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.
Preparing for the year ahead After the 2016 shareholder spring, many changes were expected in the 2017 AGM season – high profile cases of votes against, new government regulation, etc. Various political events have meant this trajectory has shifted and a different approach is appearing. We now take the time to reflect on what we have learnt from the last
Please join us on Thursday 5th October at LCP's offices in London for an MNT training workshop to include sessions on Cyber Security with Liz & Ian from RSM, Asset Security with Jane from Arc Pensions Law, IRM with Stephen from PwC and GDPR with our hosts LCP. Please click here to read more about each session. The workshop is
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
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
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 policy diminishes,
Seminar invitation Our free and interactive seminar is aimed at new trustees of DB, DC and hybrid schemes (as well as those who would like to refresh their knowledge). The first session is suitable for all new trustees and will cover: brief summary of trustee knowledge and understanding (TKU) requirements trust and pensions law basics discretions case study – death benefits tax
Baker & McKenzie's Pensions Team is pleased to invite you to our next breakfast briefing on developments in pensions law. The topics covered in this session will include two very recent Court of Appeal cases: · Employer's obligations on changing benefits and the relevance of members' reasonable expectations – IBM succeeds on appeal · Validity of pensionable pay caps – Bradbury v
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
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