She is also heavily involved in conducting DC investment strategy research and development within Barnett Waddingham, aimed at improving standards of DC governance, encouraging member engagement and designing robust investment solutions seeking to maximise member outcomes at retirement. Sonia’s role often sees her give training sessions to new and experienced trustees and company representatives on investment strategy issues.
Sonia’s current DC appointments involve providing investment support to a well-known large master trust and a number of standalone schemes with assets of varying sizes. This range of experience enables her to tailor solutions to schemes of different sizes and complexity, and with a variety of different governance needs.
Trustees of DC schemes have never had more choice in the range of available investment options. Here we analyse the strength and weaknesses of four alternative approaches to passive global equities and diversified growth funds.