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Sustainability & Impact Investor Forum
10 - 13 May 2022
The Grimaldi ForumMonaco | CEST/UTC+2

Sumit Mehta
Head of Investment Solutions at Legal & General


Within the Legal & General Retirement division (AUM: ~£85bn), I lead portfolio construction, strategic asset allocation and implementation for new tranches of AUM acquired via our market-leading Pension Risk Transfer (buyout) business. Key transactions I have led investment strategy on include the Aegon back book acquisition and derisking deals with BA, ICI PF and the Vickers scheme. I am also helping build out our quantitative modelling infrastructure.

Previously I worked on asset allocation for £5bn of absolute return-driven Shareholder Funds.

Agenda Sessions

  • Leaders of institutional investing - Positioning for the next big thing… Changing long-term pension and insurance investment strategies and partnering for positive change. What is the impact on portfolio management?