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SPS Fiduciary, OCIO and Investment Governance for Pension Funds

July 11, 2024

The View at the Royal College of Surgeons, London


This conference aims to examine the role of fiduciary management and OCIO’s in pension fund investment management and to review a range of strategies designed to improve governance. We will look at the potential impact on portfolios of using such strategies and whether these are effective in improving governance without increasing risk or net costs. We will also consider practical issues such as selecting, implementing & monitoring managers and funds, journey planning and endgame solutions.





Session 1

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Client Director

ZEDRA Governance

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Head of UK Investment Strategy

SECOR Asset Management

LDI 2.0 – the importance of a more precise and dynamic approach & the benefits to investment Governance for FM/OCIO & Trustees


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Labaton Keller Sucharow LLP


Shareholder Litigation as Part of Pension Funds’ Toolkit for Advancing Corporate Governance and Sustainability in their Investments

Shareholder litigation can be an important part of the “toolkit” for pension funds to advance corporate governance and sustainability in the companies they invest in. Shareholder suits and engagement via litigation allow funds to monitor their investment portfolio to ensure it is aligned with their broader goals as fiduciaries. In addition, derivative actions—where investors sue “on behalf of” a company they are invested in to reform the company itself—are increasingly used to advance sustainable and responsible investing goals.  
How do these actions accomplish such goals?  How can institutional investors monitor alignment with their responsibilities and goals and use U.S. securities actions to advance them? What lessons can be learned from pursuing these actions?  This interactive session will explore these themes through discussion of recent examples and hypotheticals.

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Chairman of the Board

Merchant Navy Officers Pension Fund (MNOPF)




Session 2

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Head of Fiduciary Oversight

XPS Pensions

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Commercial Leader for UK Investments


Fiduciary Management/OCIO – what’s in a name?

In the mid ’00s the concept of Fiduciary Management hit the UK pensions industry. Many an hour of conference time was spent debating naming conventions (implemented consulting, delegated solutions, etc.), before finally settling on “fiduciary management”. Focus thankfully shifted to spending time on providing Trustees and sponsors with strong investment and governance solutions. However, today the Fiduciary Management market seems to be returning to its roots of debating naming conventions by bringing in “OCIO”.  Is this just another vocabulary distraction? Is it just another example of ‘Americanisation’ of the English language? Or does anyone explicitly or implicitly benefit from the change in terminology? 

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Partner & Head of FM Evaluation

Barnett Waddingham


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Associate and Head of FM Research

Barnett Waddingham

How do you know if your FM/OCIO provider doing a good job?

Fiduciary Management and OCIO mandates involve considerable delegation of investment decisions, increasing trustee responsibility for monitoring provider performance.  But with such bespoke mandates, what are the performance indicators you should be monitoring?  And how do you ensure you get adequate information from your provider to do this? This session will explore different lenses of performance evaluation and how to set up a framework and put forward a framework to help you oversee your provider.




Session 3

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Head of Fiduciary Oversight

XPS Pensions

Nandha Hiten.jfif

Investment Consultant

The Pensions Regulator


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Head of Policy

The Pensions Regulator

Trustees, good governance and the investment landscape

•    Trusteeship – trends and challenges
•    Setting standards – governance codes, registers, supervision of professional trustees
•    investment landscape and governance models.


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Partner and Head of Fiduciary Management Oversight


Is governance becoming excessively onerous for smaller schemes?

  • Where is governance becoming onerous?

    • Complexity of investment landscape

    • Market environment

    • Regulations

    • Other Trustee responsibilities

  • Why is it more difficult for smaller schemes?

  • What is the current situation and make up of the FM universe?

  • How are smaller schemes dealing with it?

  • How do we see this moving forwards and what solutions are there?

  • What are the benefits of FM for smaller schemes?




Session 4


Speaker to be confirmed


Company to be confirmed

Topic to be confirmed

Case studies and views from pension funds.

Panellist confirmed to date:

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Trustee Executive


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Head of Manager Selection & Monitoring

USS Investment Management Ltd

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Senior Manager, Client Investment Solutions



Close of conference followed by drinks reception


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.


The View at the Royal College of Surgeons

38-43 Lincoln's Inn Fields

Tel: 020 7869 6703

The View is centrally located at Lincoln’s Inn Fields within easy walking distance of Holborn (Piccadilly and Central lines) and Temple (District and Circle Lines) underground stations. It is a short taxi or underground journey from most major rail stations. Two NCP car parks are situated nearby.

Media Partners

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