wales PENSION PARTNERSHIP

joint governance committee

 

20 september 2019

 

 

LINK / RUSSELL UPDATE

RECOMMENDATIONS / KEY DECISIONS REQUIRED:

 

To receive a presentation from Link and Russell on the progress of the Wales Pension Partnership

REASONS:

 

Link and Russell to provide an update on the following key areas:

 

·        Current Fund Holdings

·        Fund Launch Progress  

·        Link / WPP Engagement Protocol


 

 

 

 

 

 

 

 

 

 

 

Report Author:

Chris Moore

 

Designation:

Director of Corporate Services

Carmarthenshire County Council

 

Tel No. 01267 224160

 

E. Mail: CMoore@carmarthenshire.gov.uk

 

 

 

 

 

EXECUTIVE SUMMARY

JOINT GOVERNANCE COMMITTEE

 

20 september 2019

 

 

LINK / RUSSELL UPDATE

 

 

A report from Link and Russell providing an update on the progress and milestones of the following Sub Funds:

             

·        Tranche 1 – Global Equity

·        Tranche 2 – UK and European Equities

·        Tranche 3 – Fixed Income

·        Tranche 4 – Private Markets

 

Also, an update on the Engagement Protocol, including key meeting dates.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DETAILED REPORT ATTACHED?

YES

 

 

 

 

 

IMPLICATIONS

 

 

Policy, Crime & Disorder and Equalities

Legal

Finance

Risk Management Issues

Staffing Implications

NONE

 

NONE

 

NONE

 

NONE

 

NONE

 

 

 

 

 

CONSULTATIONS

 

Details of any consultations undertaken are to be included here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Section 100D Local Government Act, 1972 – Access to Information

List of Background Papers used in the preparation of this report:

THESE ARE DETAILED BELOW

Title of Document

 

File Ref No.

Locations that the papers are available for public inspection/WEBSITE LINK