SPS Property, Infrastructure & Real Asset Investment Strategies for Pension Funds
October 6, 2021
The Dilly, London
This conference will examine a range of property, infrastructure and real asset investment strategies and discuss the different ways pension funds can use them to provide scheme specific goals such as stable returns, income and diversification. We will also consider how recent events, both local such as Brexit and global such as Covid-19, have impacted performance and prospects and will review some key practical considerations such as liquidity, ESG, access, cost and implementation issues.
Full details to be announced
This will be a full day conference with approximate timings of:
End of conference followed by drinks reception
Speakers and topics confirmed so far:
Co-Head of Institutional UK Real Estate
Columbia Threadneedle Investments
UK Commercial Property: Back to basics – the case for diversified
Key themes will be:
introduction: investment landscape & market context
resilience & dynamism: why UK funds represent an attractive investment proposition
conclusions: why now?
Head of UK Residential & Euro Living
M&G Real Estate
Investment opportunities in affordable housing
The pandemic has highlighted the importance of home for us all, though it has also compounded long-standing problems in the housing market. Getting onto the housing ladder is more challenging than it already was, with house prices nudging record peaks. The need for affordable housing solutions is acute, and not just for first-time buyers.
Head of EMEA Pensions Solutions & Advisory
J.P. Morgan Asset Management
Real Assets, Infrastructure & Stable Income Streams
How real assets may be a better inflation risk mitigant than index-linked bonds, especially when appropriately diversified to reduce price volatility
Ability of real assets to provide a stable, inflation-linked income stream, which is particularly vital in today’s ultra-low yield environment. For pension investors, the stable income generated by core real assets provides significant diversification benefits and helps give these assets their “bond proxy” or “alternative safe haven” status, especially through periods of market turbulence. The stable income stream produced by real assets can also help more mature pension funds facing significant outgoings to service their cash flows more effectively
How Global diversification across real estate and infrastructure can help investors
Director and Head of European Infrastructure
MetLife Investment Management
Infrastructure Debt as an asset class – including it in your portfolio
Why should investors add infrastructure debt to their portfolios. Commenting on stability of the asset class and also the benefits you gain from investing privately in the asset class, which are not just an illiquidity premium. The benefits can be highlighted particularly in stress scenarios such as covid (and the GFC). What have we seen / did assets perform as expected / any surprises / defaults / economics etc.
Managing Director of Duff & Phelps
Vontobel Asset Management
The growing appeal of listed infrastructure - how listed infrastructure can provide diversification, liquidity and growth for DB & DC schemes
Institutional investors have allocated to global listed infrastructure to benefit from its history of above-average income and moderate growth, lower correlations to other asset classes, and reduced sensitivity to market swings and economic cycles. In this session, we will explore: What is listed infrastructure and what are the secular growth opportunities for the sector? What does listed infrastructure offer vs. unlisted infrastructure? And, perhaps one of the more pressing topics at hand, how can listed infrastructure protect against inflation?
Moderators confirmed so far:
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
The Dilly Hotel, London
London W1 0BH
Hotel Tel: +44 (0)20 7734 8000
The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.