Whitepapers

Biodiversity

Participants include:
Federated Hermes Limited, Union Bancaire Privee, NatWest Cushon, Phoenix, WWF-UK and XPS Group

Social Impact Investing

Participants include: Liontrust , Octopus Investments, C. Hoare & Co, Guy’s & St Thomas’ Foundation, Isio, and XPS Group

Infrastructure

Participants include: Berenberg, J.P Morgan Asset Management, Van Lanschot Kempen,
Apex, Isio, LCP, Mediolanum International Funds Ltd, Oakglen Wealth

Insurance

Participants include: Allspring Global Investments, Insight Investment & Jupiter Asset Management, Convex, Inigo & Pacific Life Re

Healthcare / Life Sciences

Participants include: ICG, Octopus Investments, Environment Agency Pension Fund (EAPF), LCP and Redington

Net Zero in Focus

Participants include: T.Rowe Price, Aon, Barnett Waddingham, bfinance, Phoenix & XPS Investment

Collaterised Loan Obligations

Participants include: Alcentra, PineBridge Investments, Convex, Schroders, Scottish Widows, XPS and WTW

Investing for Endowments & Foundations

Participants include: Barclays Private Bank, Rathbones, Aon, Barnett Waddingham, BlackRock, C. Hoare & Co, Isio Private Capital & XPS Investment

Japanese Equity

Participants include: Asset Management One & Sumitomo Mitsui DS Asset Management, Bfinance, Border to Coast, Habib Investment, Mediolanum, Schroders and Michel Perera

Global Equity

Participants include: Barclays Private Bank, Evenlode, Union Bancaire Privee, Aon, LCP and WTW

Emerging Market Debt

Roundtable Participants include:
Artisan Partners, Pictet Asset Management, bfinance, LCP, MS Amlin and WTW

China Equity

Participants include: ChinaAMC, Sumitomo Mitsui DS Asset Management, Aon, Asas Capital, Bfinance, Kallisto Partners & Riscura

Energy Transition

Participants include: Guinness Global Investors, Mackenzie Investments, Orion Resource Partners, BlackRock, Cardano, Evelyn Partners, Hymans Robertson & LCP

ESG in Passive Investments

Participants include: Northern Trust Asset Management, Storebrand Asset Management, Aon, Isio, Rest & XPS Investment.

Real Estate Debt

Participants include: Fiera Capital, Scor Investment Partners, Goldman Sachs, Mercer & London Borough of Merton

Trade Finance

Participants include: Allianz Global Investors, Fasanara, Convex, Mercer and Riverstone International

Next Generation Quant Investing

Participants include: Mackenzie Investments, Virtus Systematic, AON, Greenram Capital and Mediolanum International Funds Limited.

India Equity Whitepaper

Participants include: Kotak Mahindra Asset Management , UTI International, Aon, Kallisto Partners and M&G plc, Mediolanum International Funds Ltd.

Opportunities in Credit Whitepaper

Participants include:

Pacific Asset Management, Union Bancaire Privee, Cambridge Associates, Canaccord Genuity, Scottish Widows & XPS Pensions Group

Farmland & Agriculture

Capturing S in ESG Whitepaper

Participants include: Columbia Threadneedle Investments, Redwheel, Broadstone, Cambridge Associates,

Securitised Assets Whitepaper

Participants Include: AXA Investment Managers, M&G Investments, Cardano, Phoenix, Railpen & XPS Investments.

Biodiversity Whitepaper

Participants include: Amundi Asset Management, Redwheel, BlackRock, Isio, Scottish Widows, Tribe and XPS Investment

Real Estate Whitepaper

Participants include: American Century Investments, M&G Investments, Van Lanschot Kempen,
Cambridge Associates, Mediolanum International Funds Ltd, Redington and XPS Pensions Group.

Insurance CIO Whitepaper

Participants include: abrdn, Pacific Asset Management, PineBridge Investments, BRIT, MS Amlin, Pool Re and Phoenix Group.

ESG in Fixed Income Whitepaper

Participants include: Edentree Investment Management, GIB Asset Management, Mackenzie Investments, bfinance, Shoroders, Scottish Widows and XPS Pensions Group.

Secondaries Whitepaper

Participants include: Hamilton Lane, Morgan Stanley Investment Management, APEX, bfinance, Cambridge Associates, Mercer & Riverstone International.

Small Cap Investing Whitepaper

Participants include:

Morgan Stanley Investment Management, PGIM Quantitative Solutions & Van Lanschot Kempen, bfinance, Blue Sky Group, Canaccord Genuity, REST & Schroders.

Charities Whitepaper

Participants Include: HSBC Private Banking, Broadstone, EIRIS Foundation, Hymans Robertson, LCP & Nuffield Foundation

China Whitepaper

Participants include: Guinness Global Investors and Sumitomo Mitsui DS Asset Management,
Van Lanschot Kempen, LCP, Mediolanum International Funds Ltd, Oakglen Wealth & WTW

Clean Energy Whitepaper

Participants Include: Aviva Investors, Mackenzie Investments, Cardano, LCP & South Yorkshire Pensions Authority.

Emerging Market Equity

Participants Include:

Artemis Investment Management, Mackenzie Investments, Premier Miton Investors, bfinance, Brewin Dolphin, LCP, Mercer & Schroders Investment Solutions

Global High Yield Whitepaper

Participants include: Artemis Investment Management, Barings, Habib Investment, Lane Clark & Peacock, Mediolanum International Funds, Oakglen Wealth and WTW

Diversifying Investment Opportunities in Defined Contribution

Participants Include: Fulcrum Asset Management, Premier Miton Investors, Capita, LawDeb, LCP, SEI & XPS Pensions Group.

Positioning for Net Zero

Participants include: Aegon Asset Management, EdenTree Investment Management, PGIM Fixed Income and AON, LCP, LPP, Redington & Smart Pension.

Climate Change Focus Whitepaper

Participants include: Mackenzie Invesments, T. Rowe Price, Cardano, Phoenix, Redington and WTW

Credit Opportunities

Participants include: Premier Miton Investors, RBC Bluebay Asset Management, AON, Cambridge Associates, Phoenix and XPS Investment.

Systematic Investing / Quant Whitepaper

Participants include: Dimensional Fund Advisors, Mackenzie Investments, AON, bfinance, Lockhart & LPP

Buy & Maintain

Participants include: Invesco, MFS, AON, Dalriada, Vidett & XPS

Emerging Market Debt

Participants include: Amundi Asset Management, MFS, Union Banque Privee, LCP, Scottish Widows, SEI & XPS Group.