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Drivers for change: Why do long-term investment funds need to change?

Long-term investment funds are continually and strategically defining themselves. They must constantly be adapting in order to develop and capitalise on their investment management capabilities.

The challenges facing long-term investors are many, including volatile investment environments, geopolitical uncertainty, climate change, accelerating technological change, sustainability, innovation, aligning investment objectives and business models with opportunities for high quality and safe living for fund members and ensuring portfolio resilience.

What does engagement with EHA look like?

Strategic Plan

Strategic planning setting out a multi-sector strategy that builds on the fund’s comparative advantages, including where appropriate focus on investing in infrastructure, digitalization, and green infrastructure to generate sustainable economic growth.

Methodology

EHA’s support, using its 4-Pillars methodology addressing mandate, governance, strategy and implementation.

Global Best Practice Advice

EHA will always focus on global best in class standards and driving world-class performance.

In-Depth Analysis

EHA will consider wide-ranging questions including comparative advantage, designing investment strategies across asset classes, portfolio resilience and sustainability, portfolio review, key performance indicators, resourcing, organisational design, organisational capacity, third party strategic partnerships, culture and implementation costs.

How does EHA work with you?

Understanding

  • a 360-degree assessment of country’s SWOT analysis from local and external fiscal, monetary and socio-economic indicators
  • review medium-term fiscal plan, fiscal, monetary and socio-economic policies including vision statements
  • assess the SIF mandate is in line with economic outlook and legislative framework

Advice

Support the Board and Executive Management to develop:

  • the pillars outlining the mandate, changes to legislative framework and asset allocation in line with the fiscal plan
  • an investment strategy and a road map for investment activities
  • impact (double bottom line) framework
  • responsible investment approach, including climate change
  • industry best practice principles for governance, organisation development, culture & partnerships

Implementation Partners

Work with executive management to support delivery of:

  • the investment strategy.
  • sustainable investment capability (people, processes, technology and partnerships)
  • To deliver fit for purpose global best-practice investment management capability to expand assets under management

EHA Methodology

4 Pillars of Long-Term Investment Funds

EHA’s methodology to review the operating model always includes a review of detailed Fund documentation and extensive interviews with fund executives, team members and stakeholders.
Clear mandate – “double bottom line” – positive economic or social impact & commercial investment – long term – legislative framework – return objectives – liquidity requirements – risk appetite
Clearly defined authorities & responsibilities, investment guidelines, risk management, transparent reporting & disclosure requirements, complementary to other state entities.
Investment origination and execution in line with mandate, economic impact framework, general business model, aligning investment and liquidity portfolios, responsible investment / ESG, climate change, clarity on SIF’s differentiators compared with private investors.

Capacity development

•       Sustainable alignment throughout fund life cycle

•       Across people, processes, technology, expertise

Culture

•       High performance, teamwork, innovation, proactive, inclusive and equitable

Partnerships

•       Co-investment / third party capital, collaborations, expertise transfers, synergies utilising SIF’s network

Portfolio

•       Multi-asset classes, investment ideas, origination, portfolio building, risk diversification, cost reductions, oversight, monitoring, remedial actions, asset exits

Location

Dublin, Ireland: Eugene O’Callaghan
Oxford, United Kingdom: Hamid Hamirani
Palo Alto, USA: Ashby Monk

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principals@ehaadvisory.com