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
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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December, 2018
ESG investing in emerging markets
James Edwards, Director, Sales, UK Institutional, BMO Global Asset Management. Paul Myles, Director, Sales and Relationship Management, UK Institutional, BMO Global Asset Management. With interest in Environmental, Social and Governance issues continuing to rise in importance globally, James Edwards of BMO Global Asset Management looks at how Local ...
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December, 2018
Disruptive technologies challenge traditional infrastructure approach
Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments. Heiko Schupp of Columbia Threadneedle Investments discusses the positives for investment of technological and sometimes disruptive innovation Technology trends and disruptive innovation are influencing the infrastructure asset class. The future of ...
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December, 2018
Dynamism and selectivity is key
Jeff Boswell, Head of Developed Market Credit, Investec Asset Management. Garland Hansmann, Portfolio Manager, Investec Asset Management. Jeff Boswell and Garland Hansmann of Investec Asset Management look at the investment drivers for the coming year, arguing that market price behaviour and selectivity will both be key factors in 2019 2019: What ...
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December, 2018
How pension funds can help lend to the real economy
David Cooper, Regional Head of EMEA, Debt Investments, IFM Investors. A decade after the global financial crisis opened up the project finance market to direct institutional capital, there is a growing opportunity for pension funds to support firms with their growth ambitions and invest in the real economy, writes David Cooper of IFM Investors Today, ...
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December, 2018
The benefit of scale: taking property allocations global
Alistair Dryer, Head of UK LaSalle Global Partner Solutions, LaSalle Investment Management. Alistair Dryer of LaSalle Investment Management’s Global Partner Solutions explores the benefits of going global and how to do it Two of the stated criteria for the pooling proposals submitted back in 2016 were to achieve benefits of scale, and to lower ...
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December, 2018
Alternatively speaking
Matthew Craig, LAPF Investments. Matthew Craig looks at the use of alternative assets by LGPS funds and shows how they have become an essential component of the funds’ investment strategies Alternative assets are becoming more central to the asset allocation plans of many long-term investors, including many funds within the Local Government Pension ...
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