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XPS appointed as investment adviser to the UK’s leading social impact investor, Big Society Capital

XPS appointed as investment adviser to the UK’s leading social impact investor, Big Society Capital

03 Jul 2023

Following a rigorous competitive tender process, XPS Pensions Group (XPS), has been appointed by Big Society Capital to advise on their Treasury Multi-Asset Portfolio. XPS will support their in-house investment team and advise on investment matters and the ongoing evolution of Big Society Capital’s investment strategy.

Big Society Capital is the UK’s leading social impact investor. The company invests across four main asset classes: impact venture capital, social lending (credit), social property and social outcomes contracts and has a wider mission to grow the amount of capital invested in tackling social issues and inequalities in the UK.

XPS Investment advises over 400 clients including many charities and not-for-profit organisations.  XPS Investment is a signatory to both the UNPRI and the UK Stewardship Code, and is also a member of the Net Zero Investment Consultant Initiative.

Jolynn Kek, Investment Manager at Big Society Capital said: “We wanted an adviser to our Treasury portfolio that could operate as an extension to our inhouse team, and we’re delighted to have found that in XPS. We were very impressed by the breadth of their market insight and importantly that their values aligned with ours. XPS’s ESG and sustainability research framework complements our social impact focus and we look forward to benefitting from their market-leading expertise.”

Jordan Harrison, Partner at XPS Pensions Group added: “We are thrilled to have the opportunity to work with Big Society Capital. Sustainability and ESG are core to the investment advice we provide. We look forward to deploying our knowledge alongside one of the industry’s most respected social impact investors and further expanding our expertise outside of XPS’s traditional pension scheme focus.”

XPS were appointed in February 2023.

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