Private Markets

Exposure to Previously Excluded Illiquid and Private Market Return Sources to Help Enhance Long-Term Returns

• Deepened diversification through private markets allocations and support of the Mansion House Compact 2023.
• Have invested in private equity for members since 2021.
• Our proprietary private credit allocation was added with daily pricing embedded and a liquidity process that is appropriate for DC pension schemes.

ESG Integration

Consideration and Action to Reflect the Financial Risks and Opportunities Posed by Material Environment, Social and Governance Factors

• ESG Integration is fundamental to our responsible investment and research processes*.
• Material ESG considerations, including climate change risk, are built into our UK DC solutions, and the decisions taken are anchored by a belief in how they may affect investment outcomes.
• Our actions include negative screening, positive screening and specialist allocations.

*We integrate material ESG factors into most of AB’s actively managed strategies.