This Investment Strategy Statement, has been prepared by the Fund in line with current statutory framework and new draft regulations expected to be in place in 2026. It is now available for you to read here.
The Fund’s responsibility is to generate sustainable investment returns that, together with employer contributions, will meet its obligation to pay members benefits when they fall due. This document explains how the Fund intends to generate those returns.
This Investment Strategy Statement sets out:
- The Fund’s investment objectives, beliefs, and appetite for risk.
- The Strategic Asset Allocation (SAA) used to deliver those objectives.
- How environmental, social, and governance (ESG) factors are integrated into investment decisions.
- The cashflow requirements of the Fund.
- The Fund’s approach to local investments.
- The framework for overseeing investment implementation, including LGPS investment pooling arrangements.
