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12 - Hedging investment risk

Published online by Cambridge University Press:  05 July 2011

Dawid Konotey-Ahulu
Affiliation:
Redington
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Summary

Risk

The starting point for hedging investment risk in a pension scheme is the requirement to understand and manage the drivers of risk.

Firstly, it is crucial to understand those market factors that will exacerbate or reduce the deficit. Secondly, it is vital to manage the impact of those factors as far as possible.

A defined benefit pension scheme is behaviourally extremely complex. In the first place, the various assets held by the scheme have characteristics that can be very distinct: a building owned by the pension scheme behaves differently (in terms of fair value) from a portfolio of equities. A basket of index-linked gilts does not exhibit the same properties as a macro hedge fund or a holding of asset-backed securities. Even within asset classes, different individual assets have distinct characteristics.

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Publisher: Cambridge University Press
Print publication year: 2011

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References

Taleb, N. N.The Black Swan: The Impact of the Highly ImprobableLondonRandom House 2007Google Scholar

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