Room151’s 4th LGPS Investment Forum

Octopus Investments, part of the Octopus Group, is an investment company that invests in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £12.8bn they have entrusted to us in areas where we believe it will have the greatest impact.

On the institutional side of our business, these areas breakdown into five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital. More than 85% of the money we manage across the business is invested in line with one or more of our three investment themes: empowering people, revitalising healthcare and building a sustainable planet. Beyond positive impact, we believe the best investment returns will come from the companies which solve society’s biggest problems. 

Baillie Gifford has over 100 years of global investment experience and over 30 years serving LGPS clients. Our primary goal is to add value over the long term – we achieve this through a single focus on active management. This means that our priorities are aligned with those of our clients as we commit to improving LGPS member outcomes through long-term sustainable investments.

We are long-term investors, not speculators. Our investment philosophy focuses on growth while our universe is global. Accordingly, we believe that fundamental analysis and proprietary research are core to a successful, long-term, bottom-up investment approach. From our head office in Edinburgh we are able to harness this intellectually curious and rigorous approach – where the sharing of ideas and robust debate between our investment teams are central to our investment process.

The result is a successful business that continues to grow organically. We now manage and advise over £277bn in specialist equity, fixed income and multi-asset portfolios for a global client base.

Candriam is a European multi-specialist asset manager, and a pioneer and leader in sustainable investments since 1996.  Candriam manages around EUR 158 billion of assets under management with a team of more than 600 professionals.  Candriam offers our LGPS clients an innovative range of ESG, Sustainable and Impact investment solutions across equities, fixed income , absolute return, and asset allocation, as well as recently launching an innovative Impact bond fund.  Candriam is a New York Life Investments (which ranks among the world’s largest asset managers company and, through its affiliates, is also able to offer expertise across the private markets universe in private credit, private equity, real estate (including debt), and infrastructure.

For more information see: www.candriam.com

Everything we do at Franklin Templeton is focused on delivering better client outcomes. It’s why we’ve built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialisation.

We bring together an unmatched collection of independent specialist investment managers to provide our clients deep expertise and specialisation—within and across asset classes, investment styles, and geographies. We boast extensive multi-asset capabilities. And we offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles. All this gives us the ability to provide options best-suited to the unique needs of every client, institutional or individual.

Dean Heaney

Head of UK Institutional

020 7073 8544

dean.heaney@franklintempleton.com

Christoph Butz

Institutional Client Director

020 7073 8798

christoph.butz@franklintempleton.com

Gresham House is a specialist asset manager whose purpose is to deliver effective and alternative investment solutions to help clients achieve their financial objectives whilst contributing towards the transition to a more sustainable economy.

We specialise in six areas of alternative investment – Forestry; New Energy; Sustainable Infrastructure; Housing; Public Equity; and Private Equity. We manage c.£7.3bn (30.06.22) on behalf of institutions including LGPS, family offices, charities, endowments and private individuals.

Heather Fleming

managing director, institutional business

Gresham House.

h.fleming@greshamhouse.com 

+44 (0)7872 685 532

7 million people rely on the LGPS to secure their retirement. With big numbers come big risks. We provide fresh, innovative thinking to help manage that risk effectively. Our dedicated LGPS team is the largest and most knowledgeable in the marketplace, providing investment, actuarial, governance, administration and project consulting to more than half of the funds in the UK.

At the forefront of our industry, we’re influencing the way it works. Our 100 years of experience allows us to take a long-term view of LGPS reform. We devote significant resource and investment to LGPS governance.

We pride ourselves on finding the answers that deliver the right outcomes through fresh, innovative ideas and we’re influencing the way our industry works. At the heart of it all is our relationships – we form genuine, collaborative relationships that last.

Philip Pearson

head of LGPS investment

philip.pearson@hymans.co.uk

0207 082 6325

Janus Henderson Investors (‘Janus Henderson’) is a global asset manager offering a full suite of actively managed investment products across asset classes. The notion of ‘connecting’ is powerful – it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long[1]term outperformance we seek to deliver.

Oliver Miller

Director of Institutional Business

Janus Henderson Investors

oliver.miller@janushenderson.com

 +44 207 818 4444

Established in 1985, Jupiter seeks to make a positive difference for our clients by putting them at the heart of our business. We help them achieve their long-term investment objectives after fees through high conviction, active management coupled with a deep heritage and culture in sustainability. At Jupiter, we prefer to go a step further and seek to form transparent, value-added partnerships with clients beyond investment.

Headquartered in London, Jupiter is an established asset manager with a growing presence in Europe, Asia, Latin America, USA and the Middle East offering a broad range of actively managed strategies including equities, fixed income, multi asset, multi-manager and absolute return. As at 30 June 2022, we managed £48.8 billion across a range of asset classes and vehicles which enable us to meet our clients’ needs.

Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £147.2 billion of assets as at 31 December 2022, split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments.

Kate Parker

institutional client solutions director

020 3272 5334

kate.parker@rlam.co.uk

Schroders Capital, the private markets investment division of Schroders,  is a leading global private assets manager with international scale and local expertise. Working as a global network of specialised, entrepreneurial teams, supported by the scale and stability of a 200-year financial institution. We manage and advances private assets to deliver long-term investment performance and positive change for society.

Our ambition is to build meaningful change while offering investors an unparalleled range of risk-return profiles and sustainability & impact (S&I) opportunities, and provide expert support to business owners in their sustainability journeys.

Schroders Capital’s offering is designed to address the current and coming needs of investors and asset owners through cultivating long-term relationships, creating solutions for investment objectives, and integrating cutting-edge approaches to sustainability and impact investing. With over [£70} billion assets under management*, the Group’s investment capabilities sit across four distinct asset classes. These are Private Equity, Private Debt & Credit Alternatives, Real Estate, and Infrastructure, and two transversal capabilities providing access to multi and single asset private markets solutions, and S&I in any asset class ‘Solutions’ and ‘S&I.’ This structure enables Schroders Capital to combine offerings across segments into bespoke solutions for institutional and private clients and to provide investors with access to an unmatched range of sustainable and impact investing opportunities.

For more information, visit us at www.SchrodersCapital.com

*as at September 2022

Stafford Capital Partners (Stafford) is an independent private markets investment and advisory firm with USD 8bn in assets under management and advice for more than 160 institutional clients worldwide.

Founded in 2000, Stafford has a global team of 80+ professionals and delivers sustainable returns to its clients through actively investing, managing and realising capital in the timberland, infrastructure, sustainable private equity and private credit sectors.

Stafford has been a UN PRI signatory since 2010 and has committed to the Net Zero Asset Managers Initiative.

The Storebrand Group has roots back to 1767 and is a leading player in the Nordic market for long-term savings and insurance. Storebrand Asset management is the largest private asset manager in Norway and our sole business is asset management, providing a broad range of investment services to over 300 institutional clients and manages approximately £83.1 billion as at 30 June 2022.

Storebrand was the first Norwegian company to establish a sustainable investment department in 1995 and we have one of the most experienced environmental, social and governance (ESG) teams in the Nordic region.

Storebrand has been managing index tracking investments for clients since 1981. Today £30.1bn in index and systematic strategies is managed by our Global Equity team, which includes investment from UK Local Government Pension Schemes. Our ESG+ funds are available as both Global and Emerging Markets to reproduce the risk and return profile of the MSCI World Index whilst aligning with the low carbon transition. The fund excludes companies within fossil fuel related and climate negative industries and is managed with additional ESG criteria and sustainability focus.

More information is available here: https://www.storebrand.no/en/asset-management/equity-funds/storebrand-global-esg-plus