United Kingdom

Defined Benefit 

Trustees and sponsors are focusing their risk management strategy more and more on their long term objective (e.g. self sufficiency or buyout). When advising our clients on these issues some of the factors that set us apart from our competitors are outlined below:


Innovation and proactivity - We take new ideas to clients quickly so that they can take advantage of opportunities by putting them into their portfolios when market conditions are opportune to do so.


Focus on what is important - We look at risk and return relative to liabilities/objective. We evaluate investment decisions using this combined framework.


Communication and delivery - Our natural style is to communicate openly and honestly, in plain English, avoiding unnecessary technical terms.

 

While we work with a range of organisations, we are very focussed on the trustee market.  In our brochure, you will see quotes confirming the exceptional service we provide and the way we provide it.  If you would like to understand more about the way we work please do contact us.

Jon Exley

 

Jon Exley

Partner

KPMG in the UK

 

020 7694 3084

Email Jon 

 
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2012 KPMG LDI Survey

2011 was a turbulent year where the benefit to pension schemes of hedging interest rate and inflation risk was plain to see in a market of falling yields and soaring liability values. KPMG has once again gauged the appetite and usage of LDI in the UK pensions market through its survey of the investment manager community.

 

  • Download pdf (1.23 MB)

 

Whats new: Seven things you should know about de-risking

Investment risk management is the single biggest issue facing pension schemes. Many schemes are implementing structures that involve “de-risking as things get better” or “de-risking over time”. Do these really address the underlying risk management issues?

 

 

Latest e-Alert

KPMG Investment Advisory's 'e-Alert' is a regular digestible communication which provides an overview of the latest investment topics and relevant monthly market data.

 

Please use the links on the right to download the latest version and sign-up to receive future updates automatically.

 

 

 

 

 

Related links

Investment Advisory Brochure

This brochure gives brief descriptions of our work with a selection of clients and illustrates the three guiding principles of KPMG's Investment Advisory practice:
  • Client centric ideas
  • Proactive thinking
  • Clear direction

 

Investment Advisory e-alert

KPMG Investment Advisory's 'e-Alert' is a regular digestible communication which provides an overview of the latest investment topics and relevant monthly market data.

 

Financial News Award

KPMG named Specialist Investment Consultant of the Year 2012

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Latest Investment Publications

Senior Commercial Real Estate Debt (PDF 492 KB)

 

Recent market dislocations have led to the development of an attractive investment opportunity in commercial property lending for pension schemes that can afford a degree of illiquidity in exchange for attractive returns and low risk. 

 

Medium term views - January 2013 (PDF 785 KB)

 

Our Medium Term Views represent our opinion of each asset class's medium-term outlook (over the next 3 years) compared to the long-term assumption (over the next 10 years). 

 

RPI: ... the reports of my death have neen greatly exaggerated (PDF 66 KB)

 

Following a lengthy review, on 10 January the ONS announced there would be no change to the formulae used to calculate RPI and this paper sets out the implications for pension schemes and investors. 

 

RIP to RPI calculation? Implications, market reactions and what to do next (PDF 649 KB)

 

This paper analyses the potential impact of a proposed change in the calculation method of Retail Price Index (RPI) on pension schemes and investors. 

 

RIP to RPI calculation? Implications, market reactions and what to do next (PDF 649 KB)

 

This paper analyses the potential impact of a proposed change in the calculation method of Retail Price Index (RPI) on pension schemes and investors. 

 

European responsible investment fund survey (PDF 1.1 MB)

 

In this first edition of European Responsible Investing Fund Survey, KPMG gives a snap shot of the European Responsible Investing Fund universe as at 31 December 2010.

 

The evolution of an industry: 2012 KPMG/AIMA Global Hedge Fund survey (PDF 1.43 MB)

 

This paper features analysis of KPMG and AIMA’s recent survey of 150 global hedge fund managers and highlights their insights and opinions on a range of issues that are changing the face of the industry.

 

The value of the hedge fund industry

 

This report provides an exploration and summary of the value provided by the global hedge fund industry to investors, markets and the broader economy.