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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.

The next meeting of the IAC is due to take place on 28 May 2014.

Governance meeting update - 25 February 2014

Highlights:

  • New tactical position on all GPs and GRIPs increased overweight in equities in favour of corporate bonds. Underweight to Property increased on GP7 only.
  • Work continues on reviewing the GRIP risk targets and reviewing the process around strategic benchmark changes.
Lorna Blyth, Investment Marketing Manager

Q1 2014 Investment Update
Lorna Blyth,
Investment Marketing Manager

2.34 mins

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In depth:

New tactical position - effective 13 February 2014:

Equities

Overweight

Corporate Bonds

Underweight

Index Linked Bonds

Underweight

Property

Underweight

High yield bonds

Overweight

Governance meeting update - 13 November 2013

Highlights:

  • New tactical position on GP3, 6 & 9 only reduced holding in investment grade bonds in favour of high yield bonds effective from 19 September 2013.
  • Work continues on scenario testing the Governed Portfolios, reviewing the GRIP risk targets and reviewing the triggers for strategic benchmark changes.
Robin Herd, Investment Marketing Manager

Q4 2013 Investment Update
Robin Herd,
Investment Marketing Manager

2.16 mins

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In depth:

New tactical position - effective 19 September 2013:

Equities

Overweight

Corporate Bonds

Underweight

Index Linked Bonds

Underweight

Property

Underweight

High yield bonds

Overweight

Governance meeting update - 3 September 2013

Highlights:

  • New tactical position effective from 13 June
  • Scenario testing being carried out for the Governed Portfolios
  • GRIP risk targets under review
  • GP3 marginally triggering efficiency target.
Ryan Medlock, Investment Development Manager

Q3 2013 Investment Update
Ryan Medlock,
Investment Development Manager

2.06 mins

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In depth:

New tactical position:

Equities

Overweight

Corporate Bonds

Underweight

Index Linked Bonds

Underweight

Cash

Neutral

Property

Underweight

High yield bonds

Overweight

Governance meeting update - 7 June 2013

Highlights:

  • GP9 and the Cautious Lond & Cautious Medium Managed Strategies triggering their efficiency targets.
  • No changes made to the stategic benchmarks after the IAC weighed up the small potential benefit against the transactional costs of making a change
  • Efficiency triggers to be kept under review at future meetings
  • New tactical position - effective from 13 June 2013
Robert Talbut, CIO RLAM

Q2 2013 Investment Update
Robert Talbut,
CIO RLAM

5.36 mins

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In depth:

New tactical position -
effective 13 June 2013:

Equities

Overweight

Corporate Bonds

Underweight

Index Linked Bonds

Underweight

Cash

Neutral

Property

Underweight

High yield bonds

Overweight

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.
Robert Talbut, CIO RLAM

Q1 2013 Investment Update
Robert Talbut,
CIO RLAM

5.17 mins

Play Video

In depth:

Current tactical position:

Equities

Neutral

Corporate Bonds

Neutral

Index Linked Bonds

Underweight

Cash

Overweight

Property

Underweight

Gilts

Neutral

Details of previous IAC meetings can be found on the governance meeting updates archive.

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