Making real assets accessible to all pension schemes

22 July 2022

Craig Brown Institutional Distribution Director

Author

Craig Brown
Institutional Distribution Director

Craig Brown explains how real assets, such as infrastructure or real estate can be made available to pension schemes of all sizes on the Mobius Life platform - offering them reliable cashflows, effective diversification and long-term income streams.

Real assets, such as infrastructure or real estate, have long been attractive to large pension schemes – offering reliable cashflows, effective diversification and long-term income streams.
But the real shame is the advantages of real assets have often been harder for smaller schemes to access. Higher costs, illiquidity, lack of daily valuations and high minimum investment limits are seen as a barrier by many.

Now, with resurgent inflation, many smaller DB and DC schemes are likely to want to reconsider their position and benefit from the potential inflation hedges offered by some real estate and infrastructure investments.

The good news is the Mobius Life platform has the flexibility and capabilities to handle private assets and other illiquid investments for DB and DC schemes of all sizes.

We’ve invested in flexible technology which means we can host funds on the platform which are not daily priced – and we can report effectively on these assets to trustees and their advisers.

We’re also able to help ‘lower governance’ schemes to invest in private asset funds with high minimum investment limits. Our ability to aggregate holdings gives smaller schemes access to these alternatives on a cost-effective basis.

At Mobius Life we have the technology, flexibility and access to illiquid funds to help our clients reap the benefits today. If you would like to find out more, please contact us.

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