British Coal Pension Schemes

Articles written about this Asset Owner 6

Assets Under Management ($ M) $27,885

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Investor Profile

Coal moves to holistic management

The COVID crisis and the volatility of 2020 has revealed some lessons for the investment team at Coal Pension Trustees (CPT). It has taken a more top down view of managing its portfolio looking at economic themes, risk exposures, cashflows and its manager roster holistically. Amanda White talks to CIO Mark Walker about where it sees return opportunities, the prospect of manager consolidation and how it has embraced technology for better investment practices.

Amanda WhiteApril 15, 2021

articleAsset allocation

FIS 2020: Networking roundtables

The final session of FIS Digital 2020 allowed investors to 'meet' and share ideas via private networking groups using a breakthrough technology.

articleFIS Digital 2020

Dangers in the next policy response

FIS 2020 Digital delegates heard how the monetary response has successfully managed many elements of the crisis so far. Getting the next phase of the policy response right, particularly navigating fiscal policy, will be more challenging.

Investor Profile

Coal bucks trend with focus on income

The £21 billion Coal Pension Trustees is targeting income and shoring up cash flows. CIO Mark Walker has a new bond portfolio in the works and is examining private debt and property closely. He’s also targeting onshore equities in China.

Sarah RundellJanuary 21, 2019

From the CIO’s chair

Active? Only when necessary

High management margins and low returns will continue to push owners towards passive investments. But active managers can add value in asset classes that require special expertise or access.

Stefan DunatovApril 11, 2017

Investor Profile

Coal pension burns for cash flow

Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.

Sarah RundellMarch 13, 2017