Date: 25th April 2023
Time: 12:30 - 14:00
Location: Ruffer, 80 Victoria Street, London, SW1E 5JL
Ruffer, WTW and The AMNT co-host a DC Working Lunch reflecting on tangible lessons for trustees from 2022.
- A changed investment regime: what explicitly has changed and how does that subsequently impact investment thinking and/or portfolio adaptation?
- Lessons from 2022: 2022 was the first template of a high and volatile inflation investment landscape - what learnings can trustees take forward?
- The pre-retirement conundrum: Determining a strategy that delivers for the rapidly growing numbers of DC scheme members approaching retirement
About Ruffer
At Ruffer, our aim is to offer diversification, genuine downside protection and consistent, uncorrelated, positive returns in all market environments. Ruffer has a single global macro, multi-asset investment strategy and it follows this investment approach for all clients, including £7 billion on behalf of pension funds and their members.
The unbenchmarked, unconstrained Ruffer strategy has generated 9% annualised returns (net of fees) over a 28 year period, while also delivering positive returns for clients through historically difficult markets; dot.com, global financial crisis, COVID-19 and 2022. Despite the challenging market conditions in 2022, Ruffer returned 5% to Defined Contribution clients; providing genuine diversification amidst the market turmoil as schemes necessitated downside protection.
About WTW
WTW’s specialist defined contribution (DC) consulting team advises on all aspects of DC pensions and broader financial wellbeing.
We help trustees of occupational DC schemes to:
- Put in place a high-quality experience for members, developing inclusive communication strategies and supporting members as they approach retirement
- Designs and review an appropriate investment strategy for members, including integrating ESG considerations to ensure a better future for our people and planet
- Meet the governance and legal requirements to ensure schemes are well run and more likely to deliver good member outcomes
