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In a year plagued by economic, political, and social uncertainty, an emphasis on de-risking of pension funds has seemingly never been so integral to a funds long term success. The instability of the 2020 market will indubitably strengthen the will of countless trustees’ to find safer, less uncertain paths to safeguard their members’ benefits. The investment de-risking sector is set to evolve to meet the emerging challenges of 2020 and beyond.

This year’s De-Risking Investment Strategies, Europe report brings together UK and continental European pension plans, sponsors, and other asset owner groups, to forward the industry debate on de-risking in investment activity and the potential for reaching long term de-risking goals down the glide path to retirement. Key areas to be explored include: assessing temporal triggers, improved modelling of member behaviour, developing the optimal portfolio mix, managing member communication from a psychological perspective, over diversification and managing funds in a socially responsible manner in a post covid-19 world.

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SECTION 1


STRATEGY AND AIMS

1.1 INTERVIEW: Assessing temporal triggers: strategies for the glide path to end point and when to initiate a buyout transaction
- Peter Jennings, Business Development Manager, Defined Benefit Solutions

SECTION 2


PYSCHOLOGY AND MANAGING PERCEIVED RISKS

2.1 INTERVIEW: Improving the modelling of member behaviour and understanding nuanced changes that will effect de-risking plans
- Tim Culling, Director, Zurich Financial Services

2.2 INTERVIEW: What can we learn from consumer psychology principles to best manage member communications in the face of economic and market adversity.
- Proposed: Dan Ariely, Specialties: Psychology, Behavioral Economics, Experimentation, MIT Sloan School of Management

2.3 ROUND TABLE: Understanding behavioural finance and investment psychology in the face of high market stress events – how to develop the investment team approach for optimal long-term benefits
Moderator:
- Mathew Croft, Conference producer, Clear Path Analysis
Panellists:
- Dinesh Visavadia, Director, Independent Trustee Services
- Proposed: Ian McKnight, Chief investment officer, Royal Mail
- Proposed: Kathryn Mikells, Chief finance officer, Diageo

SECTION 3


PORTFOLIO CONSTRUCTION

3.1 INTERVIEW: Equities, bonds and alternatives: how to develop the best portfolio mix as part of the glide path approach?
- Michael Clark, Director, CBC Pension services

3.2 INTERVIEW: Sourcing the optimal balance between risk protection and growth focussed assets in a portfolio designed for yield generation
- Proposed: TBC

3.3 ROUND TABLE: “Di-wors-ification”: are risk/return trade-offs being worsened by over diversification of portfolios and why is this occurring?
Moderator:
- Mathew Croft, Content producer, Clear Path Analysis
Panellists:
- Nikesh Patel, Head of Investment Strategy, CIO and Trustee, Kempen Capital Management UK
- Proposed: Inder Dhingra, Chairman, NED and Independent Pensions Trustee, Lloyds
- Proposed: Robert Waugh, Chief Investment Officer, RBS pension fund

3.4 INTERVIEW: As we move into a post Covid-19 world, should there be greater consideration of reactive plans within the investment strategy to market events?
- Proposed: David Adkins, Head of Investment Strategy at Lloyds Banking Group

SECTION 4


EMERGING RISKS

4.1 INTERVIEW: Climate change and ESG are not on pause. Now is the time to be building ESG into pension scheme portfolios.
- Proposed: Doug Heron, Chief Executive Officer at Lothian Pension Fund

4.2 INTERVIEW: Moving into a new era post Covid-19 fallout, looming and uncertain EU – UK trade deal, an EU set for record recession, and a US election. How can DB pension funds schemes best position themselves for an uncertain future?
- Proposed: Jeff Sayers, Managing Director of Pensions & Investments for Lloyds Banking Groupl

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message