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Investment Strategies for

Pension Funds 

February 13, 2020

London – Le Meridien Piccadilly, London

Purpose

This event, one of the broadest in scope within the SPS calendar, aims to help pension funds to review their overall investment strategy. Presentations could take account of external regulatory and geopolitical impacts as well as scheme considerations such as cash-flow, growth and other current challenges. We aim to examine a range of both traditional and leading-edge investment strategies and ways to balance risks with expected returns to achieve scheme objectives. This will include consideration of the performance objectives of strategies as well as a range of practical issues such as governance, risk management, reporting,transparency and implementation.

Programme

Investment Strategies for Pension Funds

08.45

Registration and coffee

09.15

Welcome and opening remarks

Trevor Cook

Managing Director

Specialist Pension Services

09.20

Session 1; Investing in Equities and Renewables

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Moderator:

Trustee Director

20-20 Trustees

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Investment Director

Macquarie ValueInvest Global Equity

Investing in Equities - Strategic and Cyclical Considerations

UK DB Pension Schemes currently have 20% of their assets allocated to equities, down from 54% only 10 years ago in 2009, and the trend continues. As DB Pension Schemes mature, what can be done to ensure strategic equity allocations support “endgame” objectives? Equally, as long term investors, are we at an opportune moment for Pension Schemes, both DB and DC, to consider the kind of equity investment approaches that could add value at this point in the cycle?

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Head of UK and European Pensions Practice

Cambridge Associates

Infrastructure: Renewables Investing - Return, Sustainability, Matching and Income. Too good to miss?

Allocations to infrastructure have been attractive due to sustainability of income and outperformance in a low yield environment, whilst also offering some matching characteristics. Not surprisingly, UK pension scheme’s allocation to the sector has grown, with renewables increasingly at the centre of this. This presentation will look at the developing opportunities for pension funds to engage in renewables investment; the benefits and potential pitfalls of these investments, particularly in a post-subsidy environment, approach to access, and the key criteria for investment decision making.

10.30

Coffee/Tea

11.05

Session 2: Investing in today's Volatile markets

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Moderator:

Client Director

PTL

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Head of Long Only Multi Asset Credit

CQS

Multi-asset Credit: A Risk-Managed, Income-Driven Solution to Sub Investment Grade Markets

In today’s volatile markets, we believe the strong focus on secured income in Multi-Asset Credit makes it well suited to meet the increasing income needs of many institutional investors. Multi Asset Credit strategies can target a core of relatively defensive secured-income driven return streams, whilst providing asset class diversity and the flexibility for agile managers to capture the attractive relative value opportunities presented by the growing levels of dispersion which have been a key recent theme in financial markets. As always, we believe investors need to be both nimble and highly selective with respect to asset specific and geographic investments, while continuing to be mindful of geopolitical risk and its influence on markets if they are to navigate these market conditions successfully.

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Fund Manager

Artemis Investment Management

Active Fixed Income as Monetary Policy Reaches its Limit 

  • Fixed income markets in the current socio-economic environment

  • Limitations and challenges for traditional monetary policy and its long-term implications for bond markets

  • Identifying relative value and selective directional opportunities across the investable universe in order to maximise risk adjusted returns

12.15

Drinks and lunch

13.35

Session 3: Long-term Investing and ESG

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Moderator:

Professional Trustee

Capital Cranfield

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Founder

Ricardo Research

Long Term Investing in a Short-term World

Institutional investors with long-dated liabilities extending decades into the future often claim to be long-term investors. However, the same investors will often make decisions and use strategies that are inherently short-term in nature. As a result, many large, long-horizon investors are in fact contributing to dysfunctional capital markets in which short-termism dominates long-term thinking. This session will explore the causes and consequences of short-termism in markets and will suggest ways of mitigating their private and social costs.

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Principal and Senior Investment Consultant

Barnett Waddingham

ESG impacting long-term returns

Schemes are moving to an environment where they may have both a short/medium term funding target and a long-term funding target. This presentation will cover:

  • Recap on what these might look like and some of the factors affecting them;

  • How do the different targets interact on your asset strategy making decisions;

  • How do you set a strategy that meets both;

  • Why does ESG matter;

  • How do you set an ESG policy;

  • How do you embed ESG into your investment strategy

14.45

Coffee/Tea

15.00

Session 4: Presentation and Case Studies

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Moderator:

Director

LawDeb Pension Trustees

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Lead Investment Consultant

The Pensions Regulator

Update from TPR

  • Climate change and investments

  • The investment aspects of the forthcoming DB code:

    • End-game investment strategies

    • Investment strategies prior to the end-game

    • Scope for risk-taking provided it’s well-managed, supported and evidenced

A panel of pension scheme executives and trustees will talk about their pension fund’s investment strategies and experiences. 

 

Panellists to include:

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CEO

Railways Pension Trustees Company Ltd. (RPMI)

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Chairman

The First UK Bus Pension Scheme

16.15

Drinks reception and close of conference

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

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.

SPS Virtual:
Fiduciary Management & Investment Governance for Pension Funds - Rescheduled date

August 25, 2020

SPS Virtual:
Adding Value through Credit & High Yield Investing for Pension Funds

September 3, 2020

SPS Virtual:
Alternative / Innovative Investing for Pension Funds

September 17, 2020

Dutch Pension Fund Investors: Focus on ESG & Impact Investing

September 23, 2020

Apollo Hotel, Amsterdam

Nordic Institutional Investors: Focus on ESG, Impact & Sustainable Investing

October 1, 2020

7A Strandvagen, Stockholm

Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 8, 2020

Le Meridien Piccadilly, London

Investment Strategies & Cash Flow Management for Maturing Pension Funds - Rescheduled date

October 21, 2020

Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 5, 2020

Le Meridien Piccadilly, London

LGPS Investors: Focus on ESG, Responsible & Sustainable Investing

November 12, 2020

Le Meridien Piccadilly, London

Annual Northern Investment Conference for Pension Funds

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

ESG & Impact Investing for Pension Funds - Rescheduled date

December 3, 2020

Le Meridien Piccadilly, London

Media Partners

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COVID-19

Given the escalating situation with Coronavirus/Covid-19, unfortunately we have taken the decision to postpone or cancel all SPS conferences up to end of July 2020. Our conference calendar gives the dates of those events we are currently aiming to run.

SPS conferences is a division of Specialist Pension Services Limited

Registered Address: Northside House, Mount Pleasant, Barnet, Herts, EN4 9EE

Registered in England & Wales No 2706061

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