Contents


12 Interview: Jason Fletcher


London CIV’s chief investment officer discusses pooling the assets of 32 local government pension schemes and anticipating market trends.


30 Water


Droughts are a threat to economic growth, so are investors taking corporate water usage seriously?


44


Index funds


Index investing is changing in a bid to improve risk management. So, what do investors need to know about the new hybrid funds hitting the market.


48 Infrastructure


6 News 8 Noticeboard


9 The Big Picture 10 Industry view


What hurdles do investors have to jump to get infrastructure into their portfolios?


27 ESG Industry view 28 ESG News


54 The final countdown Issue 111 | March 2022 | portfolio institutional | 5


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