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Publications

LA Forum publications provide a comprehensive overview of the end to end research and investment process across a range of asset classes.  Our aim is to help our members understand complex problems and plan efficiently.

Written and published for Local Authority officers, these thought provoking documents highlight investment issues, available options and trends in key areas of the UK's public sector pension scheme space.

Targeting investment officers, policy makers, industry specialists, and the pensions board in order to promote debate and understanding.  It is not intended for use directly in either market forecasting or for investment decision purposes, where specialist advice should be sought.

Please note: some of the media sources, publications or articles featured on LA Forum may require registration to gain access.

Interested parties should contact Mark Turnbull (Director: LA Forum) T: 01260 226610 E: mark@laforum.co.uk

Spence Johnson - Opportunities in insurance asset management

Insurance companies are facing several pressures: low interest rates, the imminent implementation of Solvency II and reduced underwriting margins. As a result they are now having to think more creatively about how to achieve yield from their investments.

Date added: 16-10-2015

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Spence Johnson  - Opportunities in insurance asset management

Spence Johnson - Excellent Client Management Provides Tangible Added Value

In late 2014 Spence Johnson interviewed 41 UK pension fund decision makers responsible for assets in excess of £13 billion on the subject of client retention.  This was a repeat of similar research undertaken in 2008.  Excellent client management today could buy an extra 20 months in some cases which translates into income of over £300,000 on a £100 million mandate.  This buys a lot more client servicing within an asset manager.  The actual time and fee income secured are highly dependent upon mandate and fee level (source:  LCP for fee levels).

Date added: 06-10-2015

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Spence Johnson  - Excellent Client Management Provides Tangible Added Value

Spence Johnson - Targeting growth markets in European Institutional

In our annual drawing together of key themes from the European institutional asset management markets, we project future annual growth rates in institutional assets varying from -0.5% to 31%.

Date added: 06-10-2015

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Spence Johnson - Targeting growth markets in European Institutional

Spence Johnson - Smart Beta ‐ Our fastest growing MI segment

The rapid expansion of the Smart Beta market in 2014 makes it the fastest growing market segment covered by Spence Johnson’s Market Intelligence Service.

Date added: 06-10-2015

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Spence Johnson  - Smart Beta ‐ Our fastest growing MI segment

Spence Johnson - Diversified Growth Funds: New players win market share

The DGF market grew 15% to £124bn at the end of 2014. UK DB and DC pension assets represent the key clients for almost all DGF managers, together representing 70%+ of the client base for most funds.

Date added: 06-10-2015

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Spence Johnson  - Diversified Growth Funds: New players win market share

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