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Pensions Investment Committee - Thursday, 18th December, 2025 7.00 pm

December 18, 2025 View on council website

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Summary

The Pensions Investment Committee is scheduled to discuss a range of topics at its upcoming meeting. These include investment proposals, the triennial valuation1 results, updates on pooling investments, feedback from a meeting with Blackrock2, and investment monitoring. Some of these items may be discussed in a closed session, excluding the press and public.

Investment Proposal for LCIV Indirect Real Estate Pooling (IREP) Solution for Schroders

The committee is scheduled to discuss an investment proposal related to the London LGPS CIV3's (LCIV) Indirect Real Estate Pooling (IREP) solution, specifically concerning Schroders4.

Triennial Valuation Initial Results

The committee is scheduled to review the initial results of the triennial valuation. This valuation is a comprehensive assessment of the pension fund's financial health, ensuring it can meet its future obligations to pensioners.

Pooling with LCIV Update

The meeting will include an update on the progress of pooling investments with the London LGPS CIV. This initiative aims to consolidate the investment assets of multiple London borough pension funds to achieve economies of scale and potentially enhance investment performance.

Engagement Feedback from the meeting with Blackrock

The committee is scheduled to discuss feedback received from a meeting with Blackrock. This discussion may cover various aspects of investment strategy, performance, and market outlook, as well as environmental, social, and governance (ESG) factors.

Investment Monitoring Q3 2025

The committee will review the investment monitoring report for the third quarter of 2025. This report provides an overview of the performance of the pension fund's investments, including asset allocation, returns, and risk management.

General Update Report

The committee will receive a general update report covering various aspects of the pension fund's administration and management. The General Update Report December 2025 - part 1 includes:

  • Pension Fund Annual Report 2024-25
  • Pension Fund Accounts 2024-25
  • LGPS fit-for-the-future-technical-consultation
  • Pension Fund Risk Register 2025-26 tracked changes

Exclusion of Press and Public

The agenda indicates that the committee may exclude the press and public from certain items of business, as detailed in the Exclusion of the Press and Public document, because they involve the likely disclosure of exempt information as defined in the Local Government Act 1972. The specific items to be discussed in closed session are:

  • Investment Proposal for LCIV Indirect Real Estate Pooling (IREP) Solution for Schroders
  • Triennial Valuation Initial Results
  • Pooling with LCIV Update
  • Engagement Feedback from the meeting with Blackrock
  • Investment Monitoring Q3 2025

Other Business

The meeting agenda also includes:

  • Apologies for absence
  • Minutes from the previous meeting
  • Declarations of interest
  • Date of next meeting

  1. A triennial valuation is an assessment of the assets and liabilities of a pension fund, conducted every three years to ensure its financial health and ability to meet future obligations. 

  2. BlackRock is a global investment management corporation. 

  3. The London LGPS CIV is the London Local Government Pension Scheme Collective Investment Vehicle, established to pool the assets of London's local authority pension funds to reduce costs and improve investment opportunities. 

  4. Schroders is a British multinational asset management company. 

Attendees

Profile image for Councillor Sian Eiles
Councillor Sian Eiles Labour Party • Brockley
Profile image for Councillor Mark Ingleby
Councillor Mark Ingleby Labour Party • Hither Green
Profile image for Councillor Louise Krupski
Councillor Louise Krupski Deputy Mayor and Environment, Transport and Climate Action • Labour and Co-operative Party • Rushey Green
Profile image for Councillor John Muldoon
Councillor John Muldoon Labour and Co-operative Party • Rushey Green
Profile image for Councillor James Royston
Councillor James Royston Labour and Co-operative Party • Catford South
Profile image for Councillor Tauseef Anwar
Councillor Tauseef Anwar Labour Party • Crofton Park
Profile image for Councillor Eva Kestner
Councillor Eva Kestner Labour and Co-operative Party • Lee Green
Profile image for Councillor Liam Shrivastava
Councillor Liam Shrivastava Leader of the Lewisham Green Group • Lewisham Green Party Group • New Cross Gate

Topics

No topics have been identified for this meeting yet.

Meeting Documents

Agenda

Agenda frontsheet 18th-Dec-2025 19.00 Pensions Investment Committee.pdf

Reports Pack

Public reports pack 18th-Dec-2025 19.00 Pensions Investment Committee.pdf
Minutes Public Pack 25092025 Pensions Investment Committee.pdf

Additional Documents

2. Minutes Cover Report.pdf
3. Declarationof Interest.pdf
4. General Update Report December 2025 - part 1.pdf
4a. Appendix 1 - Pension Fund Annual Report 2024-25.pdf
4b. Appendix 2 - Pension Fund Accounts 2024-25.pdf
4c. Appendix 3 - LGPS fit-for-the-future-technical-consultation.pdf
4d. Appendix 4 - Pension Fund Risk Register 2025-26 tracked changes.pdf
11. Future Meeting Dates.pdf
5. Exclusion of the Press and Public.pdf