Investment governance

Real governance needs to be transparent so you can see what action we've taken and why. This should give you and your clients peace of mind that we're looking after their investments.

View our easy to read summaries which detail the key outcomes or our full in-depth minutes from the Investment Advisory Committee (IAC) meetings held within the last year. 

The next meeting of the IAC is due to take place on 24 February 2015.

Details of previous IAC meetings can be found on the governance meeting updates archive.

26 November 2014 - Governance meeting update

Highlights:

  • Minor adjustment to Governed Retirement Income Portfolio asset allocations – no change to overall tactical position.
  • Work continues to review our proposition in light of the budget changes.
  • Markets remain unsettled
22 August 2014 - Governance meeting update

Highlights:

  • No changes to the current tactical asset allocations.
  • Ongoing work to review Property mandate to improve returns from the excess cash balance in the fund.
  • Geopolitical risks and sentiment driven flight to quality has made markets a difficult place for active managers.
28 May 2014 - Governance meeting update

Highlights:

  • No changes to the current tactical asset allocations.
  • New short-term risk measure introduced for the GRIPs – all within target on this measure.
  • New IAC member appointed - Isobel Langton, CEO Royal London Intermediary.
25 February 2014 - Governance meeting update

Highlights:

  • New tactical position on all GPs and GRIPs – increased overweight in equities in favour of corporate bonds. Underweight to Property increased on GP7 only.
  • Work continues on reviewing the GRIP risk targets and reviewing the process around strategic benchmark changes.
Last updated: 17 Dec 2014

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.