Taking the next step: A different way to generate absolute returns, with reduced equity exposure risk, greater diversification and continued liquidity

Taking the next step: A different way to generate absolute returns, with reduced equity exposure risk, greater diversification and continued liquidity

Thursday, October 31, 2024 3:50 PM to 4:20 PM · 30 min. (Europe/London)
Presentation
InvestmentLGPSDiversifying

Information

Equity returns have been a key driver in helping Scottish LGPS schemes achieve strong funding positions so perhaps it’s time for them to consider diversifying some of their investments. However, it would be great to be able to do so without limiting potential returns. Today’s economic regime presents new and different challenges and opportunities for investors. Newton will discuss how they have created a multi-asset portfolio that can help Scottish LGPS schemes diversify risk away from traditional assets classes while offering diversification and liquidity, but without having to compromise on potential returns.

Newton Investment ManagementOur purpose at Newton is to unlock investment opportunity so that our clients achieve their goals in the vibrant world we all want to see. Our clients include public and private-sector DB and DC pension plans, corporations, sovereign wealth funds, charities, endowments and foundations, and, via our parent company BNY Investments, individuals. Each has its own particular objectives, and our starting point is to understand what they are and how we can best help meet them by being an expert partner to our clients. We seek to deliver strong outcomes to our clients by taking an active, multidimensional and engaged investment approach. It’s a future-facing approach – designed to manage the realities of today’s fast-evolving investment landscape, and to resist outdated assumptions – and it’s applied across our active equity, income, absolute return (including fixed income), multi-asset (both fundamental and systematic), thematic and sustainable strategies. Founded in 1978, we remain solely focused on investment management, and we have grown to become a global firm, with offices in London, New York, Boston, San Francisco and Tokyo. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. This is a financial promotion.

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5. Taking the next step A different way to generate absolute returnsSession Summary and Key Takeaways

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