Alternative Investments
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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
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
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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October, 2017
Tail risk in alternative risk premia
Moira Gorman, Client Director, Columbia Threadneedle Investments. Benjamin Simonds, Portfolio Manager, Columbia Threadneedle Investments. Moira Gorman and Benjamin Simonds of Columbia Threadneedle Investments discuss the VaR characteristics associated with the different types of alternative risk premia, in particular the use of VaR in the management ...
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October, 2017
The shrinking public markets and why this matters
Helen Steers, Partner and Head of European Primary Investments, Pantheon. Helen Steers, Partner and Head of European Primary Investments at Pantheon and current Chair of the BVCA, highlights the trend in the declining number of publicly listed companies, and discusses the key drivers of this phenomenon and the implications for investors The number of ...
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October, 2017
Infrastructure – opportunities beyond headline trophy assets
Martin Lennon, Co-founder and Head, M&G Infracapital. Martin Lennon of Infracapital (the infrastructure equity investment arm of M&G Investments) examines the attractions for investors of the infrastructure asset class, broadly divided between greenfield and brownfield projects Infrastructure has become an increasingly popular asset class for pension ...
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October, 2017
Alternative assets under the spotlight
Matthew Craig, LAPF Investments. Matthew Craig looks at the range of alternative assets now available to institutional investors, including diversified growth funds, alternative risk premia and direct lending Alternative assets are increasingly important for local authority pension funds. And LGPS asset pooling could be highly beneficial in this area, ...
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October, 2017
Sustainable risk-adjusted returns through natural capital
Gautier Quéru, Investment Director and Land Degradation Neutrality Fund Project1 Manager, Mirova. Gautier Quéru of Mirova outlines the land degradation issue and argues that investment in natural capital is poised to evolve from being a niche strategy to a mainstream asset class, with the potential for attractive risk-adjusted returns It is ...
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October, 2017
Broadening the infrastructure investment framework
Gregory Smith, President and Chief Executive Officer, InstarAGF. Gregory Smith of InstarAGF looks at how innovation in partnerships creates a compelling value proposition for institutional investors Developing and modernising our communities' essential infrastructure buildings and services for the 21st century is a critical economic and social ...
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