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.
Invitation to join our seminar on the future of DC provision DC provision in the UK has fast reached maturity in terms of the number of participating employers and individuals thanks to auto-enrolment, but arguably still has a long way to go to meet the future needs of savers. Auto-enrolment, freedom and choice, the rise in use of Master Trusts
Venue London TBC
This course is suitable for more experienced trustees who have either already attended the Defined Benefit – Part 1 course or have some experience as a trustee of a defined benefit scheme. It assumes an understanding of the basic concepts of trust law and trusteeship and some knowledge of asset classes and investment markets. It provides a practical look at
An afternoon reception by invitation only. Click here to express an interest in being invited to attend.
Dimensional Fund Advisors Invites You to a Webinar with Gerard O'Reilly Understanding the long-term and short-term drivers of expected returns can influence the approach to portfolio design. Successfully capturing these drivers of expected returns also requires a framework for evaluating additional considerations and tradeoffs inherent in the investment management process. In this webinar with Gerard O’Reilly, PhD and Co-CEO and
This introductory course is suitable for new trustees and as a refresher for those with more experience. It will help you gain a clear understanding of your responsibilities as a trustee.
As a trustee, or a member of a committee/team, managing or governing a defined contribution (DC) scheme, it is important to keep your DC knowledge up to date as well as understand best governance practice and how to operate schemes that produce good outcomes for members. Comprehensive sessions providing you with insight on: The ‘trustee knowledge and understanding’ requirements as
DB Trustee Training The basis of good governance We welcome new and present trustees to join our one-day course 7 June 2018 Barnett Waddingham, Leeds 6 September 2018 Barnett Waddingham, London Register Register The Pensions Regulator is focusing on governance standards and as a trustee that is responsible for managing defined benefit (DB) pension schemes, it’s essential that you are
With DB schemes in deficit and sponsors under pressure to increase contributions, finding ways to create extra value is a real win-win for sponsors, trustees and members. As such, there is a clear drive in the industry to improve value for money, with the new DB Chair's Statement likely to require schemes to demonstrate how they are achieving this. In