Overview

In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our Investment series and is joined by David Watson, Investment Research Associate Consultant, and Priyesh Patel, Investment Actuary in the BPA Team at Standard Life, Part of Phoenix Group. 

During the episode, we discuss how to structure an “insurer friendly” asset portfolio, the role that a buy & maintain corporate bond allocation can play in your investment strategy, and why Responsible Investment considerations aren’t just for equities.

If you have any questions on anything discussed in this podcast, please get in touch.

Notes and Resources

An 'RI-aware' buy-and-hold credit portfolio - Hymans Robertson Client case study 

Buy-outs, buy-ins and longevity hedging update – H1 2022 - Hymans Robertson

High volatility in the gilts market- What does this mean for the de-risking market - Hymans Robertson

Risk Transfer Report 2022 - Hymans Robertson

Spotlight on ESG in Risk Transfer transactions - Hymans Robertson

Sustainability Report 2021 - Standard Life, part of the Phoenix Group

Pheonix TCFD Climate Report 2021 - Standard Life, part of the Phoenix Group

Disclaimer

^{This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 19 October 2022. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail.} 

^{The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.} 

^{Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.}