Pensions - Articles - The PPI launches its annual DC Asset Allocation Survey


Now in its ninth year, the DC Asset Allocation Survey collects data on size, charges and asset allocation across the DC universe. Data from the survey is presented (anonymously) in the DC Future Book: in association with Columbia Threadneedle Investments, with the 2023 edition to be published in September this year.

 First published in 2015, the DC Future Book has become an essential resource that brings together available data on the DC landscape alongside commentary, analysis and projections of future trends.

 The data we gather through the DC Asset Allocation Survey is a critical component in developing our understanding of the DC landscape, especially the trends that can be observed in DC investment strategy. As we progress through a period of increased evolution in pensions investment, it is even more important that we track these trends in order to provide a more substantial evidence base for policymakers and those responsible for DC decision-making to create a DC landscape that effectively delivers more positive outcomes for DC savers.

 If you work for a DC pension scheme, we need your help to expand the coverage of the survey to produce a clearer picture of the DC landscape as it currently stands. By contributing to the DC Future Book through the DC Asset Allocation Survey, you can help us to understand not only the current DC landscape, but also what the future trends might look like and areas where greater support may be needed to further improve this landscape.

 To show our appreciation to all those who take the time to participate and help us to build this valuable data resource, all participants will be acknowledged by name in the report (if they so wish) and receive an invitation to the DC Future Book launch event.

 The survey is open from Monday 15 May 2023 - Friday 30 June 2023
 
 Lauren Wilkinson, Senior Policy Researcher at the PPI said “Since its inception in 2015 the DC Asset Allocation Survey has grown substantially, with last year’s survey including data on more than half of UK DC scheme members. This year we want to further increase the coverage of the survey so that the DC Future Book can become more comprehensive than ever before and better support decision-makers in their efforts to enhance the DC landscape.”
  

 Click here to take part in the survey

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