Investment Strategy Statement

October 20, 2026 Lancashire Local Pension Board (Committee) Approved View on council website

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Summary

The Lancashire Local Pension Board considered the draft Investment Strategy Statement on 20 October 2026. The Board was asked to provide comments on the governance processes and the detail of the draft statement. The draft statement includes a proposed increase in local investment to 3% of the Fund's portfolio and a revised strategic asset allocation.

Full council record

Purpose

This report outlines the governance associated with the development of the Fund's draft Investment Strategy Statement ("ISS") and seeks the Board's comments on the ISS as part of a broader consultation phase on the draft statement.

Supporting Documents

Appendix A.pdf
Investment Strategy Statement.pdf

Details

OutcomeRecommendations Approved
Decision date20 Oct 2026