Investment Strategies for Pension Funds
February 11, 2021
This event, one of the broadest in the SPS UK calendar will enable pension funds, to review a range of investment strategies as well as the asset mix designed to help achieve their investment objectives. We aim to take account of global and local regulatory and economic impacts as well as, where appropriate, scheme considerations such as cashflow, performance, governance, cost, risk management, communications, ESG and implementation.
This will be a virtual conference with approximate timings of:
Sponsor Lounges open
Registration and Meet & Greet
Session One: Challenges in 2021, Asset Allocation & Dynamic Risk Management
River & Mercantile
Navigating the key issues facing Schemes in 2021
River and Mercantile has undertaken extensive research, in partnership with the PMI, to understand the key issues facing trustees in 2021. Ajeet Manjrekar will talk through the key findings and elaborate on what schemes can do to address these challenges. This will be a thought-provoking session that will provide you with clear direction on the challenges in 2021.
PhD, Managing Director, Deputy CIO
Asset Allocation thought out of the box: beyond the traditional paradigms of Asset Allocation
Traditionally, Asset Allocation is about defining a strategic asset allocation and deviating around tactically, which in practice turns both out to be extremely challenging. In this short presentation we propose a robust and out of the box conceptual framework to build a cross-asset portfolio where neither predictions nor top-down analysis are needed to select asset classes or single assets and assign weights to them. Adopted as the only goal of the portfolio construction process, diversification delivers the full risk premium of the market.
Chief Investment Officer
Systematic Techniques to Navigate Uncertainty
- With an uncertain outlook for traditional asset classes, we will explore how investors can integrate dynamic risk management into their portfolios to position themselves for a variety of outcomes
- We will focus on three techniques - volatility targeting, and the use of active overlays for both momentum and correlation - and will show that when combined, these can be used to effectively reduce risk while preserving returns
Virtual Coffee Break and discussion room for speakers and all attendees
Sponsors Lounges Open
Session Two: A Look at Asset Classes & Pension Fund Case study
Managing Director, Infrastructure
From COVID recovery to net zero – the future of infrastructure investment
We will not forget 2020 in a hurry. In time, it may be looked back on as a pivotal period when profound changes to society took hold; affecting the kinds of infrastructure required to deliver public services. The way we work, live and travel for business or pleasure – as well as our use of technology – could be radically altered. Two significant drivers are likely to have an immediate impact on infrastructure investment in the UK. Stimulating the post-COVID economy and the pathway to a lower-carbon future to deliver net zero. The presentation will consider how Government policy will influence the infrastructure market and how investor strategies will need to align to these opportunities.
Head of Sales EMEA
World Gold Council
A golden allocation for pension funds
This presentation from the World Gold Council will demystify some of the most commonly
held misconceptions about gold including topics such as:
Gold’s lack of yield makes it an unattractive investment
Gold is nothing more than a doomsday asset
The gold market isn’t very liquid
Gold is no different to commodities
Conference participants will also learn about the global drivers behind gold demand and how an allocation to gold can help reduce a portfolio’s risk adjusted returns.
Pension Fund Case Study
Virtual break and discussion room for session 2 speakers and all attendees
Sponsor Lounges Open
Close of virtual conference
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. SPS always reserves the right of admission (free or paid) and our decision is final.
SPS Virtual will be hosted on a dedicated webpage so you won’t need to download any specific software.
Full login and password details will be sent to you after you register.