SPS Annual Bond Investment Strategies for Pension Funds
January 11, 2022
The Dilly, London
This conference will explore a variety of bond and credit investment strategies/solutions for pension funds,
examining the opportunities and challenges associated with each in a post-Brexit, post-pandemic economy.
With an eye on macroeconomic trends and policy, as well as pension funds’ long term funding objectives and
ESG requirements, we aim to include both public and private strategies ranging from those designed to
manage cashflows, volatility, interest rates or inflation to those intended to improve returns.
Full details to be announced
This will be a full day conference with approximate timings of:
End of conference followed by drinks reception
Speakers and topics to date:
Brandywine Global (A Franklin Templeton company)
Corporate credit: ESG improvers or best in class? Which is more likely to drive long term returns in the transition to Net Zero?
Senior Portfolio Manager, Rates & Money Markets
Aegon Asset Management
Bringing sustainable investing to sovereign bonds
The past decade has seen the widespread integration of ESG factors in investment decision-making, particularly in equities, corporate bonds and real assets. Sustainability considerations, however, have often been considered too difficult to apply in government bonds, despite the importance of the asset class to long-term institutional investors such as pension funds and insurers. This talk will discuss how innovative solutions are changing that approach, offering an investment with strong capital-preservation characteristics and attractive yields.
Head of Investment Grade Credit
Pictet Asset Management
Strategic Credit: Times have changed in fixed income, should your approach?
The investing landscape has changed in fixed income. Central bank and investor actions have distorted the playing field; downside risks have increased and mis-pricings are commonplace. Jon will talk about the ‘very long in the tooth’ credit cycle, the outlook for central bank tapering, and why Modern Monetary Theory could be the last hope for policymakers.
Investing for income in 2022; using higher yielding fixed income in the de-risking journey
This presentation will share views of the macro environment and how in this context UK DB pension schemes can enhance their portfolios to incorporate liquid, higher yielding fixed income, and how this can help to improve funding levels and cash flows to support continued de-risking.
Chief Investment Officer
Independent Trustee Services
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are 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 3 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.