Alternative Investments
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February, 2022
Integrating ESG analysis into infrastructure debt investments
Phelim Bolger, Director, IFM Investors. Jacob Otto, Debt Product Specialist, IFM Investors. Phelim Bolger and Jacob Otto of IFM Investors discuss investment opportunities in infrastructure debt and offer three key ESG-related considerations to bear in mind when assessing the range of investments There is clear evidence that society needs to invest ...
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October, 2021
The future of Build-to-Rent in a net-zero world
Michael Adefuye, Senior Research Manager, LGIM Real Assets. James Sparshott, Head of Local Authorities, LGIM. Michael Adefuye and James Sparshott of LGIM explore the build-to-rent sector and look at how as an asset class it has the potential to contribute towards a greener, more sustainable future, while still achieving attractive returns for local ...
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October, 2021
No longer just about diversification
Pádraig Floyd, LAPF Investments. Pádraig Floyd discusses alternative investments looking at risk and reward profiles of property in particular, and the growing importance of sustainability factors such as decarbonisation When it comes to investment strategy, alternative assets represents a very broad church. It covers all kinds of equity, fixed ...
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October, 2021
Alternative investment grade: a means to safe yield enhancement
David Crawford, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. David Crawford of Nordea Asset Management UK spells out the benefits of investment grade private credit for institutional investors Since the global financial crisis, central banks have created an unprecedented environment of low yields and artificially low ...
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October, 2021
Alternative investments – is it time to get real?
Anthony Esse, Chief Executive, Darwin Alternative Investment Management. Anthony Esse of Darwin Alternative Investment Management outlines the benefits offered by real assets, particularly land-based ones such as holiday parks, in a volatile stock market, and suggests that now is a good time to consider allocations to this asset class The past two ...
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October, 2021
Inflation protection: the listed infrastructure hedge
Sheridan Bowers, Head of UK & Ireland, Vontobel Asset Management. Sheridan Bowers of Vontobel Asset Management identifies the two types of inflation – “cost-push” and “demand-pull” – and considers the likely effects on infrastructure stocks depending whether inflation is transitory or “sticky” Greeting the world as we emerge from the ...
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October, 2021
Building goal-driven private market portfolios
Sofia Gertsberg, Managing Director, HarbourVest Partners. Sofia Gertsberg of HarbourVest Partners looks at what LGPS investors should take into consideration when constructing and managing their private market investments Many of the LGPS are long-term investors in private markets. Relative to other types of investors, the LGPS funds particularly well ...
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October, 2021
Time to diversify – but into what?
Thomas Maloney, European Head of Portfolio Solutions Group, AQR Capital Management. Thomas Maloney of AQR Capital Management makes the case for diversifying out of equities and considers the role of liquid alternatives The last 10 years were exceptional for traditional stock/bond portfolios, and as a result pension schemes holding such portfolios have ...
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October, 2019
The ever-evolving cycle of alternative investments
Venilia Batista Amorim, LAPF Investments. Venilia Batista Amorim examines how alternative investments have developed to become a key component of asset allocation Although the rules of the Local Government Pension Scheme (LGPS) are set nationally, it is administered at local level by administering authorities, whose responsibilities include managing ...
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October, 2019
Building retirement savings by preserving community trust
Phelim Bolger, Director, IFM Investors. Phelim Bolger of IFM Investors explains the role of risk management in infrastructure investment and shows how investors must engage with communities to be aware of the risks and anticipate and manage them In the investment community we deal with myriad risks every day and they frame all our decisions. In many ...
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