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.
This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. It is suitable for new trustees who have already learned the rudiments of pension scheme trusteeship or if you have already attended Introduction to trusteeship Part 1: The theory. TOPICS The protocol and mechanics of decision – making, including
Please join us at the DC Investment Forum’s annual event. The event will take place on the 26th April, from 4.30-6pm, kindly hosted by J.P. Morgan Asset Management (60 Victoria Embankment, London, EC4Y 0JP). At the event, we will launch our flagship 2018 research on ESG. The report will demystify this sometimes-complex subject. Using practical, real-life examples, it will help
At this free, one day, educational event, P-Solve will aim to tackle, head-on, some of the investment problems and issues that pension schemes are facing today and will offer some insight and knowledge, to help aid all pensions managers, finance directors, trustees and secretaries of pension schemes, take back possession and reach their scheme’s end goal. For further information or
SAVE THE DATE Pensions Trustee Conferences Tuesday 1 May 2018 County Hall, London Register here to save your place Our annual full day conference is perfect for trustees of DB pension schemes. Join us for a day of insight into the latest pension matters including a walk-through of how to tackle complex and distressed schemes, contingency planning and a
Trustees and Sponsors are under greater pressure than ever to justify their stance on risk. This year’s valuations will take place against a backdrop of increasing market volatility and increased political and regulatory scrutiny arising from cases such as Carillion and Toys R Us. There will be more requirements to ensure that the valuation takes place as part of a
Instead of looking in the same old places for the same old answers, representatives of Quiet Room are going to bring some new voices and new ideas to you. They’ve brought together speakers from other sectors who’ve solved problems just like the one we face -getting people to change their behaviour when it comes to things that could really affect
This PMI event will provide the opportunity to share experiences and gain insight into how others carry out the role of the Secretary to the Trustee effectively. Come along to learn more about managing conflicts, trustee effectiveness, preparing and monitoring an effective risk register, and working effectively with the Chair of Trustees Topics include: The role of Secretary to the
The ‘Investment Training and Networking Event’ is held on 3 May at the Aon offices in London. The event is designed to offer trustees a blend of ‘education and entertainment’ and it is suitable for small-medium sized schemes that have £0-£500m in assets. Held in the afternoon, the event will be split up into two parts. For the first hour, attendees
This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. If you are new to trusteeship or thinking about becoming a pension scheme trustee this course is right for you. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good
