We are focused on delivering the outcomes that matter to our clients. Our wide range of investment solutions cater for differing risk tolerance levels, targeted returns, liabilities and time horizons. We understand that no two pensions schemes are the same and build bespoke solutions appropriately. Our clients include corporate and local authority pension schemes, both defined benefit and defined contribution schemes.
Watch our Building for a better tomorrow webcast - How does the green premium impact value in real estate?
Unlevered Infrastructure Equity: Delivering in CDI
Cashflow-driven investing (CDI) generates predictable, attractive cash flows to meet liabilities when they fall due. Although a wide range of reliable, income generating assets can be included within a CDI strategy, discussions about which alternative asset classes to include are often limited to private debt, particularly infrastructure and real estate financing.
Think like an insurer, invest like a pension scheme
Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes – being able to pay out liabilities as they fall due. The approach involves investing in assets that generate predictable cashflows that can be used to match liabilities whilst still having the potential to generate attractive returns.
A diverse range of strategies designed to meet long-term investment needs.
We offer real asset solutions, leveraging our scale to access markets across Europe and deploy capital more efficiently.
Fixed income is an indispensable building block for meeting a variety of investment goals, including income, inflation protection, liability management and capital appreciation.
Select from a broad range of actively managed funds focusing on growth, income or a combination of both from a variety of geographies and sectors.
For further information on the risks and risk profiles of individuals strategies, please refer to the relevant documentation.
Alternative Income assets are significantly less liquid than assets traded on public markets. Where funds are invested in infrastructure/real estate, investors may not be able to switch or cash in an investment when they want because infrastructure may not always be readily saleable. If this is the case, we may defer a request to redeem the investment.
Need more information?
For further information, please contact our investment sales team.
The cost of climate change: A big threat to sovereign debt?
3 Dec 2021
Governments around the world are struggling to avert a climate catastrophe. Regardless of whether they succeed, climate change threatens adverse consequences for government bonds, although market impacts are likely to vary.
Thinking outside the box: Embracing neurodiversity at work
30 Nov 2021
Enabling neuroinclusion in the workplace still has a long way to go, although better understanding and simple adjustments could make a world of difference.
What does the data say? Parcels, the (other) Amazon and COVID-19
26 Nov 2021
In this month’s instalment of our visual series on topical data themes, we look at the steep increase in deliveries, the continued deforestation of the Amazon rainforest and the rise of COVID-19 in Europe.
Credit: The long and short of ESG investing
25 Nov 2021
Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.
The tyranny of “fit”: If businesses want to maximise their potential, they need to be intersectional
24 Nov 2021
Employees are a company’s greatest asset. Leaders must take an inclusive, intersectional approach to enable them to give their best, argues Apiramy Jeyarajah.
Multi-asset & multi-strategy
Multi-asset allocation views: How durable is ‘transitory’ inflation?
22 Nov 2021
As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios.
Beyond borders: Reflections on a historic COP meeting
19 Nov 2021
COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.
The long decline: Why trend economic growth is set to go on falling
12 Nov 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
COVID, China and the Fed: Diverging EM debt fortunes
3 Nov 2021
Relatively low vaccination rates, slowing Chinese growth, and terms of trade gains that may have largely peaked mean emerging market economies face several headwinds in 2022. Varying degrees of resilience and vulnerability are likely to result, argue Nafez Zouk and Carmen Altenkirch.
What does the data say? All eyes on Glasgow
29 Oct 2021
In this month’s instalment of our visual series on topical data themes, we focus on climate change as the world turns its attention to the COP26 summit in Glasgow.
Six themes for emerging markets
28 Oct 2021
The International Monetary Fund (IMF) annual meetings are always a chance to reflect on the key trends affecting emerging markets. This year was no different. Carmen Altenkirch and Nafez Zouk engaged with policymakers and delegates to ascertain the real impact of the COVID pandemic on growth, fiscal metrics, and debt burdens.
An investor’s perspective on the UK’s Net Zero Strategy
28 Oct 2021
Darryl Murphy assesses the implications and opportunities for infrastructure investors.
The AIQ Podcast: Counting emissions and accounting omissions
27 Oct 2021
Increasing numbers of governments and companies are committed to reaching net zero. But how sound is the carbon data on which these commitments are made?
Grow the pie: An interview with Alex Edmans
22 Oct 2021
Interest in ESG investing is expanding at a seemingly exponential rate – and with it the risks of greenwashing only grow. However, Alex Edmans explains why he believes it is possible for companies and investors to create win-win situations for all stakeholders.
A fair COP: Why social justice is vital to climate action
22 Oct 2021
For too long, issues of justice and equality have been left out of the climate conversation. But policymakers, companies and investors are slowly beginning to acknowledge the social dimensions of climate action.
We need to talk about waste: Tackling renewable energy’s dirty secret
21 Oct 2021
Renewable energy has a vital role to play if the world is to combat climate change. But its widespread adoption comes with a price. As older installations come to the end of their useful life, countries urgently need to work out what to do with the waste.