5 September 2024 - Residential impact strategies – the benefits to investors of under-invested locations

Online roundtable with Swiss Life Asset Managers.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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Residential real estate strategies have so far focused on leading urban centres across the UK. While Swiss Life Asset Managers will invest in these areas, they believe a greater social impact can be delivered by bringing to life under-invested locations across the UK.  

By working closely with national and local governmentthe homes needed can be delivered and areas that have been starved of institutional investment can be regenerated. As well as providing verified and measurable impact, they believe financial returns to investors should be reliable and even stronger than more familiar locations. 

Who was this event open to?

This event was open to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees, government representatives and consultants. 

Sponsor

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If you are interested in viewing the presentation recording and slide deck, please contact [email protected]

Speaker biography

Jos Seligman, Investment Director, Swiss Life Asset Managers

Jos is the Investment Director and a Fund Manager at Swiss Life Asset Managers UK. He joined in 2015 and has worked in property investment and fund management for 18 years. He has transacted over £2bn across every sector and geography in the UK, in debt and equity, from core to development risk profiles. He is responsible for managing the residential investment and operational business of Swiss Life Asset Managers UK. 
 
Jos holds a History MA (Hons) from the University of St Andrews, a Real Estate Finance BSc from Cass Business School and an MBA from the University of Cambridge. He is a member of the Royal Institution of Chartered Surveyors. 

Host

Charlotte O'Leary, CEO, 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 their mission. She also co-leads the training and Business Briefing service for asset owners and their advisers.  

Charlotte is a member of the Sounding Board for the Social Value Portal, the Advisory Board for the Sororum, the pensions expert group for the Global Steering Group for Impact Investing and a member of the Pensions Equity Group.  

She has over 15 years of experience in asset management, starting in fund analysis and progressing through to institutional business development, having worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates. Through these 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. She played a key role in developing the Impact Investing Institute's Impact Investing Principles for Pensions.  


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.

Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.

For more information, please email the Membership Manager.