Autumn Statement has nothing for savers
Ros comments on the Autumn Statement which contained no help for savers, but some sensible suggestions on using pension funds to invest in infrastructure.
Pensions in Crisis
Ros gave a keynote speech at the Institutional Investor Pensions Conference in Luton Hoo, explaining what has gone wrong with our pensions and reforms that are needing to address the crisis.
Trustees, Governance and Investment Manager Selection post-crisis
Presentation given to Institutional Investor conference in Amsterdam outlining Ros’ thoughts on past mistakes and future trends in pension fund investment and trustee investment governance.
Credit Crisis and Pension Funds – what now for LDI?
Presentation given to Goldman Sachs Pension Academy explaining how pension fund trustees could consider coping with the credit crisis and updating investment thinking for the future.
Re-evaluating Investment Risk
Presentation given to Institute of Chartered Accountants in England and Wales (ICAEW) in London outlining how pension funds need to think differently about investment risk and recognize that taking risk, especially in equities, does not necessarily mean returns will be high.
FTfm 'Feedback' column, why BT trustees should not just switch from equities to long bonds
Article published in FTfm explaining why suggestions that BT’s pension fund accounting problems and long-term asset-liability mismatch will not be solved by switching from equities to bonds. More radical and broader thinking is required.
Article for Public Service Review on Liability Driven investing (LDI)
Article published in Public Service Review explaining that LDI is all about understanding and managing risk, not just about switching from equities to bonds.
Delivering Members' Pensions
Presentation given at Coombe Abbey, Coventry for PwC explaining Ros’ thoughts on the new world for trustees and dealing with deficits, risk and member protection.
Alternative Investment Strategies for Pension Funds
Presentation for Icelandic pension fund trustees outlining Ros’ thoughts on using alternative investments in pension asset allocation decisions.
Understanding and managing pension fund risk
Letter published in Global Pensions magazine explaining why pension fund trustees should not necessarily be switching to bonds and that searching for asymmetric returns and using alternative assets and derivatives can improve portfolio efficiency.