Do default investment strategies align with members’ needs? Roundtable

The Pensions Policy Institute (PPI) held a roundtable on 6th September 2018 to coincide with research sponsored by Alliance Bernstein. This analysis investigated how well the objectives of pension schemes meet the needs of a diverse membership. Objectives influence how assets are managed and invested, as well as whether default strategies are evaluated as delivering good value for money. Therefore, a well-structured and transparent approach to the process of setting default investment strategy objectives, is essential to deliver value for members over the long term.

The aim of the roundtable was to encourage debate and contributions from participants in response to the research, and to identify what different elements of industry can do to take forward this issue. Attendees at the round table included representatives from trade associations, pension providers and consultancies.

Sarah Luheshi, PPI Deputy Director, chaired the roundtable welcomed attendees and made introductions.

Chris Curry, PPI Director, presented the findings of the research.

David Hutchins, Portfolio Manager, Multi-Asset Solutions, Alliance Bernstein responded to the research findings...

To download the full event write up please click here.



Related Briefing/Publications
  • Briefing Note 108 - Do default investment strategies align with members' needs?