Richard is a Senior Investment Consultant in the LGPS team.
His enthusiasm for all things related to LGPS investing along with strong relationship building skills and the ability to understand the factors that influence decision making has helped develop effective strategies for clients and implement innovative investment ideas. This has continued through the introduction of pooling and the ongoing changes we see in opportunities available to LGPS investors.
Putting client’s needs at the forefront of advice helps Richard ensure that real value can be demonstrated through any work that is delivered. This can range from long-term strategy setting, through to investment manager selection and monitoring, including how Environmental, Social and Governance (ESG) factors can be incorporated to achieve required returns.
Richard is an expert in setting investment strategies that reflect the needs of clients. This includes understanding client’s needs first and then marrying this with the opportunities in the market. If the right opportunities don’t exist, then Richard uses his knowledge of investment managers to identify if a solution can be found.
Significant experience:
- Providing strategic advice including tactical asset allocation, manager selection and monitoring, and asset class analysis.
- LGPS strategy implementation, both via pooling and at an individual fund level where required.
- Cashflow analysis for illiquid assets.
- Regulatory compliance.
