portfolio institutional

The portfolio institutional awards 2025 are coming on 15 May! We’re celebrating excellence in institutional investing across seven categories: 🏆 Best Pension Scheme (under/over £1bn) 🏆 Best DC Pension Scheme 🏆 Best Local Authority Pension Scheme 🏆 Best Charity/Foundation/Trust 🏆 Best Responsible Investment 🏆 Best Risk Management Submissions close on 23 February 2025 – don't miss your chance to shine! Nominations are open to all industry players, so get involved! 📅 Save the date & join us at the iconic Banking Hall in London! You can find all the details by clicking here: https://lnkd.in/eDVygnQx.. #assetallocation #pensions #investments

portfolio institutional magazine has run two features on members of Smart Pension’s Investments Team this month. Check out Fiona Smith, CFA’s Op-ed on Shariah investing on page 10 and the Q&A with James Lawrence, CFA on page 12, in which he talks about master trust growth, our ten consolidations and breaking down investment barriers. Read the features here: visit.smart.co/40YfquP

News & Analysis | UK dividends prove deeply dippy Shareholder cash returns slump as miners cut their payments, but this is not the whole story, finds Andrew Holt. Read more: https://lnkd.in/eGSekXe3 #Dividends #FTSE100 #investmentportfolio #investors London Stock Exchange #LSE #stocks

News & Analysis | Research reveals big banks are falling short on climate targets ShareAction uncovers disappointing sustainability targets at some of Europe’s largest lenders. Andrew Holt reports. Read more: https://lnkd.in/g9PBGfmT #ClimateChange #ESG #Greenwashing #ShareAction #sustainable

The Real estate debt roundtable & networking is underway! Stay tuned for insights from today’s discussion by subscribing to our magazine, where we’ll dive into the key topics covered: https://lnkd.in/eqTTGQ-k A big thank you to the speakers for sharing their expertise: - Simon Blowes , Phoenix Group - Andrew Cole, BESTrustees - Tom Goodwin, CFA, Mercer - Joe Howley, XPS Pensions - Ludo Mackenzie, Octopus Investments and thank you to the sponsor: Octopus Investments #RealEstate #Networking #IndustryInsights #SubscribeNow

News & Analysis | British Business Bank appoints first CIO Leandros Kalisperas quits West Yorkshire Pension Fund to take on newly created role. Read more: https://lnkd.in/eTvMBEme British Business Bank #investment #portfolio #LabourGovernment Universities Superannuation Scheme (Ltd)

ESG Hub | Stewardship: Rules of engagement Investing in a company is only the first step in creating your desired portfolio, but the journey is far from smooth. Mark Dunne reports. Read more: https://lnkd.in/ev8Kuv7F Brunel Pension Partnership Limited #Engagement #ESG #stewardship #sustainable

Thank you to the excellent speakers and sponsors of yesterday’s roundtable for contributing to a great discussion delving into Factor Investing. Next week brings another roundtable on Teal Estate Debt, for which we have some audience spaces left. For details please see my next post.

Roundtable: Factor investing: Factors are to assets what nutrients are to food Today’s discussion dives deep into the complexities of global markets, where diverse asset classes and countless securities make it hard to pinpoint what truly drives returns. However, a few key factors can make a big difference by: - Enhancing portfolio outcomes - Reducing volatility - Boosting diversification Just like nutritional needs vary by person, investors’ optimal exposure to risk factors like value, quality, momentum, size, and minimum volatility also differs. These exposures might shift based on economic conditions and market sentiment, helping investors build more resilient portfolios. Thank you to the fantastic panel of speakers who is sharing their expertise and insights: - Jamie Forbes, Director, iShares EMEA Equity Product Strategy (EPS) - Ben Garland, CFA, EMEA head of factor index products at MSCI - Alan Pickering, President of BESTrustees and a trustee of a number of pension schemes - James Price, CFA, Investment Consultant, Willis Towers Watson - Lynne Stewart-Brindle, Deputy Chair and Partner at PAN Trustees UK - Mark Thompson, Chair of Trustees, Investment Committee Member, Multiple Pension Funds Chair: Andrew Holt Sponsor: BlackRock #event #london #factorinvesting

Features | Market broadening: A new universe After being heavily concentrated on tech stocks the market is broadening out, bringing with it a host of opportunities, finds Andrew Holt. Read more: https://lnkd.in/g_tgFJqi #BlackRock #Equities #LondonStockExchange #MSCI #S&P500 #stocks