Affiliates

Our Affiliates are a mix of local authority pension funds, charities, trusts and journalists. As at end March 2018, we had 38 Affiliate members signed up. Most of our Affiliate members have elected to remain anonymous but those signing up have a mix of roles, including pensions managers, chairs of trustees, Local Pension Board members and staff/member representatives on the pensions committee.

Anthony is an FCA registered Advisor to Institutional Pension Funds. He has over 30 year’s professional experience as a Fixed Income Investor and Portfolio Manager. 

In 1996 Anthony joined the Fixed Income team at Deutsche Morgan Grenfell, which as a result of takeover in 2005, became part of Aberdeen Asset Management.  In this role he was responsible for investment strategy and tactical asset allocation for fixed income and multi-asset clients with benchmark driven and total return objectives.  Anthony’s clients, included; LGPS and corporate, pension schemes; sovereign wealth funds; insurance companies and charitable foundations.

For the last 5 years of his time at Aberdeen Asset Management he was a member of the Consultative, and Chair of the Investment, Committee of the Group Pension Plan.  Responsible for investment policy and monitoring performance.

Anthony is currently “Independent Investment Advisor” to Derbyshire and Surrey County Council Pension Funds.

He is interested in background research on impact investment. 

Brunel Pension Partnership (Brunel) brings together £28 billion investments of 10 likeminded Local Government Pensions Scheme funds. We believe in making long term sustainable investments supported by robust and transparent process. We are here to protect the interests of our clients and their members. In collaboration with all our stakeholders we are forging better futures by investing for a world worth living in. 

As an affiliate of Pensions for Purpose, Brunel is actively able to participate in thought leadership discussions and enhance the general understanding of impact investment within our community and in the wider investment community. In addition, through discussion with other affiliates, including asset owners, government bodies, independent advisers and journalists, we are able to deepen our knowledge of this important topic for Brunel.

Brunel is one of eight national pooled funds, and will manage the investment of the pension assets for the funds of Avon, Buckinghamshire. Cornwall, Devon, Dorset, Environment Agency, Gloucestershire, Oxfordshire, Somerset, and Wiltshire Funds. 

The Climate Change Collaboration was established in 2011 by four of the Sainsbury Family Charitable Trusts; The Ashden Trust, Mark Leonard Trust, JJ Charitable Trust and Tedworth Charitable Trust. The group came together in 2011 to support, pilot and research projects to find ways of reducing CO2 emissions quickly. It sees collaboration as essential to accelerating change. In 2015 it co-established Europeans for DivestInvest as a way to catalyse thinking among asset owners about how to accelerate the transition to a zero carbon economy, thereby addressing the broad financial and societal risks of climate change and specific threat posed by remaining invested in a twilight industry. The charities are acutely aware that they have a particular legal obligation to ensure their investments align with their charitable purpose. The trusts have been involved in impact investing since 2010, and welcome the chance to deepen their knowledge as affiliate members.

William has been working in the institutional asset markets for 35 years and in various, mainly non-executive, roles with pension funds since 2009.  A thought leader within the financial industry, he has been quoted in numerous articles and papers, both media and academic, as well as in government responses to consultations.  

He acts as independent advisor to Nottinghamshire and East Sussex Pension Funds, and as independent chair to Lancashire and LPFA Pension Boards.  William has a Masters in Finance from the London Business School and is the Director of Linchpin Advisory Limited, providing independent advisory services to public and private sector institutions on investment and governance.

William is interested in how pension funds can put in place good decision-making processes so that impact investing achieves the right balance between financial returns and social benefits.