CONFERENCE DETAILS

 

Nordic Pension Fund & Institutional Investors Conference
 

 

2 October 2018
7A Strandvägen, Stockholm

Programme

  

Nordic Pension Fund & Institutional Investors Conference


08.30    :    Registration and Coffee

 

08.55    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.00   :      Session 1:  Introduction

 

Henrik NordlingModerator: Henrik Nordling, Senior Advisor, Svensk Handel Forsäkringar

 

 

                 

                  

 

 

Sara Bernow, Partner & Global ESG Lead, McKinsey & Company

 

Examining the Increasing Opportunities in Private Equity and Credit & ESG Considerations

As pension funds increase their illiquid investments, this talk will look at opportunities and investment strategies. It will also cover the increasing work on increasing ESG issues in this area.

 

 

Axel Groß-Klußmann, Senior Associate Partner, Multi-Asset, Quoniam Asset Management

 

 

Risk Premia 2.0 - Evolution and Diversification: Is more Premia always Better?

  • Is market-neutral a myth?
  • Looking at different kinds of beta.
  • Optimal diversification - how many risk premia?

 

10.15    :    Coffee/Tea

 

 

10.45     :    Session 2: ESG Considerations in Portfolios

 

Moderator: Gunnela Hahn, Head of Responsible Investments, Church of Sweden

 

 

 

 

Simon Cooke, Analyst Emerging Markets, Insight Investment

 

Debunking the ESG Myths in Emerging Market Debt

EM governance standards are so poor as to make ESG irrelevant.  Regardless, there is no ESG data available to analyse anyway. That is what many say. Is it the truth? No. ESG analysis, properly incorporated into the investment process, has the potential to generate consistent alpha.  It should be a structural component of EMD investing. Not something to ignore.

 

  

Gerold Permoser, CIO & Chief Sustainability Officer, Erste Asset Management

 

ESG Integration and its Pitfalls

Over the last years, Sustainable Investing developed from a market niche into a mainstream topic. Still, Sustainable Investing is an opaque topic and seen very differently within but also between countries and regional investment traditions. Consequently, very often discussions focus on the definition of Sustainable Investing and much less on how it can be done in practice. Contrary to this we would like to focus on implementation pitfalls in setting up a Sustainable Investment process. Given the broad scope of the topic will we focus on the topics of performance consequences and voting.

 

Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management

    

 Looking beyond Engagement in Index Funds - no Reason to be Passive

Index investors own the entire market, so they have the ultimate interest in protecting long term risks. This requires a change in focus for ESG, from outperforming companies (seeking alpha) to protecting overall market returns (beta). This talk will look at how, with improved data, index investors have more options than is usually assumed to serve as drivers of change, and how company engagement is imperative in raising standards for the entire market.

 

12.30    :     Drinks and Lunch

 

13.40    :     Session 3: 

 

 

Moderator: tbc

 

 

 

 

   

Fong Yee Chan, Senior Product manager (Sustainable Investment), FTSE Russell

 

Integrating Sustainable Investment into Passive Portfolios -an Index Provider's Perspective

This talk will

  • Describe how and why demand is increasing for index based approaches to sustainable investment implementation
  • Demonstrate how investor objectives on sustainable investment can be incorporated into index design
  • Highlight the outcomes of sustainable investment index design
  • Outline how an index provider can engage the market and provide alignment with Asset Owner stewardship / engagement objectives

 

 

 

Mark Fitzgerald, Head of ETF Product Management, Vanguard Europe

 

Factor Investing: Key Considerations

This talk makes the case that factor investing is active investing and that strategies need to be actively implemented. It outlines the benefits and risks of active and passive implementation and will consider how to obtain consistent factor exposure and avoid factor delay. We will highlight how some factor strategies can deliver different factor exposure from what you thought.

 

 

14.50        Session 4: Updates from the Industry

 

  

 

Erik Fransson, Director Fund Department, Swedish Pensions Agency

 

 

The New Premium Pension System

Examining the new reforms and the impact they will have on Swedish pension provision.

 

 

Panel: What's on our agenda?

A panel of pension funds/investors discuss the issues of concern to them at the moment. Topics may include ESG, increasing illiquidity, manager selection.
Speakers to be confirmed

 

    

16.00    :    Drinks Reception & Close of Conference

Purpose

This conference is for Nordic institutional investors, particularly pension funds, foundations, family offices and private banks, as well as selected institutional investors from further afield. 

Cost

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.

Venue

7A Strandvägen  

114 51 Stockholm

Tel: +46(0)8-586 107 00

website

 

 

FUTURE
CONFERENCES

 

Credit & Private Debt Investing for Pension Funds

August 30, 2018                                Le Meridien Piccadilly, London

Alternative & Innovative Investment Strategies for Pension Funds

September 13, 2018                          Le Meridien Piccadilly, London

Investment Insights & Issues for Dutch Pension Funds

September 20, 2018                          Apollo Hotel, Amsterdam

Nordic Institutional Investors' Conference

October 2, 2018                              7A StrandvägenStockholm

Property and other Real Asset Investment Strategies for Pension Funds

October 11, 2018                              Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 8, 2018                            Le Meridien Piccadilly, London

Local Authority Pension Funds' Investment Strategies

November 15, 2018                          Le Meridien Piccadilly, London

Investment Conference for Pension Funds

November 22, 2018                          V&A Marriott, Manchester

Private Equity (& Debt) Investors' Annual Seminar

December 11, 2018                          Le Meridien Piccadilly, London

Annual Bond Investment Strategies for Pension Funds

January 10, 2019                           Le Meridien Piccadilly, London 

Investment Strategies for Pension Funds

February 14, 2019                           Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 7, 2019                              Copenhagen

Local Authority Pension Fund Investment Issues 

March 13, 2019                              Le Meridien Piccadilly, London   

Annual Investment Strategies for Dutch Pension Funds            

March 21, 2019                              Apollo Hotel, Amsterdam

Fiduciary Management & Investment Governance for Pension Funds                   

April 10, 2019                                Le Meridien Piccadilly, London 

Annual DC Pension Investment Developments & Current Issues

April 17, 2019                                Le Meridien Piccadilly, London 

ESG & Sustainable Investment Strategies for Pension Funds

May 9, 2019                                    Le Meridien Piccadilly, London   

Irish Pension Fund Investment & Current Issues             

June 11, 2019                              Dublin

Infrastructure & Real Asset Investment Strategies for Pension Funds

June 18, 2019                                Le Meridien Piccadilly, London 

Investment Strategies & Cash Flow Management for Maturing Pension Funds             

July 11, 2019                                    Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds  

September 5, 2019                            Le Meridien Piccadilly, London 

Alternative & Innovative Investment Strategies Conference for Pension Funds 

September 12, 2019                          Le Meridien Piccadilly, London   

ESG Investments & Issues for Dutch Pension Funds

September 24, 2019                          Apollo Hotel, Amsterdam 

Nordic Institutional Investors' Conference

October 3, 2019                    7A Strandvägen, Stockholm

Annual Property Investment Strategies for Pension Funds 

October 10, 2019                           Le Meridien Piccadilly, London 

Current Investment Issues for Pension Funds                  

November 7, 2019                            Le Meridien Piccadilly, London

ESG & Topical Investment Issues for Local Authority Pension Investors

November 14, 2019                          Le Meridien Piccadilly, London 

Annual Northern Investment Conference for Pension Funds 

November 21, 2019                          The Met Hotel, Leeds

Private Equity & Debt Investors' Annual Seminar

December 5, 2019                            Le Meridien Piccadilly, London

OUR CONFERENCES