West Sussex Pension Fund Investment Strategy Statement Consultation

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West Sussex Pension Fund logo with golden martlet set against a night time silhouette of West Sussex hills and sky

Overview

The West Sussex Pension Fund is part of the Local Government Pension Scheme (LGPS), providing retirement, death, and disability benefits to over 90,000 current and former employees of nearly 380 employers including county, borough, district, parish and city councils, as well as schools, academies, charities and non-profit organisations.

As a long-term institutional investor and steward of members’ assets, the Fund serves a broad group of stakeholders including scheme members, employers, local taxpayers, and regulatory bodies. Its primary objective is to ensure that benefits are paid as they fall due, while maintaining stable and affordable contribution rates for participating employers and delivering value for money through efficient administration and governance.

To achieve these objectives, the Fund operates within a clearly defined governance framework and a long-term investment approach. It manages a diversified portfolio of assets—including equities, bonds, property, and alternative investments—designed to balance risk and return over time. Responsible investment principles are embedded within decision-making, reflecting the Fund’s commitment to environmental, social, and governance (ESG) considerations, alongside its fiduciary duty. By aligning investment decisions with long-term sustainability and financial resilience, the Fund seeks to protect and grow the assets entrusted to it on behalf of members.

A central document underpinning this approach is the Investment Strategy Statement.

Investment Strategy Statement

The Investment Strategy Statement sets out the Fund’s investment objectives, risk appetite, asset allocation, and governance arrangements, providing transparency and accountability to all stakeholders. It is important because it formalises how the Fund manages risk, responds to market conditions, and integrates factors such as climate risk and stewardship into its strategy. The Investment Strategy Statement also ensures compliance with regulatory requirements and supports informed decision-making by clearly articulating how the Fund aims to achieve its long-term funding goals while safeguarding the interests of members and employers alike.

The draft statement can be downloaded from the link at the side of the page or here (opens in new window).

Why are we seeking your views?

Your feedback is important to us. Your responses will help us understand what matters most to you, highlight any concerns, and identify areas for improvement. This will support better decision‑making and help us develop an investment strategy that is clear, balanced, and focused on delivering strong long‑term outcomes.

The survey is aimed at those aged 16 and over, and should take no more than 10 minutes to complete. it covers all areas of the Investment Strategy Statement.

You do not need to answer every question. Please feel free to respond only to those questions where you feel able to provide feedback.

Alternate formats and accessibility

If you require any of this information in an alternative format, then please contact us by phone 0330 222 3386 or via email at pensions.feedback@westsussex.gov.uk and we will assist you. If you are deaf or hard of hearing and have an BT UK Relay texting app installed on your computer, laptop or smartphone, you can contact us on 18001 0330 222 3386.

Please note, you can use the Google Translate function to access this project in a range of different languages. The Google Translate widget can be found at the top left-hand side of the project page, where it sits just above the black West Sussex County Council ribbon.

For more information about the accessibility of this website, please see our Accessibility tab (opens in new window) at the foot of the page.

Survey web browser compatibility

Please use one of the browsers below when completing the survey to ensure it looks and works as it should. These are:

· Microsoft Edge version 86 and above

· Chrome version 86 and above

· Firefox version 78 and above

· Safari version 14 and above

Overview

The West Sussex Pension Fund is part of the Local Government Pension Scheme (LGPS), providing retirement, death, and disability benefits to over 90,000 current and former employees of nearly 380 employers including county, borough, district, parish and city councils, as well as schools, academies, charities and non-profit organisations.

As a long-term institutional investor and steward of members’ assets, the Fund serves a broad group of stakeholders including scheme members, employers, local taxpayers, and regulatory bodies. Its primary objective is to ensure that benefits are paid as they fall due, while maintaining stable and affordable contribution rates for participating employers and delivering value for money through efficient administration and governance.

To achieve these objectives, the Fund operates within a clearly defined governance framework and a long-term investment approach. It manages a diversified portfolio of assets—including equities, bonds, property, and alternative investments—designed to balance risk and return over time. Responsible investment principles are embedded within decision-making, reflecting the Fund’s commitment to environmental, social, and governance (ESG) considerations, alongside its fiduciary duty. By aligning investment decisions with long-term sustainability and financial resilience, the Fund seeks to protect and grow the assets entrusted to it on behalf of members.

A central document underpinning this approach is the Investment Strategy Statement.

Investment Strategy Statement

The Investment Strategy Statement sets out the Fund’s investment objectives, risk appetite, asset allocation, and governance arrangements, providing transparency and accountability to all stakeholders. It is important because it formalises how the Fund manages risk, responds to market conditions, and integrates factors such as climate risk and stewardship into its strategy. The Investment Strategy Statement also ensures compliance with regulatory requirements and supports informed decision-making by clearly articulating how the Fund aims to achieve its long-term funding goals while safeguarding the interests of members and employers alike.

The draft statement can be downloaded from the link at the side of the page or here (opens in new window).

Why are we seeking your views?

Your feedback is important to us. Your responses will help us understand what matters most to you, highlight any concerns, and identify areas for improvement. This will support better decision‑making and help us develop an investment strategy that is clear, balanced, and focused on delivering strong long‑term outcomes.

The survey is aimed at those aged 16 and over, and should take no more than 10 minutes to complete. it covers all areas of the Investment Strategy Statement.

You do not need to answer every question. Please feel free to respond only to those questions where you feel able to provide feedback.

Alternate formats and accessibility

If you require any of this information in an alternative format, then please contact us by phone 0330 222 3386 or via email at pensions.feedback@westsussex.gov.uk and we will assist you. If you are deaf or hard of hearing and have an BT UK Relay texting app installed on your computer, laptop or smartphone, you can contact us on 18001 0330 222 3386.

Please note, you can use the Google Translate function to access this project in a range of different languages. The Google Translate widget can be found at the top left-hand side of the project page, where it sits just above the black West Sussex County Council ribbon.

For more information about the accessibility of this website, please see our Accessibility tab (opens in new window) at the foot of the page.

Survey web browser compatibility

Please use one of the browsers below when completing the survey to ensure it looks and works as it should. These are:

· Microsoft Edge version 86 and above

· Chrome version 86 and above

· Firefox version 78 and above

· Safari version 14 and above

Page last updated: 05 Jun 2026, 04:44 PM