SPS Virtual:

Annual Bond Investment Strategies for Pension Funds

January 14, 2021


This conference will examine a range of pension fund bond investment strategies and discuss the opportunities and challenges of different types of fixed income  assets in the current climate. With a view on economic trends and policy, as well as pension funds’ long term funding objectives, we aim to cover strategies designed, among others, to provide income and manage cashflows, improve returns, manage risks, such as volatility and inflation, and implement ESG in both public and private bond markets.


This will be a virtual conference .  Speakers and topics confirmed so far include:



Sponsor lounge opens

Registration & Meet and Greet


Session 1: Factor Investing and Climate Risk within Fixed Income Portfolios



Andrew Harrison


Law Debenture

Henke Harald_edited.jpg

Head of Fixed Income Portfolio Management

Quoniam Asset Management

Fixed Income Factor Investing

Factor-based strategies are increasingly being used not only for equities, but also for bonds. It is crucial for investors to look closely at the details, because the various systematic approaches can vary considerably.

  • Existence of factors and differences to equities

  • Combining factors and empirical results

  • Does liquidity allow for factor-based strategies?


Responsible Investment Manager

Aegon Asset Management


Fixed Income Investment Manager

Aegon Asset Managment

Understanding climate risk within fixed income portfolios

  • The regulatory, societal, client and investment context driving a greater awareness of climate-related risks.

  • Challenges in identifying and understanding climate risks within fixed income portfolios across diverse sectors, geographies, credit qualities and maturity profiles.

  • A case study based on a short-dated investment-grade corporate bond portfolio.



Mid morning break

Session 2:  Practical Lessons in ESG and Impact Investing in a Bond Portfolio



Celene Lee

Principal & Senior Investment Consultant


Tammie Tang.jpg

Fixed Income Portfolio Manager

Columbia Threadneedle Investments

Issuer Engagement in Fixed Income  

Engagement is typically the remit of equity investors, however there is increasing opportunity to achieve change, and positive impact through engagement with issuers, prior to new issue, and over time.  This presentation will discuss experience of engaging with Government and corporate bond issuers, as well as the development and growth of the market. 


Head of Emerging Market Debt

Pictet Asset Management

Why Investors in Emerging Market Sovereign Bonds Need to Pay Attention to

ESG Factors

  • How ESG considerations are especially relevant for Emerging Markets and how integrating ESG can help to avoid risk and identify investment opportunities.

  • Why proprietary ESG research is essential and must include an on-the-ground perspective.


Networking break


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

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.

SPS Virtual: Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

SPS Virtual European Pensions Investment, Post-Covid

June 3, 2021

SPS Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 8, 2021

The Dilly, London

SPS Optimising Value in Bonds for Pension Funds

September 2, 2021

The Dilly, London

SPS Alternative Investment Strategies for Pension Funds

September 16, 2021

The Dilly, London

SPS Sustainable Assets & ESG Investing for Dutch Pension Funds

September 29, 2021

Apollo Hotel, Amsterdam

SPS Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 6, 2021

The Dilly, London

SPS Nordic Institutional Investors’: ESG, Impact & Sustainable Investing

October 19, 2021


SPS Current Investment Issues for Pension Funds

November 9, 2021

The Dilly, London

SPS Local Authority Pension Funds’ Sustainable Investment Strategies

November 18, 2021

The Dilly, London

SPS Annual Northern Investment Conference for Pension Funds

November 24, 2021

Marriott Victoria & Albert Hotel, Manchester

SPS Private Market Investors’ Annual Seminar

December 7, 2021

The Dilly, London

Media Partners

Savvy Investor 2019.jpg