Climate Charter
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15 December 2020 10:55 – 12:15
With over 60 years of experience in managing pension assets and liabilities, we understand the needs of UK pension schemes. Through a combination of specialist investment expertise and dedicated Portfolio Solutions capability, our focus is on partnering with our clients to fully understand their position and assist in achieving their objectives. Our clients draw on a wide range of Schroders investment capabilities, including multi-asset, global equities and fixed income that sit alongside £50 billion of specialist expertise across private assets and alternatives.
Our Portfolio Solutions capability is dedicated to investment strategy and risk management, focussing on working with clients to structure and design outcome-orientated portfolios, including liability management and Cashflow Driven Investment strategies. With approximately £70 billion in UK pension fund assets under management, we offer size, breadth of capability, global reach and over 200 years of investment experience.
mallowstreet University Digital Roundtable: Making Private Credit Accessible to Smaller Pension Schemes
For small and medium sized pension schemes, accessing private credit and its consistent income streams and potential for higher yields can be difficult. However, we at Schroders believe private credit is no longer the preserve of just large schemes. In this Digital Roundtable, Jane Turner and Jeremy Knox will examine the market dynamics that are making private credit an attractive opportunity and deliver their thoughts on how to access a diversified mix of private credit assets that all schemes can take advantage of either as a standalone allocation or in a Cashflow Driven Investment strategy.
This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.
Jane is responsible for Schroder Adveq's private debt investment activities. She is also a Member of the Private Assets Strategic Investment Group, Multi-Asset Investments. Jane joined Schroders in 2003. She has 15 years of experience in manager selection and portfolio management, including six years focused on private asset strategies. Jane holds a BA (Hons) in Business Studies with Finance and is a CFA® Charterholder.
Jeremy Knox
Jeremy is responsible for Schroder Adveq's buyout, turnaround and private debt investment activities across primary funds, secondaries, and co-investments.
Prior to joining Schroder Adveq in 2016, Jeremy spent 7 years as a Director in the investment arm of PartnerRe Ltd., where he was responsible for private equity and debt investments in primary funds and co-investments. Prior to PartnerRe, Jeremy worked in the Investment Banking group of Fox-Pitt Kelton where he focused on transactions within the financial services industry.
Jeremy holds a Bachelor's degree in Business Administration from Franklin & Marshall College, US.
James Montefiore
James Montefiore is a client director responsible for the relationship management of our UK & Irish pension fund clients and their advisers. James joined Schroders in 2000 and previously worked at Threadneedle and Scottish Widows. In both cases he worked for their institutional pooled fund teams. Previously James worked as a private client investment manager/analyst for private bankers, Adam & Company in Edinburgh from 1989. His career commenced in financial services with private client stockbroker Williams de Broe in 1987. Prior to the financial industry he served for 8 years as an officer in the Royal Marines from 1979.
James is an Associate of the UK Society of Investment Professionals (UKSIP), previously known as AIIMR. He is also a member of the CFA Institute and a Fellow of the Chartered Institute of Securities & Investment.
10:55 Login and Access Meeting
The University Roundtable will 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 event.
11:05 Welcome and Introductions
11:10 Presentation
Please join Jane Turner and Jeremy Knox as they examine the market dynamics that are making private credit an attractive opportunity for schemes of all sizes.
Jane Turner, Jeremy Knox & Tim Horne
12:10 Questions and Close
A Better Retirement for Everyone
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