Programme

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Registration and breakfast
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Opening remarks

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

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Keynote: The economic outlook
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Building in private assets

It’s time to acknowledge all the options in the room and consider private assets. Through private asset investment, Trustees can generate more diversity within portfolios, and potentially better returns. Certain developments such as the LTAF make illiquid assets more accessible, but they can’t change the nature of the assets themselves. Join us to discuss the important considerations which still need to be made when considering the addition of private assets into an investment portfolio.

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Integrating ESG

The aftermath of the worldwide pandemic is the perfect opportunity to analyse changes in market opportunities. The ability to encourage positive developments in environmental and social categories have been pushed to the forefront and highlighted by COVID-19 but they have always been there. Integrating ESG effectively is no longer a chore or just for those more socially aware, and now investing in ESG accredited funds and organisations can result in better returns in some cases. In this session we will consider the best ways to consolidate and increase the presence of ESG in your scheme.

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Networking break
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Case study: DC investment
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Balancing liquidity needs

Recovery from the pandemic is underway. Although COVID-19 increased take up of illiquid assets, it’s still important to maintain liquidity. This also means maintaining the risk that comes with it. In this session we will discuss risk requirements of differing schemes as it pertains to market liquidity, and how best to manage these risks to maintain the flow of realisable money.

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When to consider a fiduciary manager

With the CMA’s recent order to retender, it’s a good time to look at which Fiduciary Manager most closely aligns with your own needs. GIPS shows that while managers significantly outperformed low governance options, they still failed to meet their client-specific objectives. Join us as we discuss how using GIPS data alongside clear-cut goals makes it easier to navigate the retendering process and to select the right fiduciary manager for you.

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Understanding your appetite for risk

As alternative investment options have been thrown into the spotlight by unprecedented changes to all landscapes, it’s important to be aware of how different schemes will benefit from differing levels of risk. So just how much has the landscape changed exactly? And how does this affect the associated risk?

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Networking lunch
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Assessing the end-game

The best way to minimise cost is to maintain vigilance, even at this final hurdle. Bespoke schemes will allow companies to better meet their own objectives. Targeting buyouts raises extra decisions and as is often the case, quicker means riskier. Monitoring the situation closely will result in a smoother and more stable endgame for everyone involved, and in this session, we’ll evaluate arrangements which need to be made.

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Panel discussion: The changing nature of pension scheme investment

A panel of investment-minded Trustees will discuss the latest trends in scheme investment.

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Closing remarks and close of conference

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

Please note: programme is subject to change