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Investment governance meeting updates
Real governance needs to be transparent so you can see what action we've taken and why. This should give you and your clients peace of mind that we're looking after their investments.
View our easy to read summaries which detail the key outcomes or our full in-depth minutes from each IAC meeting held within the last year. Details of previous IAC meetings can be found on the governance meeting updates archive.
The next meeting of the IAC is due to take place on 7 June 2013
Governance meeting update - 5 March 2013
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- Current tactical position - effective from 25 October 2012.
Q1 2013 Investment Update
Robert Talbut,
CIO RLAM
5.17 mins
In depth:
Current tactical position:
Equities |
Neutral |
|---|---|
Corporate Bonds |
Neutral |
Index Linked Bonds |
Underweight |
Cash |
Overweight |
Property |
Underweight |
Gilts |
Neutral |
Governance meeting update - 28 November 2012
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- New tactical position - effective from 25 October 2012.
Q3 2012 Investment Update
Robert Talbut,
CIO RLAM
6:46 mins
In depth:
Current tactical position:
Equities |
Neutral |
|---|---|
Corporate Bonds |
Neutral |
Index Linked Bonds |
Underweight |
Cash |
Overweight |
Property |
Underweight |
Gilts |
Neutral |
Governance meeting update - 28 August 2012
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- No change to tactical position.
Q3 2012 Investment Update
Robert Talbut,
CIO RLAM
6:46 mins
In depth:
Current tactical position:
Equities |
Neutral |
|---|---|
Corporate Bonds |
Overweight |
Index Linked Bonds |
Underweight |
Cash |
Overweight |
Property |
Underweight |
Gilts |
Neutral |
Governance meeting update - 22 June 2012
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- No change to tactical position.
Q2 2012 Investment Update
Robert Talbut,
CIO RLAM
6:46 mins
In depth:
Current tactical position:
Equities |
Neutral |
|---|---|
Corporate Bonds |
Overweight |
Index Linked Bonds |
Underweight |
Cash |
Overweight |
Property |
Underweight |
Gilts |
Neutral |
Governance meeting update - 12 March 2012
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- No change to tactical position.
Q1 2012 Investment Update
Robert Talbut,
CIO RLAM
5:29 mins
In depth:
Current tactical position:
Equities |
Overweight |
|---|---|
Corporate Bonds |
Overweight |
Index Linked Bonds |
Underweight |
Property |
Underweight |
Gilts |
Neutral |
Governance meeting update - 29 November 2011
Highlights:
- Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within benchmark risk targets.
- No strategic changes are required.
- No change to tactical position.
Q4 2011 Investment Update
Robert Talbut,
CIO RLAM
4:55 mins
In depth:
Current tactical position:
Equities |
Overweight |
|---|---|
Corporate Bonds |
Overweight |
Index Linked Bonds |
Underweight |
Property |
Underweight |
Gilts |
Neutral |
Last update March 2013
5W0658
For professional advisers only
