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Faced by market volatility and unpredictable market environments, pension plans, insurers and other institutional asset owners are turning in growing numbers to outsourced investment firms to capture premium returns and best manage risk. As the sector matures and technology and data support partners enter the sector, market buyers have a growing availability of offers when moving to an inhouse to outsourced model of operating, poses questions at the outset for what strategy best suits different investment groups.

The third annual Investment Outsourcing for Institutional Investors, Europe 2019 report bringing together UK and continental European based finance directors, treasurers, pension trustees and those charged with ensuring best value for both employer and employee pension arrangements. Contributors will be examining the evolution in outsourced investment strategies, investigating some of the new developments in solutions, changing opinions and the role of outsourced investment arrangements in an environment of ever greater regulatory and stakeholder scrutiny.

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SECTION 1


HOW TO AVOID CONFLICTS WHEN CHOOSING AN OUTSOURCED INVESTMENT PROVIDER

1.1 INTERVIEW: When to delegate - how asset owners can use an evaluation process to work out whether outsourced investment is the right step

- Oliver Polson, Head of Group Pensions, Grafton Group PLC

1.2 INTERVIEW: How a strict selection process can make sure your outsourced provider is the right fit
Interviewee:
- Frederik Von Anhelm, Portfolio Manager, Swiss Federal Pension Fund PUBLICA

SECTION 2


UNDERSTANDING DIFFERENT MODELS OF DELEGATED INVESTMENT

2.1 ROUNDTABLE DEBATE: From outsourcing everything, to specific asset classes – how to find the right levels of delegation
Panellists:
- Terence Thompson, Investment Manager, AZBlue
- Mark Sandbulte, Portfolio Strategy VP, FBL Financial Group
- Frederik Von Anhelm, Portfolio Manager, Swiss Federal Pension Fund PUBLICA

2.2 INTERVIEW: Picking the right approach – understanding the differences between asset management providers and investment consultants
Interviewee:
- Tom Heck, Chief Investment Officer, Ball State University Foundation

SECTION 3


MONITORING SUCCESS AND FAILURE

3.1 ROUNDTABLE: How to make sure that your delegated investment strategy is working
Interviewee:
- Rip Reeves, Chief Investment Officer and Treasurer, AEGIS Insurance Services
- Mark Cliff, Independent Trustee, Mark Cliff Trustee Services

3.2 WHITE PAPER: Better investments with reduced governance burden
- Simon Fox, Senior Solutions Director, Aberdeen Standard Investment

3.3 INTERVIEW: Dealing with poor performance, how to fire or change fiduciary managers
- Rip Reeves, Chief Investment Officer and Treasurer, AEGIS Insurance Services

SECTION 4


THE FUTURE OF FIDUCIARY MANAGEMENT

4.1 WHITE PAPER: What role does technology place in choosing, maintaining and assessing outsourced investment
- Keira-Marie Ramnath, Director and Head Fiduciary Management Oversight, PwC

4.2 Interview: Where next for investment outsourcing - what role will fiduciary management play in superfunds, DC and mastertrusts?
- Peter Daniels, Principal and Head of FM Evaluate, Barnett Waddingham

Oliver Polson

Head of Group Pensions, Grafton Group PLC

Frederik Von Anhelm

Portfolio Manager, Swiss Federal Pension Fund PUBLICA

Terence Thompson

Investment Manager, AZBlue

Mark Sandbulte

Portfolio Strategy VP, FBL Financial Group

Tom Heck

Chief Investment Officer, Ball State University Foundation

Rip Reeves

Chief Investment Officer and Treasurer, AEGIS Insurance Services

Mark Cliff

Independent Trustee, Mark Cliff Trustee Services

Simon Fox

Senior Solutions Director, Aberdeen Standard Investments

Keira-Marie Ramnath

Director and Head of Fiduciary Management Oversight, PwC

Peter Daniels

Principal and Head of FM Evaluate, Barnett Waddingham

Aberdeen Standard Investments is a leading global asset management brand dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage £583 billion* on behalf of clients in 80 countries.


*Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017

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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