Core Objectives

Objectives are ordered by AREF pillars and internal initiatives

 

Lobbying & Advocacy

  • Produce a briefing paper (Insights) on attracting, and overcoming barriers, to sources of capital for real estate funds. Distribute the briefing paper to government, opposition, members and other stakeholders.
  • Present policy recommendations, to advocate for changes that facilitate DC investment in real estate funds and, throughout this process, monitor progress closely, adapting strategies as needed to achieve AREF’s goals.
  • Support research referencing the government's residential agenda that identifies areas where funds can contribute effectively (could include reports, case studies and fact sheets).
  • Collaborate with government agencies, housing associations, advocacy groups, and other relevant organisations to leverage their networks and amplify the message.

 

Research & Thought Leadership

  • Drive thought-leadership campaigns, primarily, but not limited to, supporting advocacy initiatives.
  • Produce and disseminate thought leadership content, including research reports, white papers, articles, and case studies, addressing key industry trends, challenges, and opportunities, to inform and empower AREF members in their decision-making processes.
  • Drive the creation of a 'The Case for Real Estate publication, to promote the benefits and value proposition of real estate investments, advocating for increased allocation to real estate within investment portfolios and highlighting its role in long-term wealth creation and diversification.
  • Gather insights, perspectives and research findings, informing AREF’s research agenda. Consider utilising the Index and PFV as key sources of data for this research.
  • Organise and facilitate discussion roundtables and forums to gather insights, perspectives, and research findings from industry experts and stakeholders, informing AREF's research agenda and thought leadership initiatives.

 

Marketing & Communications

  • Establish a vice-Chair who will represent the group at Management Committee meetings in the Chair's absence and will also lead committee/working group meetings when necessary.

 

Membership Structure (Preferred)

The majority of members of this committee are likely to be from Investment Houses, rather than Affiliate firms. In accordance with normal AREF policy, there may not be more than one committee member from a single house as the same type of representative.

Chair Chair must be a Fund Management Representative
Fund Management Representatives Minimum 2 in addition to Chair
Investment House Operations  Minimum 2
AREF Secretariat 1


Responsibilities

  • Ensure quality control around the production of the UK QPFI.
  • Liaise with MSCI concerning all performance measurement, analysis and data collection issues.
  • Promote consistency and integrity of UK QPFI in order to improve transparency and confidence in the industry.
  • Liaise with other AREF committees and working groups on the subject of performance measurement and data analysis within AREF.
  • Liaise with investors and all their representatives with the objective to meet their data analysis requirements.
  • Through the AREF Executive and Secretariat, ensure an appropriate level of profile for the UK QPFI and other products both within the membership and externally.
  • Inform AREF membership promptly of urgent matters through AREF Executive and Secretariat.
  • Subject to approval of financial spend by AREF Management Committee, commission specialist research where there are benefits to AREF members or the wider property investment community.
  • Review Terms of Reference annually.

Reports to

AREF Management Committee

Liaises with

MSCI
Other AREF Committees, as appropriate
Other real estate and investment organisations as required

Meeting timing and frequency

Quarterly full meetings.
Ad hoc full or partial meetings as required
Minutes circulated to Committee and included in AREF Management Committee papers
Requests for approvals to AREF Management Committee required at least two weeks in advance