Article published in FTfm for their Trustee Summer School examining the demands for Trustee Knowledge and Understanding (TKU) of investment issues and using modern techniques to replace the traditional hopeful apunt’ on equities and bonds.
Article published in FTfm comment section explaining why pension funds may be able to better match their liabilities by using swaps and derivatives, rather than just switching to bonds.
Letter published by Financial Times explaining why switching to bonds will be unlikely to cure pension fund problems and could make them worse, whereas considering swaps may be a better alternative.
Press Release giving Ros’ reaction to the PPF levy announcement which seems prudent and responsible.
Press Release giving Ros’ view on the Statement of Investment Principles announced by the Pension Protection Fund Board
Presentation given at Nordic Alternative Investment conference in Stockholm outlining new thinking for institutions considering moving away from traditional asset allocation models.
Presentation given at UK Pension and Investment Summit in Brighton, explaining Ros’s opinions on pension funds considering new approaches to asset allocation, emphasising risk control, diversification and protection.
Presentation given to European Pension Fund Investment Forum in Marlow, explaining Ros’ ideas on new ways for trustees to think about managing both the risk and the return of their assets, in order to address pension deficits and more directly target meeting liabilities and over time.
Powerpoint description of a possible structured product approach to overcoming pension fund deficits and meeting liabilities over time.