The Pension Fund Investment and Performance Sub-Committee of Scottish Borders Council is scheduled to meet on Monday 22 June 2026. The meeting's agenda includes presentations from investment managers and a discussion on the fund's performance.

Investment Manager Presentations

The committee is scheduled to receive presentations from three investment managers: IFM, CBRE, and Nuveen. These presentations are expected to cover the performance, approach, and key issues related to their management of the pension fund's investments. Members will be provided with both full and condensed versions of the CBRE presentation, with the condensed version to be presented during the meeting. The agenda notes that the timings for these presentations are indicative and not intended to limit discussion.

Investment Manager Briefing Paper

A briefing paper from Isio, an investment consultancy, is also scheduled for consideration. This paper will likely provide an overview and analysis of the pension fund's investments and performance.

Summary Discussion

Following the presentations and briefing paper, there will be a summary discussion. This item is intended to provide members with an opportunity to discuss any matters arising from the preceding presentations and to summarise their views on the performance, approach, and key issues identified in relation to the investment managers.

Private Business

The meeting is also scheduled to consider items that are likely to involve the disclosure of exempt information. Before proceeding with this private business, a motion will be put forward for approval under Section 50A(4) of the Local Government (Scotland) Act 1973, to exclude the public from the meeting. This is on the grounds that these items involve the likely disclosure of exempt information as defined in the Act. Following this, the committee is scheduled to consider the private minute of the meeting held on 23 February 2026.

The meeting is scheduled to take place at the Isio Offices, Floor 4, 6 St Andrews Sq, Edinburgh, New Town, Edinburgh, EH2 2BD.

The members of the committee include Councillors D. Parker (Chairman), L. Douglas, C. Hamilton, D. Moffat, S. Mountford, S. Scott, T. Weatherston, and Ms K M Hughes. Enquiries regarding the meeting can be directed to Declan Hall.

The full public reports pack for the meeting can be accessed here: Public reports pack 22nd-Jun-2026 14.00 Pension Fund Investment and Performance Sub-Committee. The agenda frontsheet is available here: Agenda frontsheet 22nd-Jun-2026 14.00 Pension Fund Investment and Performance Sub-Committee.