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

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

ESG Hub | Japan: Investment implications of corporate governance reforms We assess the impact and effectiveness of recent corporate governance reforms in Japan. Find out more: https://lnkd.in/e_fx9Wc6 Newton Investment Management #Japan #investment #corporategovernance #reforms

Private equity: Destination: Unknown Could today’s Budget extinguish any hope that private equity is on the verge of better times? Fiona Nicholson reports. Read more: https://lnkd.in/dDyDrxkR #Geopolitics #Institutionalinvestor #LabourGovernment #Privateequity #UK #budget

James Rowe, BlackRock’s head of UK institutional and DC clients, looks at what the future holds for defined contribution pension schemes. Listen to the interview here: https://lnkd.in/e29Su-6V #dc #definedcontribution #future #pensionschemes

In a recent interview with portfolio institutional, Martyn James shares his passion for creating positive change in DC pensions investment portfolios and how now:pensions is working to deliver better financial outcomes for members. From the new strategy's direct stewardship of company holdings to ambitions for private market investing, it’s all about making sure the good news keeps coming. Want to hear more from Martyn on his mission and the challenges ahead? Don’t miss his full interview! 🔗 Click to read the full interview and gain insights into the future of pensions: https://lnkd.in/eywVnY78 #Pensions #FinancialWellbeing #PositiveChange #PensionReform #FutureYou #nowpensions

The investment implications of the transition BlackRock and MSCI Inc. discuss the options for investors wishing to use their capital to build a more sustainable future. Find out more: https://lnkd.in/eVeSWrQB #investment #interview #transition #sustainablefuture

Limited spaces available, sign up now! Factor investing: Factors are to assets what nutrients are to food: