Alternative Investing among U.K. Pension Plans

Alternative Investing among U.K. Pension Plans

null | Feb 14, 2011

 

February 14, 2011

Alternative Investing among U.K. Pension Plans—Peter Ball, Head of U.K. Institutional Business, joins Pensions Management Roundtable Discussion

In a recent roundtable organized by Pensions Management magazine, Peter Ball, Head of U.K. Institutional Business and Nick White, Managing Director for Highbridge Capital Management, joined several senior investment professionals from Mercer, Aon Hewitt and Pitman Trustees for a roundtable discussion on trends in alternative investing among U.K. pension plans.

Their discussion of alternatives (hedge funds, private equity, real estate and infrastructure) suggests several similarities with U.S. pension plans, namely:

  • An interest in alternatives as a way to diversify and "de-risk" equity portfolios
  • A heightened awareness of the liquidity characteristics of alternatives
  • A developing view of alternatives, not as a separate asset class, but rather as an extension of equity, fixed income or commodities

For more on how these experts view the outlooks for and roles of alternative strategies within U.K. pension portfolios please see the ROUNDTABLE article appearing in the February 2011 issue of Pensions Management.



 
 


FOR INSTITUTIONAL USE ONLY

This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Adviser, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. You should consult your tax or legal adviser about the issues discussed herein.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.
 
 

Copyright © 2013 JPMorgan Chase & Co. All rights reserved.