Published Research
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Jan 2010 Entering the DCIO market
‘DCIO’ is the acronym for the ‘investment only’ provision by asset managers of investment products direct to schemes and to platforms and other distributors in the DC market. The market is in its infancy in the UK, but is mature in the US. Lessons can be learned from US precedents. This study pinpoints what the most important lessons might be, and how these can be translated into predictions for the UK, and inputs for business plans for entering this market.
January 2009 Knowledge Exchange - The Future of Fixed Income Investment
Based around the views of a panel of Ducth pensions fund managers, this description of attitudes to Fixed Income investment was published by the Asset Management Firm T.Rowe Price. The event and the document were advised by Spence Johnson.
Jan 09 The Pensions Waterfall
As assets flow from DB into DC plans in the UK, there is a waterfall effect. But this short presentation reflects the views of many in the industry that there is another waterfall within DC, as assets flow from Trust based to Contract based schemes. A very well received piece, which offers suggestions on the implications of this shift to the main players.
Jan 09 Waiting for the calm in the storm
Research carried out among industry leaders in 2009 for the Investment Fund and Institutional Investor Institutes once again takes the temperature of the European asset management industry. The key conclusion - pension funds are "shocked but calm", while fund distributors are "distressed and traumatised".
May 08 A frost in the garden
Research carried out among industry leaders in 2008 for the Investment Fund Institute takes the temperature of the European asset management industry. The result? There are many pessimists, sure, but there are also many who see a bright side.
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DC Providr Gp
IS Provider Group