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.
For trustees of defined benefit schemes It is now over thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for
This online symposium is inspired by the idea that despite ten years or more of activity around the issue of costs and charges in the pensions and investments space, we are still a long way away from investors – both institutional and retail, having access to the clear and intelligible information they need. Without suitable information on costs and charges,
We invite you to participate in BNY Mellon's first Virtual Pension Summit on Thursday 11th June. In this time of uncertainty, there is a great need for understanding the latest developments in pensions and the most pressing issues facing the industry. Our goal is to help you stay informed and competitive in the changing landscape. Join us on this journey
Register now for the fifth webinar in our COVID-19 series. In this webinar, we'll explore the impact of COVID-19 over the next 3-5 years for DC members who are at different stages of the pensions journey. We will also consider any actions that pension scheme trustees, or governance committees, should consider now to plan for the future. Taking place on
With an increased focus from The Pensions Regulator on governance standards, it is essential for trustees to have suitable and regular training. Our comprehensive training programme effectively guides trustees, who are responsible for managing defined benefit (DB) pension schemes, through the fundamental issues highlighted in The Pensions Regulator’s ‘Scope Guidance’. This one-day course provides both new trustees, and those seeking a
During this webinar, Paul Hamilton, Partner and Head of Higher Education, will get us to take a step back to think about pension scheme design from first principles, to explain how the different options (that he will outline) could work. This will show that there are more decisions to think about than just who bears the risk, including efficient allocation
We invite you to participate in a webinar to discuss the Evolution of Collateral on Wednesday 17th June at 2:00 PM BST. New rules are driving an unprecedented level of transformation across the uncleared derivatives industry. This session will provide an opportunity to hear about the future of collateral management from market leaders and representatives of BNY Mellon, as well
Bulk Annuities | Opportunities and Challenges as Market Turbulence Continues Wednesday, 24 June, 3pm to 4pm The bulk annuity market continues to cope with change and recent market volatility has led to pricing opportunities for those that are in a position to access them. Our specialist risk transfer team, alongside Jane Kola from ARC Pensions Law, will assess what the new
Register Now This one-day course is designed to give delegates a deeper understanding of a range of investment issues that apply to both DB and DC pension schemes. In the morning session delegates will explore: Trustee investment responsibilities and governance matters across UK pension funds, including the importance of applying investment beliefs in investment strategy. Characteristics of mainstream and alternative