COMMENT
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June, 2018
Credit where credit is due – making the most of MAC
Jeff Boswell, Strategy Leader Developed Market Credit, Investec Asset Management. The search for a sustainable return has led many pension schemes to allocating more investment to a credit solution. Jeff Boswell of Investec Asset management outlines how MAC strategies could help address the challenges Global growth remains lacklustre and the outlook ...
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June, 2018
Social infrastructure: one asset class, multiple returns
Raymond Jacobs, Managing Director, Franklin Real Asset Advisors. Investing in social infrastructure such as schools and hospitals can deliver steady returns to investors and many benefits to communities. Raymond Jacobs of Franklin Real Asset Advisors explains why opportunities for investing in this asset class have never been greater Social ...
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May, 2018
Beyond asset pooling
Chris Dulieu, Head of UK Public Sector and Ian Hamilton, Head of LGPS Pooling Initiative, Northern Trust. The pooling of more than £260 billion1 of pension assets by the local authorities of England and Wales – one of the largest asset exercises of its type ever undertaken – is a collaborative achievement to be proud of for all involved. In pooling ...
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May, 2018
LGPS Investment Pooling: Laying the foundations for a successful launch
Graham Cook CFA, Head of LGPS Product, Macquarie Portfolio Solutions. Much progress has been made: The pools have been (to varying degrees) firmly established, potentially complex organisational and governance structures have been put in place, requisite licenses have been awarded, and the teams that will pick up the baton and deliver pooling in practice ...
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May, 2018
In pursuit of happiness
Matthew Craig, Industry Specialist. When contemplating the asset pooling exercise taking place between the different members of the Local Government Pension Scheme (LGPS), it is hard not to avoid a few matrimonial analogies. While there were already moves, or signs of romance, among some LGPS members to greater collaboration, such as the Local Pensions ...
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May, 2018
ESG: Beware of simple solutions to complex problems
David Kneale, Head of UK Equities and Paul Waters, Head of Institutional, UK & Netherlands at Mirabaud Asset Management. The majority of asset managers continue to extend and enhance the use of Environmental, Social and Governance (ESG) factors in their processes in response to increasing demands from institutional investors, governments and industry ...
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April, 2018
High impact: how impact investing can help pension schemes meet ESG goals
Richard Sherry, Fund Manager, M&G Investments. Richard Sherry of M&G Investments explains how impact investing can work for pension schemes and what it will take for this growing market to reach critical mass The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you ...
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April, 2018
Implementing equity protection strategies with options
Pedro Moura, Head of Risk Managed Investment Solutions, Schroders. Claire Glennon, UK Institutional Business Development Directors, Schroders. Pedro Moura and Claire Glennon of Schroders discuss the implementation of equity protection strategies using options Many funds have benefitted from rising equity markets and feel that now is the time to ...
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February, 2018
The credit crossroads
Jeff Boswell, Strategy Leader and Portfolio Manager, Investec Asset Management. Investec Asset Management’s Jeff Boswell discusses the challenges and opportunities within the credit investment landscape and considers where Multi-Asset Credit investors can go in an environment of heightened uncertainty With the current bond bull market already over ...
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February, 2018
Secular themes within an extraordinary cycle
Tim Wilkinson, Principal & Founder, Afinishay Capital. Tim Wilkinson of Afinishay Capital reflects on how financial services have adapted to challenges within the industry and outlines developments that may help pension funds deliver on their objectives With ever-growing signs of a return to policy normalisation across developed markets, the asset ...
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