Canada’s biggest pension plans are leading the way when it comes to alternative investments, making large allocations to private markets. With a collective $2 trillion in assets, Canada’s Top 10 largest public pension plans have the size, scale, and expertise to invest directly in private equity, infrastructure, and real estate.
This isn’t the case for smaller plans, however, as Neil Blundell, Invesco’s Head of Global Client Solutions and Alternatives points out: “While the largest institutional investors have the in-house resources to go direct across the alternative spectrum, smaller institutional teams lack the access, staffing, technology and portfolio construction capabilities to address these challenges.”
This lack of access is becoming increasingly troubling given that return forecasts for traditional equity and bond markets suggest lower returns and higher levels of risk for portfolios going forward.
What can mid- to small-sized institutions do to gain access to private markets? Watch now as Blundell discusses how Invesco’s solutions can help.