In Episode #15 of IPE’s Leaders in Investment podcast series, Tracy Blackwell CBE, Chief Executive Officer of £50bn UK bulk annuity provider PIC, speaks with IPE Editorial Director Liam Kennedy about their investment mix, how financial regulation is constraining investment and the insurer’s commitment to ESG.

‘Not enough leaders put their head above the parapet and talk about what they think is right. We need to do more of that.’

In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com. 

In Episode #15 of IPE&rsquo;s Leaders in Investment podcast series, Tracy Blackwell CBE, Chief Executive Officer of &pound;50bn UK bulk annuity provider PIC, speaks with IPE Editorial Director Liam Kennedy about their investment mix, how financial regulation is constraining investment and the insurer&rsquo;s commitment to ESG.
&lsquo;Not enough leaders put their head above the parapet and talk about what they think is right. We need to do more of that.&rsquo;
In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.&nbsp;

Leaders in Investment 
An IPE and IPE Real Assets podcast 

In this new podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

The result will be a valuable library of downloadable insights into what motivates both individuals, teams, boards and trustees as they set about achieving their long-term investment goals with a view to improving the retirement outcomes of hundreds of millions of pension holders.

Our hosts
 Liam Kennedy – Editorial Director, IPE 
 Richard Lowe – Editor, IPE Real Assets

Leaders in Investment An IPE and IPE Real Assets podcast 
In this new podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
The result will be a valuable library of downloadable insights into what motivates both individuals, teams, boards and trustees as they set about achieving their long-term investment goals with a view to improving the retirement outcomes of hundreds of millions of pension holders.
Our hosts
<ul>
<li><a href="/liam-kennedy-biography/10069045.article"> Liam Kennedy &ndash; Editorial Director, IPE </a></li>
<li><a href="/richard-lowe-biography/10069054.article"> Richard Lowe &ndash; Editor, IPE Real Assets</a></li>
</ul>

Leaders in Investment - IPE

Leaders in Investment 
An IPE and IPE Real Assets podcast 

In this new podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

The result will be a valuable library of downloadable insights into what motivates both individuals, teams, boards and trustees as they set about achieving their long-term investment goals with a view to improving the retirement outcomes of hundreds of millions of pension holders.

Our hosts
 Liam Kennedy – Editorial Director, IPE 
 Richard Lowe – Editor, IPE Real Assets

We would like to thank our partner  PGIM

Leaders in Investment An IPE and IPE Real Assets podcast 
In this new podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
The result will be a valuable library of downloadable insights into what motivates both individuals, teams, boards and trustees as they set about achieving their long-term investment goals with a view to improving the retirement outcomes of hundreds of millions of pension holders.
Our hosts
<ul>
<li><a href="/liam-kennedy-biography/10069045.article"> Liam Kennedy – Editorial Director, IPE </a></li>
<li><a href="/richard-lowe-biography/10069054.article"> Richard Lowe – Editor, IPE Real Assets</a></li>
</ul>
We would like to thank our partner <a href="https://www.pgim.com/"> PGIM</a>

Leaders in Investment

Tracy Blackwell CBE, Chief Executive Officer of PIC

In this episode of Leaders in Investment, Robert-Jan Foortse, Managing Director of European Real Estate at APG, manager of the Netherlands’ largest pension fund, discusses the fund’s real estate allocation, its attitude to risk and the impact it is creating via a €5bn investment in Dutch affordable housing. The conversation also includes the fund’s increased appetite for private markets investments, their decision to have less leverage than before the global financial crisis, and how APG is reflecting future energy costs and climate considerations into investment decisions.

This episode of Leaders in Investment is sponsored by UBS.

“If you don’t want to call it the E for Environment or the S for Sustainability, then at least call it the R for resilience.”

In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.

In this episode of Leaders in Investment, Robert-Jan Foortse, Managing Director of European Real Estate at APG, manager of the Netherlands&rsquo; largest pension fund, discusses the fund&rsquo;s real estate allocation, its attitude to risk and the impact it is creating via a &euro;5bn investment in Dutch affordable housing. The conversation also includes the fund&rsquo;s increased appetite for private markets investments, their decision to have less leverage than before the global financial crisis, and how APG is reflecting future energy costs and climate considerations into investment decisions.
This episode of Leaders in Investment is sponsored by <a href="https://www.ubs.com/global/en.html">UBS</a>.
&ldquo;If you don&rsquo;t want to call it the E for Environment or the S for Sustainability, then at least call it the R for resilience.&rdquo;
In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

#30 Leaders in Investment podcast: Robert-Jan Foortse – Managing Director European Real Estate, APG

In conversation with Liam Kennedy, Editorial Director, IPE.

In this episode of IPE’s Leaders in Investment, Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products and PFA – Denmark’s largest pension – discusses the fund’s decision to create an ESG framework to guide their investment in defence across asset classes. The conversation covers getting the combination right between risk/return and buying into Europe’s re-armament, focusing on the governance of defence sector investees to ensure weapons do not wind up in the wrong hand post-conflict and understanding the ESG and supply chain risks inherent in defence investment.

“We don't consider defence a sustainable investment but we consider it a responsible investment.”

In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.

In conversation with Liam Kennedy, Editorial Director, IPE.
In this episode of IPE&rsquo;s Leaders in Investment, Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products and PFA &ndash; Denmark&rsquo;s largest pension &ndash; discusses the fund&rsquo;s decision to create an ESG framework to guide their investment in defence across asset classes. The conversation covers getting the combination right between risk/return and buying into Europe&rsquo;s re-armament, focusing on the governance of defence sector investees to ensure weapons do not wind up in the wrong hand post-conflict and understanding the ESG and supply chain risks inherent in defence investment.
&ldquo;We don't consider defence a sustainable investment but we consider it a responsible investment.&rdquo;
In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

#29 Leaders in Investment podcast: Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products, PFA

In conversation with Liam Kennedy, Editorial Director, IPE.

In this episode of IPE’s Leaders in Investment, Cecile Retaureau, Head of Private Markets for retirement and insurance provider Standard Life, discusses how the transfer of DB pensions risk and the growth of defined contribution, pensions and retail savings products are fuelling the company’s growing private markets allocation. Their conversation covers how they will invest in alignment with the UK’s Mansion House Accord; making the fee structure for DC savers competitive while ensuring the private markets allocation remains meaningful and views on the suitability of private credit investment for different types of investors.

"In the private markets stream we are lucky enough to see, transaction by transaction, the impact we have on society and the environment."

In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.

In conversation with Liam Kennedy, Editorial Director, IPE.
In this episode of IPE&rsquo;s Leaders in Investment, Cecile Retaureau, Head of Private Markets for retirement and insurance provider Standard Life, discusses how the transfer of DB pensions risk and the growth of defined contribution, pensions and retail savings products are fuelling the company&rsquo;s growing private markets allocation. Their conversation covers how they will invest in alignment with the UK&rsquo;s Mansion House Accord; making the fee structure for DC savers competitive while ensuring the private markets allocation remains meaningful and views on the suitability of private credit investment for different types of investors.
"In the private markets stream we are lucky enough to see, transaction by transaction, the impact we have on society and the environment."
In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

Tracy Blackwell CBE, Chief Executive Officer of PIC

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