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Join us at the Defined Contribution Conference in two week for an unmissable session: 'Unlocking Opportunities: Exploring LTAFs for UK Pension Savers' with Minal Patel at Schroders Greencoat LLP. This session will delve into: 🔵How using an LTAF to access energy transition assets can add material value to a DC member’s outcome. 🔵Managing a semi-liquid portfolio in a DC context. 🔵Perspectives on UK investments. Don't miss this opportunity to explore how LTAFs can enhance your investment strategy. Secure your spot now by registering here; https://incm.pub/3KF0CYy

For a UK professional audience only We are looking forward to the upcoming Professional Pensions Defined Contribution Conference on Tuesday where we will be presenting 'Unlocking Opportunities: Exploring LTAFs for UK Pension Savers' featuring Minal Patel from Schroders Greencoat LLP. During this session, we will explore the following key topics: • The significant value that can be added to a DC member's outcome by utilizing an LTAF to access energy transition assets. • Effective management of a semi-liquid portfolio within a DC context. • Gaining valuable perspectives on UK investments. #DefinedContribution #SchrodersGreencoat #ProfessionalPensions #EnergyTransition

"There is a widespread misconception among people using the living annuity products offered by South African investment houses, relating to how much of their portfolio they can hold offshore. More specifically, many believe they can hold no more than 45% of a portfolio offshore. In reality, if they use the right investment tool they can have a 100% offshore living annuity. If investors are to take advantage of a 100% living annuity, however, it must form part of a well-balanced portfolio, rather than being viewed as a single solution." - Michael Rossouw, 10X Investments, Senior Investment Consultant 🔗 Read more here: https://buff.ly/3YrWPWW

At the IPE Transiton Conference in Brussels Marion Maloney, Investment Director of the @Environment Agency Pension Fund presented ‘Investing in Nature’. Her advice to asset owners: "Look really closely at asset managers - you've got to make them work - we pay them shedloads of money, we should ask them lots of questions' with regard to nature-focused investing. She also stressed the importance of having scientists within your own team and within your asset managers’. Food for thought. #IPETransitionAwards #SustainableInvesting #EnergyTransition #NetZero #PensionFunds #ClimateFinance #InstitutionalInvesting

Anastasia Manousaridou, ESG Manager, Irish Life Investment Managers discusses the nuances of ESG in the context of sustainable finance.   For over 75 years, Irish Life Investment Managers has been working with clients to deliver investment solutions, working for a wide range of institutional clients including insurance companies, wealth managers, pension schemes, fiduciary managers and sovereign wealth funds across Europe and North America.   Read in full: https://lnkd.in/eEMRbZsp

The UK debate around defined contribution/master trust pension schemes investing in private markets - how important is that for impact investing? Very. According to a survey conducted for the The Defined Contribution Investment Forum, 70% of schemes invest in private markets or intend to, and another 19% are still considering it. The primary motivation is to improve diversification and risk-adjusted returns, as you'd expect. But 84% of schemes who are or will be allocating to illiquids are also very or somewhat motivated by a desire to improve sustainability and reach Net Zero (see below). Most schemes seem to be waiting for quarterly-priced LTAFs (Long-Term Asset Funds), and there aren't very many of these yet, although Schroders Greencoat LLP just launched a renewables energy transition LTAF a few months ago. In the meantime, though, Andrew Dykes at Jura Capital reminds us that there are £25 billion of renewable infrastructure and social impact investment trusts listed on the London Stock Exchange, with daily dealing for schemes that require that. The survey report is available at: https://lnkd.in/eM3SjUFF #impactinvesting #pensions #privatemarkets #renewables #energytransition Mark Austin Elena Zhmurova Callum Stewart FFA Susannah Nicklin, CFA

Did you know that with Prevail Property Group Australia (PPGA), you can take your equity and retirement nest egg to the next level? It's like having a secret key to unlock your financial potential and give your portfolio that extra edge. 🚀 Say goodbye to stagnant investments and hello to strategies that put your cash flow on steroids! 💪 With PPGA, it's all about making smart moves that help your money work harder for you. So, why settle for less when you can have an investment that not only performs but thrives? Let's get you ahead of the game with some powerful positive cashflow property investment strategies! Ready to make your equity and super perform better? Let PPGA guide the way. 🌟 #PropertyInvestment #CashFlowKing #UnlockYourPotential #PPGA https://lnkd.in/gJJbQ-Wq

Divestment is not enough The federal government should incentivize impact investing. Read our QUOI Media Group client op-ed from Jory Cohen, Director of Finance and Impact Investment at Inspirit Foundation: https://lnkd.in/gp4SYG-R #cdnpoli #finance #divesting #impactinvesting #climatechange

🇳🇴 Un nouvel article est disponible sur le blog ! 🇳🇴 💡 The Norwegian Sovereign Wealth Fund is a global benchmark in managing oil revenues. In 2024, the fund reached an impressive value of $1.4 trillion, driven by a diversified and ethical investment strategy. This article explores the fund’s origins, operations, and economic impact, as well as the challenges it faces in a context of global energy transition. 📝 Cet article a été rédigé par Léo HAUCK 📖 Bonne lecture !

The Norwegian sovereign wealth fund (Government Pension Fund Global) reaches USD 1.8 trillion assets. - The fund invests in 9,000 companies worldwide. - Investments are spread across 72 countries. - Most of the fund is invested in equities, bonds, real estate, and renewable energy infrastructure. A lesson for oil-exporting countries