Jed Plafker Will Join L&G as US CEO
He has a strong track record in investment distribution and strategy, and we believe that Jed’s proven leadership will make him an outstanding addition to our senior team.
About us
L&G's Asset Management business is a major global investor across public and private markets, with $1.399 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions.
We provide investment solutions from index-tracking and active funds to liquidity and liability-based risk management strategies.
Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. This reflects L&G’s purpose: ‘Investing for the long term. Our futures depend on it.’
Our capabilities
Insights
The Case for Securitized in End-Game Strategies
Pension investors seeking ways to enhance yield, improve diversification and maintain liquidity in their end-game strategies may be overlooking a compelling asset class: US securitized. With a yield pick-up, low correlation to other fixed income and ample liquidity, securitized credit presents an attractive opportunity for portfolio construction.
A Positive Cycle Takes Hold | Real Estate Pulse
Performance results for US Commercial Real Estate (CRE) in the final quarter of 2024 confirm a cycle inflection to positive returns in the second half of the year. Over the four quarters of 2024, total return amounted to 0.6% with capital appreciation at -4.0% offset by income return.
US Credit: The Case for American Exceptionalism
The US undoubtedly remains the dominant force in global markets, and for good reason. The economy is strong, and attractive alternatives – for now – seem few. Yet no narrative lasts forever, and it's especially important to question the narrative when a single thesis dominates.
News and media
L&G Acquires 350-Unit Arkadia West Loop Apartment Building in Chicago
L&G through its dedicated US investment arm has acquired Arkadia, a premier apartment building located in the West Loop neighborhood of Chicago. This strategic purchase for its Institutional Retirement business marks a significant addition to the portfolio and underscores L&G’s commitment and track-record of investing in high-quality real estate assets on a global scale.
Best Places to Work in Money Management
For the seventh consecutive year, we have been recognized in Pensions & Investments' Best Places to Work in Money Management program! Thank you to our employees for remaining committed to nurturing our collaborative, diverse, inclusive and client-centric culture, which makes this firm one of the best places to work.**
Treasury & Risk - How to Hedge the Interest Rate Exposure in Cash Balance Plans
Andrew Cater, Sabrina Ren and John Southall highlight how navigating interest rate risk in cash balance plans with floors is crucial for companies transitioning from traditional defined-benefit pension plans.
Subscribe to our publications
Stay informed with our latest news, announcements and thought leadership by subscribing to our publications.
*Source: L&G internal data as of December 31, 2024. The AUM disclosed aggregates the assets managed by L&G in the UK, US, and Hong Kong (2018-2019 only) and Singapore from July 2023. Excludes assets managed by associates (Pemberton, NTR, BTR).
**P&I listed LGIM America as one of the “Best Places to Work in Money Management” for 100-499 employees. LGIM America did not compensate Pension & Investments for this award. More detailed information regarding the survey methodology and tabulation of results can be found at: https://www.pionline.com/best-places-work-money-management/legal-general-investment-management-america-named-2024-best
The material in this presentation regarding L&G – Asset Management, America is confidential, intended solely for the person to whom it has been delivered and may not be reproduced or distributed. The material provided is for informational purposes only as a one-on-one presentation and is not intended as a solicitation to buy or sell any securities or other financial instruments or to provide any investment advice or service. Where applicable, offers or solicitations will be made only by means of the appropriate Fund’s confidential offering documents, including related subscription documents (collectively, the “Offering Materials”) that will be furnished to prospective investors. Before making an investment decision, investors are advised to carefully review the Offering Materials, and to consult with their tax, financial and legal advisors. L&G – Asset Management, America does not guarantee the timeliness, sequence, accuracy or completeness of information included. The information contained in this presentation, including, without limitation, forward looking statements, portfolio construction and parameters, markets and instruments traded, and strategies employed, reflects L&G – Asset Management, America’s views as of the date hereof and may be changed in response to L&G – Asset Management, America’s perception of changing market conditions, or otherwise, without further notice to you. Accordingly, the information herein should not be relied on in making any investment decision, as an investment always carries with it the risk of loss and the vulnerability to changing economic, market or political conditions, including but not limited to changes in interest rates, issuer, credit and inflation risk, foreign exchange rates, securities prices, market indexes, operational or financial conditions of companies or other factors. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance or that L&G – Asset Management, America’s investment or risk management process will be successful.
Certain information contained in this document constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” “believe,” the negatives thereof, other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of the Fund may differ materially from those reflected or contemplated in such forward-looking statements.