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‘Like minded isn’t identical’: Anthony Petalas on implementing investment strategies

(Anthony Petalas, senior portfolio manager and investment strategist at Border to Coast image: Mark Flynn)

Anthony Petalas, portfolio manager and investment strategist at Border to Coast explains how the pool is building the advisory and operational capabilities required under the government’s Fit for the Future reforms.

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Petalas leads the Investment Strategy team, which is part of the wider Portfolio Solutions Group. Rather than directly managing the funds, his team oversees

An increase in assets and improving funding levels paint a positive picture for the LGPS, but changes to contribution rates, valuation assumptions and costs reveal a more complex financial outlook.