An LGPS pool is a collaboration between a number of LGPS pension funds where their assets and investments are managed – or “pooled” – on a collective basis and by an operator such as Brunel. By pooling the assets our clients can achieve cost savings and better net performance, as well as tapping into a wealth of experience provided by Brunel staff.
We act as the pool operator for our client pensions funds: Avon, Buckinghamshire, Cornwall, Devon, Dorset, Gloucestershire, Oxfordshire, Somerset, Wiltshire and the Environment Agency.
Within the Brunel pool, we collectively manage over 80% of the total assets and investments held by our clients.
Our priority is to meet our fiduciary duties to our clients, by efficiently managing their LGPS funds, on behalf of their members. We specialise in portfolio construction and risk management, carefully selecting, appointing and monitoring asset managers who share our values and work in partnership with us, to deliver the best outcomes for our clients.
We believe in forging better futures by investing for a world worth living in – so our partnership is based around major commitments on Responsible Investment.
In this way, we aim to help our clients provide not only for their members’ retirement, but for the world they will retire into.
Brunel is authorised and regulated by the Financial Conduct Authority as a full-service MiFID firm. We act as the discretionary investment manager to our clients and are authorised by the FCA (reference no. 790168) for the conduct of investment business. Our FCA registration can be found here.
Values come first at Brunel. We believe that how we do our work will flow out of why we work. Our values, defined through workshop and consultation with our team, are the foundation of life at Brunel.
Responsibility, courage, partnership and passion run through everything we do and how we behave. Our small and dynamic team of experts works together in an open and trusting environment to deliver excellent outcomes for our clients and the world we live in.
You can get in touch, or simply follow us on LinkedIn or X (Twitter)
Information about out legal structures, how we handle information or data, our scheme of publication and how we manage Freedom of Information requests is on our Information page.
To find out more about who we are and what we do, why not leaf through our online Year in Review? It captures a few highlights of Brunel’s year and gives a flavour of what we do, but also of the why and the how.
What have we done in Responsible Investment? How have we worked on our culture? What’s our strategy? How are we targeting biodiversity and climate change? What happened on markets and in our portfolios in 2023? Find out how we are investing in affordable housing and in UK business, and how our policies and people are growing our culture. You’ll find useful snapshots throughout – and if you do want more detail, just follow the links in the text.
Plenty happens in a year at Brunel, but we’ve kept this this one brief and colourful. Enjoy reading.