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
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?
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
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
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.
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.