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With another volatile year, the focus on de-risking of investment holdings was once again pushed to the forefront after a year of general equity and bond market upswings. As corporate pension plan sponsors seek a move towards buyout stage and others look to outsource the role of asset liability management altogether, the investment de-risking sector is set to evolve to meet both new and emerging challenges and needs.

The sixth annual De-Risking Investment Strategies, Europe report brings together UK and continental European pension plans, pension sponsors, insurers and other asset owner groups, to forward the industry debate on de-risking in investment activity and the potential for reaching asset liability equilibrium and bulk risk transfer positioning. Key areas the report looks at are asset-liability management; low volatility investing; new methods of diversification; economic and political forecasting and bulk buyouts including that of medical versus non-medical underwritten annuities.

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Developing asset allocation and investment strategies to manage the downside in a riskier world

SECTION 1

CHOICES AND CHALLENGES

1.1 INTERVIEW: How to view and navigate today’s unpredictable economic and political climate as a long-term investor?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Invited: Michael McAteer, Co-director & Co-Founder, The Financial Inclusion Centre

1.2 Interview: To de-risk or not to de-risk, is that the real question?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Con Keating, Head of Research, Brighton Rock Group

1.2 Interview: De-risking an equity portfolio: a non-traditional low volatility strategy

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Tom Lee, Managing Director of Investment Strategy and Research, Parametric - an Eaton Vance affiliate

1.3 Whitepaper: Harnessing the volatility risk premium to manage equity portfolio volatility

• Tom Lee, Managing Director of Investment Strategy and Research, Parametric - an Eaton Vance affiliate

SECTION 2

MOVING UP THE RISK CURVE: ASSUMPTIONS, UNCERTAINTIES AND RESULTS

2.1 ROUNDTABLE: Given the need to move up the risk curve, what are the fundamental considerations when incorporating riskier assets into a portfolio?

Moderator:

• Maire McGuire, Publisher, Clear Path Analysis

Panellists:

• Mark Hedges, Chief Investment Officer, Nationwide Pension Fund

• Huw Evans, Trustee Executive, Bestrustees

• Richard Soper, Chairman of Investment Committee, First UK Bus Pension Scheme

2.2 INTERVIEW: Given the recent widening of gilt-swap spreads, what effect will this have on de-risking investment strategy?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Peter Dixon, Economist, Commerzbank

SECTION 3

INVESTMENT STRATEGY IN A VOLATILE MARKET

3.1 INTERVIEW: Are multi-asset funds as simple as they seem, to access alternatives in a volatile market?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• TBC

3.2 INTERVIEW: Diversifying the portfolio – creating a custom approach outside of multi-asset fund structures

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• David Hickey, Portfolio Manager, Lothian Pension Fund

3.3 INTERVIEW: Regulation: How will EMIR requirements for cash collateral impact strategies?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Invited: Nick Wheeler, Chair of Trustees, Volvo

Con Keating

Head of Research, Brighton Rock Group

Tom Lee

Managing Director of Investment Strategy and Research, Parametric

Mark Hedges

Chief Investment Officer, Nationwide Pension Fund

Mark Hedges

Chief Investment Officer, Nationwide Pension Fund

Huw Evans

Trustee Executive, Bestrustees

Richard Soper

Chairman of Investment Committee, First UK Bus Pension Scheme

Peter Dixon

Economist, Commerzbank

Eaton Vance is a leading global asset manager, with a history dating back to 1924. With offices in North America, Europe, Asia and Australia, we offer a broad array of investment strategies through a multi-affiliate structure that leverages the expertise of specialist investment firms, managing US$354.3 billion in assets (as of 31/12/16).

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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Savvy Investor is the world’s leading “knowledge network” for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site has grown rapidly, with a membership consisting primarily of pension funds, asset owners, investment managers and investment consultants.
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