Investment Insights for Dutch Pension Funds & Institutional Investors


21 September 2017
Amsterdam – Apollo Hotel



Investment Insights for Dutch Pension Funds & Institutional Investors

08.30    :    Registration and Coffee


09.00    :    Welcome & Opening Remarks


TrevorTrevor Cook, Managing Director, Specialist Pension Services





09.05   :      Keynote Address & Impact Investing


 Moderator: Marcel Jeucken, Managing Director Responsible Investing, PGGM





Natasha Braginsky MounierFieke van der Lecq, Crown Member, SER; Professor of Pension Markets, VU


A New Dutch Pension System & Investing for the Long Term

A move to long term investing and value creation is gaining traction but what does it mean in practice? SER proposals for a new pension system are due early Autumn. What do they reveal and how does this tie into long term sustainable pension investment?  


9.40    :      Global Equity Impact Investing: Panel session 


Ross McSkimmingRoss McSkimming, Investment Director, Equities, Standard Life Investments




Louise Kooy-Henckel, Investment Director, Equities, Wellington Management




Tomás Carruthers, Chief Executive, Social Stock Exchange

  • What is impact Investing?
  • Private versus Public markets
  • Why should pension funds care about impact investing?
  • What's the investment case?
  • Why fundamental research is key to assessing financial returns and quantifying impact
  • What are the opportunities, challenges and critical questions to ask of both investment managers and pension fund colleagues?
  • What would an impact portfolio look like and where does it sit in an overall portfolio allocation?
  • What are pension fund experiences of these investments?


10.55     :    Coffee/Tea


11.20     :    Session 2:  Equity Investment Strategies


Moderator: Ramon Tol, Senior Fund Manager Equities, Blue Sky Group





christopher schaeferChristopher Schaefer, Senior Portfolio Manager, Union Investment


European Stocks back in the Spotlight: Why Investors are taking another Look


  • Topics and trends: Scrutinizing the key drivers for European equities
  • Regions, sectors, styles: What's hot, what's not?
  • Generating alpha: On the advantages of comprehensive fundamental analysis and sophisticated stock selection
  • Adding value: Displaying the true benefits of active management for equity portfolios



Andres Perez Andres Perez, Associate Portfolio Manager, AGF Investments





  •  Approaching the tipping point?  Examining market & political forces in de-globalisation
  •  Impact on employment, wages, corporate profits and returns
  •  How AI / Technology may upend previous norms
  •  Identifying winners and losers: benefits and risks by industry, market and corporate structure


12.40     :     Drinks and Lunch


13.50    :     Session 3:  Approaches to Active & Passive Investing


HeadshotModerator:  Wouter Weijand, Chief Investment Officer, Providence Capital





Ankul DagaAnkul Daga, Senior Investment Strategist, Vanguard Asset Management


Active or Passive?

A framework for decision making

Investing actively is rarely an either/or decision. This session discusses the active-passive decision in terms of portfolio construction. We present a framework to help decide on the investment approach and highlight the key success factors for active investing.




Marlies van Boven, Managing Director Research & Analytics, FTSE Russell


Smart Beta meets Sustainability

The 2017 FTSE Russell Global Smart Beta Survey showed that 60% of EMEA respondents are looking to place ESG considerations into their smart beta strategies; motivated by investment led, rather than social or ethical reasons. This talk will look at combining ESG considerations with multi-factor preferences to create a single index solution.


15.10         Coffee/Tea


15.30         Session 4:  Investor Case Studies & Panel Discussion


Current Issues of concern for Dutch Pension Fund Investors

Investors will discuss current investment priorities and topics of interest for their pension fund. Topics to be covered include:


Incorporating sustainable investment in a fixed income portfolio.


Panellists include:


Alex Neve Alex Neve, Director of Fixed Income, Univest





Jacco HeemskerkJacco Heemskerk, Chair, Cindu Pension Fund; President, CFA Society Netherlands





 Roland van den Brink, Manager Investments, Appolaris




16.30    :    Drinks Reception & Close of Conference



This conference aims to examine a range of topical investment issues relevant to Dutch pension funds and other institutional investors.


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.


Apollo Hotel, Amsterdam




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