top of page

Institutional Investment

Bridging technology innovation with institutional capital allocation

​Twenty-five years across the investment value chain has taught me that the most elegant strategies fail without practical implementation. From back-office operations at the London Stock Exchange to leading UK operations for Global Fund Search, I focus on the second-order effects and implementation frictions that escape conventional modeling but determine real-world outcomes.

​

My approach combines live market intelligence with systems thinking to help institutional investors navigate an increasingly complex landscape. Whether working with LGPS pools on asset manager procurement, advising on multi-asset portfolio construction, or developing responsible investment frameworks, I bring a practitioner's understanding of how capital systems actually function under pressure.

Why This Matters Now

The institutional investment landscape is evolving rapidly. LGPS consolidation, private market access challenges, ESG integration complexities, and technology disruption are creating new implementation pressures. Having worked across the value chain - from exchange infrastructure to asset owner governance - I bring a system-level view of how incentives, oversight, and messaging interact.

​

This perspective proves valuable whether you're an asset owner refining mandates, a consultant enhancing research processes, or a manager seeking to understand evolving allocator requirements. I operate without commercial distortion, bringing challenge and insight rather than representation or advocacy.

Current Focus Areas
Background image of a geometic shape

Stay Connected. Learn from Our Experts. Follow us.

Address

Wayman House,

141 Wickham Rd,

Croydon CR0 8TE

© 2022 by Newgen Strategy. 

Newgen Strategy ltd. Wayman House, 141 Wickham Rd, Croydon CR0 8TE. Company number: 15250744.

Newgen Strategy is not an FCA regulated business and does not provide regulated advice or services.

The information contained in this website is for general information purposes only. The information is provided by Newgen Strategy ltd and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Through this website you are able to link to other websites which are not under the control of Newgen Strategy. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them. Every effort is made to keep the website up and running smoothly. However, Newgen Strategy ltd takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.

Thanks for getting in touch!

bottom of page