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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, 2018
Balancing act for global equities investors
Matthew Craig, LAPF Investments. Matthew Craig looks at the pros and cons of investing in global equities, and the role the asset class plays in pension fund portfolios Two key reasons for equity investing are to benefit from overall market growth (also known as beta) and to benefit from the success of outperforming companies (alpha or excess return ...
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October, 2018
Small caps: global questions, local answers?
Justin Preston, Senior Director, Head of Equity, Public Markets Research, bfinance. Justin Preston of bfinance examines the popularity of small cap equity and strongly advises paying attention to local and regional issues when selecting a global small cap investment strategy Small cap equity, whether through local or global strategies, has been a ...
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October, 2018
Disruption and the new world order
Regina Chi, Vice-President and Portfolio Manager, AGF Investments. Regina Chi of AGF Investments examines the current shift in the global supply chain, China in particular, and investigates how investors could profit from this change From Artificial Intelligence (AI), self-driving cars, fintechs and drones, China is gaining a reputation as the ...
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October, 2018
The three big trends shaping the future
Neil Robson, Head of Global Equities, Columbia Threadneedle Investments. Neil Robson of Columbia Threadneedle Investments examines the challenges and opportunities offered by a rapidly evolving global economic landscape Global warming is never far from the headlines, but it affects more than just the climate: it also has profound implications for ...
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August, 2018
Asset pooling implementation gathers momentum
Matthew Craig, LAPF Investments. Matthew Craig discovers how some pension fund managers are approaching the complex tasks involved in their move towards the new pooling arrangements Moving from 90-odd local authority pension funds into eight new asset pooling arrangements is a complex and challenging task. While getting the investment side right is ...
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August, 2018
Pooling and private markets
Sam Gervaise-Jones, Head of Client Consulting, UK & Ireland, bfinance. Sam Gervaise-Jones of bfinance looks at how the LGPS funds are approaching investment in private markets while the pools become established Many of our LGPS clients have pushed ahead strongly with investing in new asset classes, particularly within private markets, rather than ...
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August, 2018
Implementation shortfall – iceberg warning, or storm in a teacup?
Steve Webster, Senior Adviser, MJ Hudson Allenbridge. Steve Webster of MJ Hudson Allenbridge looks at implementation shortfall and what is needed when choosing a transition manager I saw my first “iceberg” in 1998. Working for ITG Group in London, we were selling the concept of hidden trading costs and risks to asset owners at the launch of ...
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August, 2018
Where next to find further improvements and savings?
David Rae, Managing Director, Head of Strategic Client Solutions, Russell Investments. As pooling begins in earnest, David Rae of Russell Investments considers how further developments in pooling might deliver more increases in efficiencies and performance The creation and establishment of the eight pools has required considerable collaborative effort ...
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