Trust, reckons that the private equity industry is facing a “shakeout” that could result in...
...the inheritance tax advantages of pensions — you will need to spend the money)....
...The pension fund announcement is of a similar ilk. UK pensions have lower allocations to domestic equities than pension funds in many other countries....
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