This conference will help pension funds to review their investment strategy and to understand the risks associated with different approaches and how these can be managed and controlled. We will consider the benefits of diversification for the more mainstream asset classes such as bonds and equities as well as looking at applications for alternative investment and sustainable investing strategies and how incorporating such strategies into an overall portfolio can improve a funds risk management
Comments from Delegates Included
"As usual an excellent and well organised conference" Don Hanson, University of Manchester Pension Fund
"A very well run day in a very nice venue." Anon
"Very timely for CGPs funds wirh new risk reporting/commentary obligations" Malcolm Smith, London Borough Richmond Upon Thames
"Thank you for inviting me to this conference!" Derrick Sheppard, Environment Agency
"Timing of the day was very good" Anon
Pension Funds who attended this conference included:
Aerion Fund Management Ltd
Akzo Nobel Pension Scheme
Berkshire Pension Fund
BG Group
Booker Tate UK Pension Scheme
British Steel Pension Fund
Capital Cranfield Trustees
Clwyd Pension Fund
Countrywide Assured plc
Energizer Trust Limited
Environment Agency
GlaxoSmithKline plc
Hampshire County Council
Hamworthy plc
Herts County Council
HSBC Bank plc
Intercontinental Hotels Group plc
James Latham plc Pension Fund
John Lewis Partnership Pensions Trust
Kier Group plc
Kuwait Investment Office
Lloyd's Register Superannuation Fund Association
Lloyd's Superannuation Fund
London Borough of Lambeth
London Borough of Richmond upon Thames
Molins UK Pension
PA Pension Trustees Limited
Pension Protection Fund
Personal Accounts Delivery Authority
Royal Mail Pensions
Royal Mail Pensions Trustees Ltd
Sappi UK Pension Scheme
SAUL Trustee Company
Scott Bader Pension Trust Limited
Sodexho Pension Fund
Transport for London
University of Manchester Superannuation Scheme
West Yorkshire Pension Fund
Willis Pension Trustees Ltd
A similar conference which was run previously can be found
here
Moderator: Judy Saunders, Chief Investment Officer, West Midlands Metroplitan Authorities Pension Fund
“A Real Risk Management Plan”
Hymans Robertson to speak first on adopting a risk based approach to setting long term investment strategy and a dynamic approach to asset allocation; this includes considering the actuarial valuation and investment strategy in combination and developing a proper risk management plan.
John Dickson, Head of Investment Consultancy, Hymans Robertson
“Generating True Asset Asymmetry”
Investing is a cyclical business - the challenge is investing through the cycle; Perception of what happens can change as a result of your viewpoint; Force yourself to look from different angles; Enforce discipline to ensure greed doesn't dominate.
Olaf Van Den Heuvel, Head of Strategy, AEGON Asset Management, The Hague
10.30
Coffee/Tea
11.00
Risk and Reward
Moderator: Andrew Elliott, Senior Investment Consultant, Hymans Robertson
“Slicing your Portfolio Risks and Constructing Robust Solutions”
Assessing your portfolio across traditional and new risk metrics. Alternative Investments - Capturing opportunities and understanding the risks. Funding levels and implications for the return seeking portfolio.
Joseph McDonnell, Head of Portfolio Solutions in EMEA, Senior Portfolio Manager for Diversified Alternatives, Alternative Investment Partners, Morgan Stanley Investment Management
“An Analyst's Perspective on Risk and Research”
Why talking to management is not research. Considering how tools such proprietary surveys can help identify emerging trends before they are widely recognized; Considering why risk is a key consideration for an effective analyst; Can a fixed Income perspective help inform risk/reward decisions in the equity world.
Wahid Chammas, Managing Director, Equity Research, Janus Capital Group
12.20
Drinks and Lunch
13.50
Practical Solutions: Using Diversification
“Real Estate Diversification”
Reviewing the reasons for investing in real estate in a multi asset portfolio; Considering opportunities within the asset class and how they work together to provide a compelling investment opportunity; Looking at the means of diversifying by approach, country, sector and return profile; The case for Real Estate; Local or Global exposure; How to get that exposure - Unlisted v Listed.
Guy Seaborn, Senior Vice President, European Marketing and Client Service, ING Clarion Real Estate Securities
“Trustee Communications”
How can trustees best ensure that they know what is happening to their fund and are seen to stay in control of investment policy and fund strategy? How can trustees really manage their pension fund’s risk exposure? How closely need you Link Liabilities to Assets? Using External Advisers to best effect.
Peter Kraneveld, Secretary, A-ERE
“Panel Session”
A panel of pension scheme executives and trustees will talk about their experiences.
Panellists to include.
Roy Gillson, Chief Executive, Aerion Fund Management Ltd.
Ian McKnight, Investment Strategy Manager, Royal Mail Pension Trustees Limited
