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Publications

LA Forum publications provide a comprehensive overview of the end to end research and investment process across a range of asset classes.  Our aim is to help our members understand complex problems and plan efficiently.

Written and published for Local Authority officers, these thought provoking documents highlight investment issues, available options and trends in key areas of the UK's public sector pension scheme space.

Targeting investment officers, policy makers, industry specialists, and the pensions board in order to promote debate and understanding.  It is not intended for use directly in either market forecasting or for investment decision purposes, where specialist advice should be sought.

Please note: some of the media sources, publications or articles featured on LA Forum may require registration to gain access.

Interested parties should contact Mark Turnbull (Director: LA Forum) T: 01260 226610 E: mark@laforum.co.uk

Alliance Trust Investments - Sustainable Future Newsletter October 2015

In this issue, we feature highlights from the preceding months regarding companies we invest in, campaigns we are involved in, and the sustainable development themes we have been analysing.

Date added: 20-05-2016

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Alliance Trust Investments - Sustainable Future Newsletter October 2015

Alliance Trust Investments - Sustainable Future Newsletter February 2016

Investment returns across our product range were strong versus benchmarks and comparable funds*. This builds on a growing long-term history of strong investment returns, showing that investing in companies that do good, is simply a sensible investment strategy. For instance, our largest fund, the Sustainable Future Managed Fund, has beaten the average for its peer group over one, three, five, seven and ten years. For more on our funds performance read our Funds in Focus section on page six.

Date added: 20-05-2016

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Alliance Trust Investments - Sustainable Future Newsletter February 2016

Alliance Trust Investments- Sustainable Future Newsletter April 2016

The Sustainable Future funds invest in companies whose activities improve our lives or help to reduce the environmental impact from human activity. We believe that these companies will be more successful because of this approach and that we can, therefore, deliver strong investment returns alongside the positive impact of the companies in which we invest. 

Date added: 20-05-2016

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Alliance Trust Investments- Sustainable Future Newsletter April 2016

The Alliance Trust Sustainable Future fund range and UK Ethical Fund Position on sustainability and ethical issues

This document sets out the screening approach for the Alliance Trust Sustainable Future fund range, as well as for our UK Ethical Fund. These funds are primarily positively screened. We are looking for well managed companies that provide products or services that are more sustainable than the market and are set to benefit from a shift towards more sustainable development.

Date added: 20-05-2016

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The Alliance Trust Sustainable Future fund range and UK Ethical Fund Position on sustainability and ethical issues

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