Mobius wins Pension Age Innovation Award (Investment) 2021

The award nomination highlighted Mobius’ innovations including:

• Manufacturing zero-fee index funds: We created a first for the UK market by working with Macquarie Investment Management to manufacture a zero-fee index fund for a major UK DC scheme.
• Establishing the UK’s first ‘diversified’ property fund for DC schemes with Aegon: We partnered with Aegon Asset Management to develop the UK’s first fund to provide a diversified exposure to the UK institutional property market for DC schemes.
• Creating an innovative Structured Equity solution with River and Mercantile: Mobius partnered with River and Mercantile in a first for the industry. DB schemes of all sizes can now structure a growth asset tailored to meet their specific requirements through a Structured Equity approach without being restricted by legal and governance paperwork and costs, and prohibitive minimum fees.
• Developing income paying funds to increase efficiency and reduce cost for cash flow negative DB schemes: We established a range of income paying funds on the platform, which can pay income directly into DB schemes’ bank accounts. This innovation means DB schemes with negative cash flow do not need to sell as many units to generate cash to pay benefits.
• Launching an ESG reporting service: We launched an ESG reporting service which collates asset managers’ ESG themes to help trustees complete their annual implementation statements.
• Rolling-out ‘Smart Rebalancing’ to automate and simplify the process: Mobius rolled-out an innovative ‘Smart Rebalancing’ approach in 2020 which fully automates the rebalancing process, reducing risk and cost for DB and DC schemes.