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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

The Schroders Global Investor Study (GIS) 2017

Non-retired Investors globally, are saving an average 11.4% of their salary specifically for retirement, a major new study has found.

However, the research, which covered 30 countries, also found two-thirds (66%) of retired investors wished they had put away more.

The Schroders Global Investor Study (GIS) 2017, which surveyed more than 22,000 people who invest, found the proportions of income saved for retirement were highest on average in Asia, at 13.0%, and lowest in Europe, at 9.9%. In the Americas, the average investor saved 12.5% of their income for retirement.

Date added: 30-11-2017

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The Schroders Global Investor Study (GIS) 2017

Bank of England - Asset Purchase Facility Quarterly Report

The Bank of England Asset Purchase Facility Fund was established as a subsidiary of the Bank of England on 30 January 2009, in order to fulfil the remit of the Chancellor of the Exchequer given to the Bank on 19 January 2009 and detailed in an exchange of letters with the then Governor on 29 January 2009.  This remit was subsequently expanded to enable the Fund to be used as a monetary policy tool, at the request of the Monetary Policy Committee (MPC), as detailed in the exchange of letters on 17 February and 3 March 2009.  

Date added: 30-11-2017

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Bank of England - Asset Purchase Facility Quarterly Report

Research Affiliates: The Whole Story - Factors and Asset Classes

Research Affiliates: The Whole Story - Factors and Asset Classes.

Date added: 08-10-2015

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Research Affiliates: The Whole Story - Factors and Asset Classes

Northern Trust: Choosing a Smart Beta Factor

Investors interested in reaping the benefits of factor-based investing in their portfolios have long believed the ultimate question to be, “Which factor should I choose?” Our most recent research shows, however, that investors should instead ask, “When should I favour each factor?”

Date added: 08-10-2015

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Northern Trust: Choosing a Smart Beta Factor

AQR Capital Management: Fact, Fiction and Value Investing

Value investing has been a part of the investment lexicon for at least the better part of a century. In particular the diversified systematic “value factor” or “value effect” has been studied extensively since at least the 1980s. Yet, there are still many areas of confusion about value investing, which we aim to clarify in this article.

Date added: 07-10-2015

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AQR Capital Management: Fact, Fiction and Value Investing

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