Investment Governance & Fiduciary Management for Pension Funds
08.45 : Registration and Coffee
09.15 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.25 : Session 1: Setting the Scene
Moderator: John Stannard, Director, Capital Cranfield
Jay Ions, Executive Director, Goldman Sachs Asset Management
Looking Back to Stay Ahead: Can Trustees Apply Lessons Learned from their Asset Managers when Appointing and Monitoring a Fiduciary manager?
This session will include an overview of Fiduciary Management trends, specifically discussing the growth in the market in recent years and the key drivers behind this. Our focus will be how trustees can apply lessons learned from their asset managers when they look to appoint and monitor a fiduciary manager, particularly assessing value and cost efficiency through effective transparency.
Owen Davies, Associate Director, Fiduciary Management, Russell Investments
Anne Kershaw, Associate Director, Muse Advisory
Fiduciary Management: How to Pick the Right Partner?
As an industry develops, the way it works and operates changes. A decade ago Fiduciary Management was a little used concept in the UK pensions landscape. Fast forward to 2018 and this world looks quite different. This session will talk about the selection process Trustees are using to decide which Fiduciary Manager is the right fit for their unique circumstances, and how it has developed. We will also hear the views of an Investment Governance adviser and a Trustee who recently appointed a Fiduciary Manager.
10.40 : Coffee/Tea
11.10 : Session 2: Asset Allocation
Moderator: Rob Guthrie, Partner & Investment Consultant, LCP
Barbara Saunders, Investment Director, P-Solve
What Does Moving Quickly Really Mean for Pension Schemes?
Is it manager selection or asset allocation that drives investment performance? How to be dynamic with asset allocation? What are the benefits?
Carl Hitchman, Head of Fiduciary Management Advisory, Stamford Associates
De-Risking and Re-Risking in Today's Unpredictable Investment Environment
Pension funds face what looks like a major conflict. On the one hand they are looking to de-risk, yet the reported increase in deficits over recent years alongside the oft quoted view of low future expected returns appears to suggest that some trustees may need to re-risk to stand a reasonable chance of delivering member benefits. What is the reality of the situation and is there light at the end of the tunnel for trustees and corporate sponsors alike?
12.25 : Drinks and Lunch
13.35 : Session 3: Governance, Technology & DC
Moderator: Mark Latimour, Partner, Eversheds Sutherland
Stewart Bevan, Member FCA Panel, Head of Pension Product Development, Simplitium
Meeting the Cost Transparency Challenge: Understanding the Power of Data and Technology
This talk will discuss the challenges and opportunities for how the pragmatic use of technology can help schemes make sense of cost data, demonstrate effective governance and take meaningful action to ensure better outcomes for their members, including a look at how the new cost disclosure standards from the FCA's Institutional Disclosure Working Group will have a positive impact.
Claire Altman, Head of Financial Services, Smart Pension
Effective Governance Models for DC Pension Investment
How is governance of DC schemes changing? How has auto-enrolment and the development of Master Trusts affected DC arrangements? What lessons can be learned and what improvements can be made as this sector develops further?
14.50 : Coffee/Tea
15.10 : Session 4: Fiduciary management in Practice
Nicola Ralston, Director, PiRho Investment Consulting
Fiduciary Management: Performance Measurement & Monitoring Post Selection
This presentation will discuss benchmarking and performance monitoring of Fiduciary Managers. It will focus particularly on ways of transparently attributing performance to give trustees a clearer picture of the value added by their FM provider. What does oversight of fiduciary managers mean and how should this work in practice.
Investment Governance & Fiduciary Management in Practice
A panel of pension scheme executives and trustees will talk about their pension fund's fiduciary and governance challenges
Steve Balmont, Director, Law Debenture Pension Trust, Trustee, Saul Trustee Company
Dinesh Visavadia, Trustee, Britvic Pension Plan
16.25 : Drinks Reception & Close of Conference
It is clear that investment cost, value for money and transparency are becoming increasingly important to pension funds and need to be carefully managed. Is fiduciary management the only answer or can DGFs, balanced growth funds or other strategies also help? This conference aims to examine the issues and proposed solutions to help pension funds assess which strategies might help them to achieve better governance and higher returns without increasing risk or net costs.
The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
April 12, 2018 Le Meridien Piccadilly, London
April 19, 2018 Le Meridien Piccadilly, London
May 10, 2018 Le Meridien Piccadilly, London
June 7, 2018 The Westbury, Dublin
June 14, 2018 Le Meridien Piccadilly, London
July 12, 2018 Le Meridien Piccadilly, London
August 30, 2018 Le Meridien Piccadilly, London
September 13, 2018 Le Meridien Piccadilly, London
September 20, 2018 Apollo Hotel, Amsterdam
October 2, 2018 7A Strandvägen, Stockholm
October 11, 2018 Le Meridien Piccadilly, London
November 8, 2018 Le Meridien Piccadilly, London
November 15, 2018 Le Meridien Piccadilly, London
November 22, 2018 Manchester
December 11, 2018 Le Meridien Piccadilly, London