Issue - meetings

TAILORED EMPLOYER INVESTMENT STRATEGIES

Meeting: 16/11/2018 - Surrey Pension Fund Committee (Item 73)

MULTIPLE EMPLOYER INVESTMENT STRATEGIES

Purpose of the report: This paper informs the Committee of the analysis required to ascertain if tailored investment strategies are appropriate for the Surrey Fund.

 

Minutes:

Declarations of interest:

 

None

 

Witnesses:

 

Neil Mason, Head of Pensions

 

Key points raised during the discussion:

 

  1. The Committee agreed for officers to carry out initial work, allowing the Fund to establish whether tailored strategies would be appropriate for the Fund and suggested that it would be good practice to review other LGPS strategies to get a wider spread of understanding.

 

Actions/ further information to be provided:

 

None

 

Resolved:

 

The Committee approved for officers and the Fund actuary to undertake the initial work (stage 1 and 2) at a cost of £11,500, to ascertain the appropriateness of tailored strategies for the Surrey Fund.