Karen Shackleton

Karen Shackleton, Chair of Resonance Ltd, looks back at impact investment and pension funds in 2017, and has a prediction for the year to come.

Resonance non-exec and independent investment adviser, Karen Shackleton, discusses how Local Government Pension Schemes may view their options when social investments become mainstream allocations.

Excluding the tobacco sector today has a minimal impact at portfolio level compared with 25 years ago. Will the fossil fuel sector decline to the same extent? What has its impact been at the total fund level, in recent years?

This article debates the pros and cons of LGPS asset pooling and points out that, along with the undeniable benefits there are still many troubling questions to be answered.

With the growing interest in ESG, socially responsible, ethical and impact investing, this blog considers the importance of an investment management firm's vision and mission and whether these are genuinely aligned with the firm's approach to social and/or ethical investment.

In 2014, according to Preqin, 14% of investors felt their investment had fallen short of expectations. This paper guides pension fund trustees through the "infrastructure labyrinth" in order to help investors identify the best type of infrastructure investment for their fund.

This report aims to address two main questions: Why should investors want to allocate to alternative investments like hedge funds? And how best should they go about it?

Market volatility and risk management were key themes discussed at a recent LGC roundtable debate

Research reveals that investment consultants' fund picks do not outperform the market – and in some cases significantly underperform. Karen Shackleton, Managing Director of AllenbridgeEpic Investment Advisers, tells FTfm's Madison Marriage what is wrong with the consultants' business model

As the investment universe broadens, manager selecting is becoming more daunting for pension fund
trustees. Advisers should work as a bridge between trustees and managers to facilitate selection, says Karen Shackleton

This article focuses on the development of outsourcing arrangements by pension trustees, evolving from different types of providers into what is commonly known today as fiduciary management. This evolution is put into a historical context, with its beginnings in the United States, progression in the Netherlands and its expansion in the United Kingdom. Trustee attitudes over the past decade are examined, with an observation that there is almost begrudging acceptance in 2011 that the approach may… Show more

This article focuses on the development of outsourcing arrangements by pension trustees, evolving from different types of providers into what is commonly known today as fiduciary management. This evolution is put into a historical context, with its beginnings in the United States, progression in the Netherlands and its expansion in the United Kingdom. Trustee attitudes over the past decade are examined, with an observation that there is almost begrudging acceptance in 2011 that the approach may have some relevance in the management of today's UK corporate pension schemes. The pros and cons of this solution are explored, including the difficulties associated with appointing a fiduciary manager, and the importance of good governance, monitoring and challenge. Finally, the reader is asked to ponder on the changing business model of the investment consultant and to reflect on the importance of an emerging role for the non-conflicted, independent investment adviser. Show less

Currency Investor talks with Karen Shackleton, Chief Executive, AllenbridgeEpic Investment Advisers, Diane Miller, Principal at Mercer and Joe Bracken, Head of Macro Strategies, BT Investment Management.