Off the record, on the road: Our CSO’s latest private markets insights
In the UK, pension capital has garnered political attention in recent years. From across the political spectrum, it’s been argued that encouraging pension schemes to invest in domestic businesses and infrastructure stands to drive economic growth.
But is this purely a UK phenomenon? In the latest edition of Off the record, on the road, Luba Nikulina – IFM Investor’s Chief Strategy Officer – shares her insights with Phelim Bolger – Executive Director, Head of UK & Ireland, Global Client Solutions. With IFM Investors owned by pension funds, Luba draws on the Australian model and our advocacy work in the UK to demonstrate the positive role institutional investors can play in supporting strategically important infrastructure.
The conversation later turns to geopolitics, where Luba highlights IFM’s strengths as a global organisation committed not only to helping clients understand the risks they’re facing, but also how to convert these risks into opportunities.
With our owners in Australia… and with the strategically important infrastructure assets that we own in different countries, we can create frameworks and develop scenarios to help our clients think through geopolitical risk, but also how you convert risk into opportunities.
Meet the authors
Luba Nikulina
Luba is IFM Investors' Chief Strategy Officer, responsible for leading the development of IFM’s global strategy with a focus on private markets solutions that meet the needs of Australian and global pension funds and their members. Luba joined IFM Investors from WTW, (previously known as Willis Towers Watson), where she was Global Head of Research, advising some of the world’s largest asset owners on strategy, governance and investments, managing a team of over 100 analysts. During her time at WTW, she worked in London and New York and was responsible for establishing WTW’s private markets capabilities. Luba has over 25 years of investment industry experience and has served on the UK Government’s Social Impact Investing Taskforce, City of London’s Socioeconomic Diversity Taskforce, and co-chaired the Investment Consultants Sustainability Working Group.
Phelim Bolger
Phelim Bolger is an Infrastructure Specialist at IFM Investors, a global asset management firm owned by pension funds that operate on an all-profit-to-members basis. In his role, Phelim leads client solutions across the UK and Ireland, working closely with long-term, like-minded institutional investors. His responsibilities span relationships with public and corporate pension schemes, investment consultants, insurers, and organisations in the charity and foundation sectors. Additionally, he has responsibility for IFM’s Private Wealth strategy across the EMEA region.
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