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.
Professional Pensions Fiduciary Management Focus is delighted to announce that our keynote speaker for 2017 is John Nestor, Client Director for Capital Cranfield. Join us on 11th July for an unmissable session, as John details his first-hand experience of implementing a fiduciary manager for a scheme with liabilities of circa £400 million. Delegates can benefit from John’s extensive expertise as
Fiduciary Management continues to gain traction, with the market reaching £126bn in 2016, bringing the total number of mandates to 719 according to the 2016 KPMG annual survey. However, around 74% of full mandates are provided by fiduciary managers which are part of a wider consultancy group, raising concerns over lack of competition and conflicts of interest which the FCA
Join our national series of seminars in July and hear about: Alternative Funding Targets - a new approach to measuring the size of the Black Hole in defined benefit pension schemes How Liability Driven Investment can be integrated as part of your funding strategy How getting your valuation negotiations right is good for trustees and sponsors Interested? Register
Join our national series of seminars in July and hear about: Alternative Funding Targets - a new approach to measuring the size of the Black Hole in defined benefit pension schemes How Liability Driven Investment can be integrated as part of your funding strategy How getting your valuation negotiations right is good for trustees and sponsors Interested? Register
With many DB schemes closing altogether and even more closed to new members, pressure on DB pension funds to manage their risk is immense. This conference aims to help maturing DB pension schemes – and those that simply want to divest themselves of risk - to review their investment and de-risking options and to address some of the main issues
Against a backdrop of volatile gilt yields many trustees and sponsors are exploring the potential alternatives to gilt plus fixed margin discount rates. At these events we will share our research into the range of outcomes this can produce and consider the opportunities and implications for trustees and sponsors wishing to use alternative approaches. We are delighted to have Anthony
The Engaged Investor awards 2017, the annual event celebrating excellence among pension scheme trustees and their providers and advisers.
This year we are focusing on the defined benefit end game - the road to buy-out? What should trustees be thinking about now and how can they best start preparations for an event that for most will realistically be many years in the future. A buffet lunch will be available from 13:00 with the Seminar starting at 14:00. The Seminar
On Wednesday, 16 August we will be hosting a seminar to follow up the launch of "Risk of Ruin". Our “Risk of Ruin” tool 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. The “Risk of Ruin” provides a single measure by which trustees