Jason Walsh, Fund Proposition Lead, Royal London Ireland
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Welcome to our latest issue. |
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Contact Tadhg Malone, if you would like us to discuss our fund proposition in more detail with you or to attend our upcoming round-table discussions.
Yours sincerely,
Jason Walsh, Fund Proposition Lead, Royal London Ireland |
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Trevor Greetham, Head of Multi-Asset at Royal London Asset Management provides a 2022 and Q4 market review.
"A painful year for balanced funds." |
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The broad range of funds that we offer are managed by two leading fund management companies: Royal London Asset Management (RLAM) and BlackRock. In our fund manager spotlight this month we would like to introduce you to BlackRock.
BlackRock was established in 1988 and is one of the world’s leading providers of investment, advisory and risk management solutions and are a fiduciary to their clients, investing for the future on behalf of their clients, inspiring their employees, and supporting their local communities. Their experienced team of investment specialists manage around $8.487 trillion of assets (30 June 2022).
In pursuit of their purpose, a focus on long-term sustainability is embedded across their business. As the world transitions to a low-carbon economy, clients want to understand how to address climate risks in their portfolios. BlackRock provides more sustainable investment options than anyone and makes sustainability the standard for how they manage their clients’ money.
As a leading provider of index solutions globally, BlackRock has an extensive and flexible platform for managing index strategies across a range of asset classes, including $5.1tn across equities and fixed income as at 30/09/22. For all their index strategies, they employ a disciplined, pragmatic and adaptable approach to deliver consistent index-tracking outcomes for their clients, whilst optimally managing and balancing return, risk and cost. Access to their global trading platform also ensures that costs are kept low and they have optimal access to liquidity at all times.
You can hear more about BlackRock in the short video below with Georgina Sillem, Vice President, BlackRock. |
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We've also introduced an innovative and unique feature called ValueShare, which is an additional payment boost that may be added to customers’ portfolios in years that the company does well. Once paid, it belongs to the customer and can never be taken away.
Our parent company is a major provider of pensions in the UK and ValueShare replicates a similar feature available to their pension customers, and that has paid out each year since it began.
ValueShare is not guaranteed to be paid at the same level every year. Some years the boost to Royal London Ireland pension customers savings could be higher or lower than the year before. Indeed, there may be years where no ValueShare payment is paid at all.
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Video: Daragh Feely, Head of Sales at Royal London Ireland explains in this brief video from our pension launch event how ValueShare, if awarded, would be similar to a reduction in the Annual Management Charge. | |  |
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 | | A new Multi-Asset fund range created for the Irish market
The Royal London Ireland fund shelf consists of a comprehensive and well diversified fund range, including active and passive funds,provided by Royal London Asset Management and by BlackRock. Five of the funds are classified article8/9 SFDR. They also provide four risk-targeted Multi-Asset funds which were designed specifically for the Irish market.
Read more in this article from Brian O Nuallain, Investment Sales Lead published in the Irish Broker magazine - December 2022 |
 | | State of the nation – how has sustainable investing evolved over the last year and what will it look like in the future?
History and experience have shown that periods of uncertainty and crisis present an opportunity for sustainably managed companies providing solutions to come to the fore.
Read more in this article from Royal London Asset Management published in The ESG Factor magazine - Q4 2022 - ESG Ireland ®
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 | | 2023: Recessions, peak rates and lower inflation Compared to September 2022, the GDP growth forecasts have generally been revised lower but still show modest recessions, especially compared to the falls in activity seen in the financial crisis (let alone during Covid).
Read more in this article from Melanie Baker, Senior Economist at Royal London Asset Management.
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Multi-Asset Outlook 2023 Webinar |
 | | On Thursday, 9 February, we'll host a CPD-accredited webinar on our "Multi-Asset Outlook 2023". This is one webinar not to miss, as you'll hear from Royal London Asset Management's Senior Economist Melanie Baker and Trevor Greetham, Head of Multi-Asset who'll give their view on what to look out for in the year ahead.
You can register here to attend this webinar.
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Round-table discussions nationwide |
 | | It was great to see so many of you at our recent pension and investment roadshow events which took place in Dublin, Limerick and Cork. We'll be hosting smaller CPD-accredited round-table discussions over the coming months nationwide.
If you would like to attend one of these please get in touch with your Royal London Ireland Broker Consultant.
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Royal London Insurance DAC, trading as Royal London Ireland, is regulated by the Central Bank of Ireland. Royal London Insurance DAC is registered in Ireland, number 630146, at 47-49 St Stephen’s Green, Dublin 2. Royal London Insurance DAC is a wholly owned subsidiary of The Royal London Mutual Insurance Society Limited which is registered in England, number 99064, at 55 Gracechurch Street, London, EC3V 0RL. |
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