The Pensions and Investments Committee of Derbyshire Council is scheduled to consider a range of financial and investment-related documents. Key discussions are expected to focus on the fund's investment performance, strategy, and future service plans, alongside treasury management and funding strategies.

Investment Report

A comprehensive Investment Report.pdf is scheduled for review. This report will likely detail the performance of the Derbyshire Pension Fund's investments over a specified period. The committee will also have access to supporting documents, including Appendix 2 for Investment Report.pdf and Appendix 3 for Investment Report.pdf, which may provide further detailed analysis or data related to the fund's investments.

Investment Strategy Statement Addendum

The committee is also set to review an Investment Strategy Statement Addendum.pdf. This document is expected to outline any proposed changes or updates to the existing investment strategy for the Derbyshire Pension Fund. Supporting appendices, Appendix 2 for Investment Strategy Statement Addendum.pdf and Appendix 3 for Investment Strategy Statement Addendum.pdf, are also listed for consideration.

Derbyshire Pension Fund 2026-27 Service Plan

The Derbyshire Pension Fund 2026-27 Service Plan.pdf is scheduled for discussion. This plan will likely outline the operational objectives and activities for the pension fund in the upcoming financial year. Appendix 1 for Derbyshire Pension Fund 2026-27 Service Plan.pdf is also provided.

Treasury Management Strategy 2026-27

The committee will consider the Treasury Management Strategy 2026-27.pdf. This strategy document typically sets out the council's approach to managing its cash flow, borrowing, and investments to ensure financial stability and optimise returns. Appendix 1 for Treasury Management Strategy 2026-27.pdf is also available.

Funding Strategy Statement Consultation

A consultation on the Funding Strategy Statement.pdf is also on the agenda. This document is crucial for determining how the pension fund will meet its long-term liabilities to pensioners. Appendix 2 for Funding Strategy Statement Consultation.pdf is provided for further information.

Stewardship Report

The Stewardship Report.pdf is scheduled for review. This report typically covers how the fund's assets are managed in accordance with ethical and environmental, social, and governance (ESG) principles.

LGPS Central Limited Presentation

A verbal report is expected from LGPS Central Limited. LGPS Central is an investment management company established by several Local Government Pension Scheme (LGPS) pools in England and Wales to manage assets on their behalf.

Minutes of Previous Meeting

The committee will also review the non-exempt minutes of its previous meeting held on 21 January 2026, as detailed in the Minutes of Previous Meeting.pdf.