Survey: Defined-benefit pension schemes set out investment philosophies in Sips
Our survey of the statements of investment principles (Sips) produced by 10 defined-benefit (DB) pension schemes reveals the range of approaches taken, policies on reviewing the statements and how compliance is achieved.
On this page:
Legal
requirements
Style, structure and approach
Advice and consultation
Investment
governance
Investment objectives
Choice, kinds and balance of investments
Taking account of risk
Expected
returns
Realisation of investments
Socially responsible investment
Corporate
governance and voting policy
Additional issues
Monitoring of investments and ensuring compliance with
Sip
Reviewing statements of investment
principles
Availability
Box 1:
Extract from original Myners code on investment decision making for DB
schemes
Table 1: Approach to statements of investment
principles for defined-benefit schemes
Our
research.
