Tag Archives: Transparency
Taking someone else’s numbers for it. The shortcomings of AoVs.
I suffer from pension dreams, these wake me up at odd hours of the morning with questions that I cannot answer. This morning’s question was put to me by someone who bought a pension savings plan from me when … Continue reading
Posted in actuaries, advice gap, age wage, pensions
Tagged Actuary, advice gap, AoV, Assessment of Value, pension, pensions, Transparency
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Segregated mandates – a club for large pension schemes only
With a few exceptions, most pension schemes do not go overboard with the number of asset management products they use. Having worked with some super-large, super-complex pooled schemes and fiduciary managers, I can understand at least one reason. Lots … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, chris sier, Clearglass, pensions, Transparency
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Not all asset managers are created equal
This is the second of ten articles written by Chris Sier which were originally published in Pension Expert. The original can be found here and is republished with the kind permission of the editor In the first piece of this … Continue reading
Posted in pensions, Technology
Tagged Asset management, Asset Managers, chris sier, Data, Pension Expert, pensions, Transparency
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Invest to change the world! #plsainvest20
Investment has a PR problem. We do not aspire to be investors (no matter what Sid said). Indeed we (as in those who don’t normally go to investment conferences) think investment people arrogant, aloof and often downright crooked. A … Continue reading
Investment; Nobody’s sharing your pain but you.
“Everyone wants to know you when the market’s rising, but when it falls, you’re on your own”. That’s the comment of one of my friends who’s been trying to talk with his wealth manager over the past week. Right….that’s it … Continue reading
Posted in age wage, pensions
Tagged Boring Money, charges, Holly Mackay, pensions, Transparency, Value for Money
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Mr Field – you want a common measure for value for money? I’ve got one!
In the Work and Pension Select Committee’s report on pension transparency, one demand has caught the imagination of the pension community You can read Kim Kaveh’s excellent article here. Professional Pensions ran the question on its Pension Buzz survey and … Continue reading
Posted in advice gap, pensions
Tagged AgeWage, Frank Field, Money, Transparency, value, Value for Money, VFM, Work and Pensions Select Committee, WPC
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Transparency bites the fund industry
From top to bottom of financial intermediation cost disclosure is causing problems. UBS and Goldman Sachs have been fined eye-watering sums for failure to provide the right information for others to disclose to their clients. They are not alone. Those … Continue reading
The sordid side of nudge.
Go, go, go, said the bird: human kind Cannot bear very much reality. (TS Eliot – four quartets) There is a thin dividing line between nudge and dishonesty. Nudge flirts with transparency but never consummates. We are nudging millions of … Continue reading
Posted in age wage, pensions
Tagged AgeWage, nudge, pensions, Sordid, Transparency, Truth, TS Eliot
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Pensions “Shock and Awe”
Next week looks like being a big one for Pensions with the Pensions Minister summoning the dasboardistas to Westminster on Monday morning for the big reveal. This meeting is scheduled to last an hour and will mean I will be … Continue reading
Posted in alvin hall, pensions
Tagged ABI, Costs and charges, Frank Field, IA, lipkin, meech, pensions, PLSA, Transparency, Work and Pensions
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The Gravy train is still at the station!
This is a post from an asset manager. You cannot comment on the post as Muzinich has turned off the comments facility on Linked in. I am wondering what the “appropriate” response to the post is. Should it be Muzinich … Continue reading