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2003•Unpublished venueRequires access

Pension-fund Management

David Blake

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Abstract

Abstract This chapter discusses the functions of pension-fund managers. It examines the ways in which the fund managers of occupational pension schemes assess and execute the trustees’ portfolio preferences as expressed in the statement of investment principles (SIP) that is required by the 1995 Pensions Act. It also examines how the assets in personal pension schemes are managed. It then discusses the two main types of fund-management strategies, passive and active, particularly as they apply to share and bond portfolios. We also consider how to measure and assess pension-fund performance.

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Abstract This chapter discusses the functions of pension-fund managers. It examines the ways in which the fund managers of occupational pension schemes assess and execute the trustees’ portfolio preferences as expressed in the statement of investment principles (SIP) that is required by the 1995 Pensions Act. It also examines how the assets in personal pension schemes are managed. It then discusses the two main types of fund-management strategies, passive and active, particularly as they apply to share and bond portfolios. We also consider how to measure and assess pension-fund performance.

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Available abstract

Abstract This chapter discusses the functions of pension-fund managers. It examines the ways in which the fund managers of occupational pension schemes assess and execute the trustees’ portfolio preferences as expressed in the statement of investment principles (SIP) that is required by the 1995 Pensions Act. It also examines how the assets in personal pension schemes are managed. It then discusses the two main types of fund-management strategies, passive and active, particularly as they apply to share and bond portfolios. We also consider how to measure and assess pension-fund performance.

Key concepts: Pension, Investment management, Pension fund, Target date fund, Business, Fund administration, Manager of managers fund, Actuarial science

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