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CONFERENCE DETAILS

SPS Current Investment Issues for Pension Funds

November 8, 2022

The Dilly, London

Purpose

This wide-ranging event aims to address the most pressing investment issues and challenges facing pension
funds looking ahead to 2023. We seek to include strategies suitable for DB and/or DC pension funds that
could help them to manage these issues, taking account of current and expected global and local regulatory
and economic impacts, as well as investment considerations and practical matters such as ESG compliance,
cashflow, performance, cost, risk management, default and lifestyle strategies.

 
Programme

Full details to be announced

09.00

Registration

09.30

Session 1

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Managing Director, Multi-Asset Solutions

Goldman Sachs Asset Management

Portfolio construction in the face of uncertainty

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Vice President and Lead Portfolio Manager, Emerging Markets Strategies

AGF Investments

Rewiring supply chains to benefit Emerging Markets excluding China

With deglobalization, ongoing trade tensions and lingering impacts of the pandemic, the global supply chain continues to sputter and break down. Efforts to reduce dependency on China has meant investing more in trade diversification. However, rewiring will be challenging, slow and expensive. While China will hold many competitive advantages in manufacturing, EM excluding China will be the key beneficiary of supply chain diversification. What are the responsible investment implications for this transition?

10.45

11.15

Coffee/Tea Break

Session 2

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Managing Director, Fixed Income Client Portfolio Manger

Neuberger Berman

Putting your bond portfolio on the path to Net Zero – how to manage climate transition in fixed income

Bond investors have a very important role to play in the global journey to Net Zero. That includes not only directing capital away from carbon intensive industries, but also lending it to companies that are providing climate solutions or transitioning their business model towards a low carbon economy. This process can be effectively implemented in Multi-Asset Credit portfolios that invest across a broad opportunity set, with a particular focus on the following:

  • Information that fixed income investors can use to track the progress of their portfolios on a path to net zero

  • Structuring bond portfolios to achieve both investment return objectives and climate transition goals

  • Meeting forthcoming regulatory requirements, like mandatory reporting aligned with the Task Force on Climate-related Disclosure (TCFD)

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Speaker tbc

Royal London Asset Management

Alternative credit: the current investment environment across the asset class

12.30

13.45

Lunch

Session 3

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Razvan Remsing

Director of Investment Solutions

Aspect Capital

The Demise of the 60/40 portfolio means portfolio need trend

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Speaker to be confirmed

Market turmoil: what does this mean for the future of LDI in UK DB plans?

14.50

Tea/Coffee

15.15

Session 4

Interview between Phil Edwards, Head of Manager Selection & Oversight, USS and David Rouch, Partner, Freshfield Bruckhaus Deringer to discuss:

"A Legal Framework for Impact: Sustainability Impact in Investor Decision-making"

Pension Funds views:

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Craig Heron

Head of Public Markets

Railways Pension Trustee Co. Ltd.

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Head of Manager Selection and Oversight

USS

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Jerry Gandhi

Professional Trustee

2020 Trustees

Moderator to date:

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Shola Salako

Professional Trustee

Dalriada

Cost

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.

Sponsors
RESOURCES
 
Venue

The Dilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: +44 (0)20 7734 8000

https://thedillylondon.com/

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

Media Partners

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