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June, 2018
Strategic asset allocation in a post-pooling world
Karen Shackleton, Senior Adviser, MJ Hudson Allenbridge. Karen Shackleton of MJ Hudson Allenbridge says that the triennial review due in March 2019 will provide an excellent opportunity for the reassessment of asset allocation strategies With the fast-approaching March 2019 triennial valuation date on the horizon, LGPS officers and members will soon ...
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June, 2018
Transitioning to a new paradigm
Matthew Craig, LAPF Investments. Matthew Craig discusses the role of the transition manager during the pooling process and hears the views of some fund managers who are at the start of the process Transition management is a largely unseen but vital part of institutional investment, ensuring pension fund assets move safely when a fund decides to make a ...
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June, 2018
Forging new ground
Catherine Darlington, Transition Manager, Legal & General Investment Management. James Sparshott, Head of Local Authorities, Distribution, Legal & General Investment Management. Catherine Darlington and James Sparshott of Legal & General suggest strategies for successful transition management during the pooling process It continues to be a busy ...
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June, 2018
LGPS investment pooling: laying the foundations for a successful launch
Graham Cook, CFA, Head of LGPS Product, Macquarie Portfolio Solutions. Graham Cook of Macquarie Portfolio Solutions analyses the complexity of the challenge in transitioning assets from member funds to pools Much progress has been made: The pools have been (to varying degrees) firmly established, potentially complex organisational and governance ...
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April, 2018
Local authorities begin to find their feet in infrastructure
Matthew Craig, LAPF Investments. Infrastructure investment is of particular interest to the LGPS now that pooling is well under way. Matthew Craig looks at how local authorities can avail of the opportunities in the asset class Synchronicity is a term first used by psychologist Carl Jung for events that are meaningful coincidences. Perhaps it can be ...
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April, 2018
Necessity drives the argument for investment
Colm O'Connor, Senior Portfolio Manager, KBI Global Investors. Colm O’Connor of KBI Global Investors contends that while the demand for significant investment in infrastructure continues unabated, institutional investors have been slow to take advantage of the opportunities presented Many commentators estimate that trillions of dollars of ...
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April, 2018
Understanding junior debt
Claire Smith, Investment Director, Private Assets, Schroders. Claire Glennon, UK Institutional Business Development Director, Schroders. Claire Smith and Claire Glennon of Schroders outline the reasons why junior infrastructure debt may be in an ideal place to form part of investors’ overall portfolios With dry powder for infrastructure equity ...
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April, 2018
3D renewables: Decarbonising, Decentralising and Disrupting
Dario Bertagna, Principal, Clean Energy Infrastructure, Capital Dynamics. Dario Bertagna of Capital Dynamics discusses how developments in renewable energy are transforming the way we think of the power sector First dimension: Decarbonisation. The world of power generation has transformed dramatically over the last few years. In Europe and the UK, ...
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April, 2018
DNA of a manager search: LGPS and infrastructure
Peter Hobbs, Managing Director and Head of Private Markets, bfinance. Peter Hobbs of bfinance looks at the challenges faced by infrastructure investors, and takes us through a case study showing how a manager search identifies investor requirements and concerns to help identify suitable managers Unlisted infrastructure has become an increasingly ...
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April, 2018
Time to stress test your portfolio
Stephen Leh, Infrastructure Investments Group, J.P. Morgan Asset Management. Now may be the ideal time for local authority investors to prepare for the next period of financial stress by testing their portfolios against a wide range of potential outcomes. Stephen Leh from J.P. Morgan Asset Management’s Infrastructure Research team look at the potential ...
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