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In our recent research, professional trustees told us that they wanted to take more risk, especially through increasing interest rate risk.
But what does it mean for a defined benefit scheme to take interest rate risk? Is it a good idea? And what even is interest rate risk?
Charles Stanley Fiduciary Management’s Senior Portfolio Manager, Bob Campion discusses interest rate risk for pension schemes, explaining why trustees run risk over doing nothing, as well as why hedging has become so popular over the last decade.
“Professional trustees shouldn’t feel as if they have to be investment experts – but they do need to work with dedicated experts they can trust. Deploying risk in the right way is a vital decision for any pension scheme. And while the results will only be known in hindsight, the good news is that trustees of any scheme now have access to dedicated experts and analysis to help craft the right strategy for their pension scheme by working with fiduciary managers like Charles Stanley.”
Recently Charles Stanley Fiduciary Management commissioned a research survey of defined benefit trustees to understand trustees’ needs, concerns and their views on an industry that’s rapidly changing shape.
