The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
Punter Southall's new “Risk of Ruin” model measures the probability of a scheme failing to provide member benefits in full taking account of the sponsor covenant, the funding approach and the investment strategy. At this event our specialist transactions team will explain the “Risk of Ruin” concept and walk through some of the interesting (and sometimes counter-intuitive) findings from our research. This will include:
The Willis Towers Watson trustee training courses provide an ideal opportunity for new trustees to expand their knowledge beyond the basics covered in The Pensions Regulator's online toolkit. As well as presentations by some of our senior consultants, our courses give trustees the ability to explore the issues they face and share experiences in group discussions with trustees from other pension schemes.
We would be delighted if you could join us for our UBS Steps Trustee Training Series – Your Investment Challenges Answered on 7th and 22nd November 2017 at UBS's offices in London. Please feel free to extend the invitation to any trustees or investment panel members who may also be interested in attending. This training is split into two parts. First Steps
This year's LA Forum takes place at the PLSA's offices at Cheapside House on 07 November. The PLSA's Local Authority events are the largest gatherings of Local Authority pensions managers and experts. The environment in which local government pension schemes operate has changed almost beyond recognition in recent years. This year’s Forum takes place at a critical time, with MiFID
Unwinding QE We will begin this round with the usual update on global financial markets, looking at the fundamental drivers of their performance and prospects going forwards. With a backdrop of increased political instability and uncertainty around Brexit negotiations, there will be a particular focus on the UK economy. As the economic cycle matures and the need for loose monetary