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Partners Group is a global private markets investment manager, serving over 850 institutional investors worldwide who seek superior investment performance through private markets for their more than 100 million beneficiaries. Partners Group has USD 90 billion in assets under management and more than 1,300 professionals across 20 offices worldwide.
Partners Group realises potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. The firm creates value in its investments through active and long-term responsible ownership. Since inception, the firm has invested over USD 100 billion in private equity, private real estate, private debt and private infrastructure on behalf of the firm's clients.
Partners Group is in the advantageous position of offering a genuine private markets fund for defined contribution schemes and master trusts in the United Kingdom. The Generations Fund, launched in April 2016, followed the successful launches of Partners Group's similar funds for defined contribution clients in the United States and Australia. The Generations Fund provides defined contribution members with access to Partners Group’s full suite of private markets capabilities: private equity, private debt, private infrastructure, private real estate and listed private markets.
The Generations Fund, which targets a 7-11% p.a. net return (currently on track at 9.7% p.a. net since inception), continues to grow on target. It has been on-boarded to a number of platforms for access by the firm's clients, and has been rated by a number of consultants and advisors, many of whom have selected the Generations Fund for their own defined contribution pension. The strategy adopted by the Generations Fund has a 16 year track record based on its sister fund for defined benefit schemes, The Partners Fund. This strategy has outperformed public markets throughout this period, with lower volatility, maximum drawdown and beta. The Generations Fund has over 100 private markets investments in the portfolio, which are well diversified by geography, industry, instrument and asset class, and have passed Partners Group's rigorous responsible investment process.
Partners Group's combination of global reach and local presence, as well as deep industry expertise across private markets, enables the firm to successfully engage with industry leaders and entrepreneurs in all key markets. With a long-term investment approach, Partners Group creates value in investments on behalf of the firm's clients through expansion and operational improvements.
The firm's investment approach focuses on investing in quality assets with growth and development potential. These investment opportunities in different markets are proactively sourced through our large local teams and extensive network of entrepreneurs, industry experts and private markets managers.
To benchmark the global investment opportunity set, Partners Group identifies areas of private markets with the greatest investment potential in the prevailing market environment and define the sectors, regions and strategies likely to offer higher value relative to other segments.
This top-down view on the most attractive investment opportunities in private markets globally, combined with the Partners Group's bottom-up ability to identify and develop the most promising investments within local markets, has resulted in strong outperformance over two decades.
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 March 2019, we serve as a trusted investment adviser to more than 2,200 institutional clients and mutual fund sponsors in over 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.
Scottish Widows enjoys a proud history, helping people plan their financial futures for over 200 years. As one of the most recognised and trusted brands in its sector* Scottish Widows has over 5 million customers across a broad product range, including life cover, critical illness, income protection, pensions, annuities, savings and investment products.
The brand today is best known for its iconic advertising with a series of famous commercials using its living logo – the Scottish Widow, created over 30 years ago.
‘Taking on your Future Together’ is the current advert to feature the Scottish Widow and it underpins everything we do – from delivering expertise, guidance and insight to providing products to help people plan for their future
Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing a 5 Star rating at the Financial Adviser Service Awards 2019 and Pension Firm of the Year at the FD Service Excellence Awards 2019.
Customers can access Scottish Widows’ products and services through Independent Financial Advisers.
* Prompted Awareness rank = 1, Trust (Character) rank = 1(=), Trust (Competence) = 1(=). IPSOS, December 2019.
13 May 2020 08:45
mallowstreet DC Indaba 2020
*** PLEASE NOTE THIS INDABA WILL NOW BE TAKING PLACE DIGITALLY ***
The Defined Contribution Indaba is a chance for senior figures from the UK’s largest DC pension funds to discuss key asset classes and investment opportunities for 2020 and beyond.
You will hear from a selection of keynote speakers and take part in five interactive Investment Masterclass breakout sessions specifically tailored for defined contribution pension funds.
The DC Indaba is available for CPD accreditation by the Pensions Management Institute and is exclusively for DC pension funds.
This event is FREE to attend.
*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (or, great leaders) of the Zulu People. The term comes from a Zulu word meaning “business” or “matter”.
Given the current uncertainty regarding Covid-19, we have been monitoring the situation closely and have decided to move this event online. The DC Indaba will now take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the Indaba.