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Mature schemes have had to pay particular attention to the liquidity of their portfolios in recent years and trustees are still working through their revised approach. This brings added scrutiny to illiquid assets which must be carefully managed to help schemes meet their obligations. While some schemes may consider disposing of illiquid holdings as they move towards an insurance solution, others may look to sell opportunistically as part of wider portfolio management, to improve liquidity, rebalance exposures or redeploy capital into higher conviction strategies. In all cases, illiquid assets can have a direct impact on a scheme’s strategic flexibility and the timeline for its chosen end-game, so we will be looking at how to ensure the process is a streamlined as possible.

At this webinar we will explore the market and process for schemes looking to dispose of illiquid assets, whether as part of an insurance transaction, a broader de-risking exercise, or an active portfolio management strategy.