The 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 and is available to read and download here.
The fund’s responsibility is to generate sustainable investment returns that, together with employer contributions, will meet its obligation to pay members benefits.
This 28 page strategy explains how the fund intends to generate those returns and sets out:
- The 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.
