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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


THE DE-RISKING LANDSCAPE

1.1 INTERVIEW: Assessing temporal triggers: strategies for the glide path to end point and when to initiate a buyout transaction
- James Lewis, UK Head of Investment Strategy, Fiduciary Management, Mercer

1.2 WHITEPAPER: Navigating the volatility to reach your DB endgame
- Douglas Hogg, Senior Solutions Director – Pensions, Aberdeen Standard Investments

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, Member Nominated Trustee Director

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: Building an in-house annuity fund
- Mark Thompson, Investment Consultant

3.3 INTERVIEW: “Di-wors-ification”: are risk/return trade-offs being worsened by over diversification of portfolios and why is this occurring?
- Matteo Riccardi, Chief Investment Officer, Bipiemme vita spa

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.
- Sarita Gosrani, Investment Consultant, Head of ESG Research, XPS Group

4.2 INTERVIEW: How can the de-risking aspects of LDI minimise the effect of future market volatility and potential financial crises on defined benefits funds
- David Breslin, LDI Risk Manager, Pension Protection Fund

James Lewis

UK Head of Investment Strategy, Fiduciary Management, Mercer

Douglas Hogg

Senior Solutions Director – Pensions, Aberdeen Standard Investments

Tim Culling

Pension Scheme trustee/director, Zurich

Michael Clark

Director, CBC Pension services

Mark Thompson

Investment professional

Matteo Riccardi

Chief Investment Officer, Bipiemme vita spa

Sarita Gosrani

Investment Consultant, Head of ESG Research, XPS Group

David Breslin

LDI Risk Manager, Pension Protection Fund

Aberdeen Standard Investments is dedicated to helping investors around the world reach their investment goals and broaden their financial horizons.

We provide expertise across a breadth of markets, asset classes and investment approaches. With around 1,000 investment professionals, and operations in global financial capitals and important regional centres, this brings us closer to our clients and customers around the world. It also provides invaluable knowledge and insight to share with our people.

As at 30 June 2020, we manage £455.6 bn (€501.2 bn/US$ 562.9 bn) on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals in 80 countries.

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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.

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

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