Post-event materials - Investor event: Diversity and Inclusion - 15th September 2021

Thank you to those who joined the Investor Member webinar this morning, run in association with PropertyMatch and Real Estate Investors’ Forum (REIF). 

Moderator & REIF Co-ordinator, Melville Rodrigues was joined by two expert speakers, Helen Price, Brunel Pension Partnership discussing the goals of the Asset Owner Diversity Charter and opportunities for collaboration with fund management organisations, and Anne Breen, Abrdn, and Member of the AREF D&I Taskforce discussing the AREF D&I Taskforce plans with a focus on AREF Investor Members.

Thank you to all our speakers for providing their insight on these highly topical issues and to members for their fantastic questions during the discussion. 

Speakers:

• Melville Rodrigues, Head of Real Estate Advisory, Apex Group & REIF Co-ordinator
• Helen Price, Stewardship Manager at Brunel Pension Partnership
• Anne Breen, Head of Investment Strategy (Real Estate) at Abrdn and Member of the AREF D&I Taskforce

Anne Breen

Head of Investment Strategy (Real Estate), Abrdn

Anne’s role is to lead the investment approach, process and strategy for the real estate business at Aberdeen Standard. This includes the creation of a Global Houseview to support real estate investment allocations relevant to all investor outcomes, as well as the development of the risk based tools and strategic insights to deliver a strong long term risk adjusted track record for clients. Anne chairs the global committees across the Real Estate business assessing fund strategic plans for investment, distributions and asset management.

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Helen Price

Stewardship Manager, Brunel Pension Partnership Ltd

Helen leads on stewardship, engagement and voting at Brunel Pension Partnership (Brunel). She draws on knowledge built from her BA (honours) in Business Studies and from working in different sectors. Helen is eager to improve representation within the industry and at companies in which we invest, she is a member of the Diversity Project Steering Committee and co-leads the Asset Owner Diversity Group. Helen is also a member of the PRI’s Plastic Investor Working Group and the PRI Reporting and Assessment Advisory Committee; she is passionate about the role of pension funds in moving to a more sustainable business world and is involved in industry wide initiatives to improve standards in responsible investment and corporate sustainability.

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Melville Rodrigues

Head – Real Estate Advisory, Apex Group

Melville's practice focuses on the launch and operation of funds, including funds which hold underlying real estate investments in the UK as well as internationally. The funds have attracted institutional, private and retail investors.

In addition to servicing clients, he has been involved in representing industry bodies in their dialogue with the Treasury and the FCA. He is a regular contributor to the real estate press.

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View the resources from this event:

• Slides

• Diversity Charter Flyer

Useful links:

• Asset Owner Diversity Charter
• AREF Diversity and Inclusion page
• The Investment Association's Diversity and Inclusion page
• Investment2020 Autumn Newsletter - Featuring an article on Neurodiversity

Consultations mentioned:

• FCA/ PRA/ BoE Discussion paper 21/2: Diversity and inclusion in the financial sector – working together to drive change
• FCA Consultation 21/24: Diversity and inclusion on company boards and executive committees

View the recording of this event: 

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