Octopus Investments

From our latest research in collaboration with mallowstreet, we found that Local Government Pension Schemes (LGPS) are increasingly turning to social infrastructure as a strategy for targeting higher returns, lower climate risks, and enhanced diversification. To find out more click here to read the report - https://bit.ly/3zAEjBB

📢 We’ve launched a new free service for advisers and paraplanners! ‘Ask Octopus’ is a helpdesk offering technical support on all things inheritance tax and estate planning. If you have a question simply fill out the form or book a meeting with one of our expert team. Ask Octopus here - https://bit.ly/3Y4xfXa 🐙

Our Affordable Housing team spent the last few days attending the Labour Party Conference. On Tuesday, we co-hosted an event with Better Society Capital and Labour Together and brought together MP’s and fellow stakeholders to discuss the UK’s housing challenges and the incredible opportunity private capital has in helping to solve the issues we face. Jack Burnham our Head of Affordable Housing had this to say about the conference, “Octopus is committed to investing in the people, ideas and industries that will change the world, and we are passionate about contributing to solutions that can have a positive impact on the UK's housing challenges. We were delighted to speak with MPs and stakeholders at the Labour Conference alongside Better Society Capital and Labour Together and look forward to engaging with the new government alongside other partners over the coming years."

In the dynamic real estate market, staying ahead of trends and diversifying portfolios are key to long-term success. Join Kevin Beirne, Head of Retirement Living at Octopus Investments, as he speaks at "Unlocking Opportunities: Why Real Estate Investors Should Focus on Senior Living and Care Sector?" at EXPO REAL 2024. Date: Monday, 7 October Time: 10.00am – 10:30am. Kevin will be joined by leading industry experts to discuss how we can address the growing needs of an aging population. Institutional investors can register now for the SHHA Networking & Thought Leaders Session: Why Real Estate Investors Should Focus on Senior Living & Care Sector? - https://bit.ly/4dlgtra #EXPOREAL #SHHA #RetirementLiving

Jack Burnham, Head of Affordable Housing at Octopus Investments, will be speaking at the upcoming Pensions for Purpose Annual Symposium & Awards on Tuesday, 8 October. Join him on the "Impactful Productive Finance" panel at 2:20 pm. This year's theme, "The Future of Investing- 3D- Risk, Return and Impact," will explore current and future potential for governance, social and environmental impact integration. We hope to see you there!   👉 Learn more: https://bit.ly/4dfTX2P   #ImpactInvesting #SustainableFinance #OctopusInvestments #AffordableHousing

We’re proud to announce that Jack Burnham has been shortlisted for the Rising Star award at the LGC Investment Awards 2024. Jack’s dedication to driving innovation in affordable housing and his commitment to supporting local authorities' efforts have truly set him apart. This nomination is a testament to his hard work and passion for helping to create genuinely affordable, quality homes for those who need them most. Congratulations, Jack! #LGCInvestmentAwards #RisingStar #AffordableHousing #SustainableInvesting

In London's Docklands, Octopus has played a part in the area's ongoing transformation. ️ Our commercial loan facilitated the acquisition and conversion of a part-vacant office building into a residential property with 63 new homes. This project contributes to the regeneration of the Isle of Dogs Opportunity Area – a massive undertaking set to deliver over 10,000 new homes and 110,000 jobs. We're proud to be part of financing the creation of thriving communities in London. Discover more about our projects: https://bit.ly/3YoUYC2 #RealEstateDebt #CommunityInvestment #Catalystfortransformation

Investing in a Venture Capital Trust gives retail investors access to high growth potential businesses selected by specialist investment managers. These businesses often operate in innovative sectors such as technology and healthcare 🧑🔬 Supporting the growth of these smaller companies drives the UK economy, fostering job creation and prosperity across the country. VCT investments are high risk. Investors may not get back the full amount they invest. Tax benefits are subject to personal circumstances, qualification criteria, and prevailing tax legislation, which may change. This type of investment may not be suitable for you. Understand more about VCTs in our guide: https://bit.ly/4eiaqVf #VentureCapitalTrusts #VCT #UKInvestment

Chris McVey shares his thoughts on why now might be the time for financial advisers and fund selectors to reconsider an allocation to UK equities. Chris explains that he believes the UK’s economic strength has been underestimated and predicts UK GDP will grow at a faster rate than many other G7 countries. Interest rates and persistent UK inflation have affected markets, but these are now gradually returning to normal levels. With all these factors aligning, Chris believes we are in the early stages of a market recovery. The value of an investment can fall as well as rise. 🔍 Check out the the full article to understand the current trends and what they mean for the market: https://lnkd.in/e5P3vFtZ

Jack Burnham is speaking at a panel session at this year's Labour Annual Conference 2024. The panel will discuss how Labour can embrace the market as a tool to make housing more affordable, stimulate the economy in areas which have been left behind, create high-quality public services and lower the cost of living. Jack is looking forward to meeting as many attendees as possible at the event. If you would like to get in contact with Jack please click here - https://bit.ly/3AUV4aR