Alternative Investments
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October, 2015
Quantifying “green alpha”
Tim Mockett, Managing Director, Sustainable Property, Impax Asset Management. Tim Mockett of Impax Asset Management outlines a methodology for measuring the investment return from properties attributable to sustainability and energy efficiency Green alpha can be defined as the premium that quantifies what proportion of total ungeared differential ...
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October, 2015
Active Beta: a new approach to accessing property market returns
Mark Bunney, Head of Indirect Property, Kames Capital. Tony Yu, Fund Manager, Indirect Property, Kames Capital. Matt Day, Fund Manager, Indirect Property, Kames Capital. Mark Bunney, Tony Yu and Matt Day outline an innovative strategy for investors seeking exposure to commercial real estate The benefits of investing in property as part of a ...
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October, 2015
Rethinking fixed income: an alternative approach to emerging markets
Sherilee Mace, Director, Business Development, Insight Investment. Emerging market debt is an asset class that is well suited to an absolute return approach. Current market dynamics make discriminating between winners and losers essential, writes Insight Investment’s Sherilee Mace In recent years many investors have come to recognise the value of ...
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December, 2014
The energy transition and the stranded assets debate – an investment risk or opportunity?
Cathrine de Coninck-Lopez, Sustainable and Responsible Investment Officer, Threadneedle. Cathrine de Coninck-Lopez of Threadneedle looks at the potential impact of steps taken by the global community to mitigate climate change Current dynamics in the energy sector point to several challenges for expensive oil and high emission coal that could lead the ...
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December, 2014
Are alternatives for everyone?
Andrew McCaffery, Global Head of Alternatives, Aberdeen Asset Management. New research by Aberdeen Asset Management confirms that pension schemes are investing in an increasingly wide range of asset classes and strategies in their drive to manage risk and achieve returns. Andrew McCaffery, Aberdeen's Global Head of Alternatives, summarises the research ...
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December, 2014
Impact investing – a more effective way of doing good
Christopher Head, Head of UK Local Authorities, Institutional Client Business, BlackRock. Christopher Head from BlackRock discusses the conventional ways that ethical investing is undertaken, outlines the shortcomings of these approaches, and proposes an alternative methodology There is increasing focus on the environmental impact, social responsibility ...
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December, 2014
Making the most of alternatives
Matthew Craig. Matthew Craig examines why uncertainty for equities and bonds has meant that local authorities are increasingly turning to alternatives in the search for stability and returns The term “alternative” is normally used to imply something different, or unusual. But alternative assets are now becoming investment staples at many pension ...
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November, 2013
Private equity co-investments – the need for a careful approach
Tim Creed, Managing Director and Head of European investments, Adveq. Private equity has been garnering interest amongst pension funds. Tim Creed of Adveq examines how co-investing can help investors access the asset class Private equity has been the best performing asset class for many pension funds for a long period of time and data shows it has ...
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November, 2013
Finding attractive opportunities in distressed investments
Marianna Fassinotti, Principal, Siguler Guff. Marianna Fassinotti of Siguler Guff looks at opportunities for pension funds in distressed asset investing For the first time in three decades, investors are entering a truly unfamiliar environment for investing: stocks and bonds are expensive and interest rates are about to start climbing from historic ...
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November, 2013
Alternative investments and local authority pension funds
Matthew Craig, LAPF Investments. Investment in alternative assets might be generating more talk than action, but alternatives to the mainstream asset classes are indisputably becoming more common in local authority pension fund portfolios. Over the last 10 years, local authority pension funds have increased their allocations to alternative assets, such ...
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