HomePunter Southall New Investment Trustee Training For trustees of defined benefit schemes

Punter Southall New Investment Trustee Training For trustees of defined benefit schemes

« All Events

  • This event has passed.

Punter Southall New Investment Trustee Training For trustees of defined benefit schemes

Wednesday 11 October, 2017 @ 9:30 am - 1:00 pm

This half-day course takes trustees through the key issues involved in deciding whether and how to implement liability-driven investment (LDI) strategies. 

Interest rate and inflation risks are typically two of the most significant financial risks faced by defined benefit pension schemes in the UK. Liability-driven investment LDI strategies aim to manage these risks. We continue to see significant growth in the LDI toolkit that is available to schemes as investment managers react to the increasing demand for such solutions. This is all happening at an interesting time, where long-term interest rate expectations are near, or at, all-time lows.

Our course will cover:
An introduction to the principles behind LDI and how LDI strategies work
The tools available to manage interest rate and inflation risks within a pension scheme
The key issues to be aware of when using LDI
How appropriate an LDI solution is in the current
low-yield environment 
The course may also be useful for sponsors who would like to understand more about the LDI strategies being implemented by their trustees.

The course will be interactive, with plenty of practical examples and opportunities for discussion and questions. 
 Book your place - Wednesday 11 October 

Details

Date:
Wednesday 11 October, 2017
Time:
9:30 am - 1:00 pm

Organiser

Punter Southall

Venue

Punter Southall
London, + Google Map