Investments

About the fund

Warwickshire County Council Pension Fund is Administered by Warwickshire County Council. The Pension Fund Investment Sub-committee under delegated powers, is responsible for strategic decisions in connection with the Pension Fund and is advised by the Head of Finance and his staff. Day to day investment decisions are taken by the appointed fund managers. The Pension Fund Investment Sub-committee comprises five elected County Council members.

Role Individuals and organisations
Pension Fund Investment
Sub-committee members:
Councillor Bob Stevens, Councillor Neil Dirveiks, Councillor John Horner, Councillor Bill Gifford, Councillor Wallace Redford, Councillor Richard Chattaway
Officers

Richard Ennis, Head of Finance, Chris Norton, Strategic Finance Manager, Michael Nicolaou (Interim), Treasury and Pensions Group Manager, Neil Buxton, Pensions Administration Manager

Advisors

Hymans Robertson, Peter Jones, Karen Shackleton

Fund managers

Threadneedle Asset Management, Legal and General MFS Investment Management, Blackstone Group International, Schroder Investment Management, HarbourVest Partners, J P Morgan Asset Management, SL Capital, Partners Group, Alcentra

Custodian

Bank of New York Mellon

AVC provider Standard Life
Actuary

Hymans Robertson

Auditor

Grant Thornton

Contact email address: wpfinvestments@warwickshire.gov.uk

Latest Annual Report and Accounts

Breakdown of data 2018/2019

Breakdown of data 2018/19 (XLS, 104KB)

Investment Strategy Statement 2019

Please find the link to this years Investment Strategy statement Investment Strategy Statement 2019

Funding Strategy Statement 2017

Please find below the Warwickshire Pension Fund Funding Strategy Statement Funding Strategy Statement 2017

Corporate governance policy

Draft governance policy statement for the purposes of the Local Government Pension Scheme (Amendment) (No 2) Regulations 2005. This Statement is prepared for the purposes of the above Regulations. It sets out the policy of the Administering Authority in relation to its governance responsibilities for the Local Government Pension Scheme (LGPS)

Corporate Governance Policy

Statement of Compliance with UK Stewardship Code

Statement of Compliance with UK Stewardship Code

Annual General Meetings

AGM 2018

Presentations from the most recent AGM which took please on 22nd November at Stoneleigh NAEC can be found below.