Infrastructure – Right Investment for
January 29, 2020
Cass Business School
Free to Trustees and Pension Executives
Issues to consider:
With the Government encouraging pension funds to invest in UK infrastructure, we will look at some of the investment opportunities available in this sector and their risk/return prospects.
Is Infrastructure the right investment for pension schemes?
Do pension funds need a Government initiative to gain access to this asset class?
Is Government pushing for investment in infrastructure for its own reasons or does it really make sense for pension funds to invest in long term projects that may be illiquid?
Should very long term projects like Nuclear Power be on the agenda?
What are the potential benefits of investing via the Government plan compared with existing commercial opportunities?
With an expected increased supply of infrastructure over the coming years, could this potentially create market dislocations with negative consequences for pension funds?
Does investing in UK infrastructure make sense for long term institutional investors such as pension funds, particularly from a risk/return perspective?
Will investing in infrastructure provide sufficient returns and diversification benefits, and to what extent should any portfolio be global rather than UK focused?
What are the key governance challenges to investing in infrastructure?
Will we see new structures coming to the market?
In the current low interest rate environment what is the most appropriate way to invest in infrastructure – Debt or equity?
Can Infrastructure really act as a bond substitute?
BlackRock Real Assets
Institute and Faculty of Actuaries
17.00 – 17.30 Registration
17.30 – 20.00 Seminar
20.00 – 21.00 Drinks Reception/Light Buffet