COMMENT
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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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February, 2018
Is it time to protect your equity gains?
Paul Myles, Director, Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Mangement looks at how local authority pension funds can use options to lock in the gains they have made from equities and protect themselves against a possible market correction Many local authority pension funds will have benefited from ...
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December, 2017
Growth expectations
Kevin McCreadie, President and Chief Investment Officer, AGF Investments. Kevin McCreadie of AGF Investments outlines his predictions for growth in global markets in the coming year January 2018 marks the 103rd month of the current bull market, the third longest in US history, surpassed only by the booms of the 1960s and 1990s. Considering such bull ...
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December, 2017
The transition risks facing LGPS pension pooling
Steve Webster, Senior Adviser, MJ Hudson Allenbridge. Steve Webster of MJ Hudson Allenbridge looks at the various factors which Local Government Pension Schemes have to consider as they go through the complex process of asset pooling Three years in the planning, give or take, and for most LGPS the prospect of pooling assets begins to become a reality ...
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