Building an investment strategy towards a superfund deal

In the second of our series of videos covering the first ever superfund deal, our panel considers the investment strategy of the Sears scheme over recent years – considering how the investment strategy was designed to provide flexibility towards achieving alternative endgames for the scheme.

Questions from trustees ahead of the deal focused on whether the deal meant members would need to bear more investment risk in order to receive their benefits in full.

In this video, Dan Adams, Chief Commercial Officer at Clara-Pensions, explains how Clara approached the strategy and Rod Goodyer, BW's Head of Investment Consulting, describes the way we advised the Sears trustees and provided comfort and context around the risks. 

Overview of the first ever superfund deal

Watch our conversation about BW’s key role in the UK's first DB pensions superfund deal and what it means for the wider industry.

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Execution of the Sears-Clara superfund deal

In this third of our series of videos, discover details about the execution of the first ever superfund deal in the weeks running up to its closing.

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