The drive to get DC schemes to invest in private markets is one of the biggest shifts the industry has seen in recent years.
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In response to this, Corporate Adviser has produced a new guide aimed at helping consultants and advisers understand these new investment opportunities, and the challenge they present for the DC market.
The guide has been published with Aegon, and takes an in-depth look at a number of aspects of private market investing, which will be new territory for many professionals in the DC space.
This includes information on the different types of private market asset and their performance attributes, charging structures, and information on the different ways schemes may choose to access these assets. Also covered are the challenges around valuations and liquidity, as well as the potential benefits when it comes to engagement and improving a scheme’s ESG track record.
This guide also includes perspectives from a range of industry stakeholders, including the Pensions Policy Institute, The London Stock Exchange as well as leading consultants and trustees.
For a sector that has historically been firmly entrenched in a culture of ultra-low cost index funds, leapfrogging to private equity and venture capital, which have higher charges than traditional active funds, requires a very different perspective. Whether or not to recommend default funds with private market allocations is a question for advisers. This guides provides the information needed to help advisers make that decisions. We hope this guide helps answer that question.