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Emerging Market Equities Roundtable: bottom-up opportunities

The Room151  Roundtable on emerging market equity investing for LGPS investors focused on diversification potential and stock picking opportunities of the asset class.

The  discussion explored opportunities, risks, and governance challenges faced by LGPS investors allocating to emerging markets. Speakers included senior representatives from Premier Miton, FSSA Investment Managers and LGPS practitioners.

Read the full event report here

Participants

Abdul Bashir, senior investment manager, Greater Manchester Pension Fund

Matt Deane, business development manager, First Sentier Investors

Mona Dohle, LGPS editor, Room151

Chris Hamer, head of institutional business development, Premier Miton Investors

Matthew Holdgate, portfolio manager, Border to Coast Pensions Partnership

Tanweer Khan, chair of Pension Fund Committee, London Borough of Redbridge

Fiona Manning, fund manager, emerging markets, Premier Miton Investors

Angus Sandison, investment analyst, First Sentier Investors

Mark Smith, head of pensions, Oxfordshire Pension Fund

Yiannis Vairamis, senior portfolio manager, London CIV

The full writeup can be found here

Please note: We have used a new dynamic digital platform for the Roundtable report. The report can be navigated using the arrow keys, by scrolling as in a normal web page, and by using the contents button in the top right corner.

Manchesterism has become the most talked about idea of Andy Burnham’s premiership so far, does it offer place-based opportunities for LGPS pools and funds beyond the city?

(Room151 Manchesterism Roundtable, credit Mark Flynn)