Leaders in Investment - IPE

In conversation with Liam Kennedy, Editorial Director, IPE In this episode of Leaders in Investment, Chris Hitchen, one of the UK’s most experienced pension fund professionals, shares insights from a career spent managing long-term capital and institutional portfolios. As chair of the Nuclear Liabilities Fund, he oversees one of the country’s most genuinely long-term pools of capital. The conversation explores how investors can position portfolios for the future while balancing opportunity, resilience and responsibility. The conversation also includes the role of non execs and trustees in institutional investment, why allocations to domestic infrastructure and private markets opportunities can make sense, insights on building out  in-house teams and a long-term focused investment culture and private markets across the pension spectrum, including DC. “It’s natural for us to want to invest in things which will benefit UK citizens.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.

In conversation with Richard Lowe, Editor in Chief, IPE Real Assets In this episode of Leaders in Investment, Francois Trausch talks about how he invests €78bn in real estate on behalf of insurance giant Allianz. He discusses real estate investment at scale, AI’s potential to reshape cities and how in this unusual period, secular and cyclical forces are overlapping. The conversation also includes carbon reduction as both an environmental and geopolitical imperative, the emergence of defence spending as a new real estate theme and how investors should consider potential alternative uses of assets from the start. This episode of Leaders in Investment is sponsored by UBS. “I think real estate just has to work harder now to ensure that it remains attractive.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.

In this episode of Leaders in Investment, Robert-Jan Foortse, Managing Director of European Real Estate at APG, manager of the Netherlands’ largest pension fund, discusses the fund’s real estate allocation, its attitude to risk and the impact it is creating via a €5bn investment in Dutch affordable housing. The conversation also includes the fund’s increased appetite for private markets investments, their decision to have less leverage than before the global financial crisis, and how APG is reflecting future energy costs and climate considerations into investment decisions. This episode of Leaders in Investment is sponsored by UBS. “If you don’t want to call it the E for Environment or the S for Sustainability, then at least call it the R for resilience.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.

In conversation with Liam Kennedy, Editorial Director, IPE. In this episode of IPE’s Leaders in Investment, Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products and PFA – Denmark’s largest pension – discusses the fund’s decision to create an ESG framework to guide their investment in defence across asset classes. The conversation covers getting the combination right between risk/return and buying into Europe’s re-armament, focusing on the governance of defence sector investees to ensure weapons do not wind up in the wrong hand post-conflict and understanding the ESG and supply chain risks inherent in defence investment. “We don't consider defence a sustainable investment but we consider it a responsible investment.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.

In conversation with Liam Kennedy, Editorial Director, IPE. In this episode of IPE’s Leaders in Investment, Cecile Retaureau, Head of Private Markets for retirement and insurance provider Standard Life, discusses how the transfer of DB pensions risk and the growth of defined contribution, pensions and retail savings products are fuelling the company’s growing private markets allocation. Their conversation covers how they will invest in alignment with the UK’s Mansion House Accord; making the fee structure for DC savers competitive while ensuring the private markets allocation remains meaningful and views on the suitability of private credit investment for different types of investors. "In the private markets stream we are lucky enough to see, transaction by transaction, the impact we have on society and the environment." In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected] omnystudio.com/listener for privacy information.