CONFERENCE DETAILS

 

Spotlight Series: Value for Money & Low Cost Investment Strategies for Pension Funds
 

 

11 May 2017
London – Le Meridien Piccadilly Hotel

Programme

  

Value for Money and Low Cost Investment Strategies for Pension Funds


08.30    :    Registration and Coffee

 

09.00    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.10   :      Session 1:  Setting the Scene

 

Headshot Moderator: tbc

 

 

 

 

HeadshotSpeaker tbc, Aon Hewitt

 

Understanding trustee investment decision-making

Reviewing the findings of a Research partnership between Aon Hewitt and Leeds University Business School and looking to see how it can help improve the efficiency and effectiveness of pension scheme investments and costs.

 

 

Oliver JaegemannOliver Jaegemann, Global Head, The Asset Management Exchange (AMX)

 

Duplication - the enemy of efficiency

The industry is full of duplication. Duplication of effort and costs.  Low costs - don't focus just on manager fees.  How to explain the three different layers and how to control them.  The basis for good negotiation. The impact of a centralised model on costs. The impact of a centralised model on trustee life.
 

10.30     :    Coffee/Tea

 

11.00     :    Session 2:  Risk and Reward

 

John ArthurModerator: John Arthur, Managing Director, Allenbridge

 

 

 

  

Pascal SpielmannPascal Spielmann, Executive Director, LGT Investment Partners

 

Alternative Risk Premia: How to invest in a cost-effective way and avoid potential pitfalls

Why have we seen a rise of smart beta / factor investing and now Alternative Risk Premia and what exactly are these strategies? What about the potential pitfalls in ARP investing: back testing, bank trading strategies, crowded trades and more? Can Engineering generic alpha be a cost effective investment technique? How can you achieve a low TER and Solvency Capital Ratio for Solvency II purposes? 

  

 

 

Andrew HarmanAndrew HarmanPortfolio Manager, Multi Asset Solutions, First State Investments

  

When Beta is not Enough

Success in investing is about achieving financial goals.  These might be a required level of Income or desired level of savings at retirement. To meet these goals and achieve investment success over a specified period, we think investment decisions need to balance return ambitions, risk appetite, and time horizon.  In an environment where political uncertainty, low growth and low expected returns are more likely, most investors cannot rely on 'long-run average market returns'.  With financial markets subject to frequent booms and busts, asset allocation decisions are not sufficient and we think alpha strategies and portfolio protection will be critical to deliver on investors objectives going forward.    

 

 

12.20    :     Drinks and Lunch

 

14.00    :     Session 3:  Practical Issues

 

 

Alan PickeringModerator:  Alan Pickering, Chair, BESTrustees 

 

 

 

 

   

HeadshotSpeaker: tbc

 

Managing Cash Flow

How do you go about effectively managing cash flow to ensure schemes can meet pension payments? What should you do if your income requirements are more that the cash your investments produce? What if you can't rely on sponsor contributions? The dangers of relying on asset sales; What are the most cost-effective strategies you can consider? 

 

 

Simon Hill

Simon Hill, Chief Investment Officer, Conduent HR Services

 

Facing up to a Challenging Future

How can you cost effectively look at the potential impact economic issues could have on your pension fund? And what about major recent events? Bonds alone will not solve your problems; indexing may be cheap but will that really help? Will diversification be the "magic bullet" and what else can you do?

 

 

15.20         Session 4:  Pension Fund Insights

 

Alan PickeringModerator: Alan Pickering, Chair BESTrustees

 

 

 

  

A panel of pension scheme executives and trustees will talk about their pension fund's fixed income investment strategies and experiences. Panellists to be confirmed.

 

 

 

 

 

16.20    :    Drinks Reception & Close of Conference

Purpose

In these fiscally straitened times, pension funds are under pressure to reduce the operating costs of their
portfolios and are increasingly looking for value for money from their investments. This conference seeks to
review a variety of the low cost or good value strategies/opportunities available in the market to help pension
funds in their quest, and to look at some of the related practical issues implications and considerations.

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.

Sponsors

Venue

Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574

www.lemeridienpiccadilly.co.uk

 

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

MAP

FUTURE
CONFERENCES

 

SPS Spotlight Series: Value for Money & Low Cost Investment Strategies for Pension Funds

May 11, 2017                                   Le Meridien Piccadilly, London

SPS Spotlight Series: LDI Strategies & Risk Management Developments for Pension Funds

June 8, 2017                                     Le Meridien Piccadilly, London

SPS Spotlight Series: DC Pension Developments & Current Issues

June 15, 2017                                   Le Meridien Piccadilly, London

SPS Spotlight Series: Investment Issues for Maturing Pension Funds

July 13, 2017                                   Le Meridien Piccadilly, London

Alternative Credit and Private Debt Investing for Pension Funds

August 31, 2017                               Le Meridien Piccadilly, London

Emerging, Frontier & Alternative Markets Investment Strategies for Pension Funds

September 14, 2017                         Le Meridien Piccadilly, London

Investment Insights & Issues for Dutch Investors

September 21, 2017                         Apollo Hotel, Amsterdam

Annual Nordic Institutional Investors' Conference

October 3, 2017                                 7A Odenplan, Stockholm

Property, Real Assets & Infrastructure Investing for Yield for Pension Funds

October 12, 2017                             Le Meridien Piccadilly, London

Annual Round up & Current Investment Issues for Pension Funds

November 9, 2017                             Le Meridien Piccadilly, London

Annual Northern Investment Conference for Pension Funds

November 16, 2017                           The Met Hotel, Leeds

SPS Spotlight Series: LGPSs in Flux - Investment Issues & Solutions

November 23, 2017                           Le Meridien Piccadilly, London