Alternative Investments
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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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October, 2019
A new generation of infrastructure
Colm O’Connor, Senior Portfolio Manager, KBI Global Investors. Colm O’Connor of KBI Global Investors outlines the benefits of investing into sustainable end markets such as water and clean energy, which up to now have largely been ignored by many infrastructure managers Infrastructure is gaining increased attention from investors, right around the ...
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October, 2019
Sharing in the 21st century – low risk and long term
Alex Greaves, UK Residential Fund Manager, M&G Real Estate. Alex Greaves of M&G Real Estate describes how shared ownership works and explains its potential as an investment at a time when occupier demand is likely to be greatest where house prices are least affordable Shared Ownership is gaining traction as an attractive, low-risk, long-term ...
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October, 2019
Private debt comes of age with emerging secondaries market
Francesco Di Valmarana, Partner, Pantheon. Toni Vainio, Principal, Pantheon. Pantheon’s Francesco di Valmarana and Toni Vainio discuss the evolution of the Private Debt asset class and the emergence of a secondary market In our article in the June edition of LAPF Investments we discussed the surging growth of the private equity secondary market, ...
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October, 2019
Private credit in the US – where are the best opportunities?
Nitish Sharma, Head of UK Institutional Client Group, AllianceBernstein. Performance across the private credit sector has shown strong yield relative to public market equivalents. Nitish Sharma of AllianceBernstein analyses where illiquidity premiums persist and key considerations to mitigate risk Private credit has grown from being a relatively niche ...
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October, 2019
Sustainable infrastructure: why it’s not just about clean energy
Ingrid Edmund, Senior Portfolio Manager, Infrastructure Investments, Columbia Threadneedle Investments. Ben Kelly, Senior Thematic Analyst & Behavioural Economist, Responsible Investment, Columbia Threadneedle Investments. Ingrid Edmund and Ben Kelly of Columbia Threadneedle Investments discuss the idea that decarbonising existing infrastructure is an ...
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October, 2019
Multi-asset: an asset class reinvents itself
Christian Lehr, Senior Product Manager of Multi Assets, Nordea Asset Management. Christian Lehr of Nordea Asset Management surveys current trends in multi-asset funds, where traditional approaches are giving way to a focus on risk management Multi-asset funds have been a proven all-purpose strategy for years. In order to live up to this reputation in ...
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October, 2019
Opportunity in Europe’s under-competed sale and leaseback market
Max Mitchell, Head of Direct Lending, Europe, Intermediate Capital Group (ICG). Chris Nichols, Head of Sale and Leaseback, Intermediate Capital Group (ICG). Max Mitchell and Chris Nichols of Intermediate Capital Group (ICG) explain the benefits of sale and leaseback transactions, which have the potential to provide institutional investors with a ...
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October, 2019
Co-investments: intelligent portfolio construction over market cycles
Oliver Schumann, Managing Director, Co-investments, Capital Dynamics. David Smith, Senior Managing Director, Co-investments, Capital Dynamics. Oliver Schumann and David Smith of Capital Dynamics discuss how a global, well-diversified and actively managed co-investment fund can help generate outperformance and mitigate risk Private equity investment ...
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