The recent UK Long-Term Asset Fund (LTAF) legislation has been designed to improve access to illiquid investments for UK defined contribution (DC) pension savers.

In this session, hosted by Charlotte O'Leary from Pensions for Purpose, Fulcrum Asset Management outlined how this new regulation can help to provide innovative and diversified access to illiquid assets that have, until now, largely been in the domain of other institutional investors.

The discussion included examples of how responsible investment can be integrated through all aspects of an LTAF portfolio, with a particular focus on deploying new capital to improve or develop new assets that meet sustainability goals.

Who was this event for?

This event was opened to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees, government representatives and consultants with a specialist focus on defined contribution pension schemes.

Sponsor

Speakers' biographies

Chris Gower FIA, Institutional Clients and Consultants, Fulcrum Asset Management 

Chris Gower, FIA, joined Fulcrum in 2018 and leads their institutional client team. He works closely with a wide range of defined benefit (DB) and DC pension schemes, charities and their investment consultants with the ultimate aim of helping them to meet their investment objectives.

Chris has always had the view investing sustainably and generating returns are not mutually exclusive.

Matthew Roberts CFA, Partner & Head of Alternative Solutions, Fulcrum Asset Management

Matthew is Partner and Head of Fulcrum Alternative Solutions. Prior to joining Fulcrum in 2018, Matthew was a Portfolio Manager for the Towers Watson Partners Fund and before that, from 2005, he was a manager researcher in fixed income, hedge funds and other alternatives.

Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charter holder since 2009.

Host

Charlotte O'Leary, CEO and Forum Lead, Pensions for Purpose

As CEO and an executive director of Pensions for Purpose, Charlotte oversees the running of the business, develops the growth and innovation strategy and looks for opportunities to build partnerships to achieve Pensions for Purpose's mission.

She is also a member of the Impact Investing Institute's Pensions Expert Panel, an ambassador for the Transparency Taskforce and a founder of 10 Billion World, an end-to-end sustainability project management business aimed at businesses and organisations setting net-zero and carbon reduction targets.

With over 15 years of experience in asset management, she started in fund analysis and progressed through to institutional business development. Charlotte has worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates.

Through her roles, Charlotte has built a knowledge and passion for sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on social impact investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. Charlotte played a critical role in developing the Impact Investing Institute's Impact Investing Principles for Pensions and led the launch of Pensions for Purpose's Global Impact Forum (formally the Impact Investing Adopters Forum).

Global Impact Forum

The Global Impact Forum is an industry-wide member forum hosted by Pensions for Purpose to facilitate meaningful industry discussions on how to embed social and environmental impacts at a strategic level, including in governance discussions, to encourage the flow of capital towards investments that have a positive impact. For more information, please email the Forum Lead.

Pensions for Purpose

Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks. For more information, please email our Membership Manager.

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