Sponsored by

Standard Life Investments

Sacker & Partners

QuietRoom

MKP Capital

Man GLG

J.P. Morgan Asset Management

InQA

ICG

HSBC

Ferrier Pearce

Eversheds

Cairn Capital

BlackRock

AXA Corporate Investment Services

Aon Hewitt

American Century

Allen & Overy

Legal and General Investment Management

Private Credit Markets – An Introductory Overview

With many pension funds on the hunt for return seeking assets, a number have turned their attention to private markets. Unlike listed markets, private markets have unique return, risk, and liquidity characteristics. Stuart Hitchcock, Head of Portfolio Management for Private Credit, will provide some insight into the nature of the private credit markets. Discussion will revolve around development of the markets and lending landscape, key investment characteristics (including structural and legal protections), public vs private investments, advantages and drawbacks for borrowers, and attractiveness for investors. The session will also focus on describing the investment process, including: origination, structuring and execution; “credit, structure, pricing”; on-going asset management and portfolio construction within private markets.

About Legal and General Investment Management

Legal and General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.2 trillion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors.

Throughout the past 50 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes, including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.

We are one of the world’s leading providers of index fund management and a major investor in global fixed income markets. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, as well as a leading provider of defined contribution solutions. In recent years, LGIM has additionally developed a market-leading profile in the retail investment space through strong relationships with financial advisers.

More than 80% of our new business comes from established clients, a record that demonstrates our belief in growing with our clients and serving them well. Industry-leading client service means being accessible and delivering investment expertise consistently. Whether that means reliably providing a market return through our index funds, or establishing a bespoke actively managed solution that fits a client’s needs, we have one key focus: to provide what our clients tell us they need most.

* Source: LGIM internal data as at 30 June 2020. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.

AXA Investment Managers

mallowstreet

TwentyFour Asset Management

M&G Investments

Investing in Social Good Through Affordable Housing

The UK housing crisis looks set to see renewed focus as the cost of living bites.

The rise in house prices has stormed ahead of earnings growth, pushing affordability constraints to historic highs in parts of the country. As essentials like food and fuel demand a growing proportion of people’s incomes, the need for good quality affordable homes becomes even more pressing.

Pension schemes are increasingly pursuing alternative sources of sustainable income while also seeking to achieve positive social outcomes for society.

Chris Jeffs will discuss the potential entry points for investors; the risks from a management perspective; and the positive ripple effect investing in affordable homes can have, far beyond increasing housing stock.

About M&G Investments

M&G Investments is a global asset manager with a long history investing and innovating across both public and private markets.

We’re part of M&G plc, an international savings and investment business with the ambition to deliver long term value for our investors, while working together to create a more positive future.

As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly.

Together, through a strong sense of partnership and collaboration, we support a culture of continued innovation to build long-term relationships as needs evolve over time.

We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity.

Globally we manage over £324.5 billion (as at 31 December 2021) on behalf of individual and institutional investors including pension funds, endowments and foundations, insurers, sovereign wealth funds, banks and family offices.

We recognise that clients are increasingly looking to align their investments with their environmental and social values. This is why our investment decisions are underpinned by our commitment to investing responsibly.

Considering material environmental, social and governance (ESG) factors is an integral part of our investment approach. Combining market-leading research with our own proprietary data, we believe this helps us make more informed investment decisions. We also pro-actively engage directly with the businesses we invest in to help drive positive change.

M&G has committed to reducing our own carbon emissions to net-zero by 2030 and to achieving carbon net-zero investment portfolios by 2050.

Aviva Investors

The mallowstreet Awards 2013

On Thursday, 12 September 2013 more than 250 influential members from the mallowstreet community gathered at the The Swan Underglobe on London’s Southbank. The evening celebrated the individuals and organisations who dedicate their time to searching for a better way and play a powerful part in bringing the industry together.

Vincent Franklin, Creative Partner at Quietroom, presented the awards and provided insights on the power of language. During a night themed around Shakespeare, members made new connections and strengthened existing relationships. These were the individuals who were recognised last night.

The Second Annual mallowstreet Awards: Winners

Most Influential Actuary
Mark Rowlinson, First Actuarial

Most Influential Advisor
John Reeve, Premier Pensions

Most Influential Decision Maker
Robert Burgon, Plumbing Pensions

Most Influential Lawyer
Tim Smith, Eversheds

Most Influential Solution Provider
Phillip Dawes, Allianz Global Investors

Most Influential Trustee
John Gray, London Borough of Tower Hamlets

Top Blogger 2013
Simon McClean, Pentrus

Forum Guru 2013
Henry Tapper, First Actuarial

The 1650 Award
John Reeve, Premier Pensions

Most Influential Asset Manager
AXA Investment Managers

Most Influential Independent Trustee Firm
Pentrus

Most Influential Investment Advisor
Capita Employee Benefits

Most Influential Law Firm
Eversheds

Most Influential Specialist Advisor
First Actuarial

Most Influential Specialist Provider
AXA Corporate Investment Services

Peer Award
Henry Tapper, First Actuarial

Congratulations to all the winners!