Monthly Newsletter 2021

 

Welcome to our Newsletter, this gives you a snapshot of the work we have been doing throughout April and what's planned for May.

Dont miss out on an update from Paul on consultations, engagement with members, digital transformation and Diversity & Inclusion. 

A reminder to members that we have details of two fantastic sponsorship opportunities on our website. Further details are below. 

We hope you are keeping safe and well!

Many of our news items are for members only so please create a loginThis will also allow you to book on our events. 

 

Spring is here! - An update from Paul Richards, MD

Its lovely to see the trees and flowers are blooming and spring is finally here. The first part of 2021 has been the busiest period that I have seen on many fronts: consultations, engagement with members, digital transformation and Diversity & Inclusion. Click to view the full update.

Read more...

Sponsorship Opportunity - AREF Annual Awards 2021

This is a unique opportunity to sponsor our very popular AREF Annual Awards. The Association has made a number of awards since 2011 to recognise achievement and contribution, by our members and others who support the work of AREF. Click for more information on the sponsorship package.

Click to view

Sponsorship Opportunity - AREF Pub-chat podcast – Series 2: ‘The Road to Recovery?’

Would you like to increase your visibility within the industry and promote your brand? We are offering a unique opportunity to sponsor the second series of the very popular Pub-chats podcast.

Click to view

Looking for Volunteers from our Affiliate Members to review 2020 Code of Practice Self-Certifications

Each year roughly 12 funds are selected for audit to ensure managers are completing the Self Certification process correctly and are running the fund within the spirit of the AREF Code of Practice. Click to view the guidance document and for more information.

Read more...

 

PFI Performance data for Q1 2021

Balanced Funds delivered another firm quarter for investors…. MSCI have released the PFI Performance Data for Q1 2021, you can view a summary of this quarter and previous quarters data on the Performance Data page on our website.

Click to view

Don’t be left out of the index!

Click to view the deadlines for submission to the MSCI/ AREF UK Property Fund Index for Q2 2021. If these submission and signoff deadlines are not met your fund risks not being included in the index for this quarter.

Click to view

News

30 Apr 2021
Open End Fund Pricing - Proposed Guidelines Update

Following the consultation period, the recommendations in the Consultation regarding pricing mechanisms are proposed to be implemented as guidelines.

News Article
28 Apr 2021
Post-event materials - AREF Property Investors' Voice - April 2021

View a summary from the AREF Property Investors' Voice session on 27th April 2021

Post-event Materials
20 Apr 2021
Call for Input on the UK Funds Regime

HMT are seeking input on issues across both tax and regulation. The Call for Input closes on 20 April 2021.

Consultation Response
16 Apr 2021
DWP Consultation: Incorporating performance fees within the charge cap

View AREF's response to DWP's consultations on 'Incorporating performance fees within the charge cap' and 'Improving outcomes for members of defined contribution pension sc...

Consultation Response
14 Apr 2021
Open End Fund Pricing – Proposed Guidelines

Following on from the Open End Fund Pricing Project and the consultation last year, conducted in collaboration with INREV, AREF is proposing to implement the recommendation...

News Article
13 Apr 2021
Government Call for Evidence on commercial rent and Covid-19 and BPF initiative

The Government wishes to better understand how landlords and tenants are responding to the build-up of rent arrears that has occurred as a result of businesses being unable...

Active Consultation
06 Apr 2021
The 2021 GRESB Assessments are now open for participation

The 2021 GRESB reporting season for real estate and infrastructure portfolios and assets worldwide is now open. You can access the GRESB Portal here. 

News Article
01 Apr 2021
Consultation on calculation methodology change and inclusion criteria for MSCI/AREF UK Quarterly Property Fund Index

MSCI has launched the following consultations in relation to the MSCI/AREF UK Quarterly Property Fund Index. AREF held a member meeting to discuss these on the 29th April....

News Article
01 Apr 2021
Welcome new members Apex Group

Welcome to new Affiliate Members Apex Group.

News Article

See what's coming up on our Events Calendar!

Click to view

 

Industry Initiatives you may be interested in...

27 Jan 2021
Quarterly newsletter from Investment 20/20

Click to view.

News Article
21 Apr 2021
Events from Women Talk Real Estate

View these two excellent courses, aimed at women in the RE Industry which we think may be of interest to our member.

News Article

Do you know of a fantastic industry initiative?

Please share this with us and we can include it in the next newsletter.

Email us

 

Upcoming Events

05 May 2021 London
CRE Debt: Session 1 - A golden age for debt investing?
Webinar
06 May 2021 London
AREF Members Meeting regarding implementation of the AREF/INREV Open End Fund Pricing Guidelines
Webinar
13 May 2021 London
CRE Debt: Session 2 - Lessons of the past decade and thoughts for the future
Webinar
26 May 2021 London
AREF FutureGen Educational Series 2021 Event 1: Agreeing an Investment Management Agreement
FutureGen event

Sign-up your new Graduates

Do you have new Graduates starting in your firm? If so, then we’d be delighted to hear from them! As part of your AREF membership, graduates at your firm, along with any other FutureGen staff members, can join the AREF membership for free and become a member of the AREF FutureGen Network.

Click to view

Our online events!

Gain some valuable hours of CPD whilst working from home! View our selection of previously filmed events which cover a range of subjects that remain highly topical, including the very popular Social Impact Investing events

View online events

Join our LinkedIn Member Forum

Keep up with all the latest news through our secure LinkedIn Member Forum. This Forum is exclusively for AREF members and is a great way of keeping up-to-date with news and events. Follow the link and click ‘Join’.

Join today

Join the FutureGen Network

AREF is committed to investing in our future! We have over 400 future generation members in our Network. If you would like to join and receive updates on events and industry news, click below.

Join today!

Committee Updates

23 Apr 2021
Corporate Governance Committee - Update

The Committee is working on: Guidance for Code of Practice compliance reviews and preparing the Code for 2021. Click for more info.

Committee Update
23 Apr 2021
Education & Training Committee - Update

The committee is working on: Delivering an events programme for 2021. Click for more info.

Committee Update
23 Apr 2021
ESG & Impact Investing Committee - Update

The Committee is working on ESG metrics reporting. Updates to AREF's Code. Social Impact Investing events. TCFD reporting requirements. Click for more info.

Committee Update
23 Apr 2021
FutureGen Committee - Update

The Committee continue to meet for 'FutureGen Connect' virtual networking and are planning the Educational Series for 2021. Click for more info.

Committee Update
29 Apr 2021
Investor Committee - Update

Currently looking at: LGPS Pooling; ESG metrics; BREXIT; and secondary market trading. Also assisting AREF on a paper for investors. Click for more info.

Committee Update
29 Apr 2021
Public Policy Committee - Update

The Committee is looking at fund liquidity management, Brexit, and the Professional Investor Fund. Click for more info.

Committee Update
29 Apr 2021
Research & Information Committee - Update

The Committee is assessing MSCI’s proposal to change the methodology for index calculations. Also it is commissioning a research project for 2020. Click for more info.

Committee Update
29 Apr 2021
Retail Funds Committee - Update

The Committee is currently leading AREF’s response to FCA CP20/15 and considering whether indemnities should be permitted for property sales. Click for more info.

Committee Update
29 Mar 2021
Tax Committee - Update

The Committee is liaising with HMRC on draft guidance on NRCGT, and requirements the 'Making Tax Digital' initiative, as well as tax measures in the Spring Budget. Click ...

Committee Update

 

The Association of Real Estate Funds (AREF) is the body that represents the interests of its fund managers, those firms that advise and support them and the end-investors. For further information, please visit our website.