SPS Local Authority Pension Fund Investment: Current Issues Update
March 14, 2023
The View at the Royal College of Surgeons, London
• Understand how the economic headwinds are impacting LGPS fund investment
• Hear different investment strategies effective in the new investment environment
• Further your knowledge of TCFD and climate reporting
• Learn from other LGPS colleagues
• Network with LGPS community and providers in an educational informal setting
Session 1: The Investment Landscape
Inflation and its impact on funds' liabilities and assets
• Why rising inflation matters to the LGPS
• What’s driving inflation in the short term and what next for inflation
• Long term structural drivers of inflation
• How LGPS funds can protect themselves from changes in inflation
Senior Fund Manager
J O Hambro Capital Management
Macro considerations in 2023 and beyond
Mid-morning refreshment break
Business Development Director – UK
The Globalisation of Securities Litigation: the opportunities and challenges for UK pension schemes.
As investors have looked increasingly overseas for their investments, they have also had to ensure that the tools in their engagement armoury are fit for purpose to protect their members' and clients' assets. Securities actions are an effective way of protecting investors’ interests when investing overseas and particularly in the U.S., which has a tried and tested method for compensating defrauded investors. This session will explore some of the interesting developments in case law and legislation across Europe, as well as developments in the U.S., which highlight the options for global investors who are seeking legal redress. With the continued amplification of ESG concerns, we will also explore how active engagement in litigation is being used as a means of bringing about corporate governance reforms which otherwise would not have been achieved.
Managing Director, Infrastructure Equity
Intermediate Capital Group
Investing in infrastructure: opportunities in Energy Transition, Digital and Mobility
Investing directly in infrastructure investments that provide societal change. Understanding the opportunities available and managing the risks.
Hotchkis & Wiley
This Value-Led Market May Be Just Beginning
This presentation is intended to show how, despite the value rally over the past year, global value stocks still trade at attractive multiples relative to their history and to growth stocks.
Head of Community Housing and Managing Director
Housing that delivers for people, places and planet
Update on the current market dynamics for residential housing in the UK
(Lack of) progress tackling affordability crisis
(Lack of) progress with energy efficiency
How to integrate carbon neutrality/zero carbon into affordable housing
Session 4: Climate Risk Reporting and Views from the Ground
Senior Pensions Consultant
Climate Risk Reporting
The reporting consultation requirements
Timetable for implementation
Challenges for funds
The position of Pools
Panel - TCFD
Pension Fund Panel - Investment Issues
Close of conference
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.