Let’s get started.
1a. Your name
1b. The name of the scheme/fund/plan that you represent:
1c. The approximate AUM (£m) of the scheme/fund/plan:
The following questions explore your appetite for local investing.
2. Does your Fund already have a local investment strategy in place?
3. On a scale of 1-5, what is your attitude to local investing? 1 being "minimum compliance: we expect to do the minimum required" and 5 being "embrace the opportunity: we want to do more than the bare minimum"
Comments about your attitude to invest locally:
3b. What is your current best guess for the amount of local investing that will be allocated within 2-3 years?
3c. Which of the following concerns do you have about local investing? (Select all that apply)
* “Combined authority or equivalent” could mean Mayoral Combined Authority, Combined County Authority, Corporate Joint Committee or Greater London Authority
3d. Comments about your appetite to invest locally:
Now let’s focus on implementation considerations.
4. How do you expect to define local, from a geographic perspective?
5. What asset classes do you expect your local investments will fall into?
6. How do you expect to structure your local investments?
6a. When determining risk and return objectives for local investments, do you expect they will be:
6b. How do you expect to access local investments? (Select all that apply)
6c. Comments on implementation:
Consider the Government’s expectation that funds will collaborate with local authorities to do local investing.
7. Does a combined authority or equivalent exist in your area?
7a. How would you prefer to collaborate with local or combined authorities on local investments? (Select all that apply)
7b. Comments on collaboration:
Now on to the due diligence required for effective local investment.
8. How confident are you that pools have the capacity and expertise to scrutinise local investment opportunities?
8a. How do you feel about the government’s suggestion that pools perform due diligence and manage local investments?
9. Do you think it’s important that funds have the option to do their own due diligence on local investments?
Comments on due diligence:
9a. How confident are you in your Fund’s time/capacity to implement local investment?
9b. How confident are you in your Fund’s skills/knowledge to implement local investment?
9c. What would help you have more confidence in implementation?
9d. Comments on due diligence or working with pools:
10. How confident do you feel about the requirement to report on your local investment activity?
And finally, we’d love to know what you think about the availability of sufficient local investment opportunities.
11. How confident are you that there are sufficient opportunities in your administering authority area?
11a. How confident are you that there are sufficient opportunities in your pool area?
11c. How confident are you that there are sufficient opportunities in the UK?
11d. Comments on the availability of opportunities:
12. Please share any final comments or views
That's it, you're done!
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