investorReview E-Commerce Award winners over and ruin a deal. We cannot hire people who are experts in all areas, but we do look for people with the intellectual capability to address all of these issues, to utilise the advisers they have access to and the effect of that investment on their overall portfolio.” Looking to the future, John explains that the firm will be looking to build and expand its AUM. They would like to diversify their growth fund offering, and are very strong in the alternative income solutions sector. “For my team specifically, we have three broad target areas which we would like to address in the future. The first of these is that we are offering higher alpha strategies. We have a global co-investment program where we are opportunistic in terms of the nature of the opportunity, and look to deal on individual property’s where we will achieve mid to high teen returns, and x1.6-1.7 EM on investments.
It’s relatively high risk and high return, and a very specific type of real estate investing. On the other end of the spectrum, we are looking to expand our pooled product offering which targets core/core plus returns on a globally diversified basis, using the four quadrants across the real estate asset class - public, private, debt and equity. The third area we want to focus on is “Outsourced CIO”, whereby large institutions will mandate us to manage their entire book of real estate investments so allowing us to move efficiently across geographies and markets to optimise returns, thus taking on the role of a real estate CIO. We are happy to be gaining traction in all of these areas, and hope to continue providing these distinct strategies for our clients.” Company: Aviva Investors Name: John Gellatly Web Address: uk.avivainvestors.com
33 investorReview November 2016