This resources section is a collection of industry research reports, blogs, articles and best-practice guides that we think will help you gain a better understanding of the challenges, opportunities and ever changing trends of the pensions market.

Please feel free to share, tweet, or contact us about these resources.

Industry Insight

| Wednesday, Feb 08 2017

Manager Selection: How to get your firm in the running

Five firms. That’s the average depth of field when pension schemes begin selecting a new asset manager, according to a recent Professional Pensions study of 100 schemes. But where does this longlist of five names come from? And how can you make sure that your firm is included among them? Assembling The Longlist According to […]

| Friday, Jan 27 2017

The New Year’s resolution pension schemes want you to make

Professional Pensions asked an audience of over 100 trustees and scheme managers to set their asset managers a New Year’s resolution. Their answer was clear. Be more transparent on costs. Which costs? Respondents rarely talked about of specific types of costs. Instead, they spoke of “cost transparency” in general terms, meaning that they want better […]

| Tuesday, Dec 06 2016

Investment Philosophy: What attitudes are guiding scheme investments?

Before a pension scheme can plan an investment strategy with its asset manager, it has to determine what its investment goals are and the parameters within which those goals are to be achieved – also known as its investment philosophy. As part of our broader buying cycle content, Pensions and Benefits Market Solutions is looking […]

| Wednesday, Nov 30 2016

Content Marketing in the Asset Management Industry

According to our research, 89% of asset management firms use content marketing, but less than half have a documented strategy in place for it. Just how good are asset managers at content marketing? What types of content are being produced? And how is successful content marketing measured? In this report we look at all these […]

| Thursday, Nov 03 2016

The Top 3 Criteria Used by Pension Schemes to Assess Asset Managers

This blog post will continue to examine aspects of process pension schemes use to evaluate their asset managers. As discussed in previous entries, it’s very important for asset managers to understand what schemes want from them at this critical juncture. Doing so improves the odds of one’s mandate being continued. Our previous two blog posts […]

| Tuesday, Oct 18 2016

3 ways to impress your clients at a review

Pension schemes can feel frustrated by asset managers when it comes to conducting performance reviews. So what can you, as an asset manager, do to help them? In our last blog post, we saw the three behaviours that asset managers should avoid at all costs during a performance review. But what can you do in […]

| Thursday, Oct 13 2016

3 traps to avoid when being reviewed by your pension scheme

As our recent “Pension Scheme Procurement Timeline” infographic shows, a scheme’s first tasks are to establish whether it needs an asset manager and, if so, what type of service it wants from them. But, if the scheme has already used an external asset manager, their first task will instead be to conduct a review. Reviews […]

| Thursday, Sep 29 2016

A Day in the Life – The Non-Professional Trustee

The first thing to say, where a day in the life of a non-professional trustee is concerned, is that there is no typical day as such: certainly not where their trustee duties are concerned at any rate. After all, being a trustee isn’t their day job. Between the hours of 9am and 5pm, they could […]