PROGRAMME
08:30
Registration and Coffee in the Networking Surgery
09:25
Chair's Opening Address
David Rowley (invited)
Editor of Pensions Week, Financial Times
David Rowley (invited)
Editor of Pensions Week, Financial Times
09:30
Keynote Address
Stichting Pensioenfonds ABP (invited)
“Managing Investment Performance: A New Approach”
Although relatively new to the UK, in the Netherlands, some 38% of the €675m Dutch asset management industry is run by fiduciary managers. What can we learn from the figures, performances and risks to this new model of investment management and what are the barriers to adapting a similar approach in the UK?
Stichting Pensioenfonds ABP (invited)
“Managing Investment Performance: A New Approach”
Although relatively new to the UK, in the Netherlands, some 38% of the €675m Dutch asset management industry is run by fiduciary managers. What can we learn from the figures, performances and risks to this new model of investment management and what are the barriers to adapting a similar approach in the UK?
09:50
Andrew Waring (invited)
Chief Executive, Merchant Navy Officers' Pension Fund
“Securing Value: How to raise fund levels through fiduciary management and devolved consulting”
Increasingly complex investment techniques and policies are required to improve funding ratios in such austere times. Pension schemes have always invested for growth but when the markets are so wary a more dynamic strategy is needed to allow for such fluctuations. Currently, there is renewed focus on investment policies and developing portfolios that can reduce risk while maintaining return potential. How can trusts ensure that devolved or implemented consulting can improve funding levels and that potential in the service is maximised?
Chief Executive, Merchant Navy Officers' Pension Fund
“Securing Value: How to raise fund levels through fiduciary management and devolved consulting”
Increasingly complex investment techniques and policies are required to improve funding ratios in such austere times. Pension schemes have always invested for growth but when the markets are so wary a more dynamic strategy is needed to allow for such fluctuations. Currently, there is renewed focus on investment policies and developing portfolios that can reduce risk while maintaining return potential. How can trusts ensure that devolved or implemented consulting can improve funding levels and that potential in the service is maximised?
10:10
Susan Andrews (invited)
President, Pensions Management Institute
“Barriers and Risks: What happens If third party management doesn't work?”
The idea of trustees passing over responsibility for investment to a third party is not without drawbacks. Fiduciary services and solutions can be an expensive cost and fees are not always easy to understand. Even active asset management, alongside consultancy agreements, might not match up to the expectations and perceived costs of a fiduciary service. How can trusts guard against costly mistakes and what actions can be taken when the service isn't working as well as it should?
President, Pensions Management Institute
“Barriers and Risks: What happens If third party management doesn't work?”
The idea of trustees passing over responsibility for investment to a third party is not without drawbacks. Fiduciary services and solutions can be an expensive cost and fees are not always easy to understand. Even active asset management, alongside consultancy agreements, might not match up to the expectations and perceived costs of a fiduciary service. How can trusts guard against costly mistakes and what actions can be taken when the service isn't working as well as it should?
10:30
Speaker to be confirmed
10:45-10:55
Question and Answer Session
11:00
Workshop Session 1
In these workshops, delegates can explore how to develop a strategic plan to get the most from return-generating assets, outperform liability returns and improve funding levels through comprehensive risk and return management.
In these workshops, delegates can explore how to develop a strategic plan to get the most from return-generating assets, outperform liability returns and improve funding levels through comprehensive risk and return management.
11:30
Coffee in the Networking Surgery
12:15
Workshop Session 2
12:45
Lunch in the Networking Surgery
13:45
Workshop Session 3
14:15
Chair's Afternoon Address
14:25
Case Study
14:45
Guest Speaker
Liz Murrall (invited)
Director Corporate Governance and Reporting, Investment Management Association
“Daily Risk and Return Management: Practical steps to success”
A practical look at what needs to be in place to ensure a scheme's funding strategy is successful, explaining how to design a risk-management framework that works and how value for money can be best achieved. Discussing insights into liability driven investments and how funding levels can be improved through new frameworks that factor in risks and returns more effectively.
Liz Murrall (invited)
Director Corporate Governance and Reporting, Investment Management Association
“Daily Risk and Return Management: Practical steps to success”
A practical look at what needs to be in place to ensure a scheme's funding strategy is successful, explaining how to design a risk-management framework that works and how value for money can be best achieved. Discussing insights into liability driven investments and how funding levels can be improved through new frameworks that factor in risks and returns more effectively.
15:05
Question and Answer Session
15:15
Coffee in the Networking Surgery
15:45
Panel Debate
“A New Investment Approach: Discussing the Return and Risks”
“A New Investment Approach: Discussing the Return and Risks”
David Rowley (invited)
Editor of Pensions Week, Financial Times
Editor of Pensions Week, Financial Times
Liz Murrall (invited)
Director Corporate Governance and Reporting, Investment Management Association
Director Corporate Governance and Reporting, Investment Management Association
16:25
Chair's Closing Remarks
16:30
Conference Close
