Chair’s opening remarks

James Phillips, Deputy Editor, Professional Pensions

Opening keynote: Case study interview

This session will discuss the recent buy-in transaction the £3bn Merchant Navy Officers Pension Fund (MNOPF) completed securing £1.6bn of members’ pension benefits. The MNOPF was one of the first pension schemes to fully embrace fiduciary management, appointing Willis Towers Watson in 2010, with the purpose of executing the detailed investment strategy. Rory Murphy, Chair of the pension fund will discuss their journey with fiduciary management, interviewed by James Phillips and taking audience questions.

Rory Murphy, Chair, MNOPF

Uncertain times demand more clarity

Pension schemes face a host of challenges in today's markets therefore their need for effective risk management has grown in magnitude. At BlackRock we use Aladdin, an end-to-end portfolio management software that powers every aspect of the investment process and helps clients navigate volatility and market uncertainty. Join Bhavik Patel, portfolio manager, member of the EMEA Multi-Asset Core Portfolio Management team and responsible for Client Portfolio Solutions mandate, as he discusses the power of Aladdin within our Fiduciary Management service:

  • Portfolio construction, risk modelling, scenario analysis
  • Building resilience within portfolios through custom stress tests
  • Greater innovation and adaption to new challenges so we can support you in achieving your objectives

Live Q&A 12:45 – 12:55

Bhavik Patel, portfolio manager, member of the EMEA Multi-Asset Core Portfolio Management, BlackRock

Fiduciary Management: A New Dawn

The impact of COVID-19 has created challenging times for schemes. Many funding plans have been knocked off course and trustees now need to focus on immediate issues. During this session, Ajeet Manjrekar will explain how the industry is changing and adapting to the investment and governance challenges schemes are facing. A 'new dawn' for fiduciary management is on the horizon, discover what this new world looks like.

Ajeet Manjrekar, Co-head of River and Mercantile Solutions, River and Mercantile

Live Q&A 13:10 - 13:20

Networking break

Please use this time to grab a drink, talk to your peers in the event chat and browse the exhibition hall.

Setting the right governance structure
Many schemes rightly have concerns about reshaping their governance model and whether it will support or hinder the journey to the endgame. In today's session Ross Pritchard, Head of Fiduciary Management, Liability and Duration Solutions Management will address these concerns and discuss why we believe an integrated delivery of the whole solution can enable the required investment outcome.

Ross Pritchard, Head of Fiduciary and Liability Solutions Management, Schroders

Live Q&A 13:50 – 14:40

Winning the pensions endgame

More pension schemes are approaching their endgame. For many, this means securing benefits with an insurance company. In this session, Aon’s Tony Baily, explores how fiduciary management can play a vital role. 

Tony Baily, Investment Partner, Aon

Live Q&A 14:15 – 14:25 – Tony will be joined by Lucy Barron, Investment Partner, Aon

Closing remarks from the chair

James Phillips, Deputy Editor, Professional Pensions